Investify

Investify addresses the challenges of information overload in stock trading for individuals aged 25-35 by offering customized stock recommendations based on user portfolios. This facilitates streamlined decision-making processes and empowers traders to confidently seize opportunities.

Investify addresses the challenges of information overload in stock trading for individuals aged 25-35 by offering customized stock recommendations based on user portfolios. This facilitates streamlined decision-making processes and empowers traders to confidently seize opportunities.

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Solution

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Solution

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Solution

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Empathize

Secondary Research - The Problem

53%

Millennials' tight budgets leave little for investment after covering expenses

73%

Traders who struggle with overthinking, resulting in missed opportunities.

63%

Investors have moderate to high levels of risk-based decision- making stress.

Empathize

Secondary Research - The Problem

53%

Millennials' tight budgets leave little for investment after covering expenses

73%

Traders who struggle with overthinking, resulting in missed opportunities.

63%

Investors have moderate to high levels of risk-based decision- making stress.

Empathize

Secondary Research - The Problem

53%

Millennials' tight budgets leave little for investment after covering expenses

73%

Traders who struggle with overthinking, resulting in missed opportunities.

63%

Investors have moderate to high levels of risk-based decision- making stress.

User Interviews

User Interviews

The research objectives for the primary research were as follows:

  • Understand challenges and pain points of traders aged 25 - 35.

  • Identify causes of overthinking and analysis paralysis.

  • Understand preferences and needs in decision-making for stock trading.

  • Gain insights on effective strategies to counteract information overload.

The research objectives for the primary research were as follows:

  • Understand challenges and pain points of traders aged 25 - 35.

  • Identify causes of overthinking and analysis paralysis.

  • Understand preferences and needs in decision-making for stock trading.

  • Gain insights on effective strategies to counteract information overload.

User Interviews

The research objectives for the primary research were as follows:

  • Understand challenges and pain points of traders aged 25 - 35.

  • Identify causes of overthinking and analysis paralysis.

  • Understand preferences and needs in decision-making for stock trading.

  • Gain insights on effective strategies to counteract information overload.

Trust and Recommendation

Identified this theme to focus on from the user interviews.

The majority of users encountered difficulties in trusting online sources. Given the abundance of information available, all users expressed a desire to receive recommendations regarding market entry and exit timing.

Trust and Recommendation

Identified this theme to focus on from the user interviews.

The majority of users encountered difficulties in trusting online sources. Given the abundance of information available, all users expressed a desire to receive recommendations regarding market entry and exit timing.

Trust and Recommendation

Identified this theme to focus on from the user interviews.

The majority of users encountered difficulties in trusting online sources. Given the abundance of information available, all users expressed a desire to receive recommendations regarding market entry and exit timing.

Define

User Persona

Meet Ethan Hawke, a 28 year old Software Engineer who has recently started investing in stocks. He finds it challenging to make informed decisions and relied on intuition. He wants to gain more confidence in his investment decisions.

Define

User Persona

Meet Ethan Hawke, a 28 year old Software Engineer who has recently started investing in stocks. He finds it challenging to make informed decisions and relied on intuition. He wants to gain more confidence in his investment decisions.

Define

User Persona

Meet Ethan Hawke, a 28 year old Software Engineer who has recently started investing in stocks. He finds it challenging to make informed decisions and relied on intuition. He wants to gain more confidence in his investment decisions.

How might we

create a trusted recommendation system that effectively summarizes and simplifies the abundance of information for traders, helping them to make confident investment decisions?

How might we

create a trusted recommendation system that effectively summarizes and simplifies the abundance of information for traders, helping them to make confident investment decisions?

How might we

create a trusted recommendation system that effectively summarizes and simplifies the abundance of information for traders, helping them to make confident investment decisions?

Experience Map

Throughout his journey, Ethan experiences a mix of emotions, including confusion and satisfaction. He questions the significance of the information he gathers and seeks continuous learning opportunities. There are opportunities to improve his investment experience by providing summarized information, personalized recommendations, and risk analysis on stock prices.

Experience Map

Throughout his journey, Ethan experiences a mix of emotions, including confusion and satisfaction. He questions the significance of the information he gathers and seeks continuous learning opportunities. There are opportunities to improve his investment experience by providing summarized information, personalized recommendations, and risk analysis on stock prices.

Experience Map

Throughout his journey, Ethan experiences a mix of emotions, including confusion and satisfaction. He questions the significance of the information he gathers and seeks continuous learning opportunities. There are opportunities to improve his investment experience by providing summarized information, personalized recommendations, and risk analysis on stock prices.

Task Flow

Task: Buy a stock with the help of recommendations that the app provides.

