Investor - Job Map

Stages in getting the job done

Define Identify Entry Order Modify Exit

Micro Jobs Identify expected returns Find instruments that match Track the instruments for the Calculate position size Track investment Exit Position
investment hypothesis entry point for exit point

Form an investment hypthesis Eg. Analyse fundamentals of the Track market sentiment Determine price ( market/ Modify investment Calculate P/L
Choosing to invest in FMCG stocks instrument Eg. P/E ratios limit ) based on market
based on a new government law. behaviour

Gather instruments to track in a Track news about the instrument Determine stoploss Track news about Calculate Taxes
single place the investment.

Group instruments based on Determine order type Calculate

common attributes Brokerage

Check available funds

Painpoints Too much irrelevant information Search experience is very Watchlists are poorly organised. The order screen is too Categorization of P/L statement is
making it hard to choose. complicated complicated positions and confusing.
investments in
portfolio is
confusing.

Research reports have too much

extraneous information.

Needs Minimize the effort spent in finding Maximise the effectiveness of the Minimize the likelihood of missing Increase the confidence in Increase/Decrease Increase the insight
instruments to invest in. time spent in research out a good entry point. providing the right order the likelihood of gained regarding
details. benefitting/affected profits and charges
from favourable/
unfavourable
market movement
post investment.

Minimize the effort in staying

updated with market sentiment.

Trader - Job Map

Stages in getting the job done

Define Identify Entry Order Modify Exit

Micro Jobs Identify expected returns Find instruments that match Track the instruments for the Calculate position size Track investment Exit Position
investment hypothesis entry point for exit point

Identify the event/rationale to trade Analyse technicals of the Track market sentiment Determine price ( market/ Modify investment Calculate P/L
around instrument. limit ) based on market
behaviour

Gather instruments to track in a Track news about the instrument Determine stoploss Track news about Calculate Taxes
single place the investment.

Group instruments based on Check OI Determine order type Calculate

common attributes Brokerage

Compare different strike prices for Check available funds

options

Identify leverage offered Define time restriction

Painpoints Too much irrelevant information Search experience is very Watchlists are poorly organised. The order screen is too Categorization of P/L statement is
making it hard to choose. complicated complicated positions and confusing.
investments in
portfolio is
confusing.

Research reports have too much How much leverage is

extraneous information. being offered is not
communicated

Comparing OI of different strike

prices is difficult

Charts do not provide the right

kind of information.

Needs Increase the likelihood of identifying Maximise the effectiveness of the Minimize the likelihood of missing Increase the confidence in Increase/Decrease Increase the insight
instruments with higher leverage time spent in research out a good entry point. providing the right order the likelihood of gained regarding
details. benefitting/affected profits and charges
from favourable/
unfavourable
market movement
post investment.

Reduce the effort involved in Minimize the effort in staying

comparing different strike prices updated with market sentiment.
for the same underlying.