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! 💬✨
Love that I can import all my accounts through Plaid and my company equity through Carta to track all my assets. Well done Secfi team ✨
@meganyates, a big well done for launching Secfi Portfolio - a portfolio tracker that pays attention to your private equity. It's a smart piece of work and sure to make a big impact. Keep up the great work!
Congratulations on this Ground-Breaking Launch!
I think Secfi is building a strong list of amazing back to back launches!
Kudos to the whole team of Secfi
Can it track real estate and how would it track the potential value of those real estate properties?
Maybe use Zillow's API or something?
Ah, when you said doesnt ignore your private equity I thought you mean that it was looking at private equity investments, hedge fund investments, and other non traded assets. Does it do that?
Amazing product, well done guys! Really cool to have one place for both startup equity and all other assets as well. Design looks fantastic as well 🤩
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.
Secfi Portfolio was featured in Fintech (46.9k followers), Investing (26.5k followers) and Personal Finance (2.7k followers) on Product Hunt. Together, these topics include over 24.6k products, making this a competitive space to launch in.
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.
Want to see how Secfi Portfolio stacked up against nearby launches in real time? Check out the live launch dashboard for upvote speed charts, proximity comparisons, and more analytics.
Megan Yates