Project Gain

Hari + Zac + Curran + Jin

Business | User | Structure | Design | Narrative
Interaction Design 3
Summer 14
Instructed by Sal Orara and JD Buckley
Business Objective | Mission Statement
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
Project Gain helps people make money by
connecting them with the stocks they want to
buy.
Business Objective | Problem Space
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Personal Equities
Problem Space
(Stocks)
Business Objective | Hypothesis
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
We think people feel overwhelmed, intimiated, and distrustful
towards stock trading
Hypothesis
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
We want to make an easy,
friendly way to trade
UX Vision
Business Objective | Business Goals
Business Objective | Service Plan
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
7.99 a month. Unlimited trading. Curated
content.
Business Objective | Business Goals
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
BUSINESS
S.M.A.R.T Goals: specifc, measurable, achievable, realistic, and time-bound.
PHASE ONE
Build interest. 30-day trials. Viral marketing. Start measuring conversion rates. Financial Industry con-
version rate 10%. Aim for 25%+, low friction process to install app and get started.
PHASE TWO
Users = Paying Customers. A few months after Phase One, move into turning users into monthly sub-
scription paying customers.
PHASE THREE
Focus on keeping sign-ups going. Conversion rates could be pushed higher. Keep paying customers is
key.
Business Objective | User Goals
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
USER
User goals that are directly aligned with our business goals. UX!
DOWNLOADS
Downloads go hand-in-hand with our Phase One plans. UX!
ENGAGEMENT
During this part, we test how many times the app is used in a day, or even the hour. Com-
pany valuations skyrocket with higher engagement. UX!
RETENTION
While growing, we want to keep our existing user base. One way is to push updates that
keep setting the bar higher in terms of UX. UX!
CONVERSION
Once we have a good workfow. We will start by trying to convert users into paying cus-
tomers. UX!
Business Objectives | Business + User Success Matrix
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
Financial Performance / ROI
vs. S&P 500 as well as other investment services
Time / Efciency
The more quickly our users can make smart investments and
move on to other business the better.
Matching
The extent to which users fnd our categorized stock picks useful,
as measured by their use of and loyalty to our curation services.
Proft
Using a monthly subscription model, our proft will be
determined by the number of subscribers we have.
Conversion / Bounce Rates
Converting users to our site is good, making sure they dont
bounce once they get here is even better.
Cost of User Acquisition
The amount of money we spend on acquiring new users, via
marketing and promotions indicates the power of word of
mouth referrals.
Competitive Analysis | Yahoo Finance
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
+ Positives
Yahoo Finance is a great app for
viewing the daily progress of how
certain stocks are doing. The inter-
face is very fuid and intuitive. There
is a comparision between market
averages and the stock your view-
ing. There is also a fair amount of
detail put towards the roll of color
in showing you what is going well
and what is going not so well. The
app has a large amount of data vi-
sualization, and is the front running
in the App Store when it comes to
fnance apps. There is also a popu-
lar news feature to the application.
Yahoo Finance News is seen as a
respected information source.
- Negatives
Although a well designed app there
is still an overclutter on the screen.
The biggest downside in compar-
ison to gain is that they are not a
trading interface. You simply view
stocks and then take the informa-
tion learned to your current trading
platform. There are also no sugges-
tions as to which apps one could
potential trade from. And although
the UI is seen as modern it has be-
come slightly dated and could use a
design overhaul. Additionally there
is no way to sync or see a history
of past stocks that one might have
looked at or been interested in.
Competitive Analysis | TD Ameritrade
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
+ Positives
TD Ameritrade is seen as the leader
in stock trading nationally. It has a
reputation and analysts to match.
The app features trading, watching,
and many other useful data visual-
ization widgets. You are also able
to change your account information
and do research from the applica-
tion. There is a lot of information
that is featured throughout. There
is also a news app and other fea-
tures such as customer service.
- Negatives
Although TD Ameritrade is seen as
the front runner it is just too com-
plicated. Way too much is shows,
and a lack of visual hierachy leaves
the user trying to fnd where to go
next. The news page, although a
nice feature, is just out of place. The
app is also outdated from a design
point of view and can also use an
overhaul.
Competitive Analysis | eTrade
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
+ Positives
eTrade is seen as the easy alterna-
tive with the lowest trading fees. It
is seen as a high tech sophisticated
trading environment. The graphics
are very futuristic and highly cus-
tomizable. The research function
is known as highly reliable and the
graphics feel very live.
