Mobile Application
I conceived, designed, and built a goals-based FinTech mobile application for retail traders to solve the problem of evaluating portfolio health against real-time market intelligence.
Client
Year
2025
Industry
Fintech
Role
Product Manager
Challenge
Platforms prioritize activity over true goal profitability tracking.
Investors struggle to measure performance against long-term life milestones.
Platforms fail to provide portfolio risk alignment relative to user goals.
Market data lacks context, stopping confident, proactive decision-making.
Solution
Portfolio Alignment Score: Introduced a proprietary scoring system to instantly measure portfolio risk and performance against user-defined life goals.
Summarized Market Intelligence: Designed concise feeds for both overall market and specific sector news, eliminating information noise and delivering actionable context.
Goals-First Design: Transformed the dashboard to focus on user milestones, shifting the emphasis from tracking activity to achieving long-term profitability.
Impact
If implemented, this redesign would streamline key user flows, improve at-a-glance clarity around balances and activity, and create a more trustworthy environment for financial decision-making.
Deliverables
Design & Architecture: Full User Flow Maps and High-Fidelity Wireframes.
Design System: Complete, Scalable Design System (ready for immediate handoff).
Front-End Development: Coded, Functional Front-End Prototype (React Native/Framer/etc.).
Go-to-Market Strategy: Core Marketing Assets and Value Proposition Messaging.
