Tradebase – Stock Trading Platform

Jan 2026

An AI-powered stock trading platform that provides real-time market analysis and personalized investment recommendations — designed to make sophisticated trading tools accessible to both novice and experienced investors.

My Contribution

End-to-end UI/UX Design
Design System
Interactive Prototyping
Usability testing

Tools Used

Figma
FigJam
Prototyping tools
Adobe Creative Cloud

ROLE & RESPONSIBILITIES

My Role

As the Product Designer, I led the end-to-end design process, working closely with cross-functional teams to deliver a scalable and user-centered solution.

End-to-end Product Design (0 → 1)

UX Research & Usability Testing

Interaction & Visual Design

Design System & Documentation

Problem

Investors, especially beginners, struggle to navigate complex trading platforms and make confident decisions.

Overwhelming financial data makes it difficult to prioritize key information

Complex charts and indicators are hard for beginners to interpret

Multi-step trading flows slow down decisions in time-sensitive scenarios

Unclear hierarchy between data and actions leads to hesitation and errors

“There’s too much information on the screen. I don’t know what to focus on or when to make a move.”

Key Insight

The challenge is not the lack of data, but the lack of clarity in how information is presented and prioritized.

Opportunity

Simplify complex financial data into a clear, action-driven experience that enables users to make faster and more confident trading decisions.

Reducing cognitive load by prioritizing essential financial data
Enabling faster decision-making through clear visual hierarchy and action-focused design
Building user confidence with transparent feedback and intuitive trading flows

Research & Insights

We conducted user interviews and analyzed common behaviors across stock trading platforms to understand how users make investment decisions under time pressure.

User personas

Mr. Minh

Age 28

Beginner Investor • Low experience

New to stock trading and often feels overwhelmed by complex charts and financial data. Needs a simple and guided experience to build confidence.

Struggles with data-heavy interfaces
Needs clear guidance
Fear of making wrong decisions

“There’s too much information. I don’t know what to focus on.”

Ms. Linh

Age 35

Active Trader • Fast decision-maker

Trades frequently and relies on quick insights to make decisions. Values speed, clarity, and minimal friction in trading flows.

Needs fast access to key data
Prioritizes efficiency
Sensitive to delays and extra steps

“I need to act fast. Every second matters.”

Mr. Hoang

Age 42

Experienced Investor • Data-driven

Uses data, trends, and analytics to guide investment strategies. Needs reliable and well-structured information without unnecessary clutter.

Relies on data accuracy
Comfortable with advanced features
Focuses on strategic decisions

“I need clear and reliable data to make confident decisions.”

These personas informed key design decisions, leading to a simplified, action-oriented experience that balances clarity and functionality across different user levels.

Users focus on a few key metrics (price, change, portfolio value)
Decision speed is critical in trading scenarios
Too much information creates hesitation and delays action
Clear hierarchy improves confidence and reduces errors

Clarity and speed are more valuable than showing all available data.

Solution

Based on user behavior and trading needs, we designed a streamlined, action-driven experience that enables users to quickly understand market conditions and execute trades with confidence:

View portfolio overview with key performance metrics
Access simplified stock details with clear price and trend visualization
Make fast decisions with prominent Buy/Sell actions
Complete transactions through a guided, low-friction trading flow

Design Approach

We translated user insights into a design approach that simplifies complex financial data, accelerates decision-making, and ensures scalability for a growing trading platform:

Prioritized key financial data to support fast and confident decisions
Reduced cognitive load through clear visual hierarchy and progressive disclosure
Designed a scalable system to support future features and advanced trading needs

Design System

We developed a scalable design system to ensure consistency across complex financial interfaces, improve development efficiency, and support rapid iteration in a data-intensive trading environment.

Transformation-driven

The final UI transforms complex financial data into clear, action-oriented experiences enabling users to quickly understand market conditions and make confident trading decisions.

Onboarding & Login

The onboarding experience introduces key trading concepts through a clean, minimal interface, with support for both light and dark modes to adapt to different user environments and preferences. Visual elements, charts, and typography are optimized for readability across themes, ensuring users can easily understand essential financial data from the first interaction.

The login flow prioritizes speed and security with streamlined authentication, allowing users to quickly access their portfolio while maintaining a consistent experience across light and dark interfaces.

Portfolio & Trading Experience

The experience provides a clear overview of portfolio performance, combining balance, gains, and asset distribution into a single, easy-to-scan dashboard. Interactive charts and time-based filters help users quickly understand trends and track performance over time.

Detailed stock views present real-time price updates, key metrics, and trend indicators, paired with prominent Buy/Sell actions to enable fast, informed trading decisions.

Trading Flow & Execution

The trading experience simplifies buying and selling by guiding users from stock selection to order input through a clear, low friction flow with real-time pricing and visual feedback.

Quick presets, intuitive input controls, and prominent call-to-action buttons enable fast, accurate, and confident trade execution.

Payment & Order Confirmation

The payment flow is designed to be simple and transparent, allowing users to select their preferred method with clear options and visual feedback for confident decision-making.

The confirmation step provides a complete overview of transaction details including cost, stock, and fees followed by a clear success state that reinforces trust and ensures a seamless end-to-end experience.

Impact

The final product delivered measurable improvements in decision-making speed, transaction efficiency, and user confidence, enabling investors to act faster and more effectively in dynamic market conditions.

35%

Faster decision-making time

25%

Increase in trade completion rate

70%

Completed transactions under 30 seconds

Reflection

Designing fintech products is not about showing more data but about enabling better decisions.

This project reinforced a key insight: success is not defined by how much financial data is available, but by how clearly users can understand it and act with confidence in time-sensitive situations.

For investors, effective design means:

Clarity over complexity
Action over information overload

The biggest challenge was transforming complex financial data into an intuitive, trustworthy, and action-oriented experience that supports fast and confident trading decisions.

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