Business model to assist investors in the analysis and management of assets

Abstract

Brazil has experienced a growing interest in investments, with an increasing number of people seeking opportunities in the financial market. With this rising demand, it becomes necessary to develop tools that help investors manage their portfolios efficiently and avoid losses from hasty investment decisions. In this context, a business model was developed based on the Business Model Canvas, encompassing everything from problem validation — through surveys with investors and financial market professionals — to cost analysis and the creation of a Minimum Viable Product (MVP). The goal of this business model is to provide a tool that assists investors in managing their portfolios and making more informed decisions. A web-based tool for investment monitoring and analysis was developed using technologies such as TypeScript, allowing investors to create their portfolios and record transactions, track performance, analyze profitability history, manage risks, and receive relevant notifications. Preliminary tests conducted with investors showed that the platform enables real-time investment monitoring, facilitating decision-making and portfolio diversification. Furthermore, the tool provides valuable insights into past performance and helps identify trends and opportunities in the financial market. Once completed, the final product will include all the necessary features to meet investors’ needs, offering a comprehensive and intuitive solution for investment management. This tool has the potential to deliver security, efficiency, and convenience to investors, helping them achieve their financial goals more confidently and effectively.