Trading Learning App for Newbies: Invest101

Client

CIF

Year

2023

Category

Side Project

Platform

Mobile

in a nutshell

An exploratory side project investigating how structured lessons and quizzes could support onboarding and knowledge-building around stock and ETF trading. Designed as a supplementary mobile app alongside N26 Trading App.

Context & Problem

While working at CIF | N26, I noticed that trading-related topics were challenging not only for customers, but also internally. New employees joining teams connected to the trading product often needed additional time to build foundational knowledge before feeling confident contributing to discussions or decisions.

Existing internal documentation was informative but fragmented and text-heavy, making it harder to build a clear mental model of how trading concepts relate to each other. I saw an opportunity to explore whether a more structured, product-like learning experience could help close this gap.

Goals & Users

The goal of this project was to explore how trading education could be simplified and structured through design.

Goals

  • Break down complex trading concepts into digestible lessons

  • Reinforce understanding through short quizzes

  • Create an approachable, low-stress learning experience

  • Support onboarding for employees working on or around the trading product

Primary users

  • New N26 employees

  • Team members without a financial background

A potential future-facing audience included new or inexperienced retail investors, but the primary focus remained internal.

The Solution

I designed a standalone educational mobile app focused entirely on learning, separate from the core N26 trading app.

The app was structured around progressive learning paths, starting with basic concepts and gradually introducing more advanced topics. Each topic combined short educational content with quizzes to encourage active recall and self-assessment.

Topics included:

  • Investing vs. trading fundamentals

  • Stocks and ETFs

  • Buy and sell decisions

  • Order types

  • Portfolio basics

The experience was intentionally lightweight, allowing users to learn at their own pace without pressure or performance anxiety.

Design Approach

My design approach focused on clarity, approachability, and cognitive simplicity.

Key principles included:

  • Explaining concepts in plain language and avoiding unnecessary jargon

  • Keeping lessons short and focused on a single topic

  • Using quizzes as a learning tool rather than an evaluation mechanism

  • Maintaining a friendly and calm visual language

Visually, the app followed a clean, card-based layout with soft colors and clear hierarchy. The overall look aligned with N26’s design sensibilities while remaining clearly positioned as an educational companion rather than a transactional product.

The project was developed alongside my main responsibilities, without a formal roadmap or deadlines.

Outcome & Learnings

The app was never officially built or released, as it was not part of the formal product roadmap and remained an exploratory initiative.

Despite this, the project proved valuable as a design exploration and a conversation starter around onboarding and education in complex financial domains.

Key learnings:

  • Education benefits from being treated as a product, not just documentation

  • Progressive learning and repetition help demystify complex topics

  • Exploratory side projects can reveal meaningful gaps in existing systems

This project influenced how I later approached onboarding flows, contextual help, and educational patterns in financial products, reinforcing the importance of clarity and structure in high-complexity domains.

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