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 complex trading tools accessible to both new and experienced investors.
My Role
- 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 full design process and worked closely with cross-functional teams to deliver a scalable, user-centered solution.
Problem
Investors, especially beginners, struggle to navigate complex trading platforms and make decisions with confidence.
Too much financial data makes it difficult to prioritize what matters
Complex charts and indicators are hard for beginners to understand
Multi-step trading flows slow decisions in time-sensitive situations
Unclear hierarchy between data and actions leads to hesitation and mistakes
"There is too much information on the screen. I do not know where to focus or when to act."
Insight
The challenge is not a lack of data, but a lack of clarity in how information is presented and prioritized.
Opportunity
Simplify complex financial data into a clear, action-driven experience that helps users make faster and more confident trading decisions.
- Reduce cognitive load by prioritizing essential financial data
- Support faster decision-making through clear visual hierarchy and action-focused design
- Build user confidence with transparent feedback and intuitive trading flows
Research & Insights
We conducted user interviews and analyzed common behaviors on stock trading platforms to understand how users make investment decisions under time pressure.
User Personas
Anh Minh
28 years old
New investor • Limited experience
New to stock trading and often overwhelmed by complex charts and financial data. Needs a simple, guided experience to build confidence.
- Struggles with data-heavy interfaces
- Needs clear guidance
- Afraid of making the wrong decision
Linh
35 years old
Active trader • Fast decision-maker
Trades frequently and relies on quick information to make decisions. Values speed, clarity, and minimal friction in the trading flow.
- Needs quick access to important data
- Prioritizes efficiency
- Sensitive to delays and unnecessary steps
Hoang
42 years old
Experienced investor • Data-driven
Uses data, trends, and analysis to guide investment strategy. Needs reliable, well-structured information without visual clutter.
- Relies on data accuracy
- Comfortable with advanced features
- Focused on strategic decisions
These personas shaped core design decisions toward a simplified, action-first experience that balances clarity and capability for different user levels.
- Users focus on only a few key indicators such as price, change, and portfolio value
- Decision speed is critical in trading situations
- Too much information creates hesitation and slows action
- Clear hierarchy improves confidence and reduces mistakes
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 helps users quickly understand market conditions and trade with confidence:
- View portfolio overview with key performance indicators
- Access simplified stock details with clear price and trend displays
- Make quick decisions with prominent Buy/Sell actions
- Complete trades through a guided, low-friction flow
Design Approach
We translated user insights into a design approach that simplifies complex financial data, speeds up decision-making, and ensures scalability for a growing trading platform:
- Prioritize key financial data to support fast, confident decisions
- Reduce cognitive load through clear visual hierarchy and progressive disclosure
- Design 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 upgrades in a data-dense trading environment.
Transformation Direction
The final UI transforms complex financial data into clear, action-oriented experiences, allowing users to quickly understand market conditions and make trading decisions with confidence.
Onboarding & Login
The onboarding experience communicates key trading concepts through a clean, minimal interface that supports both light and dark modes to adapt to different user environments and preferences. Visual elements, charts, and typography are optimized for readability across interfaces, ensuring users can easily understand essential financial data from the first interaction.
The login flow prioritizes speed and security through streamlined authentication, allowing users to quickly access their portfolios while maintaining a consistent experience across light and dark interfaces.
Portfolio & Trading Experience
The experience provides a clear overview of portfolio performance, combining balance, returns, and asset allocation into a single, easy-to-scan dashboard. Interactive charts and time filters help users understand trends and track performance over time.
The stock detail view provides real-time price updates, key metrics, and trend indicators, paired with prominent Buy/Sell actions to support fast and informed trading decisions.
Trading Flow & Order Matching
The trading experience simplifies buying and selling by guiding users from stock selection to order entry through a clear, low-friction process with real-time pricing and visual feedback.
Quick settings, intuitive inputs, and prominent CTAs help users execute trades quickly, accurately, and confidently.
Payment & Order Confirmation
The payment flow is designed to be simple and transparent, allowing users to choose their preferred method with clear options and visual feedback for confident decisions.
The confirmation step provides a complete overview of transaction details, including cost, stock, and fees, followed by a clear success message that reinforces trust and ensures a seamless end-to-end experience.
Impact
The final product delivered measurable improvements in decision speed, trading efficiency, and user confidence, helping investors respond faster and more effectively in dynamic market conditions.
35%
Faster decision-making time
25%
Higher trade completion rate
70%
Trades completed in under 30 seconds
Reflection
Designing fintech products is not about showing more data, but about enabling better decisions.
This project reinforced a core insight: success is not defined by how much financial data exists, 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 turning complex financial data into an intuitive, trustworthy, and action-oriented experience that supports fast and confident trading decisions.
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