Story 1: College Students in a Dormitory in Taiwan

• Scenario Summary: A group of finance students gathers in a dormitory to explore cryptocurrency and stock market trends using the finance forum app.

UX Decisions:

• Search and Filter Functionality:

  • Decision: Implement advanced search filters allowing users to filter posts and portfolios by subforums like "Cryptocurrency" or "Stock Markets."
  • Rationale: Enables quick access to relevant content, tailored to the group’s immediate discussion topics.

• Public Portfolio Browsing:

  • Decision: Allow users to view public portfolios, including asset choices and performance metrics.
  • Rationale: Provides educational value and fosters collaboration, encouraging users to learn from others’ investment strategies.

• Personalized News Feed:

  • Decision: Design a personalized news feed that aggregates trending articles based on user-selected financial assets.
  • Rationale: Supports informed decision-making during short, focused discussions, enhancing the learning experience in group settings.

• Session Duration:

  • Decision: Optimize load times and ensure smooth navigation for a 30-minute user session.
  • Rationale: Maximizes time efficiency, ensuring users can review a significant amount of information within their short time frame.

• Color Scheme for Legibility and Readability:

  • Decision: Adopt a color palette that contrasts well between text and background, optimizing legibility during evening usage.
  • Rationale: Ensures information remains easy to read in low-light settings common in dorms.

• Subbar for Quick Navigation:

  • Decision: Include a subbar featuring shortcuts between search page, home page, profile page etc.
  • Rationale: Streamlines navigation to the most relevant sections during short group discussions.

• Tag System for Scannability:

  • Decision: Highlight tags such as "Trending" or "Top Performers" within public portfolios.
  • Rationale: Helps students quickly find key insights, maximizing the effectiveness of their 30-minute session.

• Hamburger Menu for Efficient Screen Switching:

  • Decision: Use a hamburger menu for switching between subforums, personalized news feeds, and public portfolios.
  • Rationale: Reduces cognitive load and facilitates fluid transitions between different content types.

Story 2: Corporate Finance Professionals at a Startup Office

• Scenario Summary: Corporate finance professionals use the app to monitor portfolio performance and prepare for the trading day.

UX Decisions:

• Portfolio Performance Monitoring:

  • Decision: Provide real-time performance updates and notifications for public portfolios and related comments.
  • Rationale: Keeps users informed about community engagement and potential market opportunities before trading begins.

• User Tags and Networking:

  • Decision: Enable selection of user tags (e.g., Day Trader, Financial Analyst) to personalize the experience and connect with users of similar interests.
  • Rationale: Promotes community-building and tailored content discovery, essential for professionals looking to exchange ideas.

• Advanced Search with Tagging:

  • Decision: Develop an advanced search that prioritizes results based on tags like "emerging markets" and "tech stocks."
  • Rationale: Helps users quickly find posts relevant to specific industries or investment interests, aiding pre-market strategy planning.

• Quick Access Interface:

  • Decision: Design a streamlined interface that displays essential information within 15 minutes.
  • Rationale: Ensures professionals can efficiently prepare for the trading day without disrupting their work routines.

• Color Scheme for Legibility and Readability:

  • Decision: Adopt a color palette that contrasts well between text and background, optimizing legibility during evening usage.
  • Rationale: Ensures information remains easy to read in low-light settings common in dorms.

• Subbar for Quick Navigation:

  • Decision: Include a subbar featuring shortcuts between search page, home page, profile page etc.
  • Rationale: Streamlines navigation to the most relevant sections during short group discussions.

General UX Considerations:

• Cross-Device Compatibility: The app should be accessible on both mobile and desktop devices for on-the-go and office use.

• Scalable UI/UX: Ensure the interface can handle concurrent users without performance issues, supporting seamless group discussions or team reviews.

• Privacy and Security: Implement clear privacy settings for portfolios to protect sensitive financial data, critical for professionals and students alike.