One thing I’d love to see I haven’t seen anywhere else is a sensible presentation of portfolio value, which doesn’t show the change in value of the current holdings only, but the change of the portfolio value over a given period regardless of what was traded in that period. The change of particular holdings from their purchase date is fine, but if you’re considering your portfolio as a whole, you really need to know:
- How much did I contribute this year ?
- How much did it grow this year (independent of individual stock purchases)?
- How close am I to my target retirement value?
I appreciate you may not have all this at launch, but think you could really do something interesting by encouraging users to consider the long term trajectory of their portfolio, rather than calculating profit and loss on what they happen to hold at that moment. It does require a little more thought in terms of how you store the figures (because just using the sum of the increases of all holdings won’t work), but would be worth it IMO.