August 30, 2025 at 9:36 am

What’s the best way to build a goals-based investing UX?

What’s the best way to build a goals-based investing UX?

I’m researching this for a project and would love real-world input. If you’ve built or shipped something here, what did you learn? Context: I’m Jack Richards and I’m evaluating options for our team.

  • Avatar of Lace Brunsden

    Lace Brunsden

    August 31, 2025 at 5:36 pm

    If the key metric doesn’t move in 14 days, revert. A thin rules layer filtered 80% of noisy alerts. Decide this with numbers, not vibes.

  • Avatar of Filipe Gonçalves

    Filipe Gonçalves

    September 1, 2025 at 4:36 pm

    Optimize observability before model tuning. Explainability docs unblocked risk within two meetings. I’d approach this a bit differently than most tutorials suggest.

  • Avatar of Luke

    Luke

    September 2, 2025 at 11:36 pm

    We phased traffic: 5% → 25% → 60% → 100% to de-risk. Adding a datapoint from a Series A fintech I advised. Document assumptions so new teammates move faster.

  • Avatar of Luke

    Luke

    September 4, 2025 at 12:36 am

    Counterpoint based on what stuck in reality. Ignore shiny features until you validate ROI. Optimize observability before model tuning.

  • Avatar of Filipe Gonçalves

    Filipe Gonçalves

    September 5, 2025 at 10:36 am

    Set crisp ownership so decisions don’t stall. Process tip that prevented a week of rework. Bias toward tools the team can actually operate.

Log in to reply.