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Investment Reporting Improvement Suggestion.
A simple (it would seem to me) thing that could be added to help improve a user's picture of his investments would be to add the capability for custom entered security type/s at least breaking down the current "mutual fund" type to "mutual-money market, income, growth, equity, growth & income". This would (I hope) trigger the portfolio-view pie chart so you could graphically see your mutual fund positioning along with CD's, etc.
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Inappropriate?... but before that, how about giving us some basic investment status reports, such as a list of securities (quantity, price, value) as of any specific date. The investment reports are very weak in MD - need to be improved.
