Over the past 30+ years I've worked on many teams that developed technology, both commercial and in-house software, for the investment community. Although some incredible software was developed, typically tight…

​As investors, at one time or another you've seen the following chart depicting the sector composition of your sectors: As I mentioned in my first post, this graph is terrible.…

In a previous post, I discussed the need for historical prospective.  Many inadequacies of the current state of investment reporting can be traced to only showing information as of a…

Most apps and websites handle account activity by creating a table displaying every transaction in the portfolio.  "Let's give the user all the details" is those designer's typical montra. Unfortunately rather…

In financial technology, heat maps are fairly common graphical representations of market changes, either to a particular portfolio or the market as a whole. With one glance, users can get…