A vast majority of non-professional investors feel they lack the knowledge and struggle with making informed trading decisions.
No instructions along the way
PROBLEM
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Customizable Portfolio
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Provide cryptos in the portfolio so that investors can mix traditional products with cryptocurrencies.
Weinvest can initiate a portfolio based on Daniel's risk tolerance and instruct him on how to improve it.
How Weinvest helps
KEY BENEFITS
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Give instructions on how to diversify and advance asset allocation.
Until one day, he saw Weinvest...
Daniel always heard his friends made money from investments. He also wanted to earn extra income through investment.
JOURNEY BEFORE WEINVEST
He started doing research on investment service options online and asking for advice from friends for recommendations.
Daniel finally decided on using a popular investment application.
Daniel was deeply doubting which service would be best for him?
Unsurprisingly, he lost half of the investment funds in the first three months due to a lack of knowledge and experience.
What Daniel experienced in the past
interviewees stated that they have a huge interest in using the product if cryptos are in the portfolio.
7 out of 8
What the commercial values are
Since Microstrategy’s major bitcoin buys, a number of other institutional investors have revealed that they have also invested in bitcoin or have plans to do so in the near future. Those financial giants, like Morgan Stanley, are moving quickly to add cryptocurrency to their trading products. There's also a huge demand for crypto investment among individual investors. As an investment App with cryptos in the portfolio would become a competitive advantage.
Bring cryptos into the portfolio
COMPETITIVE ADVANTAGES
People new to investment
01
Beginners
I'd love to begin investing in something, can anyone guide me on how to get started?
"
Non-professionals with years of investment experiences
Experienced Investors
02
I have been using Acorns for a while, slowly accumulating and investing money without making any sort of conscious financial decisions.
"
WHO IT'S FOR
Investors with limited financial knowledge
02
It gives trading tips based on his asset allocation.
Trading Tips
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Deliver investment quotes every day.
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Collect diverse tips to educate investors in a quick way.
03
Community
It offers a platform for investors to share ideas and resources.
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Allow investors to post and share their insights and knowledge, including articles, pictures, and videos.
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follow other investors and find groups with shared interests and values.
Weinvest guides investors through the trading by educating them with quick instructions and tips in the most convenient and understandable format while providing a knowledge-sharing platform.
Value Proposition
SOLUTION
I asked participants about what frustrates them most in investing activities. I learned that people are having trouble accessing the right information efficiently.
SUPPORTING DATA
of interviewees did not have the flexibility they want with fixed portfolios
37.5%
*Statistics from the survey(18 participants) and the interviews(8 participants), Sep-Oct, 2020
of participants reported having difficulties in getting useful investment knowledge
77.8%
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Targeted News
Targeted news based on assets and portfolio to help investors sort through the overwhelming amount of information.
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Categorize different information and deliver targeted news.
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Easily search information within the app.
Daniel becomes more and more confident in investment.
KEY TAKEAWAYS
After one-month of research on this project, I started to define the user's story to visualize the typical journey of investment. The approach starting with a story to the solution was slightly different from what I used to do. I found it more effective to put myself into investors' shoes. It's fun to explore different approaches to get into the groove.
Empathizing in the user's story
Utilizing previous academic domain
I spent 6 years systematically studying economics-related domain and have a keen interest in trading products and economic media. I've always been thinking to optimize the knowledge I've accumulated before. The investment product is a good combination of my previous domain in numbers and current experience in product design. It's a great experience to apply all the techniques I've learned over the past years.
Boost your investment confidence
Invest with a flexible portfolio and knowledge growth
Because of my financial background, I have a strong interest in the design of investment products. I chatted with many individual investors and came up with a few ideas to boost their investment confidence and help them make better investment choices. That's how I started off. With a passion and strong interest, I designed a Mobile App called Weinvest. It helps and instructs people on diversifying their portfolio and gives them opportunities to share thoughts.
PROJECT BRIEF
PROJECT TYPE
Solo project, Mobile app design concept
Duration: Sep 2020- Nov 2020, 2 months
Social media in niche marketing
For niche products, it is necessary to reach specific groups of people who are interested in what we are selling. Having the community feature can be extremely important to capture the target audience before the competitors do.
MY ROLE
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Storyboard
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Commercial video
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Motion graphic
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Prototyping
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Research
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Wireframing
Job Search
AI Assitant
Rapid
COVID-19
Testing
