Invest App
Overview ->
Invest App is a user-friendly platform for long-term investing, perfect for beginners and experienced investors alike.
Long-term investing is the new big thing - everyone’s talking about it. But getting started? Not so simple. Contacting your bank, paying brokers, figuring it out alone online... We believe it shouldn’t be. Planning your financial future should be effortless - right from the palm of your hand. That’s exactly what we’ve done.
Role & Duration ->
Product Designer
2023
Platforms: iOS, Android
Portfolio page
Challenges ->
Making investing easy for everyone.
Our platform removes barriers and simplifies the process so anyone can start building wealth with confidence.
Creating a platform that’s simple to use.
We designed an intuitive experience that makes investing feel natural—even for first-timers.
Allowing flexibility in portfolio management.
Users can adjust, rebalance, or explore new opportunities at their own pace, with full control.
Providing clear, real-time tracking of investments.
No more guesswork—track your performance, see your growth, and understand where your money is going.
User Pains ->
1. Lack of Knowledge & Confidence
Users feel overwhelmed and unsure where to start. Investing sounds risky, and many fear making the wrong move.
2. Complex & Unfriendly Platforms
Most investing tools are built for experts—not everyday users. They’re cluttered, full of jargon, and hard to navigate.
3. High Fees & Hidden Costs
Traditional investing often involves brokers, banks, or advisors—each taking a cut. Users don’t always know what they’re paying for.
4. Low Engagement Over Time
Long-term investing feels distant. Without clear goals, updates, or rewards, users lose interest and stop paying attention.
Research & Insights ->
To understand pain points, we conducted:
12 in-depth user interviews with beginners and hobby investors.
Competitive analysis of leading apps (eToro, Robinhood, Wealthfront).
Surveys targeting 80+ potential users.
User Portfolio & Funds Managment
Design Process->
1. Ideation & Flows
• Mapped 3 core journeys: onboarding, investing, and portfolio tracking.
• Sketched low-fidelity flows and tested with 6 early users → reduced onboarding steps from 8 → 4.
2. Prototyping
• Designed interactive prototypes in Figma.
• Ran usability tests on 8 participants:
– 90% completed onboarding without assistance.
– Users described the flows as “clear” and “non-intimidating.”
3. Visual Design
• Minimalist, finance-friendly UI with a calm, trust-driven palette.
• Data visualization focus: growth charts, bundle overviews, and comparative tracking.
Main Features->
Flexible Plans: Customize your portfolio with Bundles & Stocks.
Default Options: Start with preset plans tailored to your needs.
Auto Investing: Automatic portfolio balancing and investing.
Wealth Simulator: See the potential growth of your investments.
Main Flows
Solution ->
Invest App offers flexible default plans, easy portfolio customization, and a wealth simulator. The app automatically balances investments, making it stress-free to manage.
Recurring Deposit & User quick look dashboard
Conclusion ->
Reflection & Learnings
• Education matters → users trust platforms that explain without overwhelming.
• Simplifying onboarding directly boosted activation and recurring deposits.
• Future focus: AI-powered personalized plans to deepen engagement.
Invest App makes investing simple and accessible, allowing users to confidently manage their portfolios with ease and security.
