Invest101

Invest101

Invest101

Invest101

/22
/22
/22
/22

An educational app that provides valuable insights into stock and ETF trading. It enables new traders to acquire a strong foundation in trading fundamentals, gain strategic tips, and evaluate their trading expertise.

Client:

CIF

My Role:

UX/UI Designer

Year:

2022

Service Provided:

UX/UI Design, App Design

Two screenshots of the website home page

Background


Entering the world of investments revealed its overwhelming complexity as I embarked on designing a stock & ETF trading app. It took me more time than anticipated to truly grasp the intricacies of trading. This was a shared experience among my colleagues who, like me, were new to the trading concepts. 

To create a user-friendly interface with essential trading tools, I recognized the need to simplify the learning process for trading newcomers. This inspired a deep dive into simplifying trading terminology and concepts.

My goal was to create an app that helps users understand investments better, no matter their experience.

A Macbook pro mockup of the about us page

Process


My process varies depending on the individual problem I’m trying to solve. It is determined by many factors such as: the project goals business needs, complexity of the problem, time, etc. My approach to solving this problem looked like this:


  1. Discovery - started gathering information about the target audience. My goal was to Understand their background, financial literacy, trading experience, and preferred methods of learning.


  2. Ideation - brainstormed and generated a variety of creative ideas for the app. I consider different quiz formats, interactive elements, and engagement strategies that align with users' educational goals.


  3. Design - translated the selected ideas and wireframes into a polished and cohesive visual design. Then, I created interactive prototypes to simulate user interactions and gather feedback.

  4. Test - conducted usability testing to evaluate the app's functionality, navigation, and overall user experience. Finally, I gathered feedback from target users to identify any pain points or areas for improvement.

A screenshot of the our staff page

Key takeaways


As this project was self-initiated, it wasn’t bound by real-world constraints such as business requirements, technical limitations, or time constraints. On the other hand, this freedom allowed me to experiment, explore new ideas and enhance my design skills.


I’ve learned how to effectively manage my time between this project and my primary work. I’ve done that by prioritising tasks and creating a schedule to make sure I get enough done without neglecting my main responsibilities.


My aim was to find the right balance between innovation and practicality, which got really tricky at times. Throughout this project I learned that creativity should serve the purpose of the design and enhance the user experience, not hinder it.