Stratify
Strategic Investment Simplified
Revolutionizing Financial Literacy and Investment Strategies for Young Investors with Real-Time Data, Education, and Automated Risk Management Tools
Revolutionizing Financial Literacy and Investment Strategies for Young Investors with Real-Time Data, Education, and Automated Risk Management Tools
Revolutionizing Financial Literacy and Investment Strategies for Young Investors with Real-Time Data, Education, and Automated Risk Management Tools
My role
Product Designer
Visual Designer
Learning Project
Project type
1 Month
Timeline
Figma
Adobe Photoshop
ChatGPT
Pen & paper
Tools Used
Project Overview
What problem are we solving here?
Stratify empowers young investors by providing a comprehensive suite of features designed to enhance financial literacy, simplify complex market data, and manage investment risks effectively. Through personalized learning paths, real-time market analysis, and advanced risk management tools, users gain the knowledge and insights necessary to make informed investment decisions. The app's user-friendly interface and interactive elements build confidence, allowing investors to take control of their financial future and achieve their investment goals with greater ease and assurance.
How did I approach this?
Discoveries
Discoveries
Discoveries
Findings
01
02
Financial Literacy Gap
Many young investors lack the financial literacy required to make informed investment decisions. Providing tools and education helps bridge this gap, empowering them to grow their wealth responsibly.
Many young investors lack the financial literacy required to make informed investment decisions. Providing tools and education helps bridge this gap, empowering them to grow their wealth responsibly.
Risk Management
Young investors often face high volatility and risk in their portfolios. Automated risk management tools like stop-loss and take-profit orders protect their investments from significant losses and secure profits efficiently.
Young investors often face high volatility and risk in their portfolios. Automated risk management tools like stop-loss and take-profit orders protect their investments from significant losses and secure profits efficiently.
03
04
05
Market Complexity
Financial markets are complex. Simplifying these through user-friendly interfaces and real-time data helps investors stay informed and make timely decisions.
Financial markets are complex. Simplifying these through user-friendly interfaces and real-time data helps investors stay informed and make timely decisions.
Diversification Importance
Proper diversification is key to stable returns. The app’s checker ensures a balanced portfolio, reducing market fluctuation impacts.
Proper diversification is key to stable returns. The app’s checker ensures a balanced portfolio, reducing market fluctuation impacts.
Personalized Investment Strategies
Each investor has unique goals and risk
Each investor has unique goals and risk
Each investor has unique goals and risk.
Each investor has unique goals and risk.
Opportunity Statement
Opportunity Statement
Opportunity Statement
Empower young investors with a comprehensive app that combines financial education, real-time data, and automated trading tools to simplify investing, manage risk, and optimize portfolio performance.
Empower young investors with a comprehensive app that combines financial education, real-time data, and automated trading tools to simplify investing, manage risk, and optimize portfolio performance.
Overview Home Screen
Get a comprehensive view of your current market. This feature provides a quick overview of of the Equity Market, Crypto Market as well as MF and ETF’s, helping you track gains, losses, and overall value at a glance.
Keep an eye on your key stocks and assets. Monitor real-time price changes, trends, and news for your selected watchlist, enabling you to react quickly to market opportunities.
Gauge the mood of the market with sentiment analysis. Understand the broader market sentiment to align your strategies with prevailing trends and investor behaviors.
Enhance your financial literacy with personalized educational content. Continuously grow your investment knowledge through interactive tutorials, articles, and quizzes tailored to your learning path.
Get a comprehensive view of your current market. This feature provides a quick overview of of the Equity Market, Crypto Market as well as MF and ETF’s, helping you track gains, losses, and overall value at a glance.
Keep an eye on your key stocks and assets. Monitor real-time price changes, trends, and news for your selected watchlist, enabling you to react quickly to market opportunities.
Gauge the mood of the market with sentiment analysis. Understand the broader market sentiment to align your strategies with prevailing trends and investor behaviors.
Enhance your financial literacy with personalized educational content. Continuously grow your investment knowledge through interactive tutorials, articles, and quizzes tailored to your learning path.
Get a comprehensive view of your current market. This feature provides a quick overview of of the Equity Market, Crypto Market as well as MF and ETF’s, helping you track gains, losses, and overall value at a glance.
Keep an eye on your key stocks and assets. Monitor real-time price changes, trends, and news for your selected watchlist, enabling you to react quickly to market opportunities.
Gauge the mood of the market with sentiment analysis. Understand the broader market sentiment to align your strategies with prevailing trends and investor behaviors.
Enhance your financial literacy with personalized educational content. Continuously grow your investment knowledge through interactive tutorials, articles, and quizzes tailored to your learning path.
