The Portfolio was one of the first parts of Simply Wall St that was built, and over the years we have learned a lot about what works and what doesn’t, and also what you - our users - like and want in a portfolio management tool. That’s why one of our big projects at the moment is to re- build the portfolio from the ground upan entirely new portfolio feature.
This is a big task, so we are doing it in steps. Our goal is to make the best portfolio management tool for long term individual investors.
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At the moment, the portfolio beta current is currently open to US and Australian customers, with a select group of brokers including Robinhood, TDAmeritrade, Commsec, Stake, Webull and Interactive Brokers. US and Australian customers can view the full list by going to this link.
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In the future, we’re going to work towards supporting any major broker in the world. Our mission is to help every retail investor to build a successful portfolio, so no matter in which country where you live in, we’ll do our best to support your broker (not an easy task!).
At the same time, we’re going to keep improving the user experience of the portfolio itself, to make sure it’s easy to use and can help you monitoring monitor your companies better than your broker or any other product out there.
In the following weeks, our focus will be on building completely new analysis, from the ground up. This is going to help you stay focused and let value drive your decisions, not your emotions. We’ll help you identifying identify risks and understand how to mitigate them, understand diversification and how to optimise returns, on top of staying on track with your objective.
If you’re a dividend investor we plan to build the tools for you to track past dividend payments and forecasting forecast future ones so that you can have greater visibility on your cashflow. If you’re a new investor, don’t worry. We’ll make sure any insights will be easily understandable.
The new portfolio (beta) is currently available to most US and Australian customers and will be rolling out to all users soon. You can check if you already have access and try it out by heading to simplywallst.com/portfolio/new
If you’re interested in joining a research session, where you will be given the opportunity to provide feedback to the team and help us test upcoming features, head over to the form here to register your interest.
That’s it for now! Stay tuned for new updates along the way.