It is difficult to contextualize the constant stream of financial information that is produced by the market. How can we simplify investment research to those new to stock market analysis and finance?
Fineas.Ai
Fineas.Ai is an AI-powered investment research application to aid beginner investors in finance research. I worked in a team of 5 to help both new and experienced retail traders through intuitive, organized, and simple interfaces.
Problem
Timeline
August ‘24 - May ‘25
I led the Fineas.Ai brand design by delivering mobile prototypes of the application, implementing the front end, and creating digital marketing assets.
Role
Digital Product & Brand Designer
Outcome
Team
1 designer, 2 engineers, 1 project manager
Our competitors lack solutions tailored to retail investors who need reliable market research workflows.
Current solutions involve interfaces with high-volume information and fragmented data. Due to the complexity of navigating financial information, beginner investors make misinformed trades.
User research results & findings
We conducted a small survey through Google Forms.
56%
of the survey respondents highlighted the complexity and volume of financial data as a major challenge
A majority of the responders found analyzing data and interpreting it to be the most difficult part of investing (51.9%) of and get their investment information from social media (70%).
59%
of the survey respondents trust AI based tools with investment recommendations
63%
of the survey respondents aren’t satisfied with their current method of investment research
The solution: a beginner-friendly investment analyst
Fineas.Ai simplifies complex financial research through a unique mobile interface that makes learning how to invest less intimidating and more appealing.
Designing and prototyping from scratch
I took the only design prompt given—”Make it purple”—and ran with it.
Contrary to how Fineas used to look, new Fineas feels boundless and free.
This is a necessary approach to making the user feel safe when interacting with Fineas. Our competitors display such information in complex, disorganized ways that feel constricting and pretentious. The goal with Fineas’ design was to prevent such feelings. We invite beginner investors to learn within a space with endless possibilities.