User Journey Map
Source: Notion | Last edited: 2026-01-05 | ID: 2df2d2dc-3ef...
Product Vision
Section titled “Product Vision”Help retail traders build, understand, refine, and validate trading strategies with natural language + AI-assisted research, moving them from “idea” → “strategy” → “validated outcome” without requiring coding skills.
1) Awareness Stage
Section titled “1) Awareness Stage”User State
Section titled “User State”- Curious about strategy creation
- Overwhelmed by existing tools (TradingView, bots, spreadsheets, etc.)
- Doesn’t know how to transition from idea to actionable strategy
Touchpoints
Section titled “Touchpoints”- Social media ads (Twitter, YouTube, TikTok)
- Community posts (Reddit, Discord)
- Blog posts explaining “Build strategies with natural language”
- Influencer demos
User Goal
Section titled “User Goal”- Learn if there’s a simpler way to build and evaluate strategies
- Get a sense that AI can help reduce friction
User Action
Section titled “User Action”- Clicks a link
- Visits landing page
- Reads introductory copy
Experience + Emotions
Section titled “Experience + Emotions”- Slight curiosity
- Mild skepticism
Opportunity
Section titled “Opportunity”- Clear, benefit-oriented messaging: “Say what you want. Get a strategy that you can understand.”
2) First Interaction / Try
Section titled “2) First Interaction / Try”User State
Section titled “User State”- On landing page
- Has a rough strategy idea (e.g., “trend following BTC”), but no code
- Wants to see if this tool actually delivers
Touchpoints
Section titled “Touchpoints”- Landing page input field
- Quick examples / preset prompts
User Goal
Section titled “User Goal”- Get something real out of one natural language prompt
User Action
Section titled “User Action”- Enters strategy idea
- Clicks “Generate”
Experience + Emotions
Section titled “Experience + Emotions”- Expectation: Maybe this will work
- Anxiety: Will this give me a black box?
Opportunity
Section titled “Opportunity”- Fast feedback is critical: deliver the first result in <60s
- Show human-readable description + visual strategy structure
3) First Result & Interpretation
Section titled “3) First Result & Interpretation”User State
Section titled “User State”- Strategy has been generated
- Results page loaded
Touchpoints
Section titled “Touchpoints”- Strategy Blueprint (Data → Feature → Signal → Risk)
- Key Metrics (Return, Drawdown, Win Rate, Sharpe)
- Visual charts
User Goal
Section titled “User Goal”- Understand what was generated
- Check if it matches their idea
User Action
Section titled “User Action”- Reads summary
- Looks at chart
- Asks themselves: Does this reflect my idea?
Experience + Emotions
Section titled “Experience + Emotions”- Early satisfaction if summary matches prompt
- Curiosity + power when seeing structure
- Might be overwhelmed by charts if not explained well
Opportunity
Section titled “Opportunity”- Put summary first, charts second
- Label with plain language: “This strategy enters when momentum > 0 and exits on 5% loss.”
Aha #1 — “My idea got turned into something real I can inspect”
4) Optimization / Refinement Loop
Section titled “4) Optimization / Refinement Loop”User State
Section titled “User State”- Has a baseline strategy
- Wants it to “feel better” (risk/return balance)
Touchpoints
Section titled “Touchpoints”- Parameter controls
- Side-by-side comparison (Before/After)
- AI suggestion snippets (“Consider adding RSI filter”)
User Goal
Section titled “User Goal”- Improve without random tweaking
- See cause → effect clearly
User Action
Section titled “User Action”- Adjust parameters
- Select improvement paths (More aggressive / More robust / Simpler)
- Observe updated backtest
Experience + Emotions
Section titled “Experience + Emotions”- “This is actually meaningful!”