The task flow involves adding stock information in the app's portfolio, exploring recommendations, examining detailed information about specific stocks, making a decision to buy or sell, completing the purchase process, and finally confirming the transaction.

Task Flow

Task: Buy a stock with the help of recommendations that the app provides.

The task flow involves adding stock information in the app's portfolio, exploring recommendations, examining detailed information about specific stocks, making a decision to buy or sell, completing the purchase process, and finally confirming the transaction.

Task Flow

Task: Buy a stock with the help of recommendations that the app provides.

The task flow involves adding stock information in the app's portfolio, exploring recommendations, examining detailed information about specific stocks, making a decision to buy or sell, completing the purchase process, and finally confirming the transaction.

Ideate

Low Fidelity Sketches

Add Portfolio

I chose second design because selecting from several labels might be confusing to users without adding quantity.

Ideate

Low Fidelity Sketches

Add Portfolio

I chose second design because selecting from several labels might be confusing to users without adding quantity.

Ideate

Low Fidelity Sketches

Add Portfolio

I chose second design because selecting from several labels might be confusing to users without adding quantity.

Stock Recommendation

I chose second design because the layout is common on competitor apps and is proven to work for them. It also allows users to briefly access all the necessary information.

Stock Recommendation

I chose second design because the layout is common on competitor apps and is proven to work for them. It also allows users to briefly access all the necessary information.

Stock Recommendation

I chose second design because the layout is common on competitor apps and is proven to work for them. It also allows users to briefly access all the necessary information.

Stock Profile

I chose third screen because it clearly states stock name and price at top with an option add notification alerts for the stock.

Stock Profile

I chose third screen because it clearly states stock name and price at top with an option add notification alerts for the stock.

Stock Profile

I chose third screen because it clearly states stock name and price at top with an option add notification alerts for the stock.

Buy Stock

I chose second design because it has input fields where the user can manually enter the quantity of shares for accurate recommendations.

Buy Stock

I chose second design because it has input fields where the user can manually enter the quantity of shares for accurate recommendations.

Buy Stock

I chose second design because it has input fields where the user can manually enter the quantity of shares for accurate recommendations.

Confirm Order

I chose second screen because it has clearly hierarchy of information, which makes it easy for users to scan through the information.

Confirm Order

I chose second screen because it has clearly hierarchy of information, which makes it easy for users to scan through the information.

Confirm Order

I chose second screen because it has clearly hierarchy of information, which makes it easy for users to scan through the information.

Mid-Fidelity Wireframes

These wireframes provided a more detailed representation of the user interface, allowing for better visualization of layout, functionality, and interaction elements without committing to final design details.

Mid-Fidelity Wireframes

These wireframes provided a more detailed representation of the user interface, allowing for better visualization of layout, functionality, and interaction elements without committing to final design details.

Mid-Fidelity Wireframes

These wireframes provided a more detailed representation of the user interface, allowing for better visualization of layout, functionality, and interaction elements without committing to final design details.

Test

Round 1 - Usability Testing

After finalizing the mid-fidelity wireframe, I developed a user test plan and conducted two rounds of testing, each with five participants. These tests aimed to gather insights on the app's functionality and user experience to refine and improve its usability.

  1. Change copy “Add Portfolio” to “Your Portfolio.”

  2. Change icon “+” to text “Add” on the button.

  3. Add “Average Price” field to suggest better recommendations.

  4. Add screen for “Migrate” or “manually enter” portfolio.

  5. Add Sort/Filter functionality on Recommendation Screen.

  6. Add company name with ticker to maintain consistency.

  7. Add currency information with amount.

  8. Reduce text on Stock Profile screen to make it engaging.

  9. Make the recommendation “Buy or Sell” prominent.

  10. Add “approximate remaining balance” after they buy the stock.

Test

Round 1 - Usability Testing

After finalizing the mid-fidelity wireframe, I developed a user test plan and conducted two rounds of testing, each with five participants. These tests aimed to gather insights on the app's functionality and user experience to refine and improve its usability.

  1. Change copy “Add Portfolio” to “Your Portfolio.”

  2. Change icon “+” to text “Add” on the button.

  3. Add “Average Price” field to suggest better recommendations.

  4. Add screen for “Migrate” or “manually enter” portfolio.

  5. Add Sort/Filter functionality on Recommendation Screen.

  6. Add company name with ticker to maintain consistency.

  7. Add currency information with amount.

  8. Reduce text on Stock Profile screen to make it engaging.

  9. Make the recommendation “Buy or Sell” prominent.

  10. Add “approximate remaining balance” after they buy the stock.

Test

Round 1 - Usability Testing

After finalizing the mid-fidelity wireframe, I developed a user test plan and conducted two rounds of testing, each with five participants. These tests aimed to gather insights on the app's functionality and user experience to refine and improve its usability.

