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I got tired of juggling 5 apps for investing research, so I built my own. Looking for honest feedback

Hey everyone, I’ve been working on Equiteron in my spare time for a while now, and it’s reached the point where I need outside opinions before taking it further. Why I started: My investing research was spread across too many places: one app for the portfolio, another for fundamentals, a news feed, an earnings calendar, macro data somewhere else, and notes in a spreadsheet. The AI tools I tried confidently gave me numbers I couldn’t verify. So I started building one place for all of it

五维评分

付费意愿
35
需求真实度
55
个人可落地
45
竞争空间
25
新鲜度
50

AI 分析

痛点:投资研究信息分散在多个应用,AI给出的财务数据难以验证,用户需要一个整合且数据可溯源的调研工具。

目标用户:需要做基本面、组合跟踪和新闻/财报研究的散户投资者与主动投资者。

证据:I got tired of juggling 5 apps for investing research, so I built my own. The AI tools I tried confidently gave me numbers I couldn’t verify.

变现:Freemium 订阅制:免费版提供手动组合与基础财报;付费版解锁券商自动同步、实时/深度数据、AI 财报摘要与可溯源引用、多账户合并和高级估值分析。

MVP:2 周内只做一个窄场景:支持 CSV 导入持仓,用 SEC EDGAR/Yahoo Finance 等免费数据展示核心财务图表,抓取财报电话会文稿并用带原文引用的 AI 摘要解释持仓公司,先不做券商 OAuth、实时行情和复杂合规。

竞品:Koyfin、Seeking Alpha、Simply Wall St、Sharesight、Yahoo Finance、Bloomberg Terminal、Portfolio Visualizer

摘要:创始人为解决投资研究分散在 5 个应用、AI 数据不可验证的问题,独立开发 Equiteron,整合市场情报、基本面、组合跟踪和可溯源 AI。帖子仅寻求反馈,未提付费用户或收入,且投资研究工具赛道竞品众多、数据与券商接入成本高。