Smart portfolio tracker
Role
UX/UI designer
Area
FinTech
Year
2024
About the project
Smart Portfolio Tracker is a real-time investment and wealth tracking tool with a social network element — the only app you need to track and manage your entire investment portfolio.
Initially, it was just a portfolio tracking app for investors and traders with a minimal set of features for investors and traders. But after conducting a small research of the target audience and identifying their pain points, it was decided that many people need an application that will simultaneously include portfolio functions, analysis, and market tracking, and its main feature is the automatic connection of their own assets.
Smart Portfolio Tracker is a real-time investment and wealth tracking tool with a social network element — the only app you need to track and manage your entire investment portfolio.
Initially, it was just a portfolio tracking app for investors and traders with a minimal set of features for investors and traders. But after conducting a small research of the target audience and identifying their pain points, it was decided that many people need an application that will simultaneously include portfolio functions, analysis, and market tracking, and its main feature is the automatic connection of their own assets.
Problem
Most investors and traders have to use several tools at the same time, which is why they spend more time, it is inconvenient (for example, different scenarios or button layout) and requires certain knowledge.
Most investors and traders have to use several tools at the same time, which is why they spend more time,
it is inconvenient (for example, different scenarios or button layout) and requires certain knowledge.
Solution
The main solution to this problem is to combine the functionality in one place. Automation of processes, the use of AI.
The main solution to this problem is to combine the functionality in one place. Automation of processes, the use of AI.
Task
To design an MVP application for iOS that solves user problems.
To design an MVP application for iOS that solves user problems.
Research
CJM's
The main application scenarios are presented below.
Registration and introduction to the application
Registration and introduction to the application
Making a portfolio
Making a portfolio
Portfolio analysis
Portfolio analysis
Information Architecture
This is the structure that I got and started to move away from it, but in the process of prototyping, some things changed in favor of the convenience of user interaction.
This is the structure that I got and started to move away from it, but in the process of prototyping, some things changed in favor of the convenience of user interaction.
General architecture
General architecture
The scenario of adding a portfolio, transactions
The scenario of adding a portfolio, transactions
Prototype
Main screens / tab bar.
Main screens / tab bar.
These screens demonstrate a scenario for viewing the status of one of your assets. Having found it in his briefcase.
These screens demonstrate a scenario for viewing the status of one of your assets. Having found it in his briefcase.
A scenario for viewing the allocation of one of your portfolios
A scenario for viewing the allocation of one of your portfolios
Search screen / search for "Ethereum Fund".
Search screen / search for "Ethereum Fund".
News feed / The user is viewing publications on the pages to which he is subscribed.
News feed / The user is viewing publications on the pages to which he is subscribed.
A user account that is accessible from almost any other application screen / scrolling through your wall with posts.
A user account that is accessible from almost any other application screen / scrolling through your wall with posts.
A pop-up window appears after you click the "+" button.
A pop-up window appears after you click the "+" button.
The script for adding a transaction manually.
The script for adding a transaction manually.
The scenario of linking a brokerage account to an application.
The scenario of linking a brokerage account to an application.
Dark Theme
Using a dark theme can expand the audience and improve the user experience. In modern fintech applications, this is definitely a great trend.
Using a dark theme can expand the audience and improve the user experience. In modern fintech applications, this is definitely a great trend.