  1. Change copy “Add Portfolio” to “Your Portfolio.”

  2. Change icon “+” to text “Add” on the button.

  3. Add “Average Price” field to suggest better recommendations.

  4. Add screen for “Migrate” or “manually enter” portfolio.

  5. Add Sort/Filter functionality on Recommendation Screen.

  6. Add company name with ticker to maintain consistency.

  7. Add currency information with amount.

  8. Reduce text on Stock Profile screen to make it engaging.

  9. Make the recommendation “Buy or Sell” prominent.

  10. Add “approximate remaining balance” after they buy the stock.

Iterate

Round 1 - Mid-Fidelity Iteration

Based on the testing and prioritization matrix, I designed these iterations to address the highest-priority issues first, ensuring that critical functionalities were optimized for usability and user satisfaction.

Sign Up and Set Up

Users still expressed confusion as they did not understand the purpose of “Manually” and “Migrate from”
To create a seamless and clear user flow, I redesign the screen and added copy to help users understand the purpose of each option.

Iterate

Round 1 - Mid-Fidelity Iteration

Based on the testing and prioritization matrix, I designed these iterations to address the highest-priority issues first, ensuring that critical functionalities were optimized for usability and user satisfaction.

Sign Up and Set Up

Users still expressed confusion as they did not understand the purpose of “Manually” and “Migrate from”
To create a seamless and clear user flow, I redesign the screen and added copy to help users understand the purpose of each option.

Iterate

Round 1 - Mid-Fidelity Iteration

Based on the testing and prioritization matrix, I designed these iterations to address the highest-priority issues first, ensuring that critical functionalities were optimized for usability and user satisfaction.

Sign Up and Set Up

Users still expressed confusion as they did not understand the purpose of “Manually” and “Migrate from”
To create a seamless and clear user flow, I redesign the screen and added copy to help users understand the purpose of each option.

Add Portfolio

  1. The helper text was not readable to the users. I increased the font size to make it prominent and readable.

  2. Added a tooltip (i) to help users understand what Average Price is.

Add Portfolio

  1. The helper text was not readable to the users. I increased the font size to make it prominent and readable.

  2. Added a tooltip (i) to help users understand what Average Price is.

Add Portfolio

  1. The helper text was not readable to the users. I increased the font size to make it prominent and readable.

  2. Added a tooltip (i) to help users understand what Average Price is.

Stock Recommendations

The helper text was not visible to the users, so I increased the font size to help users easily understand the purpose of the screen.

Stock Recommendations

The helper text was not visible to the users, so I increased the font size to help users easily understand the purpose of the screen.

Stock Recommendations

The helper text was not visible to the users, so I increased the font size to help users easily understand the purpose of the screen.

Stock Profile Screen

Since all 10 users expressed that the text is heavy and found it difficult to rely on the information, I added graphs to help users visually connect to the data.

Stock Profile Screen

Since all 10 users expressed that the text is heavy and found it difficult to rely on the information, I added graphs to help users visually connect to the data.

Stock Profile Screen

Since all 10 users expressed that the text is heavy and found it difficult to rely on the information, I added graphs to help users visually connect to the data.

Prototype

Hi-Fidelity Prototype

After testing the mid-fidelity prototype and gaining insights, I developed this high-fidelity prototype to refine the user experience further. This includes adding more detailed design elements and incorporating feedback from the mid-fidelity testing phase.

View Prototype

Prototype

Hi-Fidelity Prototype

After testing the mid-fidelity prototype and gaining insights, I developed this high-fidelity prototype to refine the user experience further. This includes adding more detailed design elements and incorporating feedback from the mid-fidelity testing phase.

View Prototype

Prototype

Hi-Fidelity Prototype

After testing the mid-fidelity prototype and gaining insights, I developed this high-fidelity prototype to refine the user experience further. This includes adding more detailed design elements and incorporating feedback from the mid-fidelity testing phase.

View Prototype

Key Learnings

What did I learn from this project?

  1. Designing for accessibility means designing for all.

  2. Researching early on will make stronger user-centered designs.

Key Learnings

What did I learn from this project?

  1. Designing for accessibility means designing for all.

  2. Researching early on will make stronger user-centered designs.

Key Learnings

What did I learn from this project?

  1. Designing for accessibility means designing for all.

  2. Researching early on will make stronger user-centered designs.

Let's Collaborate

Let's talk about a project,
collaboration or an idea you may have

Let's Collaborate

Let's talk about a project,
collaboration or an idea you may have

Investify

Investify addresses the challenges of information overload in stock trading for individuals aged 25-35 by offering customized stock recommendations based on user portfolios. This facilitates streamlined decision-making processes and empowers traders to confidently seize opportunities.

