Example Process
This process is based on the Design Thinking methodology and you can take it as a reference to present your case study.
Investing is within everyone's reach but when starting out it is very easy not to know how to carry a portfolio and even more so if it is diversified.
Wall Street movies of men in suits yelling "buy" and "sell" are no longer reality. Currently, anyone with minimum amounts can invest and has access to tools to learn and invest in different financial instruments. Almost everyone advises diversifying, but when doing so, you also have to know how to balance your portfolio.
Some of the problems we want to solve with our product:
These are the comments of some people who are facing these problems and that you can consider as existing pain points.
I recently started investing and I struggle to have a global overview, now I do it with a spreadsheet but I know there must be a better way.
I have part of my money invested in real estate, another in cryptocurrencies and another in the stock market, but I have no way of seeing my overall return.
I've been investing for a while but I haven't considered why I want the money, that's why sometimes I lose motivation.
I'm just starting to invest and I still have a lot to learn, YouTube is fine but sometimes I don't know which source is reliable and which is not.
I would really like to know the portfolios of the big stock investors, I know there are places to consult them but I never remember the websites.
I'm a passive investor and I don't have all the time I want to spend on it, so it would be great to be alerted to new investment opportunities.
These tips can help you solve the challenge.
This process is based on the Design Thinking methodology and you can take it as a reference to present your case study.
How great that you solved some challenge! Just leave me the link to include it on the site as an example.
