Welcome to Wealth Beacon! We are excited to have you here.
This being the first blog post we make, we felt it is ideal to give you some more context about us – who we are, and what our aim is.
The Idea Spark
It was during the Summer of 2023 when a friend and I started discussing how we visualized our investment portfolios, especially the cashflow part.
At that point we realized the answer was – Spreadsheets; where we had to manually do updates, it broke, and pretty much was quite a hassle.
We started researching for tools we could use to simplify this, our search was simple – we needed a place where we could see how much our current portfolio was worth, and what our portfolio’s cashflow looked like.
To our surprise, there weren’t many options, and none of which would work for us. So as one does, we decided to make it ourselves – after all, “how hard can it be?” 😄
About the Team
We are a small group of people based in Estonia 🇪🇪
We have Reijo – the friend in question with whom I started this project, he deals with the development side, so if you love any of the features, feel free to let him know 🙂
Next, we have Ott – he is primarily responsible for building the community and sales. If you have new feature requests or questions about the app, give him a shout!
Then there is Karl – his time goes mainly into keeping our product roadmap aligned with what the users want, as well as doing DevOps activities.
Lastly, there is me, Adi (Aaditya) – when we started I was pretty much the infrastructure guy and the second developer. Now I do that along with a variety of other tasks in marketing, business bureaucracy etc.
The Goal
We aim to build a platform where you can come and see the state of your financial portfolio. Whether you are a new starter to the world of investments, or you have a portfolio with a few 0’s in it – we aim to give value to you either way.
We plan to do that naturally with the product first, in which you can already get the current value of Stocks, ETFs, and Crypto you own in many markets. Plus the cashflow you get from Dividends, and your Real Estate investments in case you’re into that.
In addition to the application, we also have a Discord Community where we wish to collect a group of enthusiasts, people who are knowledgable in topics like personal finance, investments, etc. and people who seek such knowledge. Over there people can ask questions, share experiences, and grow together.
Our Current State
The app is Live!
After months of development, testing, demos, and feedback sessions – we are finally at the point where we can open the app up for all of you to try it!
We offer a 30-day Trial, plus if you’re one of the Early Birds we’ll throw in another 30 days free for you as a thank you for supporting us from the start.
If you have any feedback, suggestions, or comments, or face any issues – Feel free to use the Feedback button in-app or drop a message in our Discord.
Thanks for reading, hope you like the app.
Try the app for free -> Click here