Stratify

Strategic Investment Simplified

Revolutionizing Financial Literacy and Investment Strategies for Young Investors with Real-Time Data, Education, and Automated Risk Management Tools

Revolutionizing Financial Literacy and Investment Strategies for Young Investors with Real-Time Data, Education, and Automated Risk Management Tools

Revolutionizing Financial Literacy and Investment Strategies for Young Investors with Real-Time Data, Education, and Automated Risk Management Tools

My role

Product Designer

Visual Designer


Learning Project

Project type

1 Month

Timeline

Figma

Adobe Photoshop

ChatGPT

Pen & paper


Tools Used

Project Overview

What problem are we solving here?

Stratify addresses the gap in financial education by providing personalized learning paths that help young investors understand complex market concepts.


It simplifies complex and often overwhelming market information through real-time analysis and an intuitive interface.


The app equips users with advanced tools to effectively manage investment risks, ensuring they can make informed decisions.

Stratify addresses the gap in financial education by providing personalized learning paths that help young investors understand complex market concepts.


It simplifies complex and often overwhelming market information through real-time analysis and an intuitive interface.


The app equips users with advanced tools to effectively manage investment risks, ensuring they can make informed decisions.

How did I approach this?

Discoveries

Discoveries

Discoveries

Findings

01

02

Financial Literacy Gap

Many young investors lack the financial literacy required to make informed investment decisions. Providing tools and education helps bridge this gap, empowering them to grow their wealth responsibly.

Many young investors lack the financial literacy required to make informed investment decisions. Providing tools and education helps bridge this gap, empowering them to grow their wealth responsibly.

Risk Management

Young investors often face high volatility and risk in their portfolios. Automated risk management tools like stop-loss and take-profit orders protect their investments from significant losses and secure profits efficiently.

Young investors often face high volatility and risk in their portfolios. Automated risk management tools like stop-loss and take-profit orders protect their investments from significant losses and secure profits efficiently.

03

04

05

Market Complexity

Financial markets are complex. Simplifying these through user-friendly interfaces and real-time data helps investors stay informed and make timely decisions.

Financial markets are complex. Simplifying these through user-friendly interfaces and real-time data helps investors stay informed and make timely decisions.

Diversification Importance

Proper diversification is key to stable returns. The app’s checker ensures a balanced portfolio, reducing market fluctuation impacts.

Proper diversification is key to stable returns. The app’s checker ensures a balanced portfolio, reducing market fluctuation impacts.

Personalized Investment Strategies

Each investor has unique goals and risk

Each investor has unique goals and risk

Each investor has unique goals and risk.

Each investor has unique goals and risk.

Opportunity Statement

Opportunity Statement

Opportunity Statement

Empower young investors with a comprehensive app that combines financial education, real-time data, and automated trading tools to simplify investing, manage risk, and optimize portfolio performance.

Empower young investors with a comprehensive app that combines financial education, real-time data, and automated trading tools to simplify investing, manage risk, and optimize portfolio performance.

Overview Home Screen

Get a comprehensive view of your current market. This feature provides a quick overview of of the Equity market.


Keep an eye on your key stocks and assets. Monitor real-time price changes, trends, and news for your selected watchlist.


Gauge the mood of the market with sentiment analysis. Understand the broader market sentiment to align your strategies with prevailing trends and investor behaviors.


My Watchlist

Market Buzz

Market Sentiment

Market Sentiment

My Watchlist

Market Buzz

Custom view

Watchlist list

Select Watchlist

Custom View

Market Sentiment

Select Watchlist

Watchlist list

Custom view

My Watchlist

Market Sentiment

Market Buzz

Market Buzz

Custom View

Manage Your Portfolio with Ease

Get a quick overview of your portfolio's performance. See the total value, daily/weekly/monthly changes, and key metrics at a glance to stay on top of your investments.


Access a comprehensive record of all your transactions. Track buys, sells, and other activities to understand your trading patterns.

Get a quick overview of your portfolio's performance. See the total value, daily/weekly/monthly changes, and key metrics at a glance to stay on top of your investments.


Access a comprehensive record of all your transactions. Track buys, sells, and other activities to understand your trading patterns.

Portfolio Snapshot

Buy Trade

My Holdings

My Holdings

My Holdings

Sell Trade

Latest Transitions

Latest Transcitions

Latest Transitions

My Holdings

Buy Trade

Buy Trade

Buy Trade

Latest Transitions

Sell Trade

Sell Trade

Sell Trade

Empower Your Investment Journey with Knowledge

Start your investment journey with confidence. Our step-by-step onboarding process introduces you to the basics of investing and helps you set up your portfolio.


Tailor your education to your needs. Choose from beginner, intermediate, and advanced courses to match your skill level and investment goals.


Access articles, videos, and webinars from industry experts. Stay updated with the latest trends, strategies, and market insights to enhance your investment knowledge.


Skill Up Screen

Assessment Quiz

Personalised Study Material

Customize and Track Your Watchlist

Easily create personalized watchlists to monitor your favorite stocks, ETFs, cryptos, and more.


View detailed information for each asset in your watchlist. Get real-time updates, performance metrics, and news related to the assets you are tracking, helping you make informed decisions.


