I went looking for solutions and found some interesting options - but most of them required me to give up my bank and brokerage login data. For me this was a non-starter. I was just not comfortable entrusting a company with that sensitive information no matter how well intentioned they were.
Thus, FortunesRise was born. We strive to pack key information into an intuitive and easy to compare format. The goal is to have data to understand both past performance and to guide decisions on what to do next. FortunesRise is simply a tool for making better investing decisions, we don't sell your data to anyone or push investing advice and products.
I hope some of you out there will find FortunesRise as useful as I do. I use it pretty much every day and it has improved my own investing significantly. Feel free to ask me any questions about the app or the development process, I'm happy to help out my fellow investors and makers!
Your app is on a kind of privacy/security middle ground because the portfolio data seems to not be client-side encrypted, which is something privacy conscious users look for.
At the same time I understand data entry is manual?
If I'm going to go through this trouble I would rather have the whole privacy package keep my consolidated portfolio information to myself (which I know is valuable, actionable information. There's a reason most portfolio apps are free without ads).
Overall, I think your landing page doesn't sell your product really well. There are already many portfolio apps. If the big advantage of your app is the breadth of the investment types it support, this should be emphasized more.
Good valid points here though on being in the privacy 'middle ground'. There is some trust involved with having your transaction data live on our server, and that we execute correctly on our promise of only extracting transaction data from the (optional) CSV upload process.
Your comments have sparked some ideas on how we could go deeper in the privacy direction, so thanks for taking the time!
EDIT: Noted on the landing page having more emphasis on the full asset type support, thanks for the feedback.
