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Stock Research Education Page

Background

Stock research pages can be hard to understand for a novice user. There is a lot of information that is brand new and the user's decision can affect their money. Different stock analyst companies can have different stock ratings and this can be confusing if you don't know what you are looking at or what the rating is based on.

I was tasked to find a way to create a stock research page that was easily digestible for novice investors.

My Team

UX Designer

My Role

User Research

Wireframe

Prototype

The Problem

How can we create an analyst research page for novice investors (Gen Z and Millennials that Explains analyst ratings and methodologies so that they begin to understand why each provider has a different rating?

The Solution

I created an educational analyst research page to help explain the complex information being displayed.

Step 1:

Research

Step 2:

Competitive Analysis

Step 3:

Wireframing

Step 4:

Hi-Fi Prototype

Step 5:

Conclusion

Step 1: Research

Content Research

I conducted content research by learning more about each stock rating platform and talking to a Financial Expert. With this information I could come to a conclusion of why the stock ratings might be different.

Takeaway One

Qualitative vs. Quantitative based ratings

Takeaway Two

How frequently is the report updated?

Takeaway Three

Who wrote the report? Could there be bias?

Demographic Research

I conducted demographic research by reading articles and watching videos about Gen Z and Millennials. With this information I pulled out a few key characteristics that I knew I wanted to keep in mind while designing.

Characteristic One

Short modules - these are key to keeping the users attention when teaching something

Characteristic Two

Self Directed - both groups liked to learn at their own pace

Characteristic Three

Simple Interface - both groups prefer a simple interface when online

Step 2: Competitive Analysis

Competitor Analysis

I researched one direct competitor and three indirect competitors. I wanted to learn what characteristics worked and what didn't on websites that had a lot of information to learn.

Direct: Stock Story

Indirect: Babbel, History of Pez, Chat Bot

Characteristic One

Short modules

Characteristic Two

Self Directed

Characteristic Three

Simple Interface

Step 3: Wireframing

After looking for inspiration, I decided to look at making a version of an interactive infographic. I designed many version of different infographics before landing on a final design.

Step 4: Hi-Fi Prototype

For the final version of this prototype there is an educational mode to turn on and off. Once in the education mode you are able to select a rating and learn more about their system and rating report with different interactions and resources.