- Negatives
The main downside to this service is
its complicated nature. The interface is
extremely cluttered and seems like you
need to have a PHd just to operate it.
There is also no way to search by cate-
gory or industry. It relies totally on the
users ability to knowingly fnd what he
or she wants based on past knowlege.
User | Interviews
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Q. How much do you know about stock trading?
A. Not so much. Just basics.
Q. Where did you learn what you know?
A. Internet, friends
Q. Are you interested in stock trading?
A. Yes I am
Q. Do your friends trade?
A. Yes
Q. What made them get started?
A. They thought it was a easy of making money.
Q. Have you ever traded a stock? Why or why not?
A. No. Due to risk of losing money, lack of trust in the system, and lack of
information.
Q. What would have helped in making that frst trade?
A. More information and trust in the system
Q. Would you be willing to trade stocks on your mobile device?
Why or why not?
A. Yes. It seems easier and friendlier.
Q. What is the perceived risk of trading stocks for you?
A. Losing money
Q. What would you need to have to make that frst trade?
A. Confdence in trading procedure
How much do you know about stock trading?
A. Enough to trade stock myself
Where did you learn what you know?
A. From friends, internet, and reading
When did you start trading stocks?
A. It has been about 5 years
What was the feeling when you traded your frst stock?
A. Very nervous
How often do you trade stocks?
A. Whenever I need to. Not so often
What do you think about current stock trading platforms?
A. It is ok. It is not so friendly but I got used to it
Is the purchase/sell process easy and straight-forward?
A. No. the process made me nervous
Did it take you some time to get adjusted to the interface?
A. Yes. Need to do about couple trades to get used to it
Do you trade stocks on your mobile device? Why or why not?
No, it is not natural for me to purchase through mobile. Security and bad
interface issue.
Would you be willing to trade stocks on your mobile device?
A. Sometimes. For urgent deal and when I am outside of town if possible
What were some challenges you faced with the system?
A. Unfriendly interface
What were some benefts of the system?
A. It made me able to trade stock
What are some issues you have with trading stocks today?
A. I need faster trading system.
Would there be anything you would want to fx?
A. one click trade
Would you recommend this service to a newcomer into the stock market?
Why or why not?
A. Yes but if there was something better no
User | Interviews
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Russell Blocker
not long after college, started doing IRAs. tax deductible IRAs, pretty
much every year since. left them in pretty basic investment vehicles, like
money market accounts and a few basic funds. so they havent really
moved all that much in the last few years, but having great investment
stocks that run way up might not always be as good as cash.
the store also does a pretty simple IRA. similar to a 401K, but the
advantage for a small business is you avoid some government
regulatory situations. a matching IRA rather than 401K, which in many
ways is better for business. this is also really nice for the employees. its
a mixture of stock and bond funds, the stocks are doing a lot better.
comes out of my paycheck every month, goes in, and the store
matches it.
done through fdelity. so the employees account is their account, so i
cant go bankrupt and steal their money or disappear their money in
some way or another.
Also putting money in CDs, which is more about protecting the
principle than putting more money into it.
The store is almost enough risk in and of itself.
Does it though Fidelity because they have a lot of fexibility theres
pretty much no administrative cost for the store. we can lower the
amount, 1, 2, or 3 percent match the amount you match up to, so
when things are really tough you can slow down the matching levels.
Flexibility in terms of risk and return. Money market all the way up to
buying stock directly.
Pretty much online advisors, but you can get a fair amount of help on
the phone with basic allocations and etc. Pay a lot more money.
earning 4 or 5 dollars on a 50,000 fund. few people are getting much
money at all from the bank, so youre losing 3% a year looking at
infation.
User | Interviews
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
David Gilbert- 24 I Have Never Traded Stocks
-College Student, Art Center
Why havent you traded stocks?
No interest, it just seems way too complicated and the market seems to be way to random. I dont want to
lose money or waste time. Plus it would require a lot of time to do research to know what im doing before
hand.
What would you research in order to start trading?
Buy some books, stock market. What it is. Basic guides
Where did you learn what you know about trading?
In college, I took economics at san marcos. I was a business major. I forgot most of it, but learned about
stocks bonds. Ive had some experience through trust. I had no part in it, its a trust that i cant touch.
If you had some money, would you invest?
Not unless I met someone that really understood the market, and I was confdent that I knew what I was
doing.
Seems like your skeptical about the stock trading thing?
