

User Issues

Annoyance
Distrust
Pain Point
UI Bug
Feature Request
Error
Overwhelmed
Surprise
Confusion
Concern
Aggravation
Insight
Joy
Intrigue
305,231
23,327
17,451
15,239
15,002
14,572
13,987
12,876
11,998
11,531
10,102
9,672
8,728
7,490
6,172
UPI
37%
28%
85%
44%
30%
20%
99%
77%
66%
33%
17%
58%
7.8%
21%
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Date Range

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

ClickUp
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Intercom
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Dovetail
27 minutes ago
It’s too hard to find basic information about my stocks—why do I have to tap five times just to see historical performance?

William Smith
Ask Cepien

Weekly Data Flow
Analytics Systems
Ticketing Systems
Data Repositories
1,732,307
11,034,238
4,291,002
1,909,070
Annoyance
23,327 Issues
Impacted Personas
InfoSec
750,231
IT Engineer
341,842

Insight Header
Fix Bank Account linking with Plaid
Holdings iconography is often missunderstood

Stock ticker and background contrast are clashing
Conversational AI Assistant often being requested
CTA on Stock view page need contrast boost
Trending Stocks information leads to cognitive overload
Sharing stocks with friends and family is confusing
Authentication appears to lack MFA
Onboarding process seems to have too many steps
It appears that app times out on Crypto Check out
Market analysis tools are not user-friendly for beginners


Here’s what people wish for, post user research or usability testing
💡
Instant Knowledge
🔎
Single Source of Truth
Want an ability to easily look through all relevant data.
⏳
Eliminating Time Waste
































