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by patrickkelly876
1949 days ago
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This tool is really great for analyzing portfolio optimizations. I was able to easily navigate the site as well. Few thoughts: - I noticed in a few places the nav bar links or images were slightly cut-off. Not a big deal at the moment, but might want to check screen-size responsiveness. Also, it would be nice if the nav link was highlighted for the current page you're on. - In the optimization and projection tools, some defaults in the weights or a "show example" section might be useful. It wasn't exactly intuitive at first and I had to read how to use the tool on the bottom, at first. Altogether, a great tool that will definitely help independent RIAs working on their own! |
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I like the idea of example buttons, particularly for the cash flow planner. And also maybe a default set of assets and cashflows that would work as a starting point for a common investing case.