Investment Platform
Trading in a snap
Client
PBZ Croatia | part of Intesa Sanpaolo Group
Date
2019
Platform
App and Responsive website
My responsibilities
Full UX Design and supervision of UI
The aim of the project was to design a full trading application. The amount of useful information to an expert trader is impressive, but at the same time, in a situation where prices may vary in a fraction of a second, speed is essential.
The process
01. Understanding the context
Since I had no experience in trading, the first step was to understand the context: which data were the most important? Which data must always be visible? When are they useful and when are they redundant? Thanks to this kind of analysis I was able to define a hierarchy of the information.
02. Talking with traders
This functionality is not included in the basic home banking app, and users who want to unlock this functionality have to pay a subscription to it. This means that probably the users already have advanced knowledge of the technical terms. At the same time this also means that the application should respect the market’s standards. Advanced traders that already use other applications, probably also on other devices, should feel confortable using this one and shouldn’t struggle with a new learing curve.
03. Studying the competitors
In order to reduce the learning curve, the reproduction of the consolidated mechanism was essential to make a benchmark. Which were the good practices? And the points of weakness? Could we solve them? Were there any opportunities to exploit?
Wireframes
Homepage
The homepage, here splitted in three pictures, is one long page. It has been designed in this way to replicate the full routine of the trader:
(from left to right)
01. First of all, the trader wants to know how the market is going in general (first image)
02. Then, he/she checks which stocks are the top and worst performers (second image)
03. Finally, there may be some opportunities to exploit in the industries that are performing much better, or much worse than others (third image)
“Buy” operation
The buy operation is the crucial part of the functionality: it occurs when the trader, after studying the market in depths, takes a decision: to buy or to sell a stock.
The speed is essential, because the price may vary in few moments, so the user can perform the full operation in just one page to reduce back-end loading times.
On the right of the interface, an overview is always visible, showing just the essential data of the stock that the trader is buying or selling, he/she might change idea based on some values that are shifting in real time!