The user shared that their experience with the Grow app has been positive, particularly appreciating the financial tracking features, such as real-time investment balance updates. They expressed that tracking net worth could provide more confidence and clarity in their investments, though they have concerns about the security and initial setup involved in tracking both liquid and illiquid assets. The user is uncertain about the best method for tracking net worth, whether through automatic permissions or manual entry, citing potential security concerns with automatic tracking.

AI: Hi. I'm Amy. An AI researcher trying to understand your needs around your use of the Grow app. How has your experience been so far? User: It's been good. AI: That's great to hear. Can you tell me which parts of your experience with Grow have been most helpful? Are there any features you particularly like? User: Yeah. And, like, Financial tracking features. AI: What specific financial tracking features do you find most use So Could you give me an example of a recent experience where these features helped you User: Yeah. I was just checking balances on my investments. And the real time tracking was great. AI: That's useful insight. What does net worth mean to you personally, and why is it important? User: It is your entire I said, Alright. So it's important to keep track of it because it fluctuates with market conditions. AI: Do you currently track your net worth regularly? If so, where and how often do you track it? User: I don't track it regularly. AI: Got it. Do you think tracking your net worth would help you in any way? If yes, how so? User: I think it would be helpful because give me more confidence and clarity on my investments. AI: Why do you think confidence and clarity in your investments are important for you? User: Yeah. I mean, the market is crazy, and it fluctuates a lot. So having clarity um, and confidence is important so that you don't make Wrong decisions. AI: That makes sense. Do you consider illiquid assets like pension, etcetera, to be part of your net worth? Why or why not? User: I don't but I should. AI: Interesting. What are your thoughts on grow showing your net worth? Including both liquid and illiquid assets? User: Would have some Trust. Issues. And also just all the initial setup and onboarding to track it all. AI: Would you be comfortable sharing all sources of your assets with Grow to evaluate your net worth? Why or why not? User: Um, I'm not sure. AI: Understandable. Would you prefer tracking your net worth by giving permissions? Like SMS access? Or would you rather add your assets manually like FDs and pensions? Why? User: I'm not sure. AI: What concerns or uncertainties do you have about both methods? User: Which methods? AI: I mean, what concerns or uncertainties do you have about giving permissions for automatic tracking versus adding assets manually. User: I think either would work fine. Immanuel, they would obviously take more time Um, but automatic tracking will maybe have security concerns. AI: I see. Thank you for sharing your thoughts. Just to wrap up, is there anything else you think Grow could do to make tracking your net worth easier? Or more secure. User: Not sure. AI: Got it. Thank you for your time and insights. Your feedback is really valuable in helping us improve the experience on Grow. User: Thanks. AI: You're welcome. Have a great day.