Can you tell me a bit about the last time you checked your share programme?
If needed
What were you trying to find out?
Notes
User interview · BGOALC
Share price simulator — participant interview
Optio Equity Platform · UX Research · April 2026 · 35 questions across 8 sections
01
3 questions
Ice breaker
How often do you typically open Optio or similar share tools?
If needed
Is there a moment in the year when you reach for it more than others?
Notes
When you open Optio, what are you usually looking to find out first?
If needed
Do you have a specific question in mind, or are you browsing?
Notes
02
5 questions
Behaviours
Walk me through the last time you checked what your shares are worth. What did you do step by step?
If needed
Where did you start? What did you click first?
Notes
How do you usually keep track of your vesting schedule between checks?
If needed
Calendar reminders, screenshots, memory, a spreadsheet?
Notes
Can you describe a recent time you went looking for something about your shares and couldn't find it?
If needed
What were you looking for? Where did you end up?
Notes
What do you tend to look at first when you open the share price tool?
If needed
Is your eye drawn to a number, a date, a chart, or something else?
Notes
When was the last time you used the price-movement slider — what were you trying to find out?
If needed
Did it answer the question you actually had?
Notes
03
5 questions
Goals
When you open the simulator, what are you usually trying to find out?
If needed
Are you checking a number, planning a decision, or just keeping up?
Notes
What would a "useful" answer look like for you — a number, a date, an explanation, something else?
If needed
If you could write the answer yourself, what would it say?
Notes
If the tool could tell you one thing perfectly, what would it be?
If needed
What would you stop having to figure out yourself?
Notes
What do you typically do with the information after you find it?
If needed
Discuss with someone? Save a number? Plan a decision?
Notes
How would you know the tool was working well for you?
If needed
What signal would tell you "yes, I got what I came for"?
Notes
04
5 questions
Obstacles
What's the hardest part of figuring out what your shares are worth today?
If needed
What gets in the way before you even open the tool?
Notes
When was the last time you opened the tool, got stuck, and gave up?
If needed
What did you do instead?
Notes
Which words or concepts in the tool do you find unclear?
If needed
Lock-up, blackout, vesting, RSU — any of those?
Notes
Have you ever asked HR a question that the tool should have answered? What was it?
If needed
Did you get an answer? Did it match what the tool would have said?
Notes
What's the most frustrating part of the current experience?
If needed
Where would your patience run out first?
Notes
05
5 questions
Actions
What did you do the last time you wanted to know if you could sell?
If needed
Where did you start? Where did you end up?
Notes
When the tool didn't answer your question, where did you go next?
If needed
HR, a colleague, Google, a partner?
Notes
Have you ever used Excel, screenshots, or asked someone else to figure out your shares? Walk me through that.
If needed
How did it end? Did you trust the result?
Notes
Have you ever asked a partner or financial advisor something Optio should have answered?
If needed
What was that conversation like?
Notes
What's something you wish the tool did that would save you a step?
If needed
What's the step you'd most like to skip?
Notes
06
5 questions
Logic
When you see a price prediction, how do you decide whether to act on it?
If needed
What would make you trust it more?
Notes
How do you think about "what if the price drops 30%" — does that match how you actually worry about your shares?
If needed
What do you worry about that the tool doesn't show?
Notes
What information makes you trust the number the tool gives you?
If needed
Sources, assumptions, dates, calculations — any of those?
Notes
When you compare two scenarios, how do you weigh which is better for you?
If needed
What matters most to you: money, timing, risk, peace of mind?
Notes
What's the difference, to you, between "this is information" and "this is advice"?
If needed
How do you want the tool to draw that line?
Notes
07
5 questions
Context
What was going on in your life or work the last time you opened the tool?
If needed
Was it sparked by a specific event?
Notes
Do you check at different times depending on what's happening — year-end, planning to leave, market news?
If needed
Are there moments when the tool feels more relevant than usual?
Notes
Is there anyone you usually check with before making a decision about your shares?
If needed
Partner, parent, friend, colleague, advisor?
Notes
Does the country you live in affect how you use the tool? How?
If needed
Tax timing, currency, leaving rules?
Notes
How does the way you think about your shares change between unlocks?
If needed
Are there months when you don't think about them at all?
Notes
08
2 questions
Closing
If you could change one thing about the simulator, what would it be?
If needed
What's the one thing you'd fix first?
Notes
Is there anything I should have asked but didn't — or anything you want to add?
Notes