Summary of Features Users Want Based On Competitor Offerings

Stock Detail: Charts

1. Lack Of Information Issues:

   1. • Provide a clear definition of the trendalyzer, including how it works and what it measures, for better understanding among experienced users.

      • Keep the date visible on the chart page at all times, instead of relying on hover-over boxes.

      • Ensure consistent use of currency signs on the chart and throughout the analytics page to avoid confusion.

      • Provide a more granular set of points on the trend, particularly for the 5-day trends, to reduce the size of jumps.

      • Address user confusion about the time period displayed in the candlestick chart and provide additional information to clarify it.

2. Clarity Of Language/Grammar issues:

   1. • Define the meaning of "B" under MKT Cap to eliminate user confusion.

      • Ensure proper spacing before parentheses in the Price section.

3. Design/Execution of Design Issues:

   1. • Adjust the placement of the reset zoom button to share a line and reduce its space consumption.

      • Address the issue of the gray info box obscuring the chart, as all users (5/5) want it to be out of the way.

      • Make the range of values smaller when zooming in on the chart.

      • Improve the functionality of the gray info window by keeping it open until users click out of it instead of closing on hover.

      • Resolve inconsistencies with the zoom reset functionality.

4. User Preferences/Wishlist:

   1. • Provide access to a deep history of a stock to enable pattern recognition (5/5 user request).

      • Display close, open, and date information near the chart as static, even when the gray box is closed.

      • Offer larger charts to enhance visibility.

      • Implement the ability to save chart settings.

      • Include four-hour and one-hour charts to analyze hour-by-hour movements.

      • Add a reload button wherever stocks appear.

      • Provide live information.

      • Enable the ability to record and save the history of a stock.

Stock Detail: Predictions

1. Confidence Index:

All 6 users expressed a desire for information on what the confidence index is and how it is established. They want proof of the algorithm's success and track record to understand its reliability. Include details about the hit rate and the algorithm's performance on each stock.

2. Visibility of Previous Trading Day Results:

Users were confused by not being able to see the results of the previous trading day due to it loading out of frame. Recommend moving the FR-THU menu up to ensure that the prediction does not appear out of frame, thus preventing user confusion.

3. Timeliness of Predictions:

Users pointed out that the prediction displayed is for a date almost a month in the future from when it was accessed. They would prefer more up-to-date predictions to be available.

4. Share Card Information:

The share card does not display the stock symbol being shared, which users found to be essential information. Each shared card should auto-populate with information from the appropriate stock detail page for proper functionality. Users also questioned the need for a share button on the share card if it is already being shared. Additionally, users want an explanation of the confidence index on the share card to establish trust.

5. Access to Historical Data and Live Performance Information:

Users expressed a desire to see data further back than just one week and requested live performance information. Provide the ability to view historical data beyond one week and include live performance information for enhanced user experience.

Screeners

1. Confusion about RRR Design:

A user expressed confusion about the calculation of RRR (Risk Reward Ratio), stating that it should not go up to 100% and that the expected return should always be double or triple the risk. They found inconsistencies in the RRR values displayed in the screener information and analytics, and requested clarification on why the RRR values are as they are. Multiple users agreed on this issue, as shown in a video.

2. Confusion about RRR Acronym:

Users mentioned that RRR is not a commonly recognized acronym. It is recommended to spell it out or provide a clear explanation of its meaning.

3. Confusion about Expected Return:

A user did not understand whether the expected return referred to a return in one day, one month, or one year. This information should be made clear to avoid confusion.

4. Confusion about Edit Button on Saved Screener:

Users had difficulty recognizing the edit button or pencil edit icon button on the saved screener. They suggested the need for a more recognizable and intuitive edit button.

5. Problem with Price, Risk Tolerance, and Expected Return Slider:

A user pointed out the lack of clarity regarding the purpose of the price slider, whether it represents the price of stocks or the amount of money to trade with. They also mentioned the need for more space for lower numbers on the sliders to allow for precise selections, as most traders would prefer lower values.

6. Difficulty Understanding Screener Parameters:

All 6 users had trouble understanding the acceptable parameters for the screener. They found it frustrating that there was no guidance or error message indicating what they did wrong. They recommended providing immediate feedback on the form page to identify errors and guide users in making corrections. The current experience of going through the entire form only to receive an error message behind a pop-up was confusing and frustrating for users.

7. Grammar Issue:

Under the Preview section, there is a comma after "buy" that is incorrect or cut off. This should be addressed to ensure proper grammar.

Search/ Watchlist

1. Difficulty Finding Watchlist:

4 out of 6 users did not know where to find their watchlist and did not expect it to be under the search feature. Clear and accessible ways to access the watchlist should be incorporated into the navigation. Additionally, users expressed the need to quickly view their watchlist after adding stocks to it.

