Designed a innovative crypto portfolio interface with explainable AI to help investors make confident decisions.

My Role

I led the entire experience from strategy to pixels. I shaped the product narrative, defined the information architecture, designed interactions and visuals, and created prototypes to test comprehension and decision making. I wrapped everything into a clear handoff pack for an engineering team to pick up.

Audience and Core Jobs

Two primary groups guided the design. Emerging investors want clarity and simple guidance. Active investors want deeper analytics, rules, and the ability to automate with safeguards.

Core Jobs the Product Must Support

• Connect exchanges and wallets using read only permissions
• See true holdings, cost basis, and performance across time
• Understand exposure, drawdown, and concentration risk
• Act on recommendations with a preview of impact
• Export reports for tax and accounting

Research Methodology

I combined short interviews, competitor scans, and quick concept tests using clickable prototypes. I focused on decision moments such as checking daily risk, rebalancing, and handling alerts.

User Research Findings

Through interviews with both novice and experienced crypto investors, I discovered that trust is the primary barrier to adoption. Users need to understand not just what the AI recommends, but why it's making those recommendations and what the potential risks are.

Competitive Analysis

Analysis of existing platforms revealed that most focus on either simplicity (losing power users) or complexity (overwhelming beginners). The opportunity was to create a platform that could scale with user sophistication while maintaining clarity.

Market Insights

The crypto market's volatility creates unique challenges for portfolio management. Users need real-time insights but also want to understand the reasoning behind recommendations to build confidence in their investment decisions.

Information Architecture

I centered the IA around three questions. What do I own. What should I care about right now. What can I do next.

Sections and Their Roles

• Portfolio gives the single view across exchanges and chains
• Insights surfaces signals such as trend shifts, funding extremes, correlation breaks, and large wallet flows
• Automations enables rule based actions and schedules
• Activity and Audit provide history for transparency and learning
• Settings manages connections, permissions, and exports

Technical Challenges

The biggest challenge was optimizing chart rendering performance for large datasets. We implemented virtual scrolling and data pagination to handle real-time updates without compromising user experience. API rate limiting required careful data caching strategies to ensure smooth interactions across all portfolio views.

Iteration & Refinement

We conducted three rounds of user testing, each revealing new insights. The first iteration focused on basic functionality, the second on performance optimization, and the third on advanced features. Each cycle helped us refine the balance between simplicity and power, ultimately creating a platform that serves both novice and experienced investors.