Revamp I: Trading Features

Overview