Business idea · SaaS
Investment Risk Management Tool
Investment Risk Management Tool is a digital tool that helps investors assess and manage their portfolio risk by analyzing market data and providing personalized recommendations. It was pitched on My First Million, hosted by Sam Parr and Shaan Puri, in the episode "How to get rich with stocks (without math, charts or models)" (aired December 22, 2025).
At a glance
| Podcast | My First Million |
|---|---|
| Hosted by | Sam Parr and Shaan Puri |
| Episode | How to get rich with stocks (without math, charts or models) |
| Aired | December 22, 2025 |
| Category | SaaS |
| Real companies on the episode | Elf Cosmetics, Tickertags, Palantir, Beacon Roofing, QSRS, Mercury |
The problem it solves
Many investors struggle with understanding and mitigating risks in their portfolios. This tool would provide insights and strategies to help them make informed decisions.
How it makes money
The tool could operate on a subscription model, offering different tiers based on the level of analysis and features provided.
Skills you need
Data analysis, software development, financial modeling, user interface design.
The market, and why this works now
The growing adoption of machine learning algorithms for financial analysis enables the development of an Investment Risk Management Tool that can analyze vast amounts of market data quickly and accurately. A viable first-revenue move is to partner with financial advisory firms to offer the tool through their platforms, leveraging their existing client base. Founders should consider the potential high customer acquisition cost, especially in a competitive market where many investors seek low-cost or free alternatives for portfolio management.
Our analysis, written after the episode. Not a quote from the show.
Real companies discussed on this episode
- Elf Cosmetics
A cosmetics brand known for offering affordable beauty products, including makeup that gained popularity through social media endorsements.
- Tickertags
A platform that monitors social media and online conversations to provide insights into consumer behavior and sentiment related to publicly traded companies.
- Palantir
Palantir is a data analytics company that specializes in big data analytics and software for organizations to manage and analyze large quantities of data.
- Beacon Roofing
One of the largest roofing companies in North America, focused on providing roofing and related products.
- QSRS
QSRS is a company that owns several popular quick-service restaurant brands, including Burger King, Popeyes, and Tim Hortons.
- Mercury
Mercury is a financial technology company designed for startups, offering banking services that are modern and efficient.
Where this idea came from
Podcast: My First Million, hosted by Sam Parr and Shaan Puri
Episode: How to get rich with stocks (without math, charts or models)
Aired:
Summarized from the episode transcript. The show does not say which speaker raised each idea, so we credit the show, not a person.