3 ms·

I think the spin of applying a specific investment philosophy to stock portfolios is pretty neat. In the portfolio view (last link): (1) Every company name is

by dprice1 16y ago

I think the spin of applying a specific investment philosophy to stock portfolios is pretty neat. In the portfolio view (last link): (1) Every company name is elided (ends in ...). That says to me that the column is too small, or needs to be presented differently. (2) Why tempt us with "Show Performance Graph"? Just show it, in miniature, on the page. (3) "Overall" column seems to be useless, it's always "-". Analysis View: I buy and sell stocks and funds but not too often. So I took up your challenge of "easy to read reports". What does a grade of "A" mean in your system? How many stocks get this grade compared to the total population? I'm not a financial analyst, so some of the jargon on this page was indecipherable to me. DCF, etc. I like the explanation "For every $100 spent, $137.50 of cash is created" (except for the word "create": they are not creating money, only the Fed can do that). When you say: "No earnings power value margin of safety"... I have no idea what that means. Maybe you need to have callouts which explain these things in greater depth, and "show the math". That would be cool. Finally, the stock is "Grade A" but you've given me only 3 reasons to like it, and 4 reasons to dislike it.

yoseph 16y ago
Dude, great feedback! We'll work on the portfolio view. I think we'll probably just get rid of the Overall column to fix the elided issue. Also, we'll definitely show the graph, just in miniature, as you suggested. Re the analysis view, a grade of "A" means that you should buy it.. not Apple tho, it's overvalued. This was just a mockup, not an actual report. But yeah, we should clarify this sort of information. I was thinking of putting in a "Glossary" link and then explain all that info there. Would that do the trick? We'll work on the wording. What's a callout? I really like the idea of "show the math". That's solid. It really fits with our philosophy of transparency for individual investors. And to the last point, it's a mock-up. Apple is actually hugely overvalued. Don't buy it. Again, thanks for the feedback! If you'd like to help us make this product awesome as we move forward, please shoot me an email - yoseph dot west at gmail . We're big believers in the idea that the key to a startup's success is listening to its users.

by dprice1 16y ago

yoseph 16y ago

Dude, great feedback! We'll work on the portfolio view. I think we'll probably just get rid of the Overall column to fix the elided issue. Also, we'll definitely show the graph, just in miniature, as you suggested. Re the analysis view, a grade of "A" means that you should buy it.. not Apple tho, it's overvalued. This was just a mockup, not an actual report. But yeah, we should clarify this sort of information. I was thinking of putting in a "Glossary" link and then explain all that info there. Would that do the trick? We'll work on the wording. What's a callout? I really like the idea of "show the math". That's solid. It really fits with our philosophy of transparency for individual investors. And to the last point, it's a mock-up. Apple is actually hugely overvalued. Don't buy it. Again, thanks for the feedback! If you'd like to help us make this product awesome as we move forward, please shoot me an email - yoseph dot west at gmail . We're big believers in the idea that the key to a startup's success is listening to its users.