# User Persona 2
Name:Lisa
Gender:Female
Age:25
Relationship Status: Single
Income: $50K - $70K Annual
Position:Credit Analyst
Background:
Lisa is a young professional who just graduated from college 2 years ago. She is a single lady and currently live with her parents. She holds a degree in finance. She works as a credit analyst at a major bank in Singapore. During her spare time, Lisa likes to hang out with her friends and she is very active in playing different sports. Lisa would like to save enough money in order to move out of her parents house and get her own apartment. currently, She is able to save $2500 dollars per month. Lisa wants to look for new income sources so that she can achive her goal faster. She is looking into invest in stock market. She has some basic finace knowledge but she is also very risk adverse when choosing her own portfolio.
Objective:
To earn extra income besides her full time salary through investing in stock markets.
Motivation:
1. would like to move out from her parents house and live on her own
2. would like to get married before 30 and purchase an apartment with her husband
3. would like to invest in stock markets and generate 10-20% investment return without actively trading in the market
4. would not like to select and rebalance her portfolio on a quarterly basis only
5.
Current Saving: 20K
Quantified Financial Targets:
Investment Return: 10% annual
Annual Saving per Year: 15K
New Capital Available for stock market:
10K/annual
Expected Capital in 5 years: $100K
Characteristics:
1.risk adverse
2.tight budget
3.has basic financial knowledge
4.hard-working
5.academically curious
6.socialble
Tools used
1. yahoo finance
2. financial news
3. Saxo
4. investment blogs
5. youtube videos
Current Pain points:
Lisa's experience in the stock market is very limited. She is also not experienced in selecting stocks as she lacks in knowledge and time to understand deeply about each partciular sectors and companies. She uses yahoo finance to check out company financial information and she also subscribed to various media platform and youtube channels. However, there is no single tool in the market which can help her quickly analyze a company and present informed insights to aid her investment decisions.
Product Expectation:
-Use the product to select stocks once a quarter
-use the product to help her hit the ground running and equip herself with sufficient fundamental investment knowledge
-use the product to run sanity check on her investment ideas
-If the product is not free, would like to see more features (example:push notificatins on market)rather than subscribe to a stock screener