522 karma · joined September 24, 2008
I'm about a year in building an asset tracker (https://jch.app), but it's nowhere close in functionality or ux.
Incredible work, amazing dive into the journey, and excited to see what comes next in rewind.ai too ;)
started as a mint / personal capital / spreadsheet replacement. Thought it would be neat to have a grafana-like way to build visualizations on aggregated accounts. I started with investments b/c it's easy to input/import without linking to bank accounts. I have Plaid development access and think a flexible playground will be more interesting for expenses.
I tried Titan a while back and found that less compelling as a "hedge fund / active management roboadvisor". It didn't seem to differentiate sufficiently from the passive roboadvisors or what traditional wealth management could offer.
I talked with small financial advisory firms (1-3 advisors) to see if there were some backend tools to help them with client work. There's some initial data gathering and entry, but the value is the coaching and psychology rather than the hard numbers.
With banking / brokerage platforms like Alpaca, it's possible to create an open source roboadvisor, but I'm not sure who the market would be. Someone who is interested in algorithmic trading would go directly access the API's, and someone who wants a hands off experience could choose from existing products, or get bundled services from a big bank.
I'm squarely in the frankenstein of spreadsheets, but also made a mobile frontend in https://jch.app The people I've talked to who use spreadsheets do it because it's fun.
Stripe is fantastic payment gateway to integrate with. I despise paypal, but it wouldn't hurt to throw a paypal donate button up in the meantime either.
* signup didn't work for me. When I submitted the form, it just took me to the signup form again. EDIT: I think it's because the username I wanted was already taken, but there was no error message telling me this.
* login link didn't take me anywhere
* It'd be nice if '?' brought up a list of keyboard shortcuts - similar to what google apps does
* It'd be nice if shortcuts could be customized
* A call to action in the anonymous list to signup to save the list makes sense
* jumping between the list, settings, and sharing tab with keyboard - maybe control-shift-1, 2, 3
* the UI is slick and simple. I love it.
* how do I delete a list?
* can there be labels / colors?
* will there be an API to access my lists?
* make links in tasks clickable
In my experience, even mentoring works better in person.
I think hardware-wise, most laptops have more than enough power for local development needs. What's more important to me is screen size/quality and keyboard quality. In general, I plug in when I'm at home, so even these qualities aren't a deal breaker.
The bookmarklet popup is spot on. Everything I need, nothing I don't.
The home tab shows signup info even when I'm logged in, should hide after I'm logged in.
For passwords, I think it'd be best to hide them because it's the convention, and add a js link to "show password" for users who want to see it.
Quora has some interesting posts on the topic (http://www.quora.com/Landing-Pages). For reference, our landing page is http://beta.opperator.com
minor thing: your signup password fields should be of type password so they don't show up in plain text.
The fixed bottom footer could use a bit more contrast. When the white text from the main body slides over it, it gets garbled and messy looking. Also, there feels like too much space between each section when I scroll down.
I like that I can see results without having to sign in with Facebook. It lets me try out the service before I commit.
The color scheme is cheerful, but a bit too harsh. The nav elements within the results also lack contrast.
The animation on the place name on hover is neat the first time, but annoying every time after. The tiles are just jumping around all over when I move my mouse.
Filtering by category could be faster, but I like that it does it via ajax and stays on the same page.
Overall, good job! Best of luck
Awesome project @zephod!