2. Currency Representation:

Users were confused about the currency being displayed for values such as 130.31 or 154.73. It is recommended to always use dollar signs or appropriate currency symbols to avoid confusion. Consistency in representing currency should be applied throughout the platform.

3. Confusion with "Sell," "Optionable," "Shortable," and "Hold" Section:

All 6 users had trouble understanding the purpose and functionality of the "Sell," "Optionable," "Shortable," and "Hold" section. They initially perceived them as buttons but were unable to interact with them, leading to confusion. Some users questioned the relevance of this information if they had already chosen to watch the stock. Difficulties in reading the light green color and understanding the meaning of "Optionable" were also mentioned. Consider redesigning this section to provide clearer information or prioritize other relevant details such as the full name of the stock company or larger price movements.

4. Language Issues with "Sell," "Optionable," "Shortable," and "Hold":

Users found the mismatched language confusing, as "Sell" and "Hold" are verbs while "Optionable" and "Shortable" are adverbs. Some users were unfamiliar with the term "Optionable." The way this information is communicated should be reconsidered to avoid confusion. One user suggested indicating whether shorting the stock would incur costs.

5. Sort Drop-Down Problem:

Users had difficulties using the sort drop-down feature, as it required them to click and then scroll within the menu. This interaction was not intuitive, and all 5 users struggled with it initially. Consider improving this interaction by using a toggle for two-item menus or utilizing a button with an arrow and clear labeling to indicate filtering options. Avoid abbreviating "Asc" and "Desc" and ensure the font size is legible.

6. Feedback After Adding to Watchlist:

Users found the feedback provided after adding an item to the watchlist to be too fast and too small. It is recommended to design this feedback as a modal window that is larger and offers options to either go to the watchlist or stay on the current page.

7. Search Menu Button Glitch:

When a user clicked on the search menu button at the bottom of the app, it took them to the stock detail page instead of the intended functionality. This glitch caused confusion and should be addressed to prevent it from happening again.

Q&A

1. "My Corner" Wording:

Users did not understand the meaning of the button text "My Corner" and found it confusing and uncomfortable. It is recommended to use more direct and clear wording, such as "My Answers" or "Messages." This button should only appear after the user asks a question to avoid confusion.

2. Q&A's Corner Grammar:

The heading "Q&A's Corner" is grammatically incorrect as it implies that Q&A is the owner of the page or corner. The heading should be changed to "Q&A Corner" for clarity. Additionally, the text "Handle any questions that arise" below the heading was deemed unnecessary, unclear, and too close to the buttons. It is recommended to remove this text.

3. Removal of Magnifying Glass Illustration:

There is an issue with a magnifying glass illustration in the My Corner section, which is not shown here. Users found it distracting and suggested either making it smaller and lighter or removing it entirely. The language that states "No answers could be found" when no question was asked is confusing and should be removed.

4. Language Editing:

Users expressed concerns about the language used throughout the app, including inaccuracies, grammar problems, and text that should be linked but isn't. It is recommended to have a professional business writer or copy editor review and edit the text. Users also emphasized the importance of providing short answers. One user suggested using Grammarly to check the grammar of all answers, while another recommended hiring a professional. Review user F's test for further insights.

5. Keyboard Glitch:

There were issues with the keyboard not closing and the return button not responding on various devices. It is essential to thoroughly test keyboard entry sections across all devices to ensure they function properly.

6. Search Functionality:

Users reported that the keyword search feature did not work as expected. For example, when searching for "dividends," the results did not include the answers that were clearly displayed below. This issue needs to be addressed, as a non-functional search feature can undermine user confidence in the app. Consider either fixing the search functionality or removing it and relying solely on topic drawers.

7. Unanswered Questions:

Users expected to find definitions for CI% (Confidence Index) and prediction methods on the pages where they appear, as well as on the Q&A page. It is recommended to provide clear explanations of these terms to address user expectations.

8. Encouragement to Learn and External Links:

3 out of 5 users expressed a desire for more encouragement to learn about investing. One user suggested providing links to trading platforms when users search for topics like setting up an investment account. Consider incorporating educational prompts and relevant external links to enhance user engagement.

9. Alerts for Answered Questions:

One user requested receiving an alert when their question is answered and suggested displaying a red dot on the Q&A section to indicate new answers. Providing notifications and visual cues for answered questions can improve user experience and engagement.

My Account

1. Risk Disclosure/Investment Style Quiz Glitch:

Two users who had just set up a new account were never asked to complete the Risk Disclosure/Investment Style Quiz. This is a critical step that should not be skipped. It is essential to ensure that all new users are prompted to complete the quiz to gather necessary information about their investment preferences and risk tolerance.

2. Confusion about Editing DOB:

All users were confused about the ability to edit their Date of Birth (DOB), which typically remains unchanged. It is recommended to reconsider the need for users to edit their DOB in this manner where it says "enter new DOB." This wording and functionality are confusing to users. If there is no valid reason for users to edit their DOB, it should not be editable.

