A trading app beginners can actually understand.
App for novice traders to control their investments and hedge funds with ease. The mobile app makes …
The challenge
Novice traders needed a mobile app to see accounts, positions, balances, news, and trades — without Wall Street complexity.
The solution
Phoenux designed the mobile and web experience with a product design consultant and UI/UX pair, including a Create Strategy flow for setting thresholds beginners can share.
Project images
The full story
App for novice traders to control their investments and hedge funds with ease. The mobile app makes it easy to view your accounts, positions, and balances. You can view market indices and news, research stocks, and enter an array of trade types from the app.
The team consisted of a Product Design consultant, and two UI/UX designers - one for mobile app and another for website design. One of the app's features ‘Create Strategy’ allows the user to curate thresholds and parameters which can in turn benefit other beginners on the app. Upon some secondary research, it was found that this functionality is currently available only on the web. Moreover, there
Upon final testing, power users were able to create strategies and use the app with relative ease. However, some users faced difficulty in understanding the working of the app and needed some initial onboarding. Our team took this insight into account and simple walkthroughs and coach marks were designed for users to make their experience more swift.
The outcome
- Mobile + web UI for accounts, positions, and market research
- Create Strategy feature for beginner-friendly thresholds
- Engagement: about 2 months