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Market open · Fintech · Mobile app · 2026

Every market, in one trading app.

TradeX is an all-in-one financial companion — one platform for trading, mutual funds, loans, crypto and forex from a single dashboard, with integrated AI for real-time insights, personalised recommendations and market analysis.

Role
Sole designer — UX research, UX and UI design, and the interactive prototype.
Session
3 weeks · 21 days · 8 stages
Platform
Mobile app
Published
Behance, 16 January 2026
Start the session
TradeX home screen: portfolio value, quick actions for trade, transaction, withdraw and deposit, and a performance chart

The problem

Five apps for one person’s money.

Modern investors rely on multiple apps for trading, mutual funds, loans, crypto and forex. This fragmented ecosystem creates confusion, poor visibility of finances, and makes it difficult to take timely, data-driven decisions — especially for new users.

The session · 21 days

Three weeks, one candle a day.

The project ran for 21 days across five phases. Scroll through them: every stage you pass is drawn onto the chart.

TRDX / DESIGN Day 1–21 · Full session
Week 1 Week 2 Week 3 01 02 03 04 05 06 07 08
  1. 01 Research & user analysis 2d
  2. 02 UX stage 2d
  3. 03 Wireframing & prototyping 4d
  4. 04 UI stage 5d
  5. 05 Design system 2d
  6. 06 User testing 2d
  7. 07 Improvement & feedback 2d
  8. 08 Case study preparation 2d
Stage 01 / 08 Initialization Day 1–2 · 2 days

Research & user analysis

Two people the app is for — one managing money across too many apps, one who wants to start without being intimidated.

Rahul Verma Retail investor & working professional · 31 · Mumbai
“Managing my money shouldn’t feel overwhelming. I want one smart platform that helps me understand my investments, track performance, and guide me with clear insights — without jumping between multiple apps.”
  • Clarity & insights50%
  • Security & trust30%
  • Consistency & growth20%
Ananya Sharma Early-career professional & smart investor · 26 · Pune
“I want to grow my money, but I don’t want to feel intimidated by complex charts or risky decisions. I need a financial app that guides me, explains things clearly, and helps me invest with confidence.”
  • Clarity & simplicity45%
  • Security & trust35%
  • Guided insights20%
Stage 02 / 08 Research Day 3–4 · 2 days

UX stage

The information architecture: five places, and everything a person can do sits one level below them.

  • Home
    • Trade
    • Withdraw
    • Forex
    • Stocks
    • Transaction
    • Mutual Funds
    • Search
    • Crypto
    • Notifications
    • Profile
    • Deposit
  • Portfolio
    • Stocks
    • SIP
    • M.F.
  • Watchlist
    • View
    • Remove
  • A.I.
    • New Chat
    • Chat History
  • News
    • Local
    • Global
Stage 03 / 08 Designing Day 5–8 · 4 days

Wireframing & prototyping

Four days to turn the architecture into flows and a prototype — starting where every user starts: getting in.

  • TradeX — Login page
    Login page
  • TradeX — Sign up page
    Sign up page
  • TradeX — OTP request
    OTP request
  • TradeX — OTP verification
    OTP verification
Stage 04 / 08 Designing Day 9–13 · 5 days

UI stage

The longest stage. A focused dark interface where value, performance and live charts read instantly — 23 screens across markets, orders, funds, loans and the AI assistant.

  • TradeX — Portfolio
    Portfolio
  • TradeX — Stock exchange
    Stock exchange
  • TradeX — Crypto
    Crypto
  • TradeX — Buy trade
    Buy trade
Stage 05 / 08 Designing Day 14–15 · 2 days

Design system

One typeface, five colours. Green for gains and action, red only for losses.

SF Pro Display Regular · Medium · Semi-Bold
  • Iron Gray#252525
  • Charcoal Black#171717
  • White#FFFFFF
  • Red#FF0000
  • Green#84CC3C
Stage 06 / 08 Testing Day 16–17 · 2 days

User testing

Two days with the prototype in front of people, before anything was polished further.

Stage 07 / 08 Testing Day 18–19 · 2 days

Improvement & feedback

Two days to take what testing surfaced back into the screens.

Stage 08 / 08 Final Day 20–21 · 2 days

Case study preparation

The case study, published on Behance on 16 January 2026 — through my college mentor’s account, after my own account was deleted. Open it on Behance ↗

Open positions · the solution

Three bets on calm.

  1. 01

    One AI-powered dashboard

    Trading, investments, crypto, forex and loans, consolidated into one clear view.

    TradeX — Home
  2. 02

    Charts that explain themselves

    Intuitive data visualisation with real-time insights that simplify complex financial information and portfolio tracking.

