Hacker News new | ask | show | jobs
by cl42 901 days ago
Excel on a 'regular' basis -- weekly when I feel volatility is high, monthly otherwise.
1 comments

Thank you. Does it cover all your needs?
Are you asking as someone who would be building a product in this space?

If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.

Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.

From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.

I got it. Yes, I have a tool for this for my own purpose and considering making it public.