Just something about it, I dont know what it is. It just seems really complicated and theres a lot of variables
that I have no control over.
Do you feel that a lot of it is out of your hands and out of your control?
Ya, just seems to complicated.
Do you know anyone who trades?
I have a cousin that trades kind of. Technically pizza boy. Tahoe climber, early 30s smokes weed. Hes just
trying to make money, have another legitimate way to make income.
No one in my family trades otherwise.
Where do they keep asests?
My grandparents have advisors.
You have a bank account and stuf?
Ya, a checking and savings account. The bank account doesnt seem as sketchy. I dont feel confused when i
have to do general banking.
What would you need in order to make the frst trade?
Defnetly a step by step guide on what to do. And something that gives general overview on how the
market works.
Whats the perceived risk that you have in trading?
Wasting a lot of time and efort and not making any money.
Whats your vision about making money?
I see it as gradual increase. I dont necessarily think of it as a high stakes game. I know there are low
percentages, but in the market you have the risk. I have some experience because me family sells diamond
and 2 years ago there was a lawsuit for shady banking and the stocks tanked.
Do you think thats where you bad experience w it comes from?
Possibily
Why go with checking and savings over stocks?
Because I know I can count on the money being there.
So your biggest thing is that with a company there is no guarantee?
Ya I guess.
Do you bank on your iPhone?
Ya. I mostly pay bills with my phone or online. I have wells fargo.
Do you like wells fargos interface?
Ya its pretty simple pretty straigtforward.
What do you think about trading on iPhone?
I probably would trade on an iPhone. Depending on how complicated trading is, i would do simple
changes on my iPhone. But research and stuf I would do on the computer.
Do you ever gamble?
Ya
Do you like gambling?
Sometimes. I mainly just do cards with my family or in vegas. Usually under a hundred dollars.
What do you like about gambling?
The enjoyment of making money. The enjoyment of double or nothing.
Do you like gambling with friends more or independently?
Its more fun with a group of friends. But if i was serious about making money Id do it by myself.
Whys that?
So i can concentrate more and be serious.
So say you had extra $2000 dollars, like you just made 2000?
I would probably take half to spend and just buy something. And take 500 and put in savings. and the
other 500 would be some type of investment.
What do you mean some type of investment?
Investing in something, not really money. Like investing in companies.
What type of campaniles would you invest in?
Start ups that i saw big potential for. If i had a friend that had a business I would invest.
What makes you more comfortable w investing in companies rather then stocks?
Because i would understand the project and the variables. I can grasp the big idea and use the gut instinct
on if its worth it. And with microsoft i have no idea where their going in the future or anything behind the
curtain.
If you were to invest and you had to what would you do?
Try and fnd someone who is more knowledgeable then me.
What if you couldnt get acces to that person?
Try to do as much research as I can. Also just keep a look out for companies that look like theyre going to
make a breakthrough.
What if I told you that stocks are safe?
I would possibly put more money in. Only possible becuase i want to fully grasp where my money is going
and what the real risk is.
User | Interviews
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Ravi Narayanan, 49, Executive
How much do you know about stock trading?
A fair bit, most of it has been on my own.
Where did you learn what you know?
I guess I got introduced once I had enough money to play with. It
was something I wanted to do, so I learned from others who were
active, and started from there.
When did you start trading stocks?
Roughly around 25 years ago!
What do you think the perceived risk of trading stocks is?
I think of it as a calculated risk. Im mostly long term. I would say
Ive made much much more than I can see losing
Do you urge people to invest in the stock market?
I urge people to try investing to see if its for them.
Why or why not?
I think its a good way to make some more money and plan for
the future.
What advice do you give to newcomers?
I tell them to invest for long term, and not worry about the day to
day fuctuations.
What stock trading service do you use?
Predominantly Fidelity.
Why do you use them?
Its what I started on, so thats what Im still using.
Is the process of buying or selling a stock simple and intuitive?
Buying and selling a stock is possible. I wouldnt call it simple or
intuitive.
Is there anything that bothers you about the current systems?
The interface and overall feel of the service.
Is there anything you would like to change?

Make it more inviting for a trade.
What was the feeling when you traded your frst stock?
I don;t really remember, but it wasnt a big deal.
How often do you trade stocks?
Quite often. Depends on where I am with my fnances. Been in
long term for a while now.
Would you be willing to trade stocks on your mobile device?
I would be open to exploring that, if the service does what I need
it to do!
