OwnLogic
PII-free multi-currency portfolio tracking in Notion
Hey everyone,
After wrapping up my corporate tenure in June, I wanted to step back into the trenches and take a software product from zero to launch.
Over the last 15 years in data engineering, it's easy to get removed from the raw, hands-on building of infrastructure. I wanted to test a new architectural philosophy: Bring-Your-Own-Storage (BYOS).
The Pain Point
Mainstream portfolio aggregators are data honeypots that require you to hand over your broker credentials and private trade histories. Meanwhile, if you try tracking multi-year FIFO tax lots (selling tranches from years ago) or multi-currency conversions inside native spreadsheets or Notion formulas, the system chokes and lags severely.
The Solution (OwnLogic)
I built OwnLogic ("Your Data. Our Engine."), a zero-knowledge stock trading and portfolio clarity engine.
100% Sovereign Storage: Raw trade ledgers and master account records never permanently reside on our servers; they live exclusively inside the user's private Notion workspace via OAuth 2.0.
Stateless Calculation Engine: A lightweight Python/Flask backend runs relational lot math in memory.
Ephemeral Caching (AWS DynamoDB): Reads are served via a session cache in under 50ms, using a 3-tier priority queue that completely eliminates Notion API 429 rate collisions.
The GTM Strategy & Monetary Benchmarks
Instead of grinding on direct-to-consumer cold traffic for a $9.99 USD Gumroad tool, I am partnering with Notion personal finance template creators. By offering them a 20% to 30% lifetime recurring affiliate share, OwnLogic acts as their template's pro calculation backend.
The goal is to scale past initial validation (Phase A) up to $2,000–$6,000/month (Phase B) by leveraging established creator distribution rather than building an audience from scratch.
The V1 beta sandbox is running live, and I'm currently onboarding my first batch of creator partners.
I’d love to hear from this community
What bottlenecks have you run into when building software integrations for third-party workspaces like Notion?
How are you approaching affiliate-led distribution for micro-SaaS products?
(Drop your thoughts below—I'll share the live sandbox link and architecture notes in the comments for anyone wanting to test the performance!)
2 Comments
Hey! Great question.
From early discussions, the reaction splits cleanly into an immediate technical "aha!" and a few key operational questions:
1. What clicks immediately:
• The Formula Ceiling and the Data Control at scale: Creators know first-hand that native Notion formulas choke on multi-year FIFO lots, currency conversions, and net CAGR. Moreover, serious end users do not want to switch to aggregator apps and give up thier data, my solution solves both problems.
• Recurring Monetization: Offering a 20%–30% lifetime Gumroad affiliate split turns a one-off template into ongoing passive revenue.
2. What takes a bit of explanation:
• Setup Friction: Creators want to be certain their non-technical buyers won't get stuck during onboarding. Showing the streamlined OAuth flow and sub-50ms staging makes a big difference.
• Visual Freedom: They need reassurance that integrating a backend engine won't force them to change their custom layouts and aesthetic styles.
Once they see that they keep full design ownership while outsourcing the heavy computation, the value proposition clicks into place.
The creator-partner angle is interesting.
Curious what you’re seeing from the first conversations: are creators immediately interested in the product, or does the value need more explanation than expected?