ResumeUI/UX Case Study · Fintech App
Role
Product Design
Scope
Mobile + Web App
Duration
6 Weeks
Focus
Clarity + Trust
Zar Portfolio
Synced
Total portfolio value
Equity basket
+12.4%
Mutual funds
+6.8%
Today’s insight
Risk movement
Your portfolio is balanced for the next market open.
Review positions
92%
Clarity score
3 tap
Core actions
01 · Context
Design challenge
Create a fintech interface that feels trustworthy for new investors while still giving experienced users enough depth to act quickly.
• Reduce portfolio review time
• Make risk signals easier to interpret
• Give users clear next-step guidance
02 · UX Strategy
Research
Interviewed active and first-time investors to identify where confidence dropped during portfolio reviews.
Information design
Reorganized the dashboard around value, movement, risk, and recommended action instead of raw market modules.
Validation
Tested task flows around checking holdings, understanding a loss, and deciding whether to rebalance.
03 · Interface Design
Dashboard clarity
Key screen
2.84M
Portfolio
Low
Risk
+8.6%
Growth
Insight-first summary
Contextual explanations appear next to portfolio movement, so users understand both the number and the reason behind it.
Trust language
Soft confirmations, visible sync states, and plain-language risk explanations reduce uncertainty.
Action hierarchy
Primary actions stay close to the insight they solve, keeping the user’s next step obvious.
04 · Case Study Detail
Project snapshot
Product type
Investment platform
Target users
New + active investors
Deliverables
UX flows, UI kit, screens
Main goal
Reduce decision friction
What users needed
• A clear answer to “Is my money doing okay?”
• Risk explanations that feel human, not technical
• A faster path from portfolio change to action
• Confidence that data is current and trustworthy
Redesigned user journey
01
Check status
User sees whether the portfolio is stable, improving, or needs attention.
02
Understand why
Plain-language insight explains what caused the movement or risk change.
03
Compare options
Holdings, risk, and performance are grouped into decision-ready cards.
04
Take action
The interface recommends review, rebalance, or hold based on context.
05 · Screens & Flows
Overview
Total value
Equity basket
+12.4%
Mutual funds
+6.8%
Portfolio dashboard
Summarizes value, movement, and holdings in a single glance.
Risk insight
Risk movement
Risk level
Explains the signal before asking the user to act.
Risk insight
Turns technical risk data into a calm explanation and clear status.
Rebalance
Recommended action
Move 8% from high-volatility holdings into balanced funds.
Sell
PKR 180k
Buy
PKR 180k
Confirm review
Guided action
Shows the recommendation, trade direction, and review step in one focused flow.
06 · Outcome
38%
faster portfolio review
2.1×
clearer risk comprehension
3
core flows redesigned