03

Algoinvest

03

Algoinvest

03

Algoinvest

Role:

Product Design Consultant

User Flow

Journey Mapping

Prototyping

Team:

Medium Design Collective - Praxis Subteam

Team 6

Timeline:

September 2024 - Present

Overview

AlgoInvest is an investment platform designed to simplify investing for everyone, including those with no financial background. It automates the process through two core funds: the Core Fund for passive strategies and the AI Fund for active strategies. These funds provide access to diverse asset classes like equities, real estate, and commodities, making high-quality investments accessible to all.

My role involved designing a professional logo, streamlining navigation, and transforming the complex Portfolio and Performance pages into a single, user-friendly Explore page to enhance accessibility and usability.

Problem

The original design made investing feel overwhelming and inaccessible:

  • The Portfolio page’s fragmented flowchart confused users, especially those with limited financial knowledge.

  • The Performance page presented detailed metrics without context, leading to cognitive overload.

  • Redundant content and unclear navigation further hindered the user experience.

These issues prevented AlgoInvest from fulfilling its mission of effortless investing for all.

Solution

I restructured the platform’s navigation to improve usability by consolidating the Portfolio and Performance pages into a single Explore page. This intuitive flowchart simplifies complex fund and performance data, making it more accessible to all users.

Additionally, I designed the AlgoInvest logo, which visually encapsulates the platform’s mission and values. The updated navigation aligns with this new structure, ensuring seamless access to essential areas such as the Dashboard, Explore, Funds, and Philosophy, creating a cohesive and efficient user journey.

Overview

AlgoInvest is an investment platform designed to simplify investing for everyone, including those with no financial background. It automates the process through two core funds: the Core Fund for passive strategies and the AI Fund for active strategies. These funds provide access to diverse asset classes like equities, real estate, and commodities, making high-quality investments accessible to all.

My role involved designing a professional logo, streamlining navigation, and transforming the complex Portfolio and Performance pages into a single, user-friendly Explore page to enhance accessibility and usability.

Problem

The original design made investing feel overwhelming and inaccessible:

  • The Portfolio page’s fragmented flowchart confused users, especially those with limited financial knowledge.

  • The Performance page presented detailed metrics without context, leading to cognitive overload.

  • Redundant content and unclear navigation further hindered the user experience.

These issues prevented AlgoInvest from fulfilling its mission of effortless investing for all.

Solution

I restructured the platform’s navigation to improve usability by consolidating the Portfolio and Performance pages into a single Explore page. This intuitive flowchart simplifies complex fund and performance data, making it more accessible to all users.

Additionally, I designed the AlgoInvest logo, which visually encapsulates the platform’s mission and values. The updated navigation aligns with this new structure, ensuring seamless access to essential areas such as the Dashboard, Explore, Funds, and Philosophy, creating a cohesive and efficient user journey.

User Feedback - Part I

Since the platform has not yet launched, the feedback I have gathered so far comes from internal evaluations within our design team. Key insights include:

  • Navigation Issues: The transition between the previous Portfolio and Performance pages was disjointed, with the fragmented flowchart on the Portfolio page creating an unclear user journey. There is a need for a more cohesive navigation structure across the entire website.

  • Information Overload: Excessive, unstructured data in fund and performance metrics overwhelmed users, highlighting the need for clearer content prioritization.

  • Branding Gaps: Inconsistencies in design elements undermined credibility, emphasizing the importance of cohesive branding.

POV Analysis

POV Analysis

Simplified User Journey Map

The graph shows the emotional ups and downs of travel planning. Inspiration and exploration bring excitement, but stress from budgeting and planning creates challenges. Our device starts helping at the first dotted line and offers the most support by the second, reducing stress and improving the travel planning experience.

Simplified User Journey Map

The graph shows the emotional ups and downs of travel planning. Inspiration and exploration bring excitement, but stress from budgeting and planning creates challenges. Our device starts helping at the first dotted line and offers the most support by the second, reducing stress and improving the travel planning experience.

