Add sparklines for accounts and investment holdings
The sparklines in the account and investment views of a Simplifi competitor provide extremely valuable trend insights (comparatively) at a glance. I would really like to see something similar in Simplifi with better account list presentation and customization.
General example of sparklines (small trend graph at right)
Comments
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That is a useful chart, I could see, for example, AAPL was probably your biggest loss, just glancing at it. I don't know how that would work for accounts (not investments). Would it just be like the last 7/30 days of balance history? Also, do you imagine the account lists would get wider to make room for this, or rather there might be a separate screen/option to view these chart(s)?
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Rob Wilkens0 -
That's a random example sourced from web search, not my data. But it the competitor product there are separate account and investment list pages with time range options.
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I would vote on it, i just want some idea where in the existing system this fits. It's "sort of useful" but not essential to me. In general, once a month, typically, my chart would go up, and the rest of the month, the chart would go down, and for me, I'm not sure how much that is valuable for me.
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Rob Wilkens0 -
It's quite useful for regular monitoring of investment accounts, especially if distribution across multiple investment account types institutions.
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