About

Work

About

Work

About

UXUI Design

Fintech

B2C

Trade Growth is a dedicated AI-powered web platform that simplifies portfolio tracking by effortlessly linking investment accounts and enabling customizable dashboards for personalized insights.

What are we solving?

Difficulty connecting investment accounts from different platforms, forcing users to manually input data.

Inability to customize dashboards, making it hard for users to focus on the data that matters to them.

Managing portfolios takes too much time, especially for active investors.

Automatic connection to investment accounts across platforms, keeping all data updated in one place

Customizable dashboards, allowing users to see only the information they care about

Quick and easy portfolio management powered by dedicated AI, saving time and improving decision-making

Let’s meet the users

Retail Investor

Needs

Manages multiple investment accounts and requires a streamlined platform to consolidate their entire portfolio in one organized space

Goals

Aims to simplify portfolio management, save valuable time, and make informed, data-driven investment decisions with minimal effort

Pain Points

Managing an investment portfolio and consolidating data across multiple platforms can be time-consuming, especially when cluttered dashboards present irrelevant information

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I spend hours every week manually tracking and updating data for my investments, as managing them across multiple platforms makes it challenging to see the bigger picture. It's difficult to find a suitable platform, as most dashboards display generic and irrelevant data that doesn't meet my needs.

Interviews & Insights

82 %

of users want one platform to bring all their investment accounts together

76 %

find it challenging to track the performance of their investments

67 %

say it’s hard or even impossible to customize their dashboard

71 %

find it hard to stay on top of trends and opportunities without spending hours researching

80 %

feel more confident when they can see clear visuals

59 %

think AI could make things easier

Based on the research, users are looking for a simple solution that centralizes investment management, offers personalization, and saves time with smart insights and clear visual tools.

The Solution

A portfolio management system that simplifies investment tracking and decision-making for investors.

The challenge was to address three primary pain points: seamlessly connecting accounts across different platforms, enabling customizable dashboards, and saving time in portfolio management.

My goal was to create an efficient and user-friendly system that allows investors to concentrate on what matters most.

A portfolio management system that simplifies investment tracking and decision-making for investors.

The challenge was to address three primary pain points: seamlessly connecting accounts across different platforms, enabling customizable dashboards, and saving time in portfolio management.

My goal was to create an efficient and user-friendly system that allows investors to concentrate on what matters most.

A portfolio management system that simplifies investment tracking and decision-making for investors.

The challenge was to address three primary pain points: seamlessly connecting accounts across different platforms, enabling customizable dashboards, and saving time in portfolio management.

My goal was to create an efficient and user-friendly system that allows investors to concentrate on what matters most.

The UI Phase

The user interface features clarity, precision, and a professional look. This carefully designed color scheme prioritizes simplicity and clarity, ensuring that users able to easily interpret data and navigate the platform effectively.

Next Project

HR Tech

HR Board

Intuitive data analysis and reporting with a flexible automated workflow setup

HR Tech

HR Board

Intuitive data analysis and reporting with a flexible automated workflow setup

Next Project

HR Tech

HR Board

Intuitive data analysis and reporting with a flexible automated workflow setup

HR Tech

HR Board

Intuitive data analysis and reporting with a flexible automated workflow setup

Automatic connection to investment accounts across platforms, keeping all data updated in one place.

Customizable dashboards, allowing users to see only the information they care about

Quick and easy portfolio management powered by dedicated AI, saving time and improving decision-making

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