User Scenario 7

User Scenario

Name: David K., 45 years old, small business owner and real estate investor.

Background: David owns a chain of local cafes and has been diversifying his income by investing in residential and commercial real estate for the past 15 years. He’s knowledgeable about the real estate market but wants to broaden his portfolio to include more traditional investments, like stocks and ETFs. David is analytical and enjoys looking at long-term trends, especially those that align with the stability and growth potential he seeks. He wants a platform that allows him to explore new investment opportunities, particularly in sectors related to real estate and infrastructure.

Scenario:

David downloaded the finance app after reading a positive review about its tools for new investors. He hoped it could help him explore assets beyond real estate and provide a way to connect with other investors who could offer advice on diversifying his portfolio.

After setting up his account, David chose the "Intermediate" experience level, reflecting his financial knowledge. His feed was instantly filled with articles about market trends, overviews of different asset classes, and some advanced analyses on real estate investment trusts (REITs). David found the content both insightful and relevant to his goals, especially the discussions on infrastructure stocks and ETFs related to real estate.

One of the features David appreciated most was the app’s portfolio simulation tool, which allowed him to test different investment strategies with virtual funds. This feature enabled him to experiment with different asset classes, such as REITs, ETFs, and even municipal bonds, to see how they would perform together. He also followed sub-forum topics like "Real Estate Investment," "Infrastructure Stocks," and "Long-Term Growth Strategies," allowing him to tailor his feed and discussions to align with his interests.

David soon started contributing to the discussions, sharing his experience with property investments and offering advice to newer members about the real estate market. He was pleased with the feedback he received and appreciated the diversity of perspectives on the app. In turn, he found helpful insights on other investment avenues, such as dividend stocks and income-focused ETFs, which he began incorporating into his own portfolio.

Preconditions: David has created an account, chosen the "Intermediate" experience level, and customized his feed to focus on real estate and long-term investment strategies.

User Actions:

• 1-) David explored the app and followed sub-forum topics related to real estate, infrastructure, and long-term growth.

• 2-) He used the portfolio simulation tool to experiment with different asset allocations.

• 3-) David engaged with the community by sharing his real estate experience and offering advice in related discussions.

• 4-) He began integrating feedback from others into his own investment strategies, adding stocks and ETFs to his portfolio.

• 5-) David set up a personalized news feed to stay updated on infrastructure and income-generating assets.

• Explore APP Created by : Yasin ATLI 2020400246

• Portfolio Simulation Tool Created by : Yasin ATLI 2020400246

• Adding Asset Created by : Yasin ATLI 2020400246

• Real Estate Subforum Created by : Yasin ATLI 2020400246

** Addressed Requirements:**

• 1.1.1.1. Users shall be able to open an account.
• 1.1.1.8. Registered users shall be able to follow the subforum topics.
• 1.1.1.10.1. Registered users shall be able to choose one of the four user tags, which are investors, day traders, Financial Analysts/Researchers, or Financial Enthusiasts.
• 1.1.3.1. Users shall be able to search forums based on their name.
• 1.1.7.1 Registered user shall be able to create and share their own financial portfolios.
• 1.2.1.1 The system shall be able to provide the current values of financial assets mentioned in the topics.

This scenario is created by Created by : Yasin ATLI 2020400246