Aplicativo móvel de suporte ao investidor iniciante baseado em análise fundamentalista de dados

Abstract

Brazil is currently undergoing an attempt to recover from a recession that began in 2020 with the onset of the COVID-19 pandemic. Adding to the economic problems generated by the pandemic, Brazil has a long history of alternating between recovery and recession of its economy. The Brazilian economic roller coaster generates for its population, mainly the poorest, the challenge of not only paying their bills, but also being able to save or invest. Today there are numerous ways to save and allocate money in places that can generate a profit during the time invested, one of them is the stock market. Compared to other investments, the stock market, investment risk is relatively higher. The functioning of the stock market is seen by many as something complex, being this a great barrier to the entry of new investors. Investments in the stock market can be made following two strands of analysis: fundamental and technical. Through fundamental analysis, the investor checks the company’s latest balance sheets, and its assets, studies its products and the market in which it operates. After this analysis, the investor has the basis to decide if he wants to invest in the company and be a partner in it for a medium to long term period. Thinking about the challenges generated by the Brazilian economy and the difficulty of Brazilians to earn an income beyond their profession, the objective of this work is to bring a mobile application that is easy to use and simple in language, using formulas that combine different fundamentalist indicators. The construction of this app is based on the fundamentals of Nielsen’s Heuristics. To keep the language simple, the Plain Language technique was used, which aims to improve the process of communication and understanding, so that texts and documents can be understood the first time the target audience reads or listens. In the stage of finalizing and verifying the quality of the created product, a survey using a form was used to compare the quality of the created product and its competitor.