04

Algoinvest

04

Algoinvest

04

Algoinvest

Role:

Product Design Consultant

UI/UX Designer

Team:

Medium Design Collective - Praxis Subteam

Timeline:

September 2024 - Present

Overview

AlgoInvest is an investment platform designed to simplify investing for everyone, including those with no financial background. It automates the process through two core funds: the Core Fund for passive strategies and the AI Fund for active strategies. These funds provide access to diverse asset classes like equities, real estate, and commodities, making high-quality investments accessible to all.

My role involved designing a professional logo, streamlining navigation, and transforming the complex Portfolio and Performance pages into a single, user-friendly Explore page to enhance accessibility and usability.

Problem

The original design made investing feel overwhelming and inaccessible:

  • The Portfolio page’s fragmented flowchart confused users, especially those with limited financial knowledge.

  • The Performance page presented detailed metrics without context, leading to cognitive overload.

  • Redundant content and unclear navigation further hindered the user experience.

These issues prevented AlgoInvest from fulfilling its mission of effortless investing for all.

Solution

I restructured the platform’s navigation to improve usability by consolidating the Portfolio and Performance pages into a single Explore page. This intuitive flowchart simplifies complex fund and performance data, making it more accessible to all users.

Additionally, I designed the AlgoInvest logo, which visually encapsulates the platform’s mission and values. The updated navigation aligns with this new structure, ensuring seamless access to essential areas such as the Dashboard, Explore, Funds, and Philosophy, creating a cohesive and efficient user journey.

Overview

AlgoInvest is an investment platform designed to simplify investing for everyone, including those with no financial background. It automates the process through two core funds: the Core Fund for passive strategies and the AI Fund for active strategies. These funds provide access to diverse asset classes like equities, real estate, and commodities, making high-quality investments accessible to all.

My role involved designing a professional logo, streamlining navigation, and transforming the complex Portfolio and Performance pages into a single, user-friendly Explore page to enhance accessibility and usability.

Problem

The original design made investing feel overwhelming and inaccessible:

  • The Portfolio page’s fragmented flowchart confused users, especially those with limited financial knowledge.

  • The Performance page presented detailed metrics without context, leading to cognitive overload.

  • Redundant content and unclear navigation further hindered the user experience.

These issues prevented AlgoInvest from fulfilling its mission of effortless investing for all.

Solution

I restructured the platform’s navigation to improve usability by consolidating the Portfolio and Performance pages into a single Explore page. This intuitive flowchart simplifies complex fund and performance data, making it more accessible to all users.

Additionally, I designed the AlgoInvest logo, which visually encapsulates the platform’s mission and values. The updated navigation aligns with this new structure, ensuring seamless access to essential areas such as the Dashboard, Explore, Funds, and Philosophy, creating a cohesive and efficient user journey.

Analysis

Since the platform has not yet launched, the feedback I have gathered so far comes from internal evaluations within our design team. Key insights include:

  • Navigation Issues: The transition between the previous Portfolio and Performance pages was disjointed, with the fragmented flowchart on the Portfolio page creating an unclear user journey. There is a need for a more cohesive navigation structure across the entire website.

  • Information Overload: Excessive, unstructured data in fund and performance metrics overwhelmed users, highlighting the need for clearer content prioritization.

  • Branding Gaps: Inconsistencies in design elements undermined credibility, emphasizing the importance of cohesive branding.

Algoinvest Portfolio Page

Algoinvest Performance Page

Insight

The initial evaluation reveals that the platform overwhelms users with too much information, hindering navigation and focus. Streamlining content and improving access to key features is essential, while a consistent branding approach is needed to enhance user trust and credibility.

Ideating Solutions

I am refining high-fidelity prototypes while showcasing the logo I designed for Algoinvest to ensure a cohesive, user-centered experience. Key contributions include:

  • Streamlined Navigation: An optimized page hierarchy that enhances user flows and simplifies access to platform features

  • Visual Design Enhancements: Polished layouts with refined typography and a cohesive color scheme to improve readability and build trust.

  • Logo - The Algowave: A design with three ascending bars symbolizing market fluctuations and growth, reflecting AlgoInvest’s mission to guide investors with clarity and data-driven insights.

Logo Ideas

Logo Ideas

  • Explore Page: A streamlined flowchart that combines fund relationships and performance metrics, providing clear overviews and detailed insights.

Low-Fidelity Sketch

Mid-Fidelity Prototype

High-Fidelity Prototype

The Final Design

The final design begins with a restructured navigation system that improves user flow and accessibility across the platform. By refining the hierarchy and optimizing transitions between key sections—Dashboard, Explore, Funds, and Philosophy—I’ve ensured that users can easily navigate through the platform without friction, providing a smoother and more intuitive experience.

New Logo Design

The Algowave logo captures the essence of market fluctuations and growth through minimalistic iconography. The three ascending bars symbolize the waves of the stock market, reflecting AlgoLink’s mission to guide investors steadily toward financial success with a clear, data-driven approach.

Enhanced Explore Page

The final design unifies the Portfolio and Performance pages into a centralized Explore hub, creating a seamless experience for users. By streamlining navigation and focusing on interactive data visualizations, the redesign makes fund performance and diversification metrics more accessible.

  • Initial State: Default view with minimal interaction.

  • Expanded State: Fully selected and detailed state.

Improved Interactive Data Visualizations

Building on the previous design, significant enhancements were made to the following elements:

  • Performance Graph:

    Expanded interactivity with more granular timeframes and asset-specific filters, empowering users to analyze performance trends over various periods effectively.

  • Performance Graph:

    Expanded interactivity with more granular timeframes and asset-specific filters, empowering users to analyze performance trends over various periods effectively.

  • Correlation Heatmap:

    Refined color coding and tooltip integration to improve usability and clarity, helping users better identify diversification opportunities.

  • Correlation Heatmap:

    Refined color coding and tooltip integration to improve usability and clarity, helping users better identify diversification opportunities.

  • Performance Table:

    Reorganized key financial metrics, such as returns, volatility, and Sharpe ratios, into an intuitive layout for easier comparison and decision-making.

  • Performance Table:

    Reorganized key financial metrics, such as returns, volatility, and Sharpe ratios, into an intuitive layout for easier comparison and decision-making.

These updates maintain the functionality of the original tools while elevating the user experience with improved usability and design coherence.

Conclusion

This redesign reflects AlgoInvest’s mission to make ETF management straightforward and accessible. By combining and improving existing features, the Explore page positions AlgoInvest as a trusted tool for users seeking clarity in financial decision-making.

Reflection + Future Trajectory

This project helped me improve my skills in iterative design and balancing complexity with a clear user experience. Working with a team with limited finance knowledge challenged me to adapt and think creatively. Moving forward, I will continue iterating on the Explore page based on usability testing and focus on improving other areas of the platform to enhance the overall user experience.