A portfolio tracker that doesn’t ignore your private equity
Secfi’s Portfolio is the all-in-one equity tracker, seamlessly integrating with Carta and Plaid. Gain clear insights into your private equity's value using funding rounds data, while keeping an eye on your holistic portfolio.
🚀 Introducing Secfi Portfolio - The asset tracker that doesn’t ignore your private equity!
We're thrilled to unveil our portfolio tracker that includes your private assets and insights into your equity value. If you're a startup employee with equity, you're in for a treat! 📈
Secfi was founded on a simple, relatable story. Most of us who work here have been in your shoes, juggling the excitement and uncertainty of equity in a rapidly growing startup. We've been there, done that, and we're here to make sure you have the resources you need to thrive.
Thanks to our Carta and Plaid integrations, startup employees can get an overview of all their assets in just a few clicks. Alongside Portfolio, Secfi provides a comprehensive platform to manage your equity, understand its value, calculate taxes and look to make informed decisions about your financial future.
Ideal Users:
Startup employees with equity who are eager to take control of their financial future.
Key Features:
1️⃣ Comprehensive Sync with Carta & Plaid integrations: Connect all your financial accounts for a holistic asset overview.
2️⃣ Equity Value Insights: Visualize your stake's value and how it evolved, using the latest funding rounds data
3️⃣ Unique Comparative Analysis: Benchmark your private equity against publicly traded companies for a fresh perspective.
Here's how you can get involved:
1️⃣ Try it out: If you're a startup employee with equity, give the Carta and Secfi integration a spin and let us know how it changes the game for you.
2️⃣ Share your insights: If your company isn't on the Industry Index, we want to know! Tell us your company, and suggest what public companies you think are good comparables.
3️⃣ Provide feedback: Your input is gold. Whether it's a suggestion, a compliment, or a critique, we're all ears.
We want to help startup employees make better decisions about their equity. We can't wait to hear your thoughts, questions, and feedback! 💬✨
About Secfi Portfolio on Product Hunt
“A portfolio tracker that doesn’t ignore your private equity”
Secfi Portfolio launched on Product Hunt on November 15th, 2023 and earned 95 upvotes and 11 comments, placing #27 on the daily leaderboard. Secfi’s Portfolio is the all-in-one equity tracker, seamlessly integrating with Carta and Plaid. Gain clear insights into your private equity's value using funding rounds data, while keeping an eye on your holistic portfolio.
On the analytics side, Secfi Portfolio competes within Fintech, Investing and Personal Finance — topics that collectively have 76.1k followers on Product Hunt. The dashboard above tracks how Secfi Portfolio performed against the three products that launched closest to it on the same day.
Who hunted Secfi Portfolio?
Secfi Portfolio was hunted by Megan Yates. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
Megan Yates