Inform "How am I doing?"
Track my progress in building long-term wealth
Customers valued measuring what they earned relative to their contribution and the market performance.
We designed a graph that allows customers to self-direct rather than guide them with large CTAs. Customers are also able to compare their portfolio performance with SPY500.
Celebrate customers' progress and remind them of Stashway - invest regularly, diversify portfolios and invest for the long term.
Recommend "What should I do next?"
Build wealth through personalized recommendation
Guidance is personalized based on customers' searches, actions and profiles, empowering them to drive their money decisions.
Serve customers with recommendations for what to invest, how to diversify their portfolio and how to earn stock rewards even if they don't have money to invest...etc.
Customers could dismiss one or multiple recommendations anytime, which are sorted by priority.
This feature was a trade-off in the MVP because high engineer and ML efforts are needed.
Learn "How to invest for the long term?"
Learn based on my interests
We supported customers in their desire to keep "leveling up" their investment knowledge and growing with Stash.
The learning content would vary every time when a customer taps load more.
