A good start for stock tracking!
I've purchased Tykr, Ovtlry, BeanVest, and other stock-related apps on AppSumo, and I think this app is starting strong! The Options View is nice. A few suggestions right off:
1. Create a dynamic portfolio that adjusts based on market conditions/indicators instead of just relying on user preferences (Q&A) when setting up the portfolio. Some of the questions can be misleading, I thought.
2. The Portfolio UI needs to be more user-friendly when it comes to adding the stocks I want to watch. Maybe have an option to read in TXT, XLS, or other file types that have my stocks listed, rather than one by one? What's the max # of stocks I can put in a portfolio?
3. I don't get a stock ticker displayed in the header of my screen as your video shows. How can I display that? Again, non-intuitive UI, possibly.
4. The Stock View display is nice, but can you add different types of charts, like candlestick, and market indicators? Also, the Stock View-Details option shows a blank screen (for META, for example). What am I supposed to see?
Overall, the app is off to a good start, but it's at an alpha or early beta stage, not really a GA release yet, I feel. Keep at it!
SterlingStockPicker
Edited Mar 6, 2025First off, thank you for your 5-taco review and for taking the time to share your thoughts! We truly appreciate your support and feedback—it’s at the core of everything we do to continuously improve Sterling Stock Picker and make it even more useful for investors like you.
Addressing Your Suggestions:
🔹 Portfolio Risk Assessment & Adjustments – The Q&A risk assessment in the Portfolio Assistant is designed to establish your base risk tolerance as an investor. This risk level helps us tailor stock recommendations that align with your personal investment strategy. While the system currently provides suggestions based on this initial assessment, we appreciate the idea of more dynamic portfolio adjustments and will explore ways to enhance this feature in future updates.
🔹 Easier Portfolio & Watchlist Management – Both the portfolio and watchlist are easy to add to—simply toggle "Portfolio" or "Watchlist" on any stock, and it will automatically appear in your stock ticker marquee at the top of your screen. You can add an unlimited number of Stocks to your Watchlist & Portfolio
🔹 Stock Ticker Not Displaying? – To ensure your stock ticker marquee is visible, head to Main Menu → Preferences → Stock Ticker Settings. Here, you can enable the feature and customize what’s displayed.
🔹 Stock View & Chart Enhancements – (META) Meta Platforms, Inc. seems to be loading correctly on our end, displaying its full chart, summary details, financial evaluation, and other key metrics. It’s possible there was a temporary issue when you accessed it, but if you encounter any further display problems, please let us know!
🔹 More File Import Options for Portfolio Holdings – Your suggestion to import holdings via TXT, XLS, or other file types is a fantastic idea! We will pass this along to our engineering team for consideration in future updates.
🔹 Expanded Charting Options – We love the idea of adding candlestick charts and additional market indicators. Our team is actively working on more enhancements for the Portfolio Assistant and Stock View, and we’ll continue refining these features to provide deeper insights.
Your insights are incredibly valuable, and we appreciate your thoughtful suggestions. Your review reassures us that we’re on the right track, and we’re excited to keep improving SSP to better serve you and the investing community!
Wishing you happy investing, and thanks again for being part of the Sterling Stock Picker family! 🚀