Show HN: Indie Adviser – Portfolio Optimization for indie financial advisers

Re:Show HN: Indie Adviser – Portfolio Optimization for indie... by patrickkelly876 on Tuesday February 23, 2021 @09:49AM (#26237893)

This tool is really great for analyzing portfolio optimizations. I was able to easily navigate the site as well. Few thoughts:

- I noticed in a few places the nav bar links or images were slightly cut-off. Not a big deal at the moment, but might want to check screen-size responsiveness. Also, it would be nice if the nav link was highlighted for the current page you're on.

- In the optimization and projection tools, some defaults in the weights or a "show example" section might be useful. It wasn't exactly intuitive at first and I had to read how to use the tool on the bottom, at first.

Altogether, a great tool that will definitely help independent RIAs working on their own!

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Re:Show HN: Indie Adviser – Portfolio Optimization for indie... by justinluther on Tuesday February 23, 2021 @11:57AM (#26239624)

Thanks!

I like the idea of example buttons, particularly for the cash flow planner. And also maybe a default set of assets and cashflows that would work as a starting point for a common investing case.

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