What are you planning to do with all of that information once you get it? How does this make money?
I actually don't get it, portfolio data can be saved to your local filesystem and is deleted when ending session.
1. Who is the target market exactly? I know you say it's for DIY equity investors. However, I'd expect them to use tools provided by brokerages, which by and large already have plenty of alerts, filters and tools for maintaining large equity books.
2. I like the minimalistic UI design, but it loads 2.5 mb of data. That's a lot. Ok, 900kb of that seems to be fonts, but that still leaves about 1 mb of javascript files. On my work computer, it took 3 seconds for the page to appear (according to Chrome dev tools). Even after caching stuff, it's still 500kb of data loaded on a page refresh. That's a lot of scaffolding for such a neat and clean UI.
I'd expect a portfolio management tool to offer some tooling for working with the portfolio as a whole. Without delving into portfolio theory, at the very least a plot showing constituent metrics (sharpe, vol, returns) and overall portfolio metrics, and then visualize the change. E.g. how will adding ticker XYZ affect the portfolio performance?
Calculating an optimal portfolio curve (based on some user input) and then showing where the current portfolio is in relation to that could also be quite neat. I believe it's imperative to know whether a particular ticker is just going to add beta, or actually provide uncorrelated returns (and therefore diversification). I'd expect investors to consider many factors beyond those above, but I consider them bare minimum.
I consider benchmarks an important part as well. E.g. I'd like to know how my portfolio is doing compared to SP500, or Nasdaq. Again, tracking these can give a lot of information. If my portfolio has a beta of 2 compared to SP500 and no alpha, I might as well buy SPY and with 2x leverage. Conversely, perhaps my portfolio is not beating SPY, but it is providing uncorrelated returns to the rest of the US equity market, so it is a nice diversification to the US economy as whole.
I work in systematic trading, so I'm not entirely the target group for sure, but the above are tools I would personally find useful to get started.
1. I'd say somewhere between brokerage account(s), or similar applications, and spreadsheets, e.g. keeping track of investments made on multiple brokerage accounts. I currently use spreadsheets for this, but wanted an alternative.
2. This is definitely something to improve.
I'm currently working on portfolio tooling and your points are very helpful, thank you.
I use Finviz as a screener. If I may make a suggestion I would expose more of the software on the front page to entice potential users to play with it.
1. Slot based positions instead of ticker based.
2. Cash management.
3. Performance tracking based on actual asset rather than latest asset.
Could you expand on slot based positions?
This looks well-designed. The only thing that occurred from my, admittedly brief, navigation is the price/percent change on the stock page. These two parts shouldn't be the same font-size. It makes it harder to scan.
FYI, at the moment SPY (S&P 500 ETF) is not available in the ticker search.
EDIT: Could you expand on what features you are using, or what features are missing from your broker?
I'm unable to set the number of shares when adding to the portfolio (it always shows 0).
If you just set a number of shares it is ignored, there should be a warning.
Looks good though, really needs a refresh button on the portfolio screen to update with latest prices.
You're right, should add some notification or indication that both are needed, or just make both available and ignore when calculating portfolio performance.
It actually refreshed automatically every 15s, but maybe a button to switch between manual and automatic would be helpful anyway?
