Invest App
Product Designer
2023
Platforms: iOS, Android
Most people want to invest-but don’t know where to start. The process feels complicated, filled with jargon, and often ends with users giving up before they even begin. Invest App was built to change that. We set out to create a mobile-first investing platform that feels approachable and intuitive, helping anyone - from first timers to hobbyist investors build long-term wealth with confidence.
Portfolio page
Our main users were beginners and casual investors. Through user research, we discovered they shared common challenges:
Low engagement
Without personal feedback, clear goals, or progress tracking, users lose motivation and drop off.
Complex hiring processes
Long tests and unclear expectations.
Overwhelmed beginners
Unsure where to start, afraid of mistakes, and lacking clear guidance.
Our Process
Research & Insights
Surveys with 80+ users
exploring goals, fears, and habits
Competitive analysis
leading apps (eToro, Robinhood, Wealthfront)
12 in-depth interviews
beginners & hobbyist investors
Key findings
Automation and data visualization are crucial for long-term engagement
Transparency about costs and returns builds trust
Users want clear guidance when starting out
User Portfolio & Funds Managment
Mapping Core Journeys
We focused on three main flows:
Onboarding Investing Portfolio tracking We reduced the onboarding steps from 8 to 4, improving early engagement.
Prototyping & Testing
Interactive prototypes were built in Figma and tested with 8 users.
Results:
90% completed onboarding without help.
Users described the experience as “clear” and “non-intimidating”
Visual Design
We kept the UI minimal, calming, and finance-friendly. A big focus was on data visualization-showing growth over time, investment bundles, and comparisons that helped users feel in control.
The Solution
A Wealth Simulator to see long-term potential
Auto-investing and portfolio balancing behind the scenes
Custom portfolio options with Bundles & Stocks
Flexible preset plans to get started easily
Main Flows
Recurring Deposit & User quick look dashboard
Simplifying onboarding had a direct impact:
Increased user activation
More recurring deposits
Higher satisfaction in early user feedback
Clarity builds trust—especially with money
The right visuals can make complex data feel effortless
Users stick around when the experience meets them where they are
Looking ahead, we’re exploring AI-powered personalized plans to guide users even further-and keep investing simple, smart, and approachable.
