StockApp

Interactive app for investors to manage and track their investments.

Deliverables
UX, UI

Country
Australia

Brief & Overview

StockApp is an all-in-one investment solution for investors to track their investments without having to spend hours making spreadsheets with limited functions and features. A secondary service for more hands-on investors who want to get more out of their investing journey.

Challenge

The StockApp team aimed to provide an interactive but easy-to-use app for both beginners and experienced investors to manage and track their investments. The main requirement was to craft a platform affordable to everyone in a more advanced and appealing manner rather than a black and white spreadsheet.

StockApp was geared to include the following features:

Tracking performance of stocks
Setting goals of short-term and long-term portfolio
Interactive diversification charts

Easy management of stocks
Ability to change the way the stocks are listed
Data on returns and percentage weight.

Design Process

Based on a client’s draft wireframes and overall ideas on separate screens, our team managed to enhance the vision of the StockApp functionality. We started to elaborate on the UX/UI design.

Research

Understanding the client’s needs

Analyze

Evaluating the business logic of the mobile application
Analyzing existing market research conducted by the client

Prototype

App design deployment and presentation
Improvement of the UI/UX design features based on performance metrics and user feedback

Deploy

App design deployment and presentation
Improvement of the UI/UX design features based on performance metrics and user feedback

App design deployment and presentation

Improvement of the UI/UX design features based on performance metrics and user feedback.

Investigation

Equipped with draft wireframes and ideas on app screens provided by the client, we got started work on wireframes’ enhancement and UI/UX design anticipating users’ movements and their sep-by-step interaction with an app. Our goal was to develop a solid UI/UX design and build in unique features for high-level functionality to make the experience of the user meaningful and valuable. Our process was created to offer design solutions based on new visions on screens delivered by the Stockapp team.

Results

We designed a mobile app for iOS for interactive tracking and management both for beginners and professional investors. Our task was to craft UX/UI design for a tool enabling investors to view data on holdings with current prices, daily changes in value, and its overall percentage weight. With built-in unique features, investors can monitor the overall portfolio performance via interactive charts to see the portfolio's total return by day, month, week, and year.