http://www.investy.com
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.
Trade Now [Fidelity.com] [TD Ameritrade] [E-Trade.com] (etc.)
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.
The pitch behind this is that the current landscape of investment tools isn’t fitting the bill for what I needed to effectively invest. Google/Yahoo Finance are great resources for seeing statistics of a single stock, but they weren’t really built to show aggregate data across an entire portfolio. The aim of this product is to give a point in time snapshot of a portfolio in order to bridge that gap.
This initial release is just a small subset of what is planned for the product. There’s a ton of exciting things planned for the next release, which will really catapult it forward in terms of usefulness.
Would love to get your feedback HN! Positive or negative, it will all be helpful!
* I think the word you want to be using is "analysis". "Analyzation" isn't a word that I know of (except on urbandictionary.com)
* The white effects around the buttons and screen shots are very bright (at least on my monitor) and distracting
* The language on the page doesn't really tell me, as the consumer, what the product does for me. Can you be more descriptive, but keep it just as short? How would you describe it to your grandmother?
* Why is there a link to your blog if it has no content?
* How do you get data in and out of this service? Any options for bulk import/export? Can you export your data if you want to leave the service?
* Can you break down the pricing and plan comparison into a tabular format? And again be more descriptive; what does "advanced data" mean? What exactly does a portfolio consist of? Or maybe create an FAQ?
* The http site shows the "Click for live help" button, but https does not. (repro steps: click sign in, then click investy logo at top, notice no help popup under https?)
Online brokerages will typically stop at the performance data or maybe allocation and not give you any fundamental breakdown of your investments.
Also, since it seems on the surface to be like Morningstar's portfolio x-rays, you should have a good answer for how it is different.
Oh, and "analyzation" isn't a word, is it? How about, "portfolio analysis tool".
Once in the demo (dashboard, performance , etc ...) there is too much visual space and not enough concentrated content. The data is important but delivered in this manner makes me think there is not much value here. Also the demo would be better suited if it let me sign up (no CC) and I could add up to 3 stocks to try it out.
You might want to re-think at least the home page colour scheme a bit, that green is not what I'd consider very suited to the target market. Make it a bit more businesslike, may be? But then, of course, it is just my opinion. :)
Also, it's difficult to tell which plans offer what services. You don't have a 1:1 mapping of things on the features to plans page. I can guess performance and diversification, but what's "Advanced Data" and "reports"? I don't want to guess. Feature chart perhaps? Or maybe just a better mapping. Or on the feature page you can say "Available in Premier + Professional".
The description of the plans and how they're described is definitely going to be reworked as that's a common theme in the feedback being received. I like your suggestion about mapping feature sets to the plans, apologies for that not being clear.