Best investment portfolio analyzer for coaches

There are roughly 200-300 general portfolio analysis tools on the market, but fewer than 30 genuinely built for coaches as a professional segment. The pain point isn't analysis itself—it's that existing tools don't account for the coach's workflow: managing multiple client portfolios simultaneously, sharing performance reports without overwhelming clients, and demonstrating value in real-time. Most tools force coaches to use retail-facing dashboards, create custom spreadsheets, or pay enterprise pricing. The real gap is in verticalized software that combines lightweight portfolio tracking, client reporting automation, and metrics that matter to coaching (consistency of advice, outcome variance, fee justification). A founder entering here should focus on: (1) one-click client onboarding that pulls holdings from brokerages, (2) pre-built performance reports coaches can white-label, (3) peer benchmarking so coaches can compare their portfolio returns against other coaches in their niche, and (4) simple fee attribution so coaches can show clients exactly what value they've added. The market is underserved but growing—coaching is becoming professionalized, and coaches are increasingly held accountable by regulators and clients alike.