Financial Tech Wiz

An AI-Powered Trading Journal for Active Traders

Launched December 2024
30% Aff.
Est. Revenue
$15,400
Unlock
Members
1,294
Price
$19/mo

About Financial Tech Wiz

Financial Tech Wiz is a portfolio tracker software product available on the Whop marketplace, created by miketoneyhoffman and launched in December 2024.

The Financial Tech Wiz Trading Journal connects directly to 25+ brokers including Fidelity, Schwab (thinkorswim), TradeStation, Robinhood, E*Trade, tastytrade, Interactive Brokers, Webull, and more. Your trades import automatically so you can spend your time analyzing performance instead of entering data. Once your trades are in, the journal gives you a full analytics layer: win rate, profit factor, equity curve, drawdown analysis, and benchmark comparison against the S&P 500. The AI Trading Coach analyzes your own trade history and answers specific questions about your strategy, your setups, and where you are losing the most edge. Membership also includes access to custom swing trading scanners and private Discord channels for additional context, alerts, and discussion.

Financial Tech Wiz currently has 1,294 active members, a 5.0 out of 5 star rating based on 2 reviews and is priced at $19/month.

Financial Tech Wiz offers a 30% affiliate commission for promoters. Track Financial Tech Wiz's estimated revenue, member growth trends, and competitive market position on Whop Trends.

Product Performance

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Change History

4 changes
PriceFeb 17, 2026
$8.00$19.00
PriceJan 8, 2026
$14.00$8.00
PriceDec 23, 2025
$19.00$14.00
Trial PeriodNov 11, 2025
14 days7 days

Market Analysis

portfolio_tracker competitive landscape & strategy

22
Products
$1.20k
Avg Revenue
$24.59k
Top Earner

Market Size

The portfolio_tracker category has 311 total products. 289 are inactive or free, while 22 actively generate revenue ($26.48k monthly). Limited proven winners signals untapped opportunity but higher execution risk.

Business Models

ModelProductsAvg MRRAvg Users$5K+ RateTop Earner
Software7$X.XXk188XX.X%$XXXk
Coaching And Courses1$X.XXk1XX.X%$XXXk
Paid Group1$X.XXk2XX.X%$XXXk

Advanced Market Analysis

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Category performance benchmarks
Competitive landscape analysis
Market positioning insights

$29/month

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Frequently Asked Questions

Financial Tech Wiz is a portfolio_tracker product available on Whop. An AI-Powered Trading Journal for Active Traders

Financial Tech Wiz costs $19.00 per 30 days.

Financial Tech Wiz has 1,294 active members.

Financial Tech Wiz has 2 reviews with an average rating of 5.0 out of 5 stars.

Financial Tech Wiz was created by miketoneyhoffman on Whop.

Financial Tech Wiz is $19.00 every 30 days and has 1,294 active members with a 5.0/5 rating. Check the full analytics, growth charts, and market comparison on Whop Trends to decide.