Fintech · AI · Mobile App
Featured projectTradeX
An AI-powered investing app that finally explains the 'why' behind your money
- Role
- Product Designer
- Team
- Self-directed product design
- Timeline
- End-to-end product design · 2025
- Platforms
- iOS, Android
- 0
- App, not four
- 0%
- Dark-mode first
- 0/7
- AI guidance
invest, track and learn in one place
AA contrast across the trading UI
insights in plain language, on demand
01 — Overview
Investing apps show you numbers. They don't help you understand them.
Open most investing apps in India and you get a wall of tickers, red and green arrows, and a portfolio value that goes up and down with no explanation. If you already know what you're doing, fine. If you're a working professional who just wants their money to grow, it's stressful and a little intimidating.
TradeX is the app I designed to fix that. It keeps everything you'd expect — portfolio, watchlist, performance — but wraps an AI layer around it that answers the question people actually have: 'okay, but what does this mean for me, and what should I do?'
The problem
Retail investors bounce between a broker app, a tracker, a news app and YouTube — and still feel unsure. The data is everywhere; the understanding is nowhere.
The goal
One app that a nervous first-timer and a confident investor both trust — clear enough for one, deep enough for the other.
My role
I owned it end to end: the research and persona, the flows, the dark visual language, the design system, and the high-fidelity prototype.
02 — Who it's for
I designed the whole thing for Rahul
Early on I wrote down exactly who I was designing for, and kept coming back to him whenever a decision got hard. He's not a day-trader. He's a busy professional who wants to invest sensibly and not feel dumb doing it.
Rahul Verma
Retail investor · 31 · Mumbai
“Managing my money shouldn't feel overwhelming. I want one smart platform that helps me understand my investments and guides me — without jumping between apps.”
- Plain-language insight
- One place for everything
- Confidence, not jargon
03 — Approach
How I kept it calm instead of chaotic
AI that talks, not just charts
Every screen can answer 'why did this change?' in a sentence. The intelligence is in the explanation, not another graph.
Dark by design
A dark, low-glare interface that's easy on the eyes for something people check many times a day — with green and red doing the heavy lifting, the way traders already read them.
Ten-second clarity
The home screen answers 'how am I doing?' before you scroll. Everything deeper is one tap away, never in your face.
04 — Design system
A trading palette that stays readable
I built TradeX on a tight system: SF Pro Display for a clean, native feel, charcoal and iron-gray surfaces so the numbers pop, and a disciplined use of red and green that never turns the screen into a Christmas tree. On a dark UI full of live data, restraint is what keeps it legible — so I spent most of my time deciding what not to colour.
05 — The case study
The full walkthrough
Here's the complete case study — the research, the persona, the design system and the screens, top to bottom. Scroll through it below, or open the full deck on Behance.
06 — Reflection
What I'd carry into the next one
The AI is only as good as its plain English
The hardest design work wasn't the charts — it was writing insights a stressed person would actually read and trust. Tone was a design decision.
Restraint reads as premium
Every time I removed a colour or a number from a screen, it felt more like something you'd trust with your money.
Next
I'd love to test the AI insights with real first-time investors and see which explanations actually change what they do.
Want the full walkthrough — decisions, dead ends and all?