Our agenda will be centered around Wikinvest's new portfolio product and discussions about where we should expand our content focus next.
More feedback via email
I actually don't have a real-life portfolio since I'm just a student and my savings are not big enough to be worth investing on the markets. But I use the KaChing Application on Facebook and it's been the most satisfying thing I found out there. So synching with the brokerage is not really a concern for me.
I really like the design of the webpage you sent us. I'm kind of a data geek so I really like being able to display different elements (P/E, ROE...) on the portfolio page.
I also like having the news displayed on the right panel and I'd like the idea of having a RSS feed on my portfolio, maybe a daily or weekly briefing on what happened on the portfolio (major changes in prices, volumes, earnings conference...). I get all this from yahoo! and google finance but I think it'd be a great plus to wikinvest portfolio.
Tom's idea of tools to lower risk using CAPM, Markowitz... is very appealing to me since I'm not (yet?) a professional investor and thus don't have time or tools to optimize my portfolio using those concepts. And it can have a great educational purpose, to help investors understand better how those theories work and put them into pratice.
What I'd like the best is the possibility to customize the info and data you get on your portfolio. Since I'm a novice investor, I feel like i need to experiment the data and ratio I'm most comfortable with and customization is the best way to do it to avoid being overwhelmed by data or inversely to be limited with few indicators.