ALL-IN-ONE CROSS-PLATFORM INVESTMENT PORTFOLIO TRACKER
The cross-platform investment tracker that lets investors monitor their entire portfolio in one seamless view. With real-time net worth updates across all connected accounts and daily growth charts, AssetDash gives a complete, up-to-the-minute picture of financial journey.

  • Industry

    Fintech, Investing, Crypto, B2C

  • Market and Funding

    United States
    Seed $2M: Roundhill Investments, Grant funding: NEAR

  • Technology

    Web platform, Mobile app
    Languages: Dart, Flutter, AWS

  • Team

    8 members including Backend/ Frontend/ Mobile engineers, QA specialist, UX/UI designer

Key Achievements

  • 1
    Product Pivot
    Pivoted a social media network into a successful investor portfolio tracker, resulting in a significant increase in user acquisition within the first three months.
  • 2
    User Acquisition
    Expanded product compatibility to over 100 platforms within six months, resulting in a tenfold increase in user acquisition and unlocking valuable partnership opportunities, which enhanced our competitive positioning and drove long-term growth.
  • 3
    User Engagement
    Implemented real-time portfolio tracking and NFT floor price tracking, resulting increase in user engagement and significantly enhancing the overall NFT investment experience.
  • 4
    Business Impact
    Within 6 months of launching, the platform had over 3,300 users and held $80 million in investments, while the company had spent less than $10,000 on marketing.

My Role as a Product Manager

  • Pre-Launch
    • Conduct in-depth market research to understand demand for investment portfolio tracking.
    • Identify the core needs and pain points of the audience (NFT Portfolio, variety of connected platforms).
    • Analyze competitor portfolio tracking tools and define differentiators for the pivoted product.
    • Map the user journey, emphasizing ease of portfolio connection and goal-setting features.
    • Define primary KPIs (number of connected accounts, time spent in the app, number of tracked assets, portfolio diversity) based on the anticipated user journey.
    • Scope a Minimum Viable Product (MVP) for early testing, focusing on essential features like account connection, assets tracking and NFT gallery.
    • Align with stakeholders (marketing, development, investors) on pivot objectives, new value propositions.
    • Build a new roadmap to reflect the pivot, ensuring clear timelines for core features, testing, and initial launches.
    • Set up beta testing or pilot programs with existing users interested in investment tracking.
  • Launch
    • Design a smooth onboarding flow tailored to new portfolio tracker users, with tutorials or walkthroughs for tracking assets.
    • Create a seamless process for users to import data from brokerages, spreadsheets, or other tracking apps.
    • Work with marketing to clarify messaging and positioning to existing and new users, addressing why the pivot provides more value.
    • Prepare and oversee the product’s launch announcement, product pages, and user FAQs.
    • Engage in community management to build rapport with the investment-oriented user base.
  • Post-Launch
    • Track and analyze early KPIs (daily active users, churn rate, portfolio imports) to gauge user engagement and potential bottlenecks.
    • Monitor qualitative feedback through customer support, app reviews, and social media for immediate insights on issues or requests.
    • Collaborate with customer support to establish protocols for common questions (importing data, account connections).
    • Oversee quick resolution of issues related to integrations, as technical friction in data import could cause user drop-off.
    • Focus on retention strategies such as personalized insights, goal setting, and alerts on investment milestones.
    • Develop features based on initial feedback, like benchmarking tools, goal-tracking for retirement or major purchases, and notifications.
    • Set up regular feedback channels through surveys, community engagement, and in-app feedback prompts.
    • Actively manage a product roadmap that is responsive to ongoing feedback and adjusts the app based on emerging user needs.
    • Investigate adding integrations with popular financial platforms, enhancing data accuracy and streamlining the portfolio management experience.
Outstanding Features
High-level portfolio insights
Provided macroscopic insights
into portfolio performance
Ethereum and Solana NFTs gallery
Enhanced the NFT investment
experience
NFT real-time floor price tracking
Implemented real-time NFT floor
price tracking
Made on
Tilda