Simplified User Journey Map

The graph shows the emotional ups and downs of travel planning. Inspiration and exploration bring excitement, but stress from budgeting and planning creates challenges. Our device starts helping at the first dotted line and offers the most support by the second, reducing stress and improving the travel planning experience.

Analysis

User feedback highlighted the need to balance personalized recommendations with intuitive simplicity. To address this, we refined icons, streamlined interactions, and integrated a voice assistant that offers natural, engaging support. This approach ensures easy navigation while providing tailored options, enhancing user satisfaction and reducing stress.

Ideating Solutions

Current high-fidelity designs include:

  • Explore Page: A consolidated flowchart that simplifies fund relationships and performance metrics, offering both overview and detailed insights within a single framework.

  • Navigation Simplification: Improved page hierarchy for smoother user journeys.

  • Visual Enhancements: Clean, professional layouts with refined typography and color schemes to enhance readability and trust.

Initial Prototypes

Chat Screen ver.1

Chat Screen ver.2

Explore Page

Itinerary Page

Initial Prototypes

Chat Screen ver.1

Chat Screen ver.2

Explore Page

Itinerary Page

User Feedback - Part II

During four rounds of feedback, users tested the initial prototype and provided critical insights after each iteration. Their feedback helped refine the design and address key areas for improvement:

  • Clearer Features: Simplified design elements made key features more understandable.

  • Consistency Matters: Consistent labeling and design patterns reduced confusion and improved the user experience.

  • Voice Assistant: Users valued the voice assistant for its ability to provide personalized recommendations and reduce stress during planning.

Each round of feedback guided iterative improvements, ensuring the final design fully aligned with user expectations.

The Final Design

Enhanced Explore Page

The final design unifies the Portfolio and Performance pages into a centralized Explore hub, creating a seamless experience for users. By streamlining navigation and focusing on interactive data visualizations, the redesign makes fund performance and diversification metrics more accessible.

Chat Screen ver.1:

Engages users through a virtual assistant with voice input, featuring a waveform for a more interactive experience.

Explore Page:

Users can select interests to receive customized recommendations, with virtual assistant guidance available.

Chat Screen ver.2:

Enhanced chat design with text input options and a prominent "Build Your Trip" button, allowing users to plan directly from the chat.

Itinerary Page:

Provides users with a detailed, personalized trip plan and suggested nearby attractions based on preferences.

Chat Screen ver.1:

Engages users through a virtual assistant with voice input, featuring a waveform for a more interactive experience.

Chat Screen ver.2:

Enhanced chat design with text input options and a prominent "Build Your Trip" button, allowing users to plan directly from the chat.

Explore Page:

Users can select interests to receive customized recommendations, with virtual assistant guidance available.

Itinerary Page:

Provides users with a detailed, personalized trip plan and suggested nearby attractions based on preferences.

Explore Page:

Users can select interests to receive customized recommendations, with virtual assistant guidance available.

Chat Screen ver.1:

Engages users through a virtual assistant with voice input, featuring a waveform for a more interactive experience.

Chat Screen ver.2:

Enhanced chat design with text input options and a prominent "Build Your Trip" button, allowing users to plan directly from the chat.

Itinerary Page:

Provides users with a detailed, personalized trip plan and suggested nearby attractions based on preferences.

Conclusion

This redesign reflects AlgoInvest’s mission to make ETF management straightforward and accessible. By combining and improving existing features, the Explore page positions AlgoInvest as a trusted tool for users seeking clarity in financial decision-making.

Reflection + Future Trajectory

This project helped me improve my skills in iterative design and balancing complexity with a clear user experience. Working with a team with limited finance knowledge challenged me to adapt and think creatively. Moving forward, I will continue iterating on the Explore page based on usability testing and focus on improving other areas of the platform to enhance the overall user experience.