Looking for a few people to test a small investing tool
We’re building a small portfolio tool and looking for a few people on WSO to test an early version and share feedback.
The idea is straightforward:
- you describe your goals in plain language (e.g. “long-term growth, medium risk”), and
- the tool helps organize your holdings and shows cleaner portfolio views and comparisons (ETFs, funds, stocks, etc.).
Right now the focus is on learning whether this is actually useful in practice, so we’re looking for a small group (~20–30 people) who already invest or plan to start soon and are willing to:
- try a very early version for 10–15 minutes, and
- be honest about what’s helpful, confusing, or pointless.
This isn’t a sales funnel or finished product – just an early prototype being iterated on.
If you’re interested in taking a look, comment here or send a DM and details will be shared.
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