Deliver Value Product & Design

Track & Analyse

Daily workflows and research tools

What

The core platform experience - tracking portfolios, researching stocks, screening for opportunities, and staying on top of the market.

Why it matters

This is where users spend most of their time. Efficient research processes keep users coming back daily.

How we do it

Track & Analyse is the heart of the product - the tools users rely on every day to make investment decisions.

Core features

  • Stock Reports - Comprehensive analysis in one place (“everything in 5 mins to make a decision”)
  • Portfolio Tracker - Monitor holdings, performance, and alerts
  • Screening Tools - Find stocks matching specific criteria
  • Today Page - Personalised daily briefing on what matters

Key processes

  • Continuous improvement - Enhancing tools based on user feedback
  • Performance optimisation - Keeping the platform fast and responsive
  • Mobile experience - Ensuring key workflows work on the go

Value proposition

“Research smarter, not harder” - saving users time while giving them comprehensive tools. All-in-one platform, extreme ease of use.