User | Interview Insights
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
+ New traders are not necessarily fnancial
beginners
+Trading skeptics want to be gently introduced to
the market
+ The diference between advanced and novice is
source of information
+ People enjoy social gambling
User | Behavioral Variables
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Financial Knowlege
How much does the user already
know about the markets and
investing? Users with a great deal of
knowledge need little introduction
to the basics of investing while users
with little knowledge will beneft
from an introduction to the basics.
Money Conscious
How much is resting on a positive
fnancial outcome for the user? How
important is it that the user makes or
maintains a large portfolio?
Skill
Is the user competent in terms of
experience and ability to execute
independently? Skilled users need to
be able to invest independently while
less skilled users may like to have their
hand held throughout the process.
Available Time
How much time does the user have to
spend fnding, making, and managing
investments? Users without much
time need efciency, users with lots of
time may desire a rich and engaging
experience.
Design Conscious
Does the user care about the look
and feel of the system? The emotional
appeal should be carefully targeted
to the users who care most about this
aspect of the design
Desire to Learn
Is the user intersted in learning about
the market, or just making money
from it? Users who are not interested
in becoming expert will be intersted
in acting on recommendations; users
who are interested in the markets will
want detailed information about their
investments.
Trust + Confdence
How much implicit trust does the
user have in the stock market? Too
much could lead to brash investment
strategy, too little makes it hard to
attract this user.
Wealth
How much capital does the user have
to invest and maintain? This speaks
to whats at stake and what needs to
happen for the user fnancially.
Persona | Economist Reader
Maynard
Age: 65
Occupation: Dean of Arts & Sciences
Employer: Vassar College
I fnd the practice of stock
trading to be not only
fnancially rewarding, but
intellectually stimulating as
well.
Craig is interested in getting things
done, not in dealing with computer
science concepts or excel spreadsheets.
He travels extensively and relies on
data from live fles that are manipulated
by multiple people in real time. Craig
is also very culturally sophisticated.
He appreciates high end, refned
environments.
Net worth: $3,400,000
Savings: $2,100,000
Income: $125,000
Debt: $0
Hometown: The Berkshires
Lives: East Hampton
Works: Poughkeepsie
Goals
Manage portfolio
Marvel at the beauty and chaos
of the stock market
Enjoy semi-retirement
Leave something for the kids
Pain Points
Boring and unstimulating
interface
Difcult to fnd interesting
companies / information
Failing memory (not that hed
admit it)
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Wealthy
Educated
Curated
Secure
Interesting
Intellectual
Reliable
Helpful
Persona | Unemployed Dad
John
Age: 24
Occupation: Regional Manager (fred)
Employer: Mariott Hotel Group
I need to replace the income I
lost with my job.
John is currently unemployed. Hes
somewhat familiar with investing, but is
certainly no expert. He built a career that
supports a lifestyle he loves. After getting
laid of from a middle management
position, John is terrifed of losing
everything.
He worries not only about what will
happen to his house and sports car, but
to his kids college fund and his marriage.
He needs to start making money, fast, to
hold this thing together.
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Net worth: $1,282,000
Savings: $200,000
Income: $0
Debt: $402,000
Hometown: Muscle Shoals
Lives: Miami Beach
Worked: Orlando +
Goals
Provide for family
Keep marriage together
Build kids college fund
Maintain his image
Pay the mortgage
Pain Points
Fear of risk
Daunting interface
A lot to lose
Bad mobile experience
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Fast
Wealthy
Educated
Secure
Positive
Simple
Curated
Cheap
Intuitive
Persona | Yuppie
James
Age: 29
Occupation: Attorney
Employer: Citizens Bank
I need to make more money so
that I can boost my self esteem.
James is a recent graduate of USC Law
School and frankly, legal salaries arent
all theyre cracked up to be. His girlfriend
thought he had a lot of earning potential,
but things arent looking so hot these
days.
James hopes that by investing some
money in the stock market, he can
impress his girlfriend and get a much
needed self esteem boost.
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Net worth: $105,000
Savings: $9,000
Income: $65,000
Debt: $70,000
Hometown: White Plains
Lives: Glendale
Worked: DTLA
Goals
Buy a luxury car
Buy girlfriend jewelery
Renovate kitchen
Move to Brentwood
Pay the mortgage
Pain Points
Lame interface
Lame experience
No idea what hes doing
Where to fnd the cool stocks?
