FinX

An AI-driven stock trading app that eliminates market confusion through custom LLMs and real-time multimodal data analysis.

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挑战

• Complex account structure requiring separate management of trading and App accounts • First version with excessive non-essential features and high development costs • Lack of Design System & Visual Identity

解决方案

Combined trading and app accounts into a single account, defined UI style and brand design system, collaborated closely with PMs and developers to remove non-essential features for a clean MVP, and created micro-interactions and standard UI components in Figma.

影响

• Saving about 85% in potential development costs • Delivered high-fidelity app designs for the first launchable version

Core Product Experience & UI/UX Design

Onboarding

Onboarding Flow
Onboarding Flow

Integrated independent trading and app accounts into a unified account system, reducing cross-module navigation and redundant verification steps.

Main Dashboard

Home Page

Designed an intuitive financial dashboard combining asset tracking, custom watchlists, saving entry, and news feeds in one view. Integrated a quick-access side menu and a "Privacy Mode" with Face ID authentication to protect sensitive balance data.

Portfolio Management & Analytics

Visualized complex investment portfolios using interactive charts and categorized asset breakdowns, allowing users to track stock performance and yield effortlessly.

Watchlist & Customization

Structured custom watchlists with easy sorting, quick search, and list management features, empowering users to monitor target stocks seamlessly.

IPO Subscription & Purchase Flow

Initial Public Offerings (IPOs)
IPO Company Details PageIPO Purchase / Subscription Page
IPO Purchase / Subscription Page

Simplified the complex IPO subscription flow into a transparent end-to-end journey—from company detail analysis to subscription confirmation and transaction receipts.

Market Insights & Stock Discovery

Built a multi-dimensional market exploration hub, incorporating global stock indices, trending sectors, market heatmaps, and customized screeners to help users uncover potential investment opportunities efficiently.

Single Stock Detail & Analytics

Designed a feature-rich stock detail page containing real-time K-line charts, financial indicators, order books, and integrated AI-driven sentiment analysis and stock evaluation insights.

Stock Trading & Execution Journey

Optimized the order execution journey across market, limit, and stop orders. Streamlined input keyboards, order confirmation, and deposit/funding flows for quick, error-free trading.

Social Investment & Mentor Community

Integrated social trading and mentor community features, allowing users to follow experienced investors, view shared portfolio insights, discuss market trends, and replicate trading strategies.

Cash Management & Transfers

Designed a streamlined cash management hub for deposits, withdrawals, and internal account transfers, ensuring clear transaction statuses and transparent fee disclosures.

Gamification/Rewards

Avatar Evolution & Dynamic Tiered Wheel Rewards

Built a integrated gamification ecosystem combining a tiered investor avatar progression with dynamic wheel rewards. This design turns routine actions (e.g., daily check-ins, deposits, trading) into rewarding milestones, driving organic retention and boosting LTV (Lifetime Value).

Core Product Experience & UI/UX Design

Onboarding

Onboarding Flow
Onboarding Flow

Integrated independent trading and app accounts into a unified account system, reducing cross-module navigation and redundant verification steps.

Main Dashboard

Home Page

Designed an intuitive financial dashboard combining asset tracking, custom watchlists, saving entry, and news feeds in one view. Integrated a quick-access side menu and a "Privacy Mode" with Face ID authentication to protect sensitive balance data.

Portfolio Management & Analytics

Visualized complex investment portfolios using interactive charts and categorized asset breakdowns, allowing users to track stock performance and yield effortlessly.

Watchlist & Customization

Structured custom watchlists with easy sorting, quick search, and list management features, empowering users to monitor target stocks seamlessly.

IPO Subscription & Purchase Flow

Initial Public Offerings (IPOs)
IPO Company Details PageIPO Purchase / Subscription Page
IPO Purchase / Subscription Page

Simplified the complex IPO subscription flow into a transparent end-to-end journey—from company detail analysis to subscription confirmation and transaction receipts.

Market Insights & Stock Discovery

Built a multi-dimensional market exploration hub, incorporating global stock indices, trending sectors, market heatmaps, and customized screeners to help users uncover potential investment opportunities efficiently.

Single Stock Detail & Analytics

Designed a feature-rich stock detail page containing real-time K-line charts, financial indicators, order books, and integrated AI-driven sentiment analysis and stock evaluation insights.

Stock Trading & Execution Journey

Optimized the order execution journey across market, limit, and stop orders. Streamlined input keyboards, order confirmation, and deposit/funding flows for quick, error-free trading.

Social Investment & Mentor Community

Integrated social trading and mentor community features, allowing users to follow experienced investors, view shared portfolio insights, discuss market trends, and replicate trading strategies.

Cash Management & Transfers

Designed a streamlined cash management hub for deposits, withdrawals, and internal account transfers, ensuring clear transaction statuses and transparent fee disclosures.

Gamification/Rewards

Avatar Evolution & Dynamic Tiered Wheel Rewards

Built a integrated gamification ecosystem combining a tiered investor avatar progression with dynamic wheel rewards. This design turns routine actions (e.g., daily check-ins, deposits, trading) into rewarding milestones, driving organic retention and boosting LTV (Lifetime Value).

年

2025

项目周期

3 months

工具

Figma, Adobe creative suite,LottieFiles

类目

UI/UX

主要任务

1. Creation of brand visual identity and brand collateral 2. End-to-end design and delivery of high-fidelity app UI screens 3. Production of marketing assets and social media content for app promotion

.say hello

Open to full-time, freelance, or collaborations. Let’s connect!

.say hello

Open to full-time, freelance, or collaborations. Let’s connect!

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