Trading Pal - Ux/Ui App Redesign
Trading Pal was a fintech company that operated as a social investment network, enabling individuals to emulate the strategies of accomplished traders and replicate their decisions. The platform served as a digital space where users could seamlessly connect with traders globally, closely monitor their activities, select top performers, and mirror their trades in real-time. Trading Pal, committed to security, established affiliations with regulated brokers certified by financial authorities.Through Trading Pal's platform, users exercised control, selecting preferred tools, order types, and profit objectives. They engaged in real-time trading across currencies, commodities, and indices, while also gaining insights into personal and others' portfolios, operational statistics, and return rates. Trading Pal represented a comprehensive and user-friendly approach to global investing within the fintech landscape.
About The Interface
Balance Sheet and Profit/Loss are meticulously designed to give users a comprehensive understanding of their financial situation in stocks and currencies. The design is intuitive and easy to use, ensuring that users can navigate effortlessly and gain crucial insights into the performance of their investment.
At the top of the view, a header prominently displays the user’s account balance, providing an immediate reference point for their overall financial situation. Below, the tabs for “Stocks” and “Forex” allow users to seamlessly switch between their different investment portfolios without the need to scroll as we handle the “see all” interaction next to them.
Within each tab, a dedicated section displays the current balance, giving users a real-time update of their available funds. The heart of this view is found in the “Profit and Loss Summary” section, where an interactive chart illustrates the user’s overall profit or loss trajectory over a selected period. This dynamic chart provides a visual representation of your financial performance, aiding quick understanding.
For a detailed breakdown, the view includes individual sections for stocks and currencies. In the stocks section, users can find a list of stocks held, including quantity, average purchase price, and current market value. In the currency section, details about currency pairs, volumes, average rates and current values are displayed.
To improve user engagement, the view incorporates interactive elements. Users can tap on specific assets to reveal more detailed views, such as trading history and performance trends. Additionally, a color coding system is implemented, with green indicating a profit and red a loss, ensuring that users can quickly assess their performance at a glance.
Real-time updates are a key feature that allows users to witness market changes as they happen. This includes live price adjustments, percentage gains or losses, and overall portfolio changes. Users can also customize their analysis by selecting different date ranges, providing flexibility to evaluate their financial journey over specific periods.
The Trading Pal app’s “Balance View, Profit/Loss” is a powerful tool that not only offers a snapshot of financial health but also provides users with the information needed to make informed investment decisions in the dynamic world of stocks and currencies.
Profiles Section
The Profiles section in Trading Pal offers an intuitive and detail-rich experience to ease the identification and connection with specific traders. Starting with a handy search bar and filter, users can refine their search among a variety of profiles, optimizing their trading experience. Further emphasizing social interaction, the platform features an exclusive “Top Traders of the Week” section and provides personalized recommendations for users, facilitating connections with standout and like-minded traders.
Upon clicking on a profile, users are taken to a detailed page revealing a trader’s photo along with key information such as name, occupation as a trader, and their rank in the Pal Academy. Additionally, a trading-focused description provides a personal insight into the trader.
The “Follow” functionality allows users to track their preferred traders, receiving instant updates on their activities. The “Copy” button offers a unique capability to replicate the selected trader’s strategies and statistics, streamlining the trading process for users.
The messaging section facilitates direct communication between traders, encouraging collaboration and knowledge exchange. To ensure a safe and respectful environment, options to report and block profiles are incorporated.
The profile view includes details about followers, following, and those who have copied trades, providing a clear understanding of the trader’s influence in the community.
Three additional sections on the profile page offer an in-depth view of the trader’s performance: “Status,” including instrument diversification, total number of trades, ROI, and win/loss ratio; “Portfolio,” displaying current investments; and “Active Order History,” providing a chronological breakdown of the trader’s actions.
This comprehensive profile interface not only simplifies the process of finding and connecting with other traders but also enriches the user experience, allowing them to make more informed investment decisions and collaborate effectively in the dynamic world of trading.
Pal Academy
Pal Academy is a platform where you can gain foundational knowledge in trading and then test your skills as you progress through different levels. You start from the Beginner level and can advance all the way up to the Master level, all while working towards earning a trader certificate. Your progress is reflected in your Trading Pal profile.
The platform’s design begins with the Pal Academy homepage, where you’ll find your profile card displaying your current level. Below your profile, you’ll see the various rank levels that you need to complete. This journey starts with the Beginner level, and you won’t be able to unlock the next level until you’ve completed all the modules of your current level.
In the following wireframe, you’ll see the current modules that you need to complete. Each module consists of instructional videos and tests that you must pass to move on to the next one. This ensures that users acquire the necessary knowledge and demonstrate understanding before advancing to the next level of difficulty.
Pal Academy provides a clear, progressive structure for users to develop their trading skills, with the opportunity to earn a certificate and enhance their Trading Pal profile as they progress in their learning.
User Profile
In the user profile, you’ll access a detailed page that showcases your photo alongside key information such as your name, occupation, and your rank in Pal Academy, along with a detailed description about yourself. Here, users can also view their followers, who they are following, and who is copying them. Additionally, users can access their statistics, portfolios, and balance history.
Within the user profile, you can also engage in conversations with other traders through the messaging feature. This allows for direct communication and networking opportunities within the trading community.
Furthermore, users have access to various features to monitor and manage their trading activities effectively. They can track their performance statistics, review their investment portfolios, and analyze their balance history to make informed decisions about their trading strategies.
Overall, the user profile serves as a comprehensive hub for traders to manage their accounts, connect with others in the community, and access valuable trading insights and tools.
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