Case study
Building PositionTracker With AI-Assisted Development
A SaaS product directed, designed, and iterated with modern AI workflows
Context
After years of running publishing systems, I started building PositionTracker: a dashboard for organizing and analyzing stock and options positions. The product came from a practical problem — positions, research, and market context lived in too many places.
Challenge
Individual investors can see quotes, options chains, filings, and notes in separate tools. Spreadsheets do not keep up. I needed a product that made the book of positions understandable without pretending to be a brokerage or a source of financial advice.
My role
Founder. I directed product concept, user workflows, interface design, and implementation using AI-assisted development. I review, test, and decide what ships. I do not claim to have hand-coded every line or to be a senior software engineer.
Strategy
- Define the job: one place to see positions, context, and the next question a user should ask.
- Choose a stack that supports authentication, financial data, a real database, billing, and frequent iteration.
- Use AI coding agents to move faster on implementation while keeping humans responsible for product judgment and quality.
- Apply publishing lessons: information architecture, clarity, and measurable outcomes.
Execution
- Designed workflows and a responsive interface around portfolio and options use cases.
- Integrated financial data, Clerk authentication, Neon Postgres, Stripe subscriptions, and Vercel deployment.
- Worked through GitHub, pull requests, testing, and release habits rather than treating the app as a one-off prototype.
- Kept the public claim accurate: this is a live product I built and operate, not a claim of institutional asset management.
Systems and workflows
- AI-assisted development with human review
- Auth, data, billing, and hosting as first-class product pieces
- Subscription plans and user-account workflows
- Iterative release on Vercel
Results
- A live SaaS product at positiontracker.trading.
- A working example of moving from content operations into product operations.
- A clearer view of how content, software, and business models inform one another.
Lessons
- AI agents change the pace of software work. They do not remove the need for taste, testing, or accountability.
- Product work makes publishing instincts more concrete: users either understand the interface or they leave.
- The transferable skill is systems: define the job, choose the constraints, measure whether the thing works.
Relevant skills
- Product thinking
- SaaS
- APIs
- AI development workflows
- User experience
- Technical collaboration
- Business strategy