[bt3]

Mind speaking to the monetization component of your app? It's not readily visible from your links.

I ask as I've built a similar tool that supports portfolio rebalancing and helps generally understand portfolio health. I found the niche of "DIY" investors willing to pay for software somewhere between fully automated and hands-off is small and although I've never pushed towards aggressive monitization, it always seemed like most self-service investors are conditioned to only pay for data (which I suppose in part your application presents).

[ravivooda]

Monetization is predominantly through affiliate referrals to CPAs and Tax Advisors; I ran Facebook ads and I had a good number of people reach out to me via messaging. am also exploring possible monetization opportunities through integrating APIs with big brands and roboadvisors.