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App Flow, First Time Setup, Mutual Funds, Stocks - Coggle Diagram
App Flow
Push Notifications
Expenses Imported
Statements Imported
Portfolio Assessment
generated /
Assessment action items
once a day
Join Blitz
Move Cash to Investment
Splash
Non-Logged
In User
Onboarding Screen(1,2,3)
Login with Mobile
OTP Verification
Logged-in
First Time Setup
Dashboard
Portfolio Summary
Net Worth
Expense Summary
Goal Summary
Short Term
viz. Reduce Expenses
(Identify Goals)
Mid Term
viz. Loan Preclosure
Long Term
viz. Retirement
Recommendation
Execute through CQMoney
Execute through Broker
Liablity Summary
Create Pre-closure Goals
Credit Score / Report
Investment Summary
Linking To Goal
Connect Broker (Kite)
Import Portfolio
Upload CAMS/Karvy/
NSDL/CDSL Statement
Import from Mail Inbox
Blitz User?
Blitz Summary
Connect / Subscribe Blitz
Portfolio Assessment
Action Items
More
Privacy policy
Google Api Disclosure
Terms & Conditions
Security
Profile
Manage Permissions
Screen Lock
Whatsapp Notifications
Auto-refresh Investments
SMS
Gmai Inbox
Notification Preferences
Reminders/Advisory/Portfolio Updates
Market Updates/Account Updates
Logout
Risk Profile
Help / Chat
Explore
Markets / MF / Stocks
Add PAN
Fetch Credit Report
Credit Report
Get SMS Access
Import SMS
Expense Summary
Get Mail Inbox Access
Skipped
Upload / Forward Statements
3 more items...
Access Given
Push
skipped
Input Monthly
Expense
Skipped
Input DOB
Mutual Funds
Request CAMS s
tatement automatically
Scan Inbox & Download
statement once received
Parse CAMS statement
Import Mutual Funds
to Portfolio
Push
Stocks
Scan Inbox for NSDL
or CDSL Statements
Parse NSDL/CDSL
Statements
Import MF/Stocks/
Others to Portfolio
Push