My Watchlist
Market Buzz
Market Sentiment
Market Sentiment
My Watchlist
Market Buzz
Custom view
Watchlist list
Select Watchlist
Custom View
Market Sentiment
Select Watchlist
Watchlist list
Custom view
My Watchlist
Market Sentiment
Market Buzz
Market Buzz
Custom View
Manage Your Portfolio with Ease
Get a comprehensive view of your current market. This feature provides a quick overview of of the Equity Market, Crypto Market as well as MF and ETF’s, helping you track gains, losses, and overall value at a glance.
Keep an eye on your key stocks and assets. Monitor real-time price changes, trends, and news for your selected watchlist, enabling you to react quickly to market opportunities.
Gauge the mood of the market with sentiment analysis. Understand the broader market sentiment to align your strategies with prevailing trends and investor behaviors.
Enhance your financial literacy with personalized educational content. Continuously grow your investment knowledge through interactive tutorials, articles, and quizzes tailored to your learning path.
Get a comprehensive view of your current market. This feature provides a quick overview of of the Equity Market, Crypto Market as well as MF and ETF’s, helping you track gains, losses, and overall value at a glance.
Keep an eye on your key stocks and assets. Monitor real-time price changes, trends, and news for your selected watchlist, enabling you to react quickly to market opportunities.
Gauge the mood of the market with sentiment analysis. Understand the broader market sentiment to align your strategies with prevailing trends and investor behaviors.
Enhance your financial literacy with personalized educational content. Continuously grow your investment knowledge through interactive tutorials, articles, and quizzes tailored to your learning path.
Portfolio Snapshot
Buy Trade
My Holdings
My Holdings
My Holdings
Sell Trade
Latest Transitions
Latest Transcitions
Latest Transitions
My Holdings
Buy Trade
Buy Trade
Buy Trade
Latest Transitions
Sell Trade
Sell Trade
Sell Trade
Empower Your Investment Journey with Knowledge
Start your investment journey with confidence. Our step-by-step onboarding process introduces you to the basics of investing and helps you set up your portfolio.
Tailor your education to your needs. Choose from beginner, intermediate, and advanced courses to match your skill level and investment goals.
Access articles, videos, and webinars from industry experts. Stay updated with the latest trends, strategies, and market insights to enhance your investment knowledge.
Discover new terms and concepts every day. Our daily learning feature helps you build your financial literacy incrementally, keeping you informed and engaged.
Start your investment journey with confidence. Our step-by-step onboarding process introduces you to the basics of investing and helps you set up your portfolio.
Tailor your education to your needs. Choose from beginner, intermediate, and advanced courses to match your skill level and investment goals.
Access articles, videos, and webinars from industry experts. Stay updated with the latest trends, strategies, and market insights to enhance your investment knowledge.
Discover new terms and concepts every day. Our daily learning feature helps you build your financial literacy incrementally, keeping you informed and engaged.
Skill Up Screen
Assessment Quiz
Personalised Study Material
Customize and Track Your Watchlist
Easily create personalized watchlists to monitor your favorite stocks, ETFs, cryptos, and more. Stay organized and keep all your potential investments in one place.
View detailed information for each asset in your watchlist. Get real-time updates, performance metrics, and news related to the assets you are tracking, helping you make informed decisions.
Tailor your watchlist to your preferences. Customize notifications, set alerts for price changes, and organize assets by categories that matter most to you.
Effortlessly add new assets to your watchlist. Simply search for the ticker symbol and add it to stay updated on its performance and news.
Easily create personalized watchlists to monitor your favorite stocks, ETFs, cryptos, and more. Stay organized and keep all your potential investments in one place.
View detailed information for each asset in your watchlist. Get real-time updates, performance metrics, and news related to the assets you are tracking, helping you make informed decisions.
Tailor your watchlist to your preferences. Customize notifications, set alerts for price changes, and organize assets by categories that matter most to you.
Effortlessly add new assets to your watchlist. Simply search for the ticker symbol and add it to stay updated on its performance and news.
My Watchlist
Select Watchlist
Customise Watchlist
Search for Watchlist
Add to Watchlist
Empower Your Financial Decisions with Our Calculators
Access a range of financial calculators designed to help you plan and optimize your investments. From compound interest to retirement planning, our tools cover all your needs.
Provide specific details for accurate calculations. Input fields are easy to understand, and the results are clearly displayed, helping you make informed financial decisions.
Tailor each calculator to your personal financial situation. Adjust parameters like interest rates, investment periods, and contribution amounts to see how different scenarios impact your financial goals.
Our calculators are designed to be interactive and easy to use. Whether you are calculating potential profits, planning for retirement, or setting savings goals, our tools guide you every step of the way.