Tailor your watchlist to your preferences. Customize notifications, set alerts for price changes, and organize assets by categories that matter most to you.


Easily create personalized watchlists to monitor your favorite stocks, ETFs, cryptos, and more.


View detailed information for each asset in your watchlist. Get real-time updates, performance metrics, and news related to the assets you are tracking, helping you make informed decisions.


Tailor your watchlist to your preferences. Customize notifications, set alerts for price changes, and organize assets by categories that matter most to you.


My Watchlist

Select Watchlist

Customise Watchlist

Search for Watchlist

Add to Watchlist

Empower Your Financial Decisions with Our Calculators

Access a range of financial calculators designed to help you plan and optimize your investments. From compound interest to retirement planning, our tools cover all your needs.


Provide specific details for accurate calculations. Input fields are easy to understand, and the results are clearly displayed, helping you make informed financial decisions.


Tailor each calculator to your personal financial situation. Adjust parameters like interest rates, investment periods, and contribution amounts to see how different scenarios impact your financial goals.

Access a range of financial calculators designed to help you plan and optimize your investments. From compound interest to retirement planning, our tools cover all your needs.


Provide specific details for accurate calculations. Input fields are easy to understand, and the results are clearly displayed, helping you make informed financial decisions.


Tailor each calculator to your personal financial situation. Adjust parameters like interest rates, investment periods, and contribution amounts to see how different scenarios impact your financial goals.

Calculator List

Compound Interests Calculator

Retirement Calculator

Asset Allocation Calculator

Loan Payoff Calculator

Manage and Mitigate Your Investment Risks

Get a high-level summary of your portfolio's risk metrics. Quickly see key indicators like volatility, beta, and Value at Risk (VaR) to understand your risk exposure.


Discover your risk tolerance level with an interactive questionnaire. Tailor your investment strategy based on your comfort with market volatility and financial goals.


Optimize your portfolio's asset allocation to balance risk and return. Use interactive tools to adjust your investments in stocks, crypto, bundles, and other assets, and see real-time impacts.


Evaluate your portfolio's diversification to minimize risk. Check sector, geographic, and holdings diversification to ensure your investments are well-balanced.

Get a high-level summary of your portfolio's risk metrics. Quickly see key indicators like volatility, beta, and Value at Risk (VaR) to understand your risk exposure.


Discover your risk tolerance level with an interactive questionnaire. Tailor your investment strategy based on your comfort with market volatility and financial goals.


Optimize your portfolio's asset allocation to balance risk and return. Use interactive tools to adjust your investments in stocks, crypto, bundles, and other assets, and see real-time impacts.


Evaluate your portfolio's diversification to minimize risk. Check sector, geographic, and holdings diversification to ensure your investments are well-balanced.

Risk Check

Asset Allocation

Diversification Check

Risk Tolerance Assesment

Get Instant Answers to Your Financial Queries

Use the Ask Me Anything search engine to find answers to all your investment and financial questions. Access a vast database of articles, tutorials, and resources.



Enhance your financial literacy with comprehensive answers and in-depth explanations. Our search engine helps you understand complex concepts and make well-informed investment choices.

Use the Ask Me Anything search engine to find answers to all your investment and financial questions. Access a vast database of articles, tutorials, and resources.



Enhance your financial literacy with comprehensive answers and in-depth explanations. Our search engine helps you understand complex concepts and make well-informed investment choices.

Instant Definitions and Explanations at Your Fingertips

Simply hover over any term or concept within the app to see detailed meanings and explanations. Our Help Assistant provides instant context and clarity.



Designed for ease of use, our Help Assistant seamlessly integrates into your app experience. No need to leave the page—get the information you need right where you are.

Simply hover over any term or concept within the app to see detailed meanings and explanations. Our Help Assistant provides instant context and clarity.



Designed for ease of use, our Help Assistant seamlessly integrates into your app experience. No need to leave the page—get the information you need right where you are.

Market Mood Index

Green Background: Indicates a positive market mood, suggesting that investors are generally optimistic and that it might be a good time to invest.


Yellow Background: Represents a neutral market mood, indicating that investors are cautious and the market is experiencing a balanced sentiment.


Red Background: Reflects a negative market mood, showing that investors are pessimistic and it might be a time to be cautious with investments.

Green Background: Indicates a positive market mood, suggesting that investors are generally optimistic and that it might be a good time to invest.


Yellow Background: Represents a neutral market mood, indicating that investors are cautious and the market is experiencing a balanced sentiment.


Red Background: Reflects a negative market mood, showing that investors are pessimistic and it might be a time to be cautious with investments.


Next steps

Here’s what I could have done if given more time for this:

Research-Based Learning Paths

Develop tailored learning paths based on comprehensive research to address different skill levels and investment goals. These paths will guide users through beginner, intermediate, and advanced topics with structured content, interactive tools, and practical exercises.

Advanced Risk Analysis Tools

Integrate more sophisticated tools for risk assessment, such as Monte Carlo simulations and stress testing under various market conditions.

Conduct Usability Testing

Organize multiple rounds of usability testing with diverse user groups to identify pain points and areas for improvement in the app's design and functionality.