Algo Winner

An all-in-one platform for stock trading

AlgoMerchant is a leading FinTech company headquartered in Singapore, Central Region, Singapore. Specializing in providing fully AI-driven solutions for stock traders and portfolio managers, AlgoMerchant is at the forefront of revolutionizing the way trading strategies and investment decisions are made.

Since its inception, AlgoMerchant has garnered significant attention and support from the investment community. The company has successfully raised an impressive $3.3 million in funding to date, enabling them to further develop and enhance their cutting-edge AI technologies.

Client

Algomerchant 🇸🇬

Type

User Research, Product Design, UX, Frontend Development

Year

2018-2019

Industry

Fin Tech

Roles

Researcher, Designer, Fronend Developer

Tools

Project Overview

The investment industry often faces challenges in designing investment processes that align with regulatory requirements while prioritizing user needs, efficiency, and a seamless experience. Alomerchant aimed to overcome these obstacles and provide a comprehensive solution for portfolio management. To create a user-centric solution, we conducted extensive requirement engineering, gaining in-depth business domain knowledge and collecting the necessary data to kickstart the design process.

Alomerchant had an existing web platform for stock exchanges, but they wanted to redesign the web app and develop a mobile application to cater to users who prefer trading on the go. The challenge was to create an easy-to-use and integrated mobile app that complements their web platform.

Research & Analysis

We initiated user research and interviews to gain insights into the pain points and needs of institutional investors and asset managers. By engaging with a diverse group of users, aged 28-51, over a period of four weeks, we identified that a significant portion of their tasks involved managing investment guidelines and restrictions. We aimed to gain insights into the workflows of the web application and identify any potential barriers. I also employed empathy mapping techniques to better understand the users’ emotions and experiences related to trading.

Persona Development and Empathy Mapping:

Based on the analysis and interviews, we created detailed user personas, capturing their real needs and pain points. These personas provided a deeper understanding of the target users and guided our design decisions. To externalize and share our knowledge with the team, we utilized empathy maps, summarizing and visualizing our learnings.

User Stories

Based on the user research, I created user stories to capture the specific needs and expectations of the target users. For example:

"As a trader, I want an intuitive dashboard that provides me with general information about watchlists, orders, alerts, and news for a selected period, allowing me to make informed trading decisions."

Trader

"As an investor, I want a virtual portfolio that enables me to trade stocks in multiple markets simultaneously, giving me the flexibility to diversify my investments."

Investor

Concept Validation and Usability Testing:

We transformed our ideas into paper prototypes and conducted usability tests with ten target users. The key findings from the tests helped us refine the design and incorporate features that improved the user experience. For example, we implemented automatic conversion between different number formats and addressed issues related to slider inputs for allocation split.

Design Highlights

The UI design focused on creating a visually appealing and user-friendly interface that harmonized with the users’ work environment. We delivered high-fidelity interactive prototypes implemented with HTML, CSS, and JavaScript, providing pixel-perfect representations of the design. Additionally, we created UI guidelines, specifications, and Sketch source files with reusable symbols and components.

Design Evolution & Process:

To address the identified challenges and generate innovative ideas, we conducted collaborative workshops with key users. The whiteboard sessions allowed for rapid ideation, exploration, and concept validation. The constant feedback loop and engagement of essential stakeholders facilitated a more transparent and effective design process.

Web Application

The first step was to design the dashboard, the main page of the web application. It displayed key statistics and data, making it a challenging page to design. Key features included

Chart GPS -Dark Theme

Chart GPS

Dashboard

Virtual Portfolio

Algo Oracle

The AlgoOracle is one of the key features of Algowinner (Web and Mobile )that allows users to forecast the future behaviour of a stock. This is a trading assistant that uses data intelligence. Hence, Algo Oracle was developed as a gamified dark theme to give it a unique look and feel. Additionally, the AlgoOracle ? character was created to make it feel more engaging.

Information Architecture

Future Improvements

Considering recent advancements in NLP, AI, and voice recognition technologies, we envision potential enhancements for the portfolio management system. Intelligent capabilities, such as voice commands for input and real-time risk assessment, could further streamline

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