6h (edited) • Financial Planning
Passive Income Investing Tool
If anyone is interested in a PII planning tool, I created one, and I have a signup form here: https://piidesk.com
I built the tool for myself and family, to help me to make decisions on what and how I want to invest. The purpose is to help me see how I've done in the past, plus let me see how its projected to do in the future.
I have the tool to a place where I'm pretty happy with it for my use case, and so I thought I'd deploy it, and share it with a small audience just see if other people would find it useful. If interested I'm looking for people to test it out and see what you think, and if you'd have any ideas you'd like to see implemented. This was tuned for me, so its only WealthSimple, and only Google user accounts, etc. If people like it and find it useful, I may add more features and support more systems. The first 10 users will get free access for life, it this ends up turning into anything.
Currently you can upload your holdings and your activity from WealthSimple (since that's what I use), so you can see how you've done against the market. Currently it's a manual upload, you have to download a couple CSVs from WealthSimple. But I want to support more brokerages, and eventually automate the integration.
Another feature it has is a share tool, so you can share a simple read-only version of one or all of your accounts. For example you can take a look at one of my accounts here: https://piidesk.com/shared/0e53c80a-eb9d-4eaf-a3a5-07ae2ef1fcf9
I also have is a backtested algorithm that tells you how the market is trending so you know when is a good time to buy, verses hold, or sell. I got freaked out buy the large crash that happened earlier this year, littereally the day after I sold my house and went all in on stock market. That freaked me out a lot, and I just wanted an algorithm to help give me a heads up on what's going on.
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Passive Income Investing Tool
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