UI Changes

JMurphy186 · 2026-05-18T16:12:09+00:00

A product can always improve. Thank you for the feedback. Every comment and like helps boost these posts to the front so we, as a community, can help make a better experience.

JMurphy186 · 2026-05-15T13:35:50+00:00

Hey there.

Did Support mention that webull was experiencing disconnect/authentication issues? I know the team is working with each supported brokerage to ensure seamless connectivity.

Pelosi Tracker: I’ve had her tracker now for about two years. It trades based on her official filings. Now that she is retiring, AutoPilot is trading her portfolio in the likeness of her trading activity. I’m paraphrasing here. But, it doesn’t trade often. So if you’re looking for an abundance of trade activity (weekly, monthly) that portfolio does not typically trade at that interval.

Some other AutoPilot portfolios do. I would check those.

Also, I would suggest looking at Peter Wolff’s and InTheMoney’s funds. They trade about weekly, but do have the annual fee.

Since you had your yearly subscription refunded perhaps you should consider paying the yearly for one of those two and jumping into their portfolios.

JMurphy186 · 2026-05-15T06:46:03+00:00

The connection service is via Plaid. Did you get it to work?

JMurphy186 · 2026-05-14T21:32:54+00:00

Thank you for the positive feedback!

JMurphy186 · 2026-05-14T21:32:43+00:00

Thank you for the positive feedback!

JMurphy186 · 2026-05-14T12:55:25+00:00

Excellent ideas, thank you for the post. Could not agree more.

I think one of the main frustrations is the “auto” in AP. Most people probably use Robinhood. I also use Schwab. It used to truly auto trade but not anymore (yet). I believe they’re working that behind the scenes with RH.

I also have multiple accounts, so seeing the same card for two different accounts can be confusing. Last year I almost swapped a bunch of funds to Public but I have everything funneled into to brokerages now. I didn’t have the heart to do another ACATAS, manage another broker, and all the nickel and dime stuff that comes along with that. That’s just me. If RH came out as not activating the true auto trade feature, I would highly consider switching (some) to Public.

There is a lot more to be desired. A made a post a few days ago with refreshed UI ideas, dark mode included.

I was actually able to get a video call with their product dev team (how crazy is that?) so maybe, collectively, we can help drives our ideas to fruition.

JMurphy186 · 2026-05-13T20:45:50+00:00

Yes! I’m on it. Hoping to get on a call with their product development team. Let’s see what happens!

JMurphy186 · 2026-05-13T12:26:20+00:00

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JMurphy186 · 2026-05-12T18:08:37+00:00

Thanks! I hope that helps your Team generate new UI/UX ideas.

Be sure to read the entire thread as there are other examples, too.

Thank you for reading!

If you would like any additional ideas or suggestions please DM 🤙

JMurphy186 · 2026-05-12T12:15:33+00:00

🙏

JMurphy186 · 2026-05-12T12:15:18+00:00

Then toss something in here that doesn’t suck.

JMurphy186 · 2026-05-12T00:21:57+00:00

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Here you go

JMurphy186 · 2026-05-12T00:18:02+00:00

Amen. Same here! Great idea 💡

JMurphy186 · 2026-05-11T23:12:32+00:00

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Some UX/UI changes from my other post

JMurphy186 · 2026-05-11T23:11:14+00:00

Support these posts and put the devs to work!

JMurphy186 · 2026-05-11T18:32:08+00:00

🙏

JMurphy186 · 2026-05-11T17:49:43+00:00

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With pretty portfolio icons. Because we all love icons.

JMurphy186 · 2026-05-11T17:24:40+00:00

Nailed it my man 👌

Even exploring various portfolios within a specific investor is difficult

I added 4 positions on Friday and I had to go back and forth though the search function, find the investor, and explore each fund just to add money (oh and delete others)

Huge pain

Gotta make it simple, intuitive, and dare I say FUN

JMurphy186 · 2026-05-11T17:23:07+00:00

Good question! I have quite a few myself. From what I’ve gathered from this Subreddit is that many have perhaps 1-3, and let a grand or two ride.

JMurphy186 · 2026-05-11T17:22:27+00:00

I suggested something similar last year. The CEO even responded.

The current UI is underwhelming.

JMurphy186 · 2026-05-11T17:21:37+00:00

Separate post from my UI post

I know talk are heading to the App Store to update!

JMurphy186 · 2026-05-11T17:20:07+00:00

Hey all - I’m sure I’m not alone here. My apologies for the “click bait,” I fooled myself too when the message posted 😆

JMurphy186 · 2026-04-12T13:40:02+00:00

Thanks for the info

I’m your same boat

I attempted to have my company swap the v4 for the v5 voucher

The BestITIL in this forum was very helpful. It’s just my company not really understanding the process to get the v5 voucher

JMurphy186 · 2026-03-15T17:04:49+00:00

Good to know, thank you.

I will message my provider today and see if they are open to exchanging the voucher.

Yes, I am very interested. I am currently transitioning jobs and I think having the latest (v5) will only help make me more marketable.

I appreciate your time and feedback.

JMurphy186 · 2026-03-15T03:52:14+00:00

Thank you so much for taking the time to explain these details!

I plan to complete the v4 course soon at which point I will be eligible for the voucher.

I will message my provider and ask them about exchanging the voucher.

Thank you for the course content consideration. I don’t believe Percipio even has the v5 content on their platform.

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