Hi Mark,
I noticed that you have an Android version of the Web portal access. App that I have no way of evaluating as I'm iOs based. I'm guessing that many of your users or client's users are also using iPhones. Without going extensive with a full grown iOs app dev, I was wondering if you would consider the following minor changes to the Web version of the portal :
A) Either by device detection or by at least by user selection on the login page, redirect to a "Portable" version of the Web portal pages. Having things sized and positioned more relatively to a web page resolution as seen on a phone device thus avoiding to have to rotate the phone, zoom-in etc...
B) Add "Expand all" and "Collapse all" buttons or the possibility of showing a flat version of all investments without having to open each sub-portfolios.
C) Showing the Value change per investments and not only the Price and % change.
Thanks for reading.
Michel.