Globally, the number of retail investors in the United States is huge, covering fromYoung speculators in their early 20s pay a long-term dividend in their sixties and seventies. When conducting investment platform traffic, financial app promotion, or sales of US stock education courses,Portrait of US stock trading usersIt becomes an indispensable entry point. Especially based onField dimensions provided by precision data, can achieve deeper market segmentation and conversion strategies.
This article will analyze in depth what key fields can precise data contain in the portrait of American stock trading users? How can these fields be applied to your actual marketing?
Why do we need to analyze the portraits of American stock trading users?
Many teams often fall into it before they are put into placeThe blind spot of "only knowing that the other party is an American".
But do you really understand the investment behavior of these American users? for example:
lWhich platform do they trade on?Robinhood or TD Ameritrade?
lIs it a long-term investor or a day trader?
lMore prefer stocks or cryptocurrencies?
luseWhatsApp, Telegram, or is it more active in the Email channel?
Only by obtaining structured and verifiable data portraits can we truly achieve accurate reach and efficient transformation.
What fields can the accurate data of US stock trading users include?
The following fields are content dimensions that can be supported by current mainstream data platforms (such as data oceans) and are suitable for filtering, orientation, modeling, and diversion.
1. Basic Identity Field
lPhone number(+1 US local number)
lName (if published)
lGender (partially identifiable)
lAge group (common25-55 years old)
lState/City (such as California, New York, Texas, etc.)
2. Investment Behavior Field
lInvestment preference: Stocks /ETFs / Cryptocurrency / Options
lActive frequency: Whether to participate in daily transactions
lRegister platform: Robinhood / Webull / TD Ameritrade
lInvestment amount level (modeled based on behavioral labels)
lHave you participated in US stock education activities (paid courses, groups)
3. Contact field
lWhatsApp is enabled
lTelegram ID is active
lIs Facebook bound?
lAvailable mailbox (verification format)
lSocial profile, profile, active status
4. Behavior Indicator Field
lThe last time to go online (such as7 days active)
lWhether to use a real avatar
lIs it possible to receive mass messages
lHave you responded to marketing or customer service messages?
lHave you joined the investment social group?
Together, these fields form an available"Stock trading user portrait" is the basis for your precise operation.
How to implement and use accurate data?
Usage 1: Tag-based mass marketing
Classify users by preferences, for example:
l"Day Trading User" → Push high-frequency trading app
l“ETF Preferred Person” → Recommended Strong Financial Management Courses
l“Young stockholders who register for Telegram” → Pull into community interaction
Usage 2: Build a high-quality customer pool
Import toIn the CRM system, fields are used to automatically label, group and track. for example:
lWill CaliforniaHigh net worth investors over 40 years old are marked as "middle-class conservative"
lWillUsers under 25 years old and registered Webull are marked as "short-term opportunity type"
Usage 3: Auxiliary modeling and data training
For useFor enterprises that use AI models to make customer predictions, these precise fields can be directly used as input dimensions to model investment tendency.
Which platform provides this type of data?
Currently, there are not many platforms that can provide structured and multi-field data on US shareholders.Data Ocean PlatformSupports the following capabilities:
lExport stock trading user data with contact information (mobile phone number, email address)
lSupport filtering by region, investment behavior, registration platform, etc.
lCan check the field dimension output, format structured, compatible with automation platform
lAutomatic recognitionWhatsApp/Telegram registration status
lOne-click to detect activity, whether the avatar is, whether the number is blocked
Register to beVIP, you can obtain multi-field high-quality data
Data Ocean PlatformVIP users have full field configuration permissions, and support targeted export of user data that meets the following conditions:
lValid contact information (mobile phone number+ Email)
lMultidimensional label (investment preferences+Region +Social Status)
lActive behavior record (online frequency, avatar status)
lIt can be exported in batches for private domains, advertising delivery, group invitation and other scenarios
Register to beVIP is available immediately, customize fields on demand, and get the "high-value stockholder data" you really want. If you want to experience samples or view the data field list, please consult the platform customer service.
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The platform has several features, includingOpen filtering, active filtering, interactive filtering, gender filtering, avatar filtering, age filtering, online filtering, accurate filtering, duration filtering, power-on filtering, empty number filtering, mobile device filteringwait.
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