Should I Build It Should I Build It
02 Jul 2025
Fintech Investing

creating a investment dashboard/terminal bridges the gap between ...

...macroeconomics, personal investments, and other general statistics

Confidence
Engagement
Net use signal
Net buy signal

Idea type: Freemium

People love using similar products but resist paying. You’ll need to either find who will pay or create additional value that’s worth paying for.

Should You Build It?

Build but think about differentiation and monetization.

Your are here

Your idea for an investment dashboard/terminal falls into the "Freemium" category, meaning people are generally interested in using such tools, but converting them into paying customers can be challenging. With 12 similar products already out there, the market shows interest, but also indicates significant competition. The high engagement (average 11 comments on similar product launches) suggests users are actively seeking and discussing these solutions. Given this landscape, building a differentiated and monetizable product is key. You need to think about who is already offering similar solutions, and HOW your product offers something meaningfully distinct, to cut through the noise.

Recommendations

  1. Given that similar products face challenges in monetization, your first step should be to deeply understand your target users. Identify distinct user segments (e.g., novice investors, seasoned traders, financial advisors) and their specific needs. What are they currently using, and what frustrations do they have with those existing tools? Understand the specific needs of those who would use the 'free' version versus those who need the premium features.
  2. Since many similar products receive positive feedback for accessibility, especially for beginners, consider focusing on user-friendliness and educational resources. MacroMicro received criticism that its platform was not easy to use for individuals lacking a financial background; therefore, implement intuitive charting, clear data visualization, and tutorials to onboard users effectively.
  3. Develop premium features that cater to power users and justify a paid subscription. Based on Wealth Beacon's criticisms, advanced analytics, increased customization options, or personalized insights could be valuable additions. Consider features like portfolio stress testing, AI-powered investment research, or integration with specific brokers or data sources.
  4. Explore alternative monetization strategies beyond individual subscriptions. Consider team or enterprise licenses, partnerships with financial institutions, or offering personalized consulting services. Given the criticism around high membership fees for OpenBB Terminal, experiment with flexible pricing models (e.g., tiered subscriptions, pay-per-use) to attract a wider audience.
  5. Iterate rapidly based on user feedback. Wealth Beacon's users requested more user-friendly analytics, so prioritize gathering user feedback early and often. Use surveys, interviews, and analytics to identify pain points and prioritize feature development. Focus on a Minimum Viable Product (MVP) to validate your core value proposition before investing in a full-fledged platform.
  6. Address security and privacy concerns proactively. As Wealth Beacon's users inquired about data sources, security, and privacy, be transparent about your data handling practices and security measures. Implement robust security protocols to protect user data and comply with relevant regulations. Build trust by providing clear terms of service and a privacy policy.
  7. Incorporate AI capabilities to stay competitive, similar to what Gorilla Terminal tried to do. Focus on using AI to analyze data and provide insights. Differentiate it from marketing and spam. Integrate AI to provide personalized investment recommendations or to analyze market trends. Ensure the AI suggestions are properly vetted.

Questions

  1. Given the competition, what specific niche or target audience will you focus on initially to gain traction and establish a loyal user base?
  2. How will you differentiate your investment dashboard from existing solutions like Bloomberg Terminal and Tradingview, and what unique value proposition will you offer to attract users?
  3. Considering the 'Freemium' nature of this category, what specific premium features or services will you offer to incentivize users to upgrade from the free version, and how will you price them effectively?

Your are here

Your idea for an investment dashboard/terminal falls into the "Freemium" category, meaning people are generally interested in using such tools, but converting them into paying customers can be challenging. With 12 similar products already out there, the market shows interest, but also indicates significant competition. The high engagement (average 11 comments on similar product launches) suggests users are actively seeking and discussing these solutions. Given this landscape, building a differentiated and monetizable product is key. You need to think about who is already offering similar solutions, and HOW your product offers something meaningfully distinct, to cut through the noise.

Recommendations

  1. Given that similar products face challenges in monetization, your first step should be to deeply understand your target users. Identify distinct user segments (e.g., novice investors, seasoned traders, financial advisors) and their specific needs. What are they currently using, and what frustrations do they have with those existing tools? Understand the specific needs of those who would use the 'free' version versus those who need the premium features.
  2. Since many similar products receive positive feedback for accessibility, especially for beginners, consider focusing on user-friendliness and educational resources. MacroMicro received criticism that its platform was not easy to use for individuals lacking a financial background; therefore, implement intuitive charting, clear data visualization, and tutorials to onboard users effectively.
  3. Develop premium features that cater to power users and justify a paid subscription. Based on Wealth Beacon's criticisms, advanced analytics, increased customization options, or personalized insights could be valuable additions. Consider features like portfolio stress testing, AI-powered investment research, or integration with specific brokers or data sources.
  4. Explore alternative monetization strategies beyond individual subscriptions. Consider team or enterprise licenses, partnerships with financial institutions, or offering personalized consulting services. Given the criticism around high membership fees for OpenBB Terminal, experiment with flexible pricing models (e.g., tiered subscriptions, pay-per-use) to attract a wider audience.
  5. Iterate rapidly based on user feedback. Wealth Beacon's users requested more user-friendly analytics, so prioritize gathering user feedback early and often. Use surveys, interviews, and analytics to identify pain points and prioritize feature development. Focus on a Minimum Viable Product (MVP) to validate your core value proposition before investing in a full-fledged platform.
  6. Address security and privacy concerns proactively. As Wealth Beacon's users inquired about data sources, security, and privacy, be transparent about your data handling practices and security measures. Implement robust security protocols to protect user data and comply with relevant regulations. Build trust by providing clear terms of service and a privacy policy.
  7. Incorporate AI capabilities to stay competitive, similar to what Gorilla Terminal tried to do. Focus on using AI to analyze data and provide insights. Differentiate it from marketing and spam. Integrate AI to provide personalized investment recommendations or to analyze market trends. Ensure the AI suggestions are properly vetted.

Questions

  1. Given the competition, what specific niche or target audience will you focus on initially to gain traction and establish a loyal user base?
  2. How will you differentiate your investment dashboard from existing solutions like Bloomberg Terminal and Tradingview, and what unique value proposition will you offer to attract users?
  3. Considering the 'Freemium' nature of this category, what specific premium features or services will you offer to incentivize users to upgrade from the free version, and how will you price them effectively?

  • Confidence: High
    • Number of similar products: 12
  • Engagement: High
    • Average number of comments: 11
  • Net use signal: 2.8%
    • Positive use signal: 11.4%
    • Negative use signal: 8.5%
  • Net buy signal: -0.2%
    • Positive buy signal: 4.7%
    • Negative buy signal: 4.9%

This chart summarizes all the similar products we found for your idea in a single plot.

The x-axis represents the overall feedback each product received. This is calculated from the net use and buy signals that were expressed in the comments. The maximum is +1, which means all comments (across all similar products) were positive, expressed a willingness to use & buy said product. The minimum is -1 and it means the exact opposite.

The y-axis captures the strength of the signal, i.e. how many people commented and how does this rank against other products in this category. The maximum is +1, which means these products were the most liked, upvoted and talked about launches recently. The minimum is 0, meaning zero engagement or feedback was received.

The sizes of the product dots are determined by the relevance to your idea, where 10 is the maximum.

Your idea is the big blueish dot, which should lie somewhere in the polygon defined by these products. It can be off-center because we use custom weighting to summarize these metrics.

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