UI/UX DESIGN
CRYPTO TRACKING APP
Category
Banking
TEAM
INDIVIDUAL
Product Duration
4-8 Weeks
Tools
Figma, Photoshop
what IS Crypto tracking?
Crypto tracking helps investors monitor their cryptocurrency investments in one place by providing clear visibility into portfolio value, asset performance, gains, losses, and market movements. It simplifies complex financial information, making it easier for users to understand their investments and make informed decisions.
About Product
WHY THIS PROJECT?
Problem Identification
"Over the past few years, investing has become more accessible, but most beginner investors struggle with fragmented platforms, confusing terminology, and information overload. This project explores how thoughtful UX can simplify portfolio management and build financial confidence."
"empowering teams through seamless collaboration.”
Problem Identification
First-time investors struggle to interpret complex financial data and technical terminology.
01.
Existing investment platforms prioritize advanced trading features over beginner-friendly experiences.
02.
Users lack a clear and simplified way to track portfolio performance and make informed decisions.
03.
Why does it matter?
Beginner investors abandon investment apps due to complexity.
Financial mistakes increase when data is misunderstood.
Trust decreases when users cannot understand portfolio performance.
Investment decisions become emotionally driven instead of informed.
who uses it?
Curious about crypto
Small investments
Need learning support
Students
Fear market volatility
Prefer guidance over raw data
Need confidence-building UX
First time investors
Want passive wealth growth
Need quick financial understanding
Limited finance knowledge
Early Professionals
TARGET USERS
COMPETITIVE MATRIX
Research & INSIGHTS
Findings
Too much jargon
Impacts
Confusion
Findings
Difficult portfolio tracking
Impacts
Anxiety
Findings
No beginner guidance
Impacts
Low confidence
Findings
Complex dashboards
Impacts
App abandonment
BUSINESS GOAL
Increase user retention among beginner investors.
USER GOAL
Understand portfolio performance effortlessly.
DESIGN OUTCOME
Reduced complexity while improving visibility of financial data.
KEY
FINDINGS
aFFINITY mAP
Features
Beginner Friendly
Simplified Metrics
Guided Insights
Reduced Information Overload
Existing Apps
Crypto Tracking
USER PAIN POINTS
User Patterns
"8 of 10 users struggled to understand portfolio performance metrics."
I don't understand many investment terms and metrics.
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overwhelmed by cluttered dashboards and too much information.
I struggle to track all my investments in one place.
I find financial data too complex to understand.
USER PERSONNA
uSER TASK fLOW
I don't receive simple insights that help me understand my portfolio.
I worry about market fluctuations and fear losing money.
I'm unsure if I'm making the right investment decisions.
I spend too much time switching between different investment apps.
Undergraduate Student
Software Engineer/ First time Investor
Marketing Executive/ Early Professionals
System
How users interact with the app from onboarding to confident investment decisions?
Goal: Start investing with confidence
Downloads the app
Creates an account
Sets investment preferences
Discover & Onboard
Goal: Bring investments together
Connect crypto & stock accounts
Add assets manually
View total portfolio value
Add Portfolio
Goal: Understand portfolio performance
Check profit/loss
View asset allocation
Monitor market trends
Analyze Dashboard
Goal: Understand portfolio performance
Check profit/loss
View asset allocation
Monitor market trends
Get Smart Insights
Goal: Make better financial decisions
Track investment growth
Set financial goals
Build long-term wealth
Track & Achieve Goals
Design Goal
Considerations
EDUCATE
SIMPLIFY
Help users understand investing.
PERSONALISE
Make data relevant to user goals.
02.
04.
Reduce cognitive overload.
BUILD TRUST
Increase confidence through transparency.
01.
03.
Reduced information displayed oF the Screens by 40%.
INFORMATION ARCHITECTURE
Unified Visual Language
dESIGN sYSTEM
Wireframes
High Fedility
ONBOARDING:
Portfolio Overview
Market Overview
Asset Details
Ai Assistance
Insights Overview
Activity
IMPACTS & LEARNINGS
INFORMATION ARCHITECTURE
LEARNINGs
User confidence is as important as functionality when creating investment experiences.
Simplified visualizations and plain-language insights significantly improve usability.
Research-driven design decisions help address real user pain points rather than assumptions.
Effective fintech products focus on education and guidance alongside portfolio management.
Designing for finance requires balancing data richness with simplicity and clarity.
IMPACTs
Reduced information overload by prioritizing key portfolio metrics and performance indicators.
Improved investment confidence through guided analytics and beginner-friendly explanations.
Created a centralized platform for tracking both crypto and stock investments efficiently.
Enhanced portfolio visibility, enabling users to make more informed financial decisions.
Simplified complex financial data into easy-to-understand insights for beginner investors.