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Investo - App Ui Ux Design

Modern Investo app design featuring smart dashboards, interactive charts, and user-friendly finance tools.

Client

Jonth Smith

Category

Investment App

Live view

Figma Link

Time line

3 Months

About the Project

Finance is a mobile-first investment app designed to make investing simple, transparent, and accessible for both first-time investors and seasoned traders. The app allows users to invest in stocks, ETFs, mutual funds, and crypto with real-time insights, guided learning, and AI-driven portfolio suggestions.

Through a Investment app, users can check their account balances, transfer money, pay bills, and monitor recent transactions at any time.

Project Problem

Many investment apps overwhelm users with complex data, financial jargon, and a lack of clear guidance. Beginners feel intimidated, while advanced users want more powerful tools with a clean interface. There’s a gap in creating a balanced experience that caters to both ends of the spectrum.

1. Overwhelming Interface for Beginners

Many investment apps bombard users with charts, jargon, and complex metrics, making it difficult for newcomers to understand or take action.

2. Overwhelming Interface for Beginners

Many investment apps bombard users with charts, jargon, and complex metrics, making it difficult for newcomers to understand or take action.

3. Overwhelming Interface for Beginners

Many investment apps bombard users with charts, jargon, and complex metrics, making it difficult for newcomers to understand or take action.

Project Solution

Many investment apps overwhelm users with complex data, financial jargon, and a lack of clear guidance. Beginners feel intimidated, while advanced users want more powerful tools with a clean interface. There’s a gap in creating a balanced experience that caters to both ends of the spectrum.

1. Clean Interface with Smart Onboarding

Design an intuitive UI with progressive disclosure—show simple info upfront and advanced features only when needed. Use onboarding tutorials to guide new users step-by-step.

2. AI-Driven Personalization

Integrate an algorithm that recommends portfolios, news, and tips based on user behavior, goals (e.g., retirement, savings), and risk tolerance.

3. Integrated Learning Hub

Add bite-sized educational content (videos, quizzes, tips) inside the app to teach users about investment basics, market trends, and asset types as they invest.

Dark Mood

Dark Mood

Design Process

1. User Research

  • User Needs
  • Interviews
  • Surveys
  • Competitive Analysis
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2. UX Design

  • Brainstorming
  • Sketching
  • User Flow
  • User Personas
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3. Wireframe

  • Sketching Wireframe
  • Digital Wireframing
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4. UI Design

  • Colors
  • Fonts
  • Beautiful
  • Navigation
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5. Prototyping

  • Low-Fidelity Prototypes
  • High-Fidelity Prototypes
  • Custom Prototypes
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User Flow

User Persona

A banking app is a mobile application developed by banks and financial institutions to allow users to access and manage their bank accounts using smartphones or tablets. It provides a fast

Goals

  • Easily track daily spending and savings
  • Set financial goals and budgets
  • Manage multiple accounts in one place

Goals

  • Frustrated by apps with cluttered or confusing UI
  • Concerned about mobile banking security and data leaks
  • Manage multiple accounts in one place

Name: Jone Done

Age: 35

Specialty: Manager

Goals

  • Easily track daily spending and savings
  • Set financial goals and budgets
  • Manage multiple accounts in one place

Goals

  • Frustrated by apps with cluttered or confusing UI
  • Concerned about mobile banking security and data leaks
  • Manage multiple accounts in one place

Style Guide

Color




#0163E1
#10A5F5
#00DBFF
#FFFFFF
#030E26
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