Full sample · independent review

A portfolio tracker with a sharper first promise.

This sample uses Oitava’s public landing page to show the depth and format of a FirstFold Fix delivery.

It was not commissioned by Oitava and does not imply endorsement. The analysis is based only on information visible on the public page.

Primary audienceMulti-broker investors
Desired actionStart a free trial
Core opportunityMake “one clear view” the lead

Part 1 · diagnosis

Five leaks, ranked by likely impact.

The page already has substance. The job is not to invent more; it is to give the strongest reason to care a clear order.

01Highest impact

One hero is doing six jobs

The first screen asks visitors to process portfolio tracking, performance metrics, benchmarks, taxes, fundamentals, earnings, and DCF at once. The strongest entry point—seeing multiple brokerages in one place—gets diluted.

Recommended move

Lead with the unifying outcome. Let the rest of the product become evidence that the promise is real.

02High impact

The call to action describes a transaction

“Start free trial” is clear, but it does not remind the visitor what they are about to gain. On a page with many capabilities, the button can reinforce the core job.

Recommended move

Test a value-specific CTA such as “Unify my portfolios—free,” with “No credit card required” directly beneath it.

03High impact

Trust arrives after commitment

Importing brokerage data is a sensitive action. The page names supported brokers early, but the first screen does not explain whether credentials are stored, what access is required, or how data is protected.

Recommended move

Add one compact trust line near the CTA and link it to a plain-language security explanation.

04Medium impact

The product image proves breadth, not the first win

A large dashboard is credible, but it makes a new visitor inspect the interface to find the promised value.

Recommended move

Caption the visual with the first useful moment: all accounts combined, normalized to one currency, with performance against a chosen benchmark.

05Medium impact

Strong proof is presented as inventory

Broker support, currency coverage, IRR, TWR, FIFO, and tax features are meaningful differentiators. In a list, they read like specifications rather than reasons to switch.

Recommended move

Group the proof around three buying questions: Can I connect my accounts? Can I trust the returns? Can I act without another spreadsheet?

Part 2 · replacement copy

A first screen ready to test.

Hero direction A · recommended

One portfolio. Every brokerage.

See every account, return, and tax position in one clear view.

Import Trading 212, Interactive Brokers, DeGiro, Revolut, XTB, or Trade Republic. Compare performance against the market, track every lot, and estimate taxes—without maintaining another spreadsheet.

Unify my portfolios—free14-day trial · no credit card required
Built for financial clarity.Automatic currency conversion · FIFO cost basis · IRR and TWR · benchmark comparisons

Part 3 · testable angles

Three hooks for three buying motives.

Clarity

Six brokerages. Eleven currencies. One portfolio you can read.

Performance

Know whether you beat the market—not just whether you made money.

Control

Replace your portfolio spreadsheet before the next earnings call.

Your page gets this treatment

Diagnosis and finished words, in one 24-hour sprint.

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