Get rich quick: Investing carefully to build wealth over time
Format
SOECS Senior Project Demonstration
Faculty Mentor Name
Shonn Vick
Faculty Mentor Department
Computer Science
Additional Faculty Mentor Name
Osvaldo Jimenez
Additional Faculty Mentor Department
Computer Science
Abstract/Artist Statement
Simple web searches for stocks to buy will be full of “hot stocks of the week” posts which don’t provide any insight and may be poor investment decisions for an individual. This makes building wealth through equity a confusing and daunting task for individuals without any financial education. To find investing strategies that have been successful for individuals, we reached out to a subject matter expert in the wealth management field to understand how best to provide personalized investment research to our users, and consulted with professors from the Eberhardt School of Business. We collect the following information from users: risk tolerance, financial knowledge, and company or industry interests. This information is implemented into our service solution that auto generates investment research that is tailored to a user’s personal investing needs and provides insight as to why they should invest into a specific security. The language is also appropriate for the knowledge level of the future.
Audience members should be expecting to see the future of financial management and education.
Location
School of Engineering & Computer Science
Start Date
4-5-2018 2:30 PM
End Date
4-5-2018 4:00 PM
Get rich quick: Investing carefully to build wealth over time
School of Engineering & Computer Science
Simple web searches for stocks to buy will be full of “hot stocks of the week” posts which don’t provide any insight and may be poor investment decisions for an individual. This makes building wealth through equity a confusing and daunting task for individuals without any financial education. To find investing strategies that have been successful for individuals, we reached out to a subject matter expert in the wealth management field to understand how best to provide personalized investment research to our users, and consulted with professors from the Eberhardt School of Business. We collect the following information from users: risk tolerance, financial knowledge, and company or industry interests. This information is implemented into our service solution that auto generates investment research that is tailored to a user’s personal investing needs and provides insight as to why they should invest into a specific security. The language is also appropriate for the knowledge level of the future.
Audience members should be expecting to see the future of financial management and education.