Web · Fintech · Flutter
Portfolio Spreadsheets
Advanced Portfolio Analytics for Active Investors
A Flutter web application for tracking stock and options portfolios. It synchronises with Google Sheets, surfaces AI-powered research, and gives options traders instant visibility over their wheel strategy positions — LEAPs, covered calls, and cash-secured puts.
Screenshots
Features
What the app does
Google Sheets Integration
Link portfolios directly to your own Google Spreadsheets for complete data ownership. Trades, positions, and watchlists are synced automatically — your data stays in your ecosystem.
Options Strategy Tracking
Built specifically for wheel strategy traders. Track LEAPs, covered calls, and cash-secured puts with instant visibility over P&L, delta, break-even price, implied volatility, and days to expiry.
AI Research Assistant
OpenAI-powered analysis generates bull and bear investment theses for any ticker — identifying key catalysts, risks, and financial drivers. Outputs structured, multi-point investment summaries.
Earnings History Charts
Visualise EPS beats and misses over multiple years with interactive bar charts. Quickly identify companies with consistent earnings quality or early warning signs of fundamental deterioration.
Composite Portfolios
Aggregate multiple portfolios into a single consolidated view for total exposure analysis. Useful for tracking separate accounts (TFSA, RRSP, margin) as one unified portfolio.
Report Generation
Generate advanced reports including equity fundamentals, sold-securities performance, as-of-date valuations, and filtered transaction subsets — each output as a new Google Spreadsheet.
Watchlist Management
Auto-generates and syncs watchlists within Google Sheets. Supports CAD portfolios with specialized handling for Canadian-listed securities and currency considerations.
Credit & Budget System
Tracks and manages per-user credits for backend operations. Ensures budget governance before resource-intensive tasks such as report generation or large data syncs.
Companion App
Wheelbot
Wheelbot is a public, login-free companion web app that surfaces live portfolio stats from the Portfolio Spreadsheets trading bot. It's designed to run on a secondary monitor — always visible, always current.
- ✓ Live portfolio stats and trade log
- ✓ CRON schedule and bot configuration viewer
- ✓ Optional sound & animation alerts on trade execution
- ✓ No login required — rate-limited public API
- ✓ Disclaimer-first design for transparency
Commercial Potential
Market opportunity
There are over 15 million self-directed retail investors in North America, with options trading volumes reaching record highs in recent years as platforms like Robinhood and Webull democratise complex strategies.
The wheel strategy — selling cash-secured puts and covered calls — is one of the most popular income-generating approaches for retail traders, yet dedicated tracking tools are rare and fragmented.
Portfolio Spreadsheets' Google Sheets integration is a significant competitive differentiator: users keep full data ownership, no vendor lock-in, and analysts can extend reporting natively.
The AI research feature — bull/bear thesis generation, earnings call analysis, and SWOT modelling — positions the product at the premium end of the self-directed fintech market, alongside tools like Seeking Alpha and Koyfin.
Use Cases
Who would use this
Active Options Traders
Self-directed traders managing wheel strategy bots who need real-time P&L visibility, options analytics, and systematic reporting.
Wealth Management Firms
Small advisory firms needing low-cost portfolio reporting that integrates with client-owned spreadsheets without bespoke infrastructure.
Financial Educators & Content Creators
Educators demonstrating live portfolio analytics, options strategies, and AI-assisted research in real-time for subscribers and students.
Interested in commercialising Portfolio Spreadsheets?
We're open to acquisition, licensing, and partnership discussions. Reach out to start a conversation.
Contact paul@kiniqe.com