View Prototype

Solution

View Prototype

Empathize

Secondary Research - The Problem

53%

Millennials' tight budgets leave little for investment after covering expenses

73%

Traders who struggle with overthinking, resulting in missed opportunities.

63%

Investors have moderate to high levels of risk-based decision- making stress.

User Interviews

The research objectives for the primary research were as follows:

  • Understand challenges and pain points of traders aged 25 - 35.

  • Identify causes of overthinking and analysis paralysis.

  • Understand preferences and needs in decision-making for stock trading.

  • Gain insights on effective strategies to counteract information overload.

Trust and Recommendation

Identified this theme to focus on from the user interviews.

The majority of users encountered difficulties in trusting online sources. Given the abundance of information available, all users expressed a desire to receive recommendations regarding market entry and exit timing.

Define

User Persona

Meet Ethan Hawke, a 28 year old Software Engineer who has recently started investing in stocks. He finds it challenging to make informed decisions and relied on intuition. He wants to gain more confidence in his investment decisions.

How might we

create a trusted recommendation system that effectively summarizes and simplifies the abundance of information for traders, helping them to make confident investment decisions?

Experience Map

Throughout his journey, Ethan experiences a mix of emotions, including confusion and satisfaction. He questions the significance of the information he gathers and seeks continuous learning opportunities. There are opportunities to improve his investment experience by providing summarized information, personalized recommendations, and risk analysis on stock prices.

Task Flow

Task: Buy a stock with the help of recommendations that the app provides.

The task flow involves adding stock information in the app's portfolio, exploring recommendations, examining detailed information about specific stocks, making a decision to buy or sell, completing the purchase process, and finally confirming the transaction.

Ideate

Low Fidelity Sketches

Add Portfolio

I chose second design because selecting from several labels might be confusing to users without adding quantity.

Stock Recommendation

I chose second design because the layout is common on competitor apps and is proven to work for them. It also allows users to briefly access all the necessary information.

Stock Profile

I chose third screen because it clearly states stock name and price at top with an option add notification alerts for the stock.

Buy Stock

I chose second design because it has input fields where the user can manually enter the quantity of shares for accurate recommendations.

Confirm Order

I chose second screen because it has clearly hierarchy of information, which makes it easy for users to scan through the information.

Mid-Fidelity Wireframes

These wireframes provided a more detailed representation of the user interface, allowing for better visualization of layout, functionality, and interaction elements without committing to final design details.

Test

Round 1 - Usability Testing

After finalizing the mid-fidelity wireframe, I developed a user test plan and conducted two rounds of testing, each with five participants. These tests aimed to gather insights on the app's functionality and user experience to refine and improve its usability.

  1. Change copy “Add Portfolio” to “Your Portfolio.”

  2. Change icon “+” to text “Add” on the button.

  3. Add “Average Price” field to suggest better recommendations.

  4. Add screen for “Migrate” or “manually enter” portfolio.

  5. Add Sort/Filter functionality on Recommendation Screen.

  6. Add company name with ticker to maintain consistency.

  7. Add currency information with amount.

  8. Reduce text on Stock Profile screen to make it engaging.

  9. Make the recommendation “Buy or Sell” prominent.

  10. Add “approximate remaining balance” after they buy the stock.

Iterate

Round 1 - Mid-Fidelity Iteration

Based on the testing and prioritization matrix, I designed these iterations to address the highest-priority issues first, ensuring that critical functionalities were optimized for usability and user satisfaction.

Sign Up and Set Up

Users still expressed confusion as they did not understand the purpose of “Manually” and “Migrate from”
To create a seamless and clear user flow, I redesign the screen and added copy to help users understand the purpose of each option.

Add Portfolio

  1. The helper text was not readable to the users. I increased the font size to make it prominent and readable.

  2. Added a tooltip (i) to help users understand what Average Price is.

Stock Recommendations

The helper text was not visible to the users, so I increased the font size to help users easily understand the purpose of the screen.

Stock Profile Screen

Since all 10 users expressed that the text is heavy and found it difficult to rely on the information, I added graphs to help users visually connect to the data.

Prototype

Hi-Fidelity Prototype

After testing the mid-fidelity prototype and gaining insights, I developed this high-fidelity prototype to refine the user experience further. This includes adding more detailed design elements and incorporating feedback from the mid-fidelity testing phase.

View Prototype

Key Learnings

What did I learn from this project?

  1. Designing for accessibility means designing for all.

  2. Researching early on will make stronger user-centered designs.

Let's Collaborate

Let's talk about a project,
collaboration or an idea you may have

Introduction

Empathize

Define

Ideate

Test

Iterate

Key Learnings