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Cool
Wealthy
Educated
Clean
Fast
Curated
Easy
Convenient
Enjoyable
Persona | Recent College Graduate / Novice
Jess
Age: 24
Occupation: Entry level tech job
Employer: Crest Media
Ive wanted to trade for a while,
but its very intimidating. I dont
have any money to lose.
Jessica Kaller is a recent graduate of
UCSB. She has some experience with
banks and accounts but is a total newbie
when it comes to stock investing. Most
of her hesitation comes from the fact
that she is intimidated and skeptical
about the market overall. Her major was
Environmental Policy and she currently
works at an SEO company. Shes ready
to try her hand at investing because she
is aware of its importance and money
making capability.
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Net worth: $-50,000
Savings: $2,000
Income: $35,000
Debt: $78,000
Hometown: Philly
Lives: Los Angeles
Works: Pasadena
Goals
Make money
Learn about investing
Save money
Be an adult
Have fun
Pain Points
Intimidating / complex
interface
Lack of knowledge
No money to lose
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Easy
Struggling
Educated
Ethical
Simple
Beginner
Reliable
Intuitive
Learning
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
fnd friends
trade stocks
search stocks
browse genres
see top lists
edit profle
see stock details
set alerts
see an overview
log in
see friends stocks
compare rankings
User | Feature Set
read news
get help
adjust privacy
syncs with Facebook
syncs with mint
buy stock
sell stock
easily trade
send confrmation
performance
news
unlimited trading
Structure | Card Sorting
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Insights from Card Sorting
Card Sorting helped us mostly with
sorting out which category titles ft with
which group. What we uncovered is that
when put into one group people were
largely unmoved and unphased. Thus we
decided to put all the genre names into
one category. People actually seemed to
become more confused when we added
multiple category groups.
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
User | Flows
Structure | Channels + Cross Channel Behavior
Project Gain
Interaction Design 3 Hari | Zac | Curran | Jin
Desktop
Users will have more information dis-
played in the initial detail teaser pag-
es. Things such as risk, industry, and
reliability will be shown larger.
Mobile
The mobile platform will be the pri-
mary trading platform. The service
follows the mobile frst philosophy.
Everything can be achieved from the
mobile application.
Cross-Channel
Both channels will auto-up-
date to keep synced. Both
will also maintain an almost
identical information
architecture.
Structure | Service Blueprint
Project Gain
Interaction Design 3 Hari | Curran | Zac | Jin
Physical
Evidences
Customer
Actions
Finds out about our
services
Facebook and
Marketing Updates
Ads
Gets Added to
Members
Proper Investment
Measures Taken
Analysts Update
Browse Suggestions
System Updates
Social News
Syncs With Facebook
Facebook Ads, Blog
Publicity, Sponsorship
Confrms
Registration
Makes Trades
Consistently Checks
Back for Updates
Adjusts Privacy For
Personal Settings
Shares via Facebook
Joins Gain Buys/Sells Stocks Browses Genres Gets Social Tells Friends
Marketing Page
Create Marketing
Mobile/Desktop
Application
Manage Subscription
Confrmation
Make Legal Trade
Mobile/Desktop
Application
Analysts Make
Predictions
Mobile/Desktop
Application
Proper Social Feed
Sort
Facebook Share
Facebook
Cooperation
Line of Interaction
Front of Strage
Interactions
Line of Visibility
Line of Internal Interaction
Back of Stage
Interactions
Support
Processes
Structure | Task Matrix
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Make Trades
Non-Member Member Admin
Views Genres
Favorite Stocks
Y Y Y
Y
Y
Y
Y
Y
N
N N
N N
N N
N Y Y
Y Y
Y
N N
Y
Add Friends
Sync w Facebook
View Details
Search Stocks
View Overview
Structure | Desktop Information Architecture
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Structure | Mobile Information Architecture
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Design | Early Wireframes
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Early Wireframes
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | User Testing
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Large Buttons
Most people prefer larger buttons to smaller ones
Grid System
People felt the grid system was the most fuid way to move
about the interface.
Less Text Paradox
People wanted less text on the page, but they wanted to know
more information.
Going Back and Forth
Users became confused about how to navigate forward and
backwards throughout the hierarchy.
Design | Digital Wireframes
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Design | Digital Wireframes
Project Gain Interaction Design 3 Hari | Zac | Curran | Jin
Design | Desktop Wireframes
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Desktop Wireframes
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Desktop Wireframes
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Desktop Wireframes
Project Gain Interaction Design 3 Hari | Zac | Jin
Structure | Updated IA
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Digital Designs
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Digital Designs
Project Gain Interaction Design 3 Hari | Zac | Jin
GPRO
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been processed.
