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Support for handling and planning with multiple currencies.

In Review

Multicurrency

An Anonymous User

After creating a view, I ended up on <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://finfam.app/esanders/views/lotto-ev">https://finfam.app/esanders/views/lotto-ev</a> . 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.

Make it more obvious how to improve a view

lgelauff

Display preview cards that put monetary values into real terms (e.g., # of months/weeks/days/hours of income).

Contextualizer - Preview cards that put monetary values in real terms

Allow experts to submit custom financial product models (holdables).

Expert-submitted Holdables (custom financial product modeling)

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 :)

Sync with a google sheet doc

callumgare

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.

Make view generation errors available in admin view

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.

After generating a view, ask user for feedback

Incorporate inflation effects into financial simulations and explorations.

Inflation

Enable users to specify eligible sources for expenses and destinations for income on their holdings to create flow plans.

Custom Drawdown - Allow users to create flow plans

Perform real-time calculations and evaluations of the ""Uniview"" directly in the user's browser.