Manually group data, you get the buttons that let you expand and collapse all :
Build a pivot table and.... wouldn't it be nice to have the same thing? Idiots!
And how about the number formatting? If you go to your data and format revenue as currency, wouldn't you like that format to be reflected in your pivot? *ds!
Give the user a visual way of editing permissions easily. The current interface is too primitive.
Also, use the company's email database to implement a recommender system - based on email exchanges you might have had with someone - or that someone else in your group might have had - and the related content, maybe they need access to a particular folder where your group is storing relevant info.
Give us a way to see how much each position contributes to today's change in portfolio value. Can't you?
When you take action on a security (buy or sell) be given an option to set an alert - be told when it's changed in price by X%. If you sold, maybe you'd like to buy back the dip.