Indicator Lab is an AI-driven investment assistant tool that empowers retail investors to make decisions based on the projection model. As a product designer on the team, I was aimed to establishing the platform's individual stock's root cause analysis and eliminate barriers to support hedge funds analysts and day traders to insightfully track stock markets
I worked as a UX Designer with Indicator lab on
• Designed individual stock’s root cause analysis system of risk management feature based on interviews with hedge fund analysts and day-traders
• Collaborated with stakeholders and software development engineers on a weekly basis to refine design solutions to ensure alignment with project objectives and user requirements
• Led the internal design critique and external usability testing, leveraging the feedback to make design decisions that enhance user experience
• Presented milestone deliverables and communicated design rationale to stakeholders on a weekly basis, ensuring the design alignment with business goals and user needs
Our team's product design of the risk management portfolio and individual stocks features resulted in the overall customer satisfaction ratings improved by 70%. User engagement with stock's risk analysis-related feature improved by 6x
Within the challenging landscape of hedge funds analysis, analysts grapple with various obstacles. These professionals primarily concentrate on medium and long-term investments while navigating the complexities of risk management. They confront the ongoing challenge of monitoring portfolios for abnormal fluctuations, a task essential for preserving investment stability and performance.
Many professionals face challenges in initiating their strategies due to the need for specialized technical and business knowledge. This is precisely where our solution steps in. By offering our user-friendly AI- driven investment information aggregator platform, we step-in as a solution for stock's risk management platform tailored to their needs, we strive to assist analysts in surmounting these hurdles, allowing them to build portfolio and individual stocks investment strategies and optimize their portfolio performance.
The Primary Challenges of our Target User:
1. Hedge funds AUM between 20M to 2B
• They require a more efficient investment strategy for hedging and managing their current portfolio
2. Day-traders with transaction volume above 1M per year
• Frustration about jumping into too many different heavy information websites while seeking deep research for individual stock
• Propitiously needs alert systems to predict anomaly fluctuations
To have a deeper understanding of our target users, our team conducted ten individual interviews with hedge funds analysts and day traders and extended invitations for them to share current challenges while managing investment portfolio. By crafting and delving into persona journey maps, along with their typical tasks, I discerned critical emotional and procedural junctures that required attention and design the individual stock's root cause analysis system within Indicator Lab.
Designed and Coded by Xinran Yao
