Title

Get rich quick: Investing carefully to build wealth over time

Lead Author Major

Computer Science

Lead Author Status

Senior

Second Author Major

Computer Science

Second Author Status

Senior

Third Author Major

Computer Science

Third Author Status

Senior

Fourth Author Major

Computer Science

Fourth Author Status

Senior

Format

SOECS Senior Project Demonstration

Faculty Mentor Name

Shonn Vick

Faculty Mentor Email

svick@pacific.edu

Faculty Mentor Department

Computer Science

Additional Faculty Mentor Name

Osvaldo Jimenez

Additional Faculty Mentor Email

ojimenez@pacific.edu

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

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May 4th, 2:30 PM May 4th, 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.