Sync with a google sheet doc
Rather than needing to repeatedly download and reupload it would be cool if it could sync directly with a google doc so making changes in the google sheets doc would appear straight away in finfam. Maybe if the view is published it might be desirable to have a “sync” button in finfam to pull changes from google docs so that you don’t break the view when you’re in the middle of making changes changes. Love the app! Thanks for making it :)

callumgare 4 months ago
Sync with a google sheet doc
Rather than needing to repeatedly download and reupload it would be cool if it could sync directly with a google doc so making changes in the google sheets doc would appear straight away in finfam. Maybe if the view is published it might be desirable to have a “sync” button in finfam to pull changes from google docs so that you don’t break the view when you’re in the middle of making changes changes. Love the app! Thanks for making it :)

callumgare 4 months ago
Make view generation errors available in admin view
When a view generation fails, it currently sends out an email “Draft failed for …” with a specification of the error. Very useful. I would expect to find some kind of history with generation attempts and errors that were encountered in the view admin page. That way the author has some way to connect the query with the errors, and triangulate to a working version.

lgelauff 5 months ago
Make view generation errors available in admin view
When a view generation fails, it currently sends out an email “Draft failed for …” with a specification of the error. Very useful. I would expect to find some kind of history with generation attempts and errors that were encountered in the view admin page. That way the author has some way to connect the query with the errors, and triangulate to a working version.

lgelauff 5 months ago
Make it more obvious how to improve a view
After creating a view, I ended up on https://finfam.app/esanders/views/lotto-ev. The output was clearly not what I had in mind. Tough luck, can happen. However, the view was really focused on what the re-user of a view would see. I would have expected a clear ‘edit’ button somewhere. It turns out to be available, if you first click on ‘admin’, which is hidden in a menu. It may be worthwhile surfacing this more aggressively.

lgelauff 5 months ago
Make it more obvious how to improve a view
After creating a view, I ended up on https://finfam.app/esanders/views/lotto-ev. The output was clearly not what I had in mind. Tough luck, can happen. However, the view was really focused on what the re-user of a view would see. I would have expected a clear ‘edit’ button somewhere. It turns out to be available, if you first click on ‘admin’, which is hidden in a menu. It may be worthwhile surfacing this more aggressively.

lgelauff 5 months ago
After generating a view, ask user for feedback
Currently, when the user writes a question to create a view, a view is created with or without error (output via email), after which a view becomes available with some content in it. It might be useful to ask the user if this seems to do what they were aiming for. In my case, it ended up being something different from what I was hoping for. Down the line, you could then follow up with allowing them to improve it, suggest a different way to create it or even simply discard.

lgelauff 5 months ago
After generating a view, ask user for feedback
Currently, when the user writes a question to create a view, a view is created with or without error (output via email), after which a view becomes available with some content in it. It might be useful to ask the user if this seems to do what they were aiming for. In my case, it ended up being something different from what I was hoping for. Down the line, you could then follow up with allowing them to improve it, suggest a different way to create it or even simply discard.

lgelauff 5 months ago
Custom Drawdown - Allow users to create flow plans
Enable users to specify eligible sources for expenses and destinations for income on their holdings to create flow plans.

An Anonymous User 8 months ago
Custom Drawdown - Allow users to create flow plans
Enable users to specify eligible sources for expenses and destinations for income on their holdings to create flow plans.

An Anonymous User 8 months ago
Contextualizer - Preview cards that put monetary values in real terms
Display preview cards that put monetary values into real terms (e.g., # of months/weeks/days/hours of income).

An Anonymous User 8 months ago
Contextualizer - Preview cards that put monetary values in real terms
Display preview cards that put monetary values into real terms (e.g., # of months/weeks/days/hours of income).

An Anonymous User 8 months ago
Realtime calculation - Uniview evaluation in browser
Perform real-time calculations and evaluations of the ""Uniview"" directly in the user's browser.

An Anonymous User 8 months ago
Realtime calculation - Uniview evaluation in browser
Perform real-time calculations and evaluations of the ""Uniview"" directly in the user's browser.

An Anonymous User 8 months ago
Viewpoints - probabilities and outcomes of views
Allow users to explore different probabilities and potential outcomes of their financial views.

An Anonymous User 8 months ago
Viewpoints - probabilities and outcomes of views
Allow users to explore different probabilities and potential outcomes of their financial views.

An Anonymous User 8 months ago
Goals - savings targets; cash reserves; etc.
Allow users to define financial goals like savings targets, cash reserve levels, and more.

An Anonymous User 8 months ago
Goals - savings targets; cash reserves; etc.
Allow users to define financial goals like savings targets, cash reserve levels, and more.

An Anonymous User 8 months ago
Tool use: Automatic adjustment of values
Allow AI to automatically adjust financial values based on predefined rules or user goals.

An Anonymous User 8 months ago
Tool use: Automatic adjustment of values
Allow AI to automatically adjust financial values based on predefined rules or user goals.

An Anonymous User 8 months ago
Handling for explicit ""unset"" in View values
Implement a way to explicitly mark values in Views as ""unset"" or not applicable.

An Anonymous User 8 months ago
Handling for explicit ""unset"" in View values
Implement a way to explicitly mark values in Views as ""unset"" or not applicable.

An Anonymous User 8 months ago
Expert-submitted Holdables (custom financial product modeling)
Allow experts to submit custom financial product models (holdables).

An Anonymous User 8 months ago
Expert-submitted Holdables (custom financial product modeling)
Allow experts to submit custom financial product models (holdables).

An Anonymous User 8 months ago
Improved UI controls for viewables
Enhance user interface controls for interacting with viewable financial data, such as sliders.

An Anonymous User 8 months ago
Improved UI controls for viewables
Enhance user interface controls for interacting with viewable financial data, such as sliders.

An Anonymous User 8 months ago