3. Problem with Signup and Premium Access:

One user reported an issue where, even after signing up for the Premium subscription and confirming the payment in the App Store, they did not have access to Top Picks and predictions. The app still displayed "Go Premium" with a button, causing inconvenience to the user. This issue should be thoroughly checked to ensure a seamless transition to the Premium subscription and immediate access to the associated features. Review user test D for further details on the problem encountered.

Refer & Rewards

1. Coin Illustration Placement:

The coin illustration in the design is too close to the header bar, causing alignment issues. On an iPhone 8, it is touching the header bar, and on another tester's phone, it was located underneath it. This inconsistency in placement should be addressed to ensure proper alignment across different devices.

2. Improvement of Language for Referral Points:

The language used to describe the number of points users receive for each referral and how many days of premium it translates to should be improved. Several users found this information confusing. It is important to provide clear and concise information about the number of points earned per referral and the corresponding duration of premium access to avoid any ambiguity or misunderstanding. Revising the language to be more explicit and straightforward is recommended.

Help & Support

1. Keyboard Issue:

Multiple users experienced difficulty in closing the keyboard, and it was observed that the keyboard obscures the submit button. Additionally, the return button does not consistently close the keyboard on all phones. It is crucial to address this issue to ensure that users can easily close the keyboard when necessary, especially in sections like Help & Support and Q&A where keyboard entry is required.

2. Positive Feedback:

Users expressed that having a mechanism for reporting technical problems and providing feedback made them trust the app or business more. This feedback highlights the importance of having channels for users to communicate their concerns and suggestions, which can contribute to improving user satisfaction and trust in the app.

3. Language Choice Selections:

The options "Technical problems and Report a bug" and "Suggestions and feedback" were identified as redundant. It is recommended to choose one option from each pair and remove the other to streamline the language and avoid duplication. This will provide a clearer and more concise selection for users.

Terms & Conditions

1. Privacy Policy and Terms of Service:

The Privacy Policy and Terms of Service text buttons should not link out of the app. Instead, they should be implemented as scroll-to links that navigate to the corresponding sections within the app where the text already exists. If it is necessary to redirect users outside the app, a warning message should be displayed, informing them that they are about to leave the app and allowing them to confirm their choice. Taking users out of the app without prior notice was found to be jarring and should be avoided unless absolutely necessary.

2. Language Editing:

The language used throughout the app, including the Privacy Policy and Terms of Service, should be reviewed and edited by a professional business writer or copy editor. User feedback pointed out inaccuracies, grammar problems, and text that should be linked but isn't. User F's test specifically highlighted the need for improvements in this area. Ensuring clear, concise, and accurate language is essential for providing a professional and trustworthy user experience.

3. Design Issues:

• The Terms of Service scroll box should be longer to make it easier for users to read the text. Additionally, the spacing within the box should be increased to improve readability. Increasing the font size is also recommended to enhance legibility.

• To make it clear that the Privacy Policy and Terms of Service are clickable, it is suggested to add a bubble or underline around the text. This visual indication will help users understand that these elements can be interacted with.

Risk Disclosure

1. Date Format in Risk Disclosure:

The Date of Acceptance in the Risk Disclosure should follow the standard US format, which is Month/Date/Year (MM/DD/YYYY). Using a different format that is not commonly used in the US can be confusing and distracting to users. It is recommended to update the format to the standard US format for better clarity.

2. Risk Disclosure Acceptance:

It was noted that two users did not explicitly accept the Risk Disclosure, yet it was marked as "auto accepted." This issue should be addressed to ensure that users have the opportunity to review and explicitly accept the Risk Disclosure before proceeding. The account settings and user test D contain more information on this matter.

3. Format Consistency for Legal Documents:

The format of displaying the Risk Disclosure in drawers by section was appreciated by users. If possible, this format can be applied to other legal documents such as the Terms of Service and Privacy Policy to maintain consistency in the app's design.

4. Keyword Search for Legal Documents:

Users expressed the desire to be able to keyword search within the legal documents. Implementing a keyword search functionality can enhance usability and help users find specific information within the documents more efficiently.

5. Language Editing:

The language used throughout the app, including the legal documents, should be reviewed and edited by a professional business writer or copy editor. User feedback highlighted issues such as inaccuracies, grammar problems, and text that should be linked but isn't. User F's test specifically mentioned the need for improvements in this area. Ensuring clear, accurate, and well-structured language is crucial for providing a professional and trustworthy user experience.

6. Line Spacing:

Users requested more spacing between text lines to improve readability. Increasing the line spacing can make the content more accessible and comfortable to read for users, including those who may have difficulty reading closely packed text.

7. Encouragement to Learn:

Users expressed the desire for more encouragement to learn about investing within the app. Consider incorporating additional prompts, suggestions, or links that promote learning about investing to support users in their investment journey.