THE PROBLEM:

“As a retail investor, I am wasting time researching investment opportunities across disparate sources. I need a streamlined source of intelligence.”

* Quote from DIVITIAE.AI user interview

Opportunity

According to Gallup (2024)*, 62% percent of people in the US are investing in a financial product. Our survey also found that 29% of people made investments in stocks in the last 2 years**.

However, the survey also revealed that 85% of the stock investors feel that they can improve their investment strategies if they have access to better and more streamlined information sources. This is the problem we are committed to solve.

*Gallup (2024). "Stock Market."
**Based on an online survey conducted with 553 participants from July 3 to July 4, 2024.
Questions:

  1. What types of investment products, excluding retirement accounts, have you traded in the last 2 years?

  2. To what extent do you believe your investment strategy improves with better information sources?                      
    (Responses were on a 5-point Likert scale, with "Strongly Agree" or "Agree" regarded as "Yes.")

Existing Services

While many services offer stock information for investors, even major players often fall short. The issue isn't a lack of services, but rather the disorganization of information, which particularly affects those without a strong financial background.

Example: Yahoo Finance

  • Too many tabs / metrics to find useful information

  • Not all information is freely available.

Example: Seeking Alpha

  • Difficult to understand the contents at first glance

  • Unclear which headline is most relevant

  • There is a lot of duplicate information

Customer Development

We aim to approach customers who have invested in stocks, but think that they can improve their performance with improved information sources.

What are they looking for? From focus interviews with target customers, we found two types of key needs.

“I wanna build wealth, but research is time-consuming. I wish there was a way to catch an opportunity easily*”

Efficiency

“I just trust information that is proven or adopted by a person I can fully trust*.”

Evidence

*Quotes from interviews with target users conducted in June 2024