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I like the idea, but my vanilla fidelity.com account (i.e., as opposed to the pro active trader account they also offer) already has similar portfolio tools bui

I like the idea, but my vanilla fidelity.com account (i.e., as opposed to the pro active trader account they also offer) already has similar portfolio tools built-in. Your tools might be better, but it's going to be hard to convince me to sign up and pay for yours when I get something similar for free. Also, since you're not letting me trade out of that account directly (though it might be a feature you're planning to add eventually), that adds more friction, and makes it even less likely that I would consider paying for your service. I hope that wasn't too harsh, but I'm just looking at it solely from a customer's perspective.

thematt 16y ago
Not too harsh at all, I appreciate the feedback. The integration with external brokerage accounts is definitely something in the backlog. Not the ability to actively trade, but certainly the integration to remove the friction between two services.
- dpapathanasiou 16y ago
  In the interim, you might want to have a prominent series of buttons on each analysis page which says: Trade Now [Fidelity.com] [TD Ameritrade] [E-Trade.com] (etc.) i.e., something that has the look-and-feel of the addthis.com widget on blog posts, but each of the icons goes to a different online broker. That makes it easier for me to act on the recommendations; while I'd still need to go to my other account and login, the what-to-do-next part is clear. If you get decent traction with that, then you can call one or more of these brokers and say "Have you noticed how much traffic I'm sending you?" as the basis of doing a more direct deal with them. BTW, another thing that would make it much more appealing is being able to quantify the returns. I.e., instead of "Compare with professionals like Warren Buffett" could you support a claim like: "Make Warren Buffett's Portfolio Your Own and See Returns of 35% or more" ? If you can really show me how to do something like that with specifics, then I'd consider a trial membership at least.
  - thematt 16y ago
    Great suggestions, thanks!

thematt 16y ago

Not too harsh at all, I appreciate the feedback. The integration with external brokerage accounts is definitely something in the backlog. Not the ability to actively trade, but certainly the integration to remove the friction between two services.

dpapathanasiou 16y ago
In the interim, you might want to have a prominent series of buttons on each analysis page which says: Trade Now [Fidelity.com] [TD Ameritrade] [E-Trade.com] (etc.) i.e., something that has the look-and-feel of the addthis.com widget on blog posts, but each of the icons goes to a different online broker. That makes it easier for me to act on the recommendations; while I'd still need to go to my other account and login, the what-to-do-next part is clear. If you get decent traction with that, then you can call one or more of these brokers and say "Have you noticed how much traffic I'm sending you?" as the basis of doing a more direct deal with them. BTW, another thing that would make it much more appealing is being able to quantify the returns. I.e., instead of "Compare with professionals like Warren Buffett" could you support a claim like: "Make Warren Buffett's Portfolio Your Own and See Returns of 35% or more" ? If you can really show me how to do something like that with specifics, then I'd consider a trial membership at least.
- thematt 16y ago
  Great suggestions, thanks!