I built a tool to fix my own trading workflow. I had two “truths” every day: My actual portfolio and my research-driven model portfolio. Keeping them in sync meant manual work in Excel — slow and error-prone.
So I automated it. Now I instantly see what I own vs. what I should own. Nothing fancy — just removing friction from decision-making.
👉 What would you automate if you could?
Note: Demo uses a simulated portfolio.
Most portfolio optimizers are historians. This one listens.
MPT (Modern Portfolio Theory) is brilliant—but backward-looking.
In 2026, it tells you to pile into Bitcoin, gold, and US tech, regardless of what you actually believe about the next decade.
The Custom Portfolio Optimizer starts with history, then lets you override it. Your views. Your conviction. Your portfolio.
Paper flashcards are simple. They're also blind.
I struggled to teach my son Chinese.
So I built a tool that actually tracks progress, surfaces weak spots, and schedules reviews intelligently.
It took two days. It changed our routine.
👇 The story behind it.