System Understanding: Site Goal: DIY financial offer a low-cost subscription service that is used by thousands of people.

This allows customer to get the unbiased advices and portfolio management when they needed. The company is also promising the customers to return back the subscription money if the customer doesnt get benefitted. What is a portfolio?: A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals like DIY Example: [$30000 or More portfolio] Warren Buffett - Latest Portfolio of Stocks [Top-5]: Rank 1 2 3 4 5 Stock Coca-Cola (KO) Wells Fargo (WFC*) American Express (AXP) Procter & Gamble (PG*) Kraft Foods Inc. (KFT) Shares(millions) 200.0 320.0 151.6 79.1 106.7 % Weighting of Portfolio 21.60% 19.56% 12.28% 9.83% 6.34% % Stake 8.73% 6.51% 12.67% 2.74% 6.02%

Portfolio Strategy- Graphical Representation [$30000 or More]

Buffett - Latest Portfolio of Stocks What is customer subscription? : Customer want to manage his/her portfolios under supervision of DIY, they should have to subscribe through DIY website or phone call, for this subscription DIY will change few dollars as monthly/annual fee based on policies. Example: Porffolio-1 [$5000 to $10000] Annual fee - $200

Site Pages Understanding [Menu Items]

Home: This page will provide the overall information about our vision and shows beginning steps for the various operations in the website. Action Items: Subscription link [Login link] Call us 800 Number Portfolio Management, Annuities, Insurance icons with puzzle figures Questions: 1. Portfolio Management Member Area [from main menu] and Portfolio Management are same?

2. Portfolio Management, Annuities, Insurance are just information pages [static

3. Testimonials Management [Add/Delete/Update testimonials by the administrator] is this required? How It Works: This page will provide directions or steps like how customer become the member and utilize DIY financial advices and services , We will provide Get Stared link at the end of the page and customer redirected to Get Started Page. Steps: 1. Choose a plan that works for you Choose monthly or yearly. If we dont beat the market for whichever portfolio you are in, we will refund you your money. (Click here to Sign up Redirect to sign up page) 2. Risk Profile Questionnaire (click here hyperlink) One of the first steps in developing your asset allocation strategy is determining how much risk you can tolerate. Complete the questionnaire below and review the results with your financial advisor as a starting point to building your financial plan. 3. Choose from one of our 6 portfolios Depending on your risk, customer can choose portfolios. To read more about our portfolios look at our Our portfolios page or click here 4. Stock Broker Customer can choose any stock brokerage that you would like to work with them 5. Alerts or Well keep an eye on things

Why DIY Financial? : We will provide the information about DIY achievements, packages, Quality of DYI advisers, saving and our promises in this page. Our Portfolios: This page will provide information portfolios [all 6 types] and stages with graphical representations. Contact Us: We provide contact information of DYI and also provide facility to send email to DYI web site. Portfolio Management: This page can access by subscribed customers. These customers can view all 6 portfolios information and they cannot edit the information [Like modifying portfolio items or shifting portfolios etc.,] Get Started: With this option customers can join with DIY website, Step 1: Basic requirement for the customer to start customers must already have subscription with DIY website, if not they should subscribe and come back here. Step 2: Customers can choose existing portfolios Step 3: Customers can choose stock brokers Step 4: Customers can opt for alert of their portfolios. Assessment: By using this page web site will assess the customer type [what type of investor he/she is] based on Questionnaire score

General Questions
1. As per our understanding we will have different stocks for each portfolio, Do we show stock price information also to the customers in Portfolio Management screen? If so customers can edit their portfolios [ add/ delete/edit stock from their portfolios]? Or we are showing only current status of the portfolio [profit or loss] 2. What kind of information we will send to customers in alerts? Do we have any system or third party to pull the current stocks information? 3. We have to display stagey graphs along with portfolios information, these graphs generated dynamically based on database values [they may change frequently] or just static jpeg pictures 4. Testimonials management required? [Adding/Update/delete/ prioritizing] 5. Assignment question and answers are always same or do we need a provision to add/update/delete?

6. What is role of stock-brokers in our website? 7. Registration [login] is free of cost right?
8. DIY website will collect any fee/commission from the customers other than subscription fee.