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been emailed.
Thank you!
GPRO
6 x $37.62
total: $225.72
Design | Digital Desktop Designs
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Microsite
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Microsite
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Final Screens
Project Gain Interaction Design 3 Hari | Zac | Jin
Design | Final Screens
Project Gain Interaction Design 3 Hari | Zac | Jin
Narrative | Video Concepts
Project Gain Interaction Design 3 Hari | Zac | Jin
Shot List
Part One
Bernie
Sitting in Eames chair, reading the economist
Jess
Watering an organic garden
John
Pacing in his office holding bills
Chris
Leaning on his BMW, smoking a cigarette with friends
Part Two
Bernie
Searches for machine learning then scrolls through results
Jess
Looks at, scrolls through custom list
John
Sets risk preferences
Chris
Taps on trending playlist
Part Three
Bernie
Purchases BMW & Google
Jess
Scrolls through her new, socially + fiscally responsible playlist
John
Sells stocks, transfers money to his bank account
Chris
Sees how much money hes made
GAIN 2014
GAIN
Revised Video Outline
OBJECTIVE
Capture the essence of gain
Communicate the system within which gain empowers the public to participate intelligently in the
nancial markets
SHOT LIST
San Francisco (Downtown)
The smartest minds in nance
London (City)
Working for you
New York (Wall Street)
Curating the best investment opportunities
Gain Notication - TSLA advisory changed to SELL / sell TSLA?
Keeping you informed
Sending kids off to college
So you can secure the future of your family
Jess watering an organic garden
So you can invest responsibly
James paying the bills
So you can take control of your nances
Trading Floor
Lets put the stock market to work
Anytown, USA
For all of us
Gain Screen
Someone taps to purchase stock
GAIN - coming soon
Scenarios


Economist Reader
Bernie uses Gain to broaden his investment horizons and learn more about emerging companies
and new business models. He certainly wouldnt admit that Gains notifications make him less
worried that hell make a huge (and embarrassing) mistake, given his failing memory.
- Bernie is sitting on an Eames chair in his den, reading an article in the economist about machine
learning technologies. Intrigued by this emerging market segment, he wants to learn more
- Opening Gain, Bernie searches for machine learning and reads a list of recommended machine
learning companies.
- Bernie decides to invest in Google and IBM. Theyre both strong in this emerging market, but
are also blue chip companies. Because theyre competitors, investing in both represents a hedge
in case one or the other fail.
- A notification reminds Bernie that hed planned to sell TSLA when it hit $240, which it hit 30
seconds ago.
- Bernie sells TSLA.
- He tells his son how much fun hes having (and how much money hes making) investing in
these groovy stocks with Gain.

Unemployed Dad
John uses Gains discovery system to quickly and intelligently make high return investments.
Notifications make him feel more comfortable that hell be able to manage his risky bets easily.
- John is pacing around his office trying to figure out how to make the payment on his Jaguar
this month.
- Opening Gain on his desktop, he uses its risk / reward tool to search for riskier stocks that could
provide him with a higher return.
- He borrows and invests $30,000 in six stocks that Goldman Sachs analysts determined could
provide him with a high ROI.
- Because John is new to Gain, the service asks him whether hes sure he wants to buy so much
of these risky stocks.
- Hes sure
- Five minutes later, John gets an alert: one of his new stocks is tanking!
- He rushes to unload it, and only loses $732.49
- But wait! Another stocks price is surging due to Goldmans predicted short squeeze! John buys
as much of it as he can with a note to sell when it reaches the squeezes predicted apex of
$17.76
- Unloading all his stocks four days later, John sees that he made $9,345.23 using Gain this
month. Highly relieved, he writes a check to Rusnak Jaguar.








Narrative | Storyboards
Project Gain Interaction Design 3 Hari | Zac | Jin
Narrative | Storyboards
Project Gain Interaction Design 3 Hari | Zac | Jin
Narrative | Storyboards
Project Gain Interaction Design 3 Hari | Zac | Jin
Narrative | Final Video
Project Gain Interaction Design 3 Hari | Zac | Jin
Narrative | Final Video
Project Gain Interaction Design 3 Hari | Zac | Jin
Project Gain
Thank You!