- Absence of randomness reduces frustration
Opportunity
Section titled “Opportunity”-
Focus on intent-driven refinement not raw sliders Examples:
- “Reduce drawdown”
- “Improve trend capture”
- “Reduce trading frequency” Aha #2 — “Small changes have predictable effects”
Aha #3 — “I’m choosing risk/return location, not guessing parameters”
5) Fit & Match Feedback
Section titled “5) Fit & Match Feedback”User State
Section titled “User State”- Has a refined strategy
- Unsure if it fits them personally
Touchpoints
Section titled “Touchpoints”- Fit Profile card
- Behavioral match recommendations
User Goal
Section titled “User Goal”- Know if this strategy suits their preferences
- Set the right expectations
User Action
Section titled “User Action”- Reads match info (“Not suitable if you can’t stand 3 straight losses”)
- May adjust preferences
Experience + Emotions
Section titled “Experience + Emotions”- Relieved or validated
Opportunity
Section titled “Opportunity”- Show user-centric insights, not just stats “Your tolerance aligns with this type of behavior”
Aha #4 — “This strategy fits me, not just a random metric”
6) Validation Stage (Paper / Simulation)
Section titled “6) Validation Stage (Paper / Simulation)”User State
Section titled “User State”- Wants confidence before deploying real funds
Touchpoints
Section titled “Touchpoints”- Paper trading
- Real-world vs backtest comparisons
User Goal
Section titled “User Goal”- Observe strategy behavior in live conditions
- Understand execution differences
User Action
Section titled “User Action”- Runs paper trading
- Checks deviations
Experience + Emotions
Section titled “Experience + Emotions”- Confidence grows with consistency
- Frustration if data isn’t explained
Opportunity
Section titled “Opportunity”- Provide deviation explanation (“This deviation is likely due to slippage + latency”)
Aha #5 — “This isn’t just backtest math — I can see it behave in the real world”
7) Decision & Deployment
Section titled “7) Decision & Deployment”User State
Section titled “User State”- Ready to export or deploy
- Considering paid upgrade (Pro features)
Touchpoints
Section titled “Touchpoints”- Export code/Webhook/Signal
- Connect exchange
- Upgrade prompts
User Goal
Section titled “User Goal”- Bring strategy to real trading stack
- Decide if they want ongoing guidance
User Action
Section titled “User Action”- Chooses export method
- Upgrades plan
- Connects to execution
Experience + Emotions
Section titled “Experience + Emotions”- “I made something that actually does the thing I imagine.”
Opportunity
Section titled “Opportunity”- Highlight responsibility + risk transparency
- Provide deployment confidence messages
8) Long-Term Engagement & Growth
Section titled “8) Long-Term Engagement & Growth”User State
Section titled “User State”- Has executed one or more strategies
- Uses platform repeatedly
Touchpoints
Section titled “Touchpoints”- Strategy management dashboard
- Notifications & alerts
- Performance reports
- Community / Sharing
User Goal
Section titled “User Goal”- Maintain, evolve strategies
- Compare performance
- Learn from insights
User Action
Section titled “User Action”- Saves strategies
- Runs new experiments
- Shares or explores templates
Experience + Emotions
Section titled “Experience + Emotions”- Increasing mastery
- Sense of ownership
Opportunity
Section titled “Opportunity”- Library of strategy templates
- Community contributions
- Automated reporting
Summary — Key Aha Moments Aligned with Journey
Section titled “Summary — Key Aha Moments Aligned with Journey”User Emotional Arc (One Sentence Each Stage)
Section titled “User Emotional Arc (One Sentence Each Stage)”- Awareness: Is this possible?
- First Result: Wow — that’s my idea realized!
- Optimization: I can actually shape this!
- Fit Feedback: This fits how I trade.
- Validation: This feels real.
- Deployment: This is mine.
- Engagement: I’m improving over time.
High-Level Needs Addressed in Journey
Section titled “High-Level Needs Addressed in Journey”Final Notes for Product/Design Teams
Section titled “Final Notes for Product/Design Teams”- Don’t lead with graphs — lead with meaning. Show explanation first.
- Reinforce user agency — the user should feel in control of results.
- Avoid black-box illusions — transparency builds trust and stickiness.
- Balance “fast success” with “long-term growth” — early wins fuel retention.