Challenge .003

Invest my money with order and strategy

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.

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Finance

Summary

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:

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Create the investment accounts that the person owns
Easily update your investment data
Offer reports and data that allow you to analyze your portfolio
Provide information that supports your financial education
Create goals and associate them with investments

What do people say?

These are the comments of some people who are facing these problems and that you can consider as existing pain points.

la persona que tiene esa opinión

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.

la persona que tiene esa opinión

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.

la persona que tiene esa opinión

I've been investing for a while but I haven't considered why I want the money, that's why sometimes I lose motivation.

la persona que tiene esa opinión

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.

la persona que tiene esa opinión

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.

la persona que tiene esa opinión

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.

Some tips...

These tips can help you solve the challenge.

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Talk to people who are investing and ask as much as you can about how they trade and what instruments they prefer.
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Research financial instruments and risk levels so you can understand different types of investor profiles.
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Check excel templates for investors, that will help you understand logical and mathematical issues of investments.

Example Process

This process is based on the Design Thinking methodology and you can take it as a reference to present your case study.

See Figma templates
Diagram thats show the Design Thinking process
1.
Empathize and discover
2.
Define your product
3.
Sketch till you drop
4.
Prototype your most complete solution
5.
Test and rectify
6.
Learn to stop yourself and present solutions

Examples shared on UXstuff

Case studies that were shared for UX designers in the UXstuff Community.

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Some examples

These are some examples of case studies where similar problems are solved. They are just a reference ehh!

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