Inadequate investment portfolio tracking and filtering tools
💸 moneyproduct problemSingle report ●●●●●
A SoFi investment app user reports that the app's interface for managing and tracking investment positions and order history is inefficient, lacking basic filtering, sorting, and display customization features, forcing them to manually track data in external spreadsheets.
What people do today
- Using mobile browser to login
- Manually typing data into Excel spreadsheets
- Doom-scrolling through long lists of transaction data
🔧 Fix this
Ideas a builder, maker or community group could start on:
- A browser-based dashboard extension that allows users to export and filter SoFi transaction data into customizable views.
- A third-party portfolio tracking app that integrates with SoFi via API to provide advanced sorting, filtering, and visualization of options and order history.
- A community-driven template library for Excel/Google Sheets specifically designed to parse and categorize exported SoFi transaction data.
Real voices
“you just get one hugemongous blob of running data showing EVERYTHING that you have to doom scroll for days and type everything by hand”
Related problems
💸 moneyproduct5 reports
YNAB app update makes interface difficult to navigate
💸 moneyproduct4 reportsRocket Money failed to cancel subscription
💸 moneyproduct4 reportsInconsistent credit card usage data in Credit Karma
FixHumanityDaily
The most important new problems, and ideas to fix them, in your inbox.
Placeholder: no data is collected yet.