User stories are a critical component of agile software development and investment management workflows. They help capture product requirements from an end-user perspective. This article will provide key insights into crafting effective user stories with examples from fintech github repositories. Properly formulated user stories facilitate development planning and ensure the product meets investor needs. We will cover the key elements of user stories based on the provided context and recommend best practices for writing them.
Concise summary capturing user needs
A good user story should concisely summarize the need from an end-user standpoint. For example, “As an investor, I want to view my portfolio performance over different time ranges so I can understand trends.” This captures the user, their need and the benefit clearly in a simple statement. Other examples from fintech github reps include “As a user, I want to link my bank account so I can automatically track my spending.” Writing the user need statement this way aligns the feature to measurable value.
Focused on small deliverable chunks
Each user story should focus on a small, deliverable function that brings value to users. Breaking down big requirements into smaller user stories improves agility. For example, instead of a broad story like “As an investor, I want advanced analytics features”, it’s better to have “As an investor, I want to see a chart overlaying my portfolio against market indexes” and “As an investor, I want to analyze risk-return profiles using the Sharpe ratio.” This way development can deliver value faster by tackling stories independently.
Include story details and test criteria
In addition to the user need summary, each story should elaborate details like UI requirements, API specs, data inputs/outputs etc. Test criteria should also be included specifying metrics for acceptance testing. For example, “Portfolio vs. index chart overlay should allow selection of indexes like S&P 500” and “Sharpe ratio analysis should incorporate user’s portfolio, risk-free rate inputs and calculate daily annualized return and volatility.” Including these details upfront ensures alignment to users’ vision.
In summary, well-formulated user stories are essential for driving software investments to meet end-user needs. They should capture user perspective concisely, focus on delivering incremental value, and include sufficient details for development and testing. Leveraging examples from open-source fintech github repositories provides proven formulations for crafting high-quality user stories.