    TradeX — Market
  3. 03

    Recommendations and alerts

    Smart recommendations and alerts that help people stay informed, consistent and confident in their financial decisions.

    TradeX — AI result

The tape · all 23 screens

Every screen, in order.

  • TradeX — Login page
    Login page
  • TradeX — Sign up page
    Sign up page
  • TradeX — OTP request
    OTP request
  • TradeX — OTP verification
    OTP verification
  • TradeX — Home
    Home
  • TradeX — Portfolio
    Portfolio
  • TradeX — Market
    Market
  • TradeX — Stock exchange
    Stock exchange
  • TradeX — Gainers
    Gainers
  • TradeX — Losers
    Losers
  • TradeX — Watchlist
    Watchlist
  • TradeX — Search
    Search
  • TradeX — Buy trade
    Buy trade
  • TradeX — Buy stocks
    Buy stocks
  • TradeX — Crypto
    Crypto
  • TradeX — Buy crypto
    Buy crypto
  • TradeX — Forex trade
    Forex trade
  • TradeX — Buy currency
    Buy currency
  • TradeX — Mutual funds
    Mutual funds
  • TradeX — Loan management
    Loan management
  • TradeX — AI
    AI
  • TradeX — AI result
    AI result
  • TradeX — Settings
    Settings

The UX work

Behind the design

  • From the build — read off the real screens
  • Assumption — to validate with users
  • Planned test

From the build

  1. 01

    Home opens on one number — portfolio value — with eight quick actions beneath it (Trade, Transaction, Withdraw, Deposit, Stocks, Mutual Funds, Forex, Crypto).

    WhyThe question people open a trading app with is “how am I doing?”; every asset class is then one tap away, which is what “any market two taps away” means in practice.

    Home

  2. 02

    A dark interface where colour is reserved for meaning: green for gains and actions, red only for losses.

    WhyIn a data-dense screen, colour that always means the same thing can be read at a glance — decoration would compete with the numbers.

    Every screen

  3. 03

    The performance chart carries its own timeframe switch, from one week to all time.

    WhyChanging the period is the most common chart action; keeping it on the chart avoids a separate settings step.

    Home · Market

  4. 04

    The buy screen keeps quantity, order type and price on one card with steppers, and buy and sell side by side.

    WhyPlacing a trade should take seconds; steppers prevent typing mistakes on a phone keyboard.

    Buy trade

  5. 05

    The AI assistant is a tab of its own (new chat, chat history), not a pop-up.

    WhyInsights people come back to need a home; history makes advice reviewable.

    A.I.

Assumption — to validate · Ananya, placing her first trade

Stage1Sign up2Look around3Find a stock4Buy5Check back
DoingSigns up with her phone and verifies the OTPReads the portfolio value and the performance chartBrowses markets, gainers and her watchlistSets quantity and order type, places the orderOpens the app to see how it is doing
Thinking“Is this safe to put my money in?”“What do these numbers mean for me?”“Which one should I even look at?”“Did I get the price I expected?”“Am I making or losing money?”
Feeling
neutraluneasyuneasyneutralpositive
PainLong KYC-style forms make new investors give upDense terminals intimidate first-time investorsToo many lists, no starting pointOrder types are jargon-heavyScattered apps hide the whole picture
Design responseShort sign-up, then the dashboard straight awayOne clear number first; detail one tap belowWatchlist and AI insights as the starting pointMarket by default; advanced types tucked awayEverything in one portfolio, green and red only for gains and losses

From the build — key flows, screen by screen

Getting in

  1. 1Sign up
  2. 2OTP request
  3. 3OTP verification
  4. 4Home

Placing a trade

  1. 1Home
  2. 2Market
  3. 3Stock exchange
  4. 4Buy trade
  5. 5Buy stocks

Asking the assistant

  1. 1Home
  2. 2A.I. — new chat
  3. 3AI result

The validation plan — how each assumption gets checked

  1. We believeA first-time investor can find and buy a named stock without help.

    MethodModerated usability test, 5 participants new to investing

    We’ll know byTask success; time to complete; where people hesitate

  2. We believePeople read the home screen correctly — they can say whether their portfolio is up or down, and by how much.

    Method5-second test on the home screen

    We’ll know byShare who answer correctly

  3. We believeThe five-branch structure (Home, Portfolio, Watchlist, A.I., News) matches how people group their tasks.

    MethodTree test with 10 tasks

    We’ll know byDirect-success rate per task

Order filled

TradeX — every market, in one app.

Instrument
Multi-asset trading app · mobile
Session
21 days · 8 stages · 5 phases
Executed
23 screens · 2 personas · 5-branch architecture · design system
Settled
Behance · 16 January 2026 (posted via my college mentor’s account)
View the Behance case study ↗ Talk to me about it