Portfolio
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 up.
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.
Step 1: Seamless Connection
One of the biggest frustrations with using any portfolio management tool is keeping it up to date. Whether you’re using a spreadsheet or an online tool, keeping your portfolio up to date can be time consuming, tedious and confusing. To solve this, we have built a way to allow seamless connection to your broker, so your portfolio will automatically stay up to date.
This has also allowed us to rebuild the portfolio from the ground up, meaning that we are no longer tied to the decisions that have been made in the past, and we can innovate and build the best portfolio management tool.
At this stage, the portfolio has very similar functionality to the existing watchlist, but we are actively defining the portfolio specific improvements that are going to be built, including the analysis that will be added.