Investment Platform Feedback Study

About the Opportunity We are seeking up to 20 retail investors to participate in a product evaluation study for a new web-based application designed to automate the screening, monitoring, and analysis of stocks. Your insights will help us determine whether the product is ready for market or if adjustments are needed to better serve investors like you. What You’ll Do • Spend 2–3 hours exploring and using the investment platform. • Evaluate features such as stock screeners, monitoring tools, and automated analysis capabilities. • Identify areas where the product is valuable, as well as any shortcomings or gaps. • Complete a short survey at the end of your evaluation to share your detailed feedback. Who We’re Looking For • Active or aspiring retail investors who research and manage their own stock portfolios. • Comfortable using online tools or platforms for investment research. • Willing to provide honest, constructive feedback on usability, value, and overall experience. • No professional investing background required—our focus is on everyday retail investors. Time Commitment • Total of 2–3 hours, completed within 5 days of contract hire. • Flexible schedule. Explore the platform at your own pace. Why Participate • Play a role in shaping a new investment solution designed to help retail investors save time and make better decisions. • Provide feedback that will directly influence product development before go to market launch.

• Completed survey
• Provide detailed feedback on platform usability
• Identify areas for improvement
• Suggest new features