Helping people understand their investments, explore individual holdings, and set a price alert through a clear, connected mobile journey.
Explore the interactive prototype ↗ Portfolio home ↗Gentle helps people track different investments in one place. The design challenge was to create a connected experience where users can review their portfolio, drill into Stocks and a specific holding, set a price alert, and return later to review or edit that alert without losing context.
Build a clear journey from portfolio overview to a specific stock alert, while keeping invested value, current value, and alert conditions easy to distinguish.
The experience is for monitoring and understanding investments. It does not execute trades or recommend what users should buy or sell.
This was a hypothesis-led design exercise, not a completed user-interview study. I used a proto-persona to make assumptions visible, reviewed competitor patterns, and translated those findings into the proposed flow.
Needs a quick overview of portfolio performance and a simple way to monitor individual holdings. The persona represents a working hypothesis to validate, not a verified research participant.
Needs: understand returns, compare invested and current values, create alerts, and edit saved rules without financial jargon.
The review focused on portfolio overview and context, stock and mutual-fund information, performance presentation, and how price alerts and notifications are communicated.
Design takeaway: keep the portfolio summary as context, make the selected holding clear, and show the exact alert threshold before saving.
When setting a price alert, would you rather choose a percentage drop or enter an exact target price?
Orient the user with total invested value, current value, and asset distribution.
Narrow the portfolio to one asset type and compare individual holdings.
Show shares owned, average purchase price, and sample current price.
Choose the alert type and preview the exact trigger value before confirming.
Confirm the rule, then provide a route back to TCS to review or edit it.
The prototype brief also called for an alternative state, such as an alert that fails to save, alongside the back and edit routes.
Use explicit labels and a consistent hierarchy so users do not confuse the amount invested with the current portfolio value.
Show the resulting alert threshold before saving, helping users confirm the rule they intended to create.
Allow users to move back through the portfolio and return to the saved alert without restarting the journey.
Use legible labels, sufficient contrast, usable touch targets, and indicators that do not rely on color alone.
The deliverable brings together problem framing, a proto-persona, competitor-pattern review, a user flow, mobile UI, and an interactive Figma prototype. It is a concept/assessment project, so I am not presenting usability results or business impact metrics that were not measured.
Test whether people understand the difference between invested and current value, whether the alert setup language is clear, and whether users can find and edit a saved alert without assistance.