Pickwaise: A stock-picking app with smart reports on 3,000+ companies, designed from zero.
Project goal
To design a mobile app that helps users make smarter investment decisions through clear, data-driven reports and intuitive portfolio management.
Key contributions
User personas analysis
User flow design
Onboarding experience
Report structures by investment method
Wealth portfolio interface
Gamification strategy and reward system
High-fidelity prototyping
Preliminary steps
Before designing, it was essential to understand why we were doing what we were doing and which needs we aimed to address. To achieve this, it was crucial to ask questions and analyze information with various stakeholders.
Questions to define objectives
Research:
Who are our users?
What are the User Personas like?
What are their aspirations?
What are the reasons why they invest?
Do we have information about what users value in Pickwaise?
Have we conducted any usability tests?
Have we identified any pain points?
Is there any awareness program at Pickwaise that we should take into account?
Product and development
What do the metrics look like across the funnel?
At which stage do users mostly drop off?
How much dropout do we have at Checkout?
At which stages do users mostly abandon?
What is the current conversion rate?
What is the average number of subscription sales?
Strategic Analysis (Business)
What are this year’s objectives?
By what percentage or number do we want to increase sales?
How do we want to position ourselves in the market compared to other competitors?
What are the long-term objectives?
Answers and UX goal
The goal of this project was to create the perfect smart investment report app. A platform that makes trading and portfolio management simple, fast, and intelligent.
User pain points
New traders are often overwhelmed by the amount of information they find across websites and apps. The goal of this project was to guide them at the very beginning of their trading journey, providing a simple and supportive starting point.
As users gain understanding and improve their skills, they can gradually add the functions they need, allowing the app to grow and become as smart and powerful as their investing requires.
Ux Goal
Enable users to create smart investment reports easily through the Pickwaise App.
Definition of User personas
WHAT IS OFFERED ON THE APP? (MVP)
First actions
Pickwaise First actions
Pickwaise Initial Designs
Mobile Actions Clarity Analysis
Desktop Actions Clarity Analysis
Insights from Heatmaps and User Recordings
After analyzing the heatmaps and user recordings, we discovered that users were frequently tapping on the company logo and the information icons to learn more.
This indicates that they want to better understand the content in that section.
The main information users are looking for includes the full company description, the Moat, and the Earnings Call details.
Pickwaise Proposal Designs
Proposed Improvement
To encourage exploration and increase user engagement with the report, we propose reorganizing the information so that users can more easily visualize the company’s overall performance.
Remove the company logo
Improve the info cards
Provide more space for the graph and description
Refine the company recap
New:
Add to a watchlist (new section)
Add to a portfolio (new section)
Pickwaise Proposal Designs Report
