I'd like to see a bit more about the geography thing. If I own funds with multiple holdings geographically, does it chart all those out? It's kind of scant on details and if I had to provide a credit card to try it I probably wouldn't.
Also, it's difficult to tell which plans offer what services. You don't have a 1:1 mapping of things on the features to plans page. I can guess performance and diversification, but what's "Advanced Data" and "reports"? I don't want to guess. Feature chart perhaps? Or maybe just a better mapping. Or on the feature page you can say "Available in Premier + Professional".
Thanks for the excellent feedback! To answer your first question, the geography works at a fund level at the moment. The ability to break down that mutual fund or ETF into individual securities and their corresponding locations is in the works and will surface in the next release. Great suggestion/request.
The description of the plans and how they're described is definitely going to be reworked as that's a common theme in the feedback being received. I like your suggestion about mapping feature sets to the plans, apologies for that not being clear.
Also, it's difficult to tell which plans offer what services. You don't have a 1:1 mapping of things on the features to plans page. I can guess performance and diversification, but what's "Advanced Data" and "reports"? I don't want to guess. Feature chart perhaps? Or maybe just a better mapping. Or on the feature page you can say "Available in Premier + Professional".