Tyler9000 wrote: ↑
Mon Sep 17, 2018 3:02 pm
My main focus was updating the primary Portfolios experience, but I can see the benefits of the other tools as well.
Maybe I am biased by the memories of how it worked, but I find the navigation unintuitive:
- I just couldn't find where the primary tools were (I clicked on portfolios, scrolled down quickly, missed the 'my portfolio' link because it looked like the other ones, then looked elsewhere in increasing confusion - and at least I knew what I was looking for, a newbie would probably miss the boat)
- as to the other tools, nobody will find them if you leave them as buried as they are now
Let me suggest:
a) to elevate the "My Portfolio" link to the upper level bar (Portfolios, My Portfolio, Resources, Commentary)
b) to add a direct link to a "Other Tools" page at the top of the "My Portfolio" page, right under the "About the Calculations" link
My 2 cents...