Explore

Stock Trading Dashboard

Objective

Create a finance application which can help people, who actively trade on stock marker on large scale.

#1 Understanding User Behaviour and Needs

Behavioural Insights

This people use to take large scale trades.

Do great market analysis.

Running some business / doing full time trading.

Proto Persona Fit well with this behaviours

People running their mega scale business along with investing in market.

People who are full time traders, managing their own portfolios.

People who are full time traders, giving portfolio management services to other.

Persona Picking

People who are full time traders, managing their own portfolios.

Behaviour and Preferences:

Decision-Making Style: Data-driven with a keen eye for detail, prefers to analyze trends, news, and expert opinions before making decisions.

Risk Tolerance: Moderate to high; willing to take calculated risks.

Information Sources: Financial news, research reports, market analytics, and expert consultations.

Tools and Platforms: Uses advanced trading platforms, follows market influencers, and subscribes to premium financial services. 

User Goal

By understanding user's persona, the stock trading dashboard can be designed to meet the sophisticated needs of HNI investors, providing them with the insights and tools they need to make informed investment decisions.

What all parameters they look for while making trades?

Market Indicators:

Index Performance: Nifty 50, Sensex, and other relevant indices.

Sector Performance: Sectoral indices to gauge which sectors are performing well.

Market Sentiment: Overall market mood, news highlights, and sentiment analysis.

Stock-Specific Metrics:

Price Movements: Real-time stock prices, historical price charts, and price trends.

Volume: Trading volumes to understand market interest and liquidity.

52-Week High/Low: To assess the stock's performance range over the past year.

Technical Indicators: Moving averages, RSI (Relative Strength Index), MACD (Moving Average Convergence Divergence), Bollinger Bands, etc.

#2 Competitor Analysis

Platform they use for trading

Zerodha

Paytm Money

Upstox

Trading View

What Idol Dashboard should look like to him:

Basis of the competitive research

1) Detail Metrics and Information:

Personalized layout with widgets for key metrics, market news around companies, and favorite stocks.

2) Advanced Charting Tools:

Interactive charts with multiple technical indicators and drawing tools for detailed analysis.

3) Real-Time Data:

3) Live updates on stock prices, market indices, and trading volumes.

4) Watchlists:

Ability to create and manage multiple watchlists with real-time tracking.

5) Alerts and Notifications:

Customizable alerts for price thresholds, news events, and technical indicator signals.

6) Portfolio Tracker:

Detailed view of portfolio performance, risk assessment, and historical returns.

#3 Defining User Stories

Users Stories Identified

User want to track this portfolio performance

User want to make trades by understanding all market information

They made list of stocks they want to invest in, observing charts in very details to identify entry points

User Story Picking

They made list of stocks they want to invest in, observing charts in very details to identify entry points.

#4 Visuals

Dashboard

⁠
⁠
⁠

Stock Details Page

⁠

# Conclusion

This complete solutioning is based primarily on information shared and assumptions made using behavioural insight identified through desk research

Thanks for reading :)

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.