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12 Comments

Site to track your investments - the more honest the feedback the better!

Hi guys, I'm working on a site to track all your investments across one place and share your portfolio (without actual amounts) with others. https://www.holfolio.com
Would appreciate any feedback, be it design, copy, or the concept - and the more honest the better!

on February 3, 2020
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    Quick update - I took the feedback onboard and have completely redesigned the site. Hopefully more up to scratch now!

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    Hi Benjamin, I am in Finance in New York City. I like your concept of a place for normal investors to share ideas. One thing I think that would be compelling would be a place for users to comment on why they bought or sold something. i.e. ben_k bought x shares of XYZ, "undervalued at $34 EPS, solid div and growth opp in 2020 and beyond with AI."

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      Thanks. When you invest you can add an (optional) note with comments like you said.
      As the other feedback here makes clear I need to work on design first, but am planning on adding the note to the public feed soon.
      p.s. you can see my feed here https://www.holfolio.com/user/HolfolioBen

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    Random idea for you. The majority of investment content I find is focussed on traditional financials etc. How about investment content/product that focuses on beliefs about tech trends? It can be tricky to find public companies to invest in based on future tech, because most are private/VC funded. You would probably also know the audience really well, being a techie.

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    Your project description got me very excited as this is definitely something that I would use. To be honest, the landing page kills that excitement.

    My opinion: in terms of design, typography and colours it looks very outdated, not trustworthy and 'just not pretty'. The latter is something that can hugely contribute to trustworthiness, give a sense of professionalism and I think greatly contribute to conversion / signups as well.

    What I would do is look at other websites in the same field. So not necessarily direct competitors but others in the same 'financial' space. So the likes of Wealthfront, Revolut, Monzo, Robin Hood, etc. Try to learn from their design and ask yourselves why things are designed the way they are.

    If you're not comfortable designing then there are dozens of landing page tools on the market (lots here on IH too!) that will save you all the trouble of designing yourself and create a beautiful landing page quickly.

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      Yeah thanks, its definitely time to actually learn some design fundamentals (is it obvious I'm normally backend?!)

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    First impression is I see a pie chart with a lot of text I couldn't bother to read at all.
    The design is pretty bad, the textboxes are all misaligned.
    Go get yourself a modern landing page design, buy one or hire someone to do the job.
    Learn bootstrap or any CSS framework as a quick fix to your website design.

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    I get an "Internal Server Error" when trying to visit your site.

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      oops, its back up now (forgot to run collectstatic with the new screenshots I had just put up!)
      thanks for letting me know

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        As someone that invests a lot, I think this UI is terrible, and the features that you have don't seem to differentiate between what my investment accounts already offer with much more sophistication, automatically.

        I get your trying to make a social network out of this, but there are a lot of really sophisticated trader platforms already where people can follow and discuss strategies with each other and measure/share their performance in real time.

        Just try "trader social network website platform" in google and you'll just get the tip of the iceberg.

        https://investingoal.com/best-social-trading-networks/

        differentiation is key

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          Thanks a lot for the detailed response. I knew about eToro and one or two others, but didn't realise there were so many more.
          I'd say the differentiation is more investing vs. trading i.e. longer term, but that feels like a fairly lukewarm defence right now. Plenty to think about so thank you!

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            This comment was deleted 5 years ago

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              I want the niche to be helping those who are just starting to invest - looking at the real portfolios of more experienced investors to gain the confidence to do it themselves.
              Do you mind expanding why you don't want to be 'social' with your investments (no amounts are shared publicly btw, just your portfolio allocation and what you bought/sold, but not how much)

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                This comment was deleted 5 years ago

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          This comment was deleted 5 years ago