Access a range of financial calculators designed to help you plan and optimize your investments. From compound interest to retirement planning, our tools cover all your needs.
Provide specific details for accurate calculations. Input fields are easy to understand, and the results are clearly displayed, helping you make informed financial decisions.
Tailor each calculator to your personal financial situation. Adjust parameters like interest rates, investment periods, and contribution amounts to see how different scenarios impact your financial goals.
Our calculators are designed to be interactive and easy to use. Whether you are calculating potential profits, planning for retirement, or setting savings goals, our tools guide you every step of the way.
Calculator List
Compound Interests Calculator
Retirement Calculator
Asset Allocation Calculator
Loan Payoff Calculator
Manage and Mitigate Your Investment Risks
Get a high-level summary of your portfolio's risk metrics. Quickly see key indicators like volatility, beta, and Value at Risk (VaR) to understand your risk exposure.
Discover your risk tolerance level with an interactive questionnaire. Tailor your investment strategy based on your comfort with market volatility and financial goals.
Optimize your portfolio's asset allocation to balance risk and return. Use interactive tools to adjust your investments in stocks, crypto, bundles, and other assets, and see real-time impacts.
Evaluate your portfolio's diversification to minimize risk. Check sector, geographic, and holdings diversification to ensure your investments are well-balanced.
Get a high-level summary of your portfolio's risk metrics. Quickly see key indicators like volatility, beta, and Value at Risk (VaR) to understand your risk exposure.
Discover your risk tolerance level with an interactive questionnaire. Tailor your investment strategy based on your comfort with market volatility and financial goals.
Optimize your portfolio's asset allocation to balance risk and return. Use interactive tools to adjust your investments in stocks, crypto, bundles, and other assets, and see real-time impacts.
Evaluate your portfolio's diversification to minimize risk. Check sector, geographic, and holdings diversification to ensure your investments are well-balanced.
Risk Check
Asset Allocation
Diversification Check
Risk Tolerance Assesment
Get Instant Answers to Your Financial Queries
Use the Ask Me Anything search engine to find answers to all your investment and financial questions. Access a vast database of articles, tutorials, and resources.
Receive instant, accurate responses to your queries. Our search engine is designed to provide relevant information quickly, so you can make informed decisions without delay.
Enhance your financial literacy with comprehensive answers and in-depth explanations. Our search engine helps you understand complex concepts and make well-informed investment choices.
Use the Ask Me Anything search engine to find answers to all your investment and financial questions. Access a vast database of articles, tutorials, and resources.
Receive instant, accurate responses to your queries. Our search engine is designed to provide relevant information quickly, so you can make informed decisions without delay.
Enhance your financial literacy with comprehensive answers and in-depth explanations. Our search engine helps you understand complex concepts and make well-informed investment choices.
Instant Definitions and Explanations at Your Fingertips
Simply hover over any term or concept within the app to see detailed meanings and explanations. Our Help Assistant provides instant context and clarity.
Access a rich database of financial terms and concepts. From basic definitions to detailed explanations, our Help Assistant covers everything you need to know.
Designed for ease of use, our Help Assistant seamlessly integrates into your app experience. No need to leave the page—get the information you need right where you are.
Simply hover over any term or concept within the app to see detailed meanings and explanations. Our Help Assistant provides instant context and clarity.
Access a rich database of financial terms and concepts. From basic definitions to detailed explanations, our Help Assistant covers everything you need to know.
Designed for ease of use, our Help Assistant seamlessly integrates into your app experience. No need to leave the page—get the information you need right where you are.
Market Mood Index
Green Background: Indicates a positive market mood, suggesting that investors are generally optimistic and that it might be a good time to invest.
Yellow Background: Represents a neutral market mood, indicating that investors are cautious and the market is experiencing a balanced sentiment.
Red Background: Reflects a negative market mood, showing that investors are pessimistic and it might be a time to be cautious with investments.
Green Background: Indicates a positive market mood, suggesting that investors are generally optimistic and that it might be a good time to invest.
Yellow Background: Represents a neutral market mood, indicating that investors are cautious and the market is experiencing a balanced sentiment.
Red Background: Reflects a negative market mood, showing that investors are pessimistic and it might be a time to be cautious with investments.
Next steps
Here’s what I could have done if given more time for this:
Research-Based Learning Paths
Develop tailored learning paths based on comprehensive research to address different skill levels and investment goals. These paths will guide users through beginner, intermediate, and advanced topics with structured content, interactive tools, and practical exercises.
Advanced Risk Analysis Tools
Integrate more sophisticated tools for risk assessment, such as Monte Carlo simulations and stress testing under various market conditions.
Conduct Usability Testing
Organize multiple rounds of usability testing with diverse user groups to identify pain points and areas for improvement in the app's design and functionality.