Own Portfolio Compass.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Landing page and CSV funnel tested with self-directed investor audience
• ●AI portfolio scoring prompt templates and analysis logic documentation
• ●Community-focused GTM playbook targeting Reddit and Bogleheads investment forums
• ●Financial model with 10-month trajectory to 200+ paid users
• ●Founder research documenting investor pain points and willingness-to-pay data
• ●Initial CSV import architecture for brokerage data handling

What Roll Digital builds for you.

Custom scope to take Portfolio Compass from MVP shell to operating business.

• ▸FastAPI backend with PostgreSQL for user accounts and portfolio storage
• ▸Stripe billing integration for three subscription tiers and usage tracking
• ▸Google OAuth and email authentication with multi-tenant isolation
• ▸AI scoring engine wrapper around Claude API with rate limiting
• ▸Portfolio dashboard showing rebalancing gaps and asset allocation analysis
• ▸CSV parsing pipeline handling multiple brokerage statement formats
• ▸SEO blog infrastructure and 30-day content calendar for organic growth
• ▸Customer analytics dashboard tracking churn and feature adoption metrics

Why this could work.

Self-directed investors actively seek better portfolio insights and show documented willingness to pay for AI-driven analysis. The freemium CSV import model lowers friction for customer acquisition. Organic SEO and Reddit/Bogleheads communities offer capital-efficient traction channels. If the AI differentiation remains sharp and legal compliance is addressed upfront, retention can exceed typical SaaS benchmarks in finance-adjacent verticals.

What you'd risk.

Empower and Morningstar Investor offer comparable features free, making paid conversion extremely difficult without clear, defensible differentiation. Portfolio checking behavior drops 60% during flat markets, creating severe churn pressure. Real-time data sync requires expensive licensing or manual uploads that kill retention. SEC/FINRA regulations tightly constrain any language resembling investment advice, limiting feature scope and requiring costly legal review or RIA registration.

Who this fits.

This fits a SaaS founder with fintech domain knowledge or a vertical-focused agency operator. You need scrappiness for Reddit and Bogleheads community building plus discipline navigating SEC/FINRA compliance. Outsourcing legal and AI engineering is smart. The high churn risk from market flatness demands fast product-market fit validation within 60 days of launch to justify continued investment.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive brand, landing page, AI prompts, GTM playbook, model
2. Week 1
   Deploy FastAPI backend with PostgreSQL and Stripe billing live
3. Week 3
   CSV import pipeline and portfolio scoring dashboard go production
4. Week 6
   Initial 20 SEO blog posts published targeting portfolio keywords
5. Day 90
   50+ paid customers acquired, churn patterns identified, legal review done

Pricing.

Three ways in, depending on how much you want to build yourself.