Invest App
Simplifying long-term investing for everyone
Overview ->
Investing for the long term should be simple, accessible, and stress-free - but for most people, it isn’t. Between contacting banks, paying brokers, and navigating complex platforms, the process feels intimidating.
Invest App is a user-friendly investing platform designed to make long-term wealth building effortless for both beginners and experienced investors. By combining intuitive design, smart automation, and clear data visualization, we empower users to confidently plan their financial future - right from their phones.
Role & Duration ->
Product Designer
2023
Platforms: iOS, Android
Portfolio page
User Pain Points ->
• Overwhelmed & Unconfident Beginners: Users feel lost and intimidated—unsure where to start, afraid of making mistakes, and lacking clear guidance.
• Complex Platforms & Hidden Costs: Most investing tools are often built for experts, packed with jargon, hard to navigate, and frequently include high fees or unclear pricing.
• Low Engagement & Drop-Off: Without personalized feedback, clear goals, or progress tracking, users lose motivation over time and stop investing.
Research & Insights ->
• 12 in-depth interviews: beginners & hobbyist investors
• Competitive analysis: leading apps (eToro, Robinhood, Wealthfront)
• Surveys with 80+ users: exploring goals, fears, and habits
• Key findings:
• Users want clear guidance when starting out
• Transparency about costs and returns builds trust
• Automation and data visualization are crucial for long-term engagement
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.
