Leaprr trading journal - Finance

A trading journal designed for
novice traders.

4

Months Duration

UX UI Designer

Role: 2022 - 2024

Objective

Objective

Objective

Design a minimum viable product while staying within budget, feasibility, and time constraints.

Research

Research

Research

Research was conducted on Discord, interviewing retail traders from novice to veteran. We also conducted a competitive audit to identify opportunities for a better solution.

VIEW PROTOTYPE

Understand

Understand

Understand

To design a helpful trading journal, we must understand traders' behaviors that lead to trading errors.

Lack of a trading plan

Unclear rationale

No stop-loss in place

Holding on losses

Improper position sizing

Revenge trading

Chasing trades

Overtrading

Ignoring news or events

Lack of self-awareness

Consistency is Paramount.

Everything ultimately points back to consistency as the foundation for overcoming challenges in trading.

Discovery

Discovery

Discovery

Trader’s want a trading journal that can help them:

1%

Build consistency through coaching and feedback.

1%

Document trades quickly and efficiently.

User Story

User Story

User Story

As an active trader, I want a trading journal that helps me build consistency, so that I can overcome bad habits.

Goal

Goal

Goal

Create a user-friendly trading journal that helps traders build consistency and good trading habits.

During the brainstorming session, we identified these key pillars to develop.

1

Milestone that help users stay consistent and build good habits.

2

Easily document trades and allow the user to focus on managing their trades.

3

Prompts feedback that keep users on track.

User Flow

User Flow

User Flow

This user flow shows how a trade is documented.

Leveraging insights to design concept wireframes.

Leveraging insights to design concept wireframes.

Wireframe

Wireframe

High-Fidelity

High-Fidelity

High-Fidelity

The color, typography, and components were defined.

Primary, secondary, positive, negative, cautious, error

AaBbCcDdEe

SF Pro - 8pt system - Heavy, Semi-bold, Light

The main screen is designed for quick trade journaling, keeping users focused on their trading process.

  1. The dashboard is user-informed and follows an 8pt design system.

  2. Unlike other journals, Leaprr features its own unique consistency score system.

  3. Accent colors are used to convey positive and negative information.

  4. The dominant button directs the user to quickly document a trade.

Result

Result

Result

50%

boost in paid subscription QoQ.

50%

boost in paid subscription QoQ.

60%

increase in sign-up rate was achieved with further iterations.

4.7/5

ratings in the app stores.

Conclusion

Conclusion

Conclusion

Through research and testing, the design met users' needs and supported their trading goals, with positive feedback. Ongoing user feedback was crucial to the app's success, helping us prioritize usability and functionality improvements.

This project reinforced the importance of listening to users and delivering a product that genuinely benefits them, where even small design changes can have a big impact on user experience.