Wealth Beacon
Consolidates investment tracking across stocks, ETFs, crypto, real estate, and precious metals, with dividend and cashflow projections.
A financial dashboard that consolidates investment tracking across stocks, ETFs, cryptocurrencies, real estate, and precious metals, solving the problem of fragmented portfolio management. It targets individual investors and finance-conscious consumers, including those in the Baltic region, who want a unified view of their assets. The platform differentiates itself by offering dividend and cashflow projections, CSV import from specific brokers, and a community for learning, delivered as a subscription-based SaaS.
Key features
- Track stocks, ETFs, crypto, real estate
- Dividend calendar and yield calculation
- CSV import from LHV, Lightyear, Interactive Brokers
- Real estate income and expense tracking
- Community Discord for learning and sharing
Social posts
- No social media activity within the last 30 days
GTM channels
- Blog
- Community
ICP
- Consumers general
- Financial services firms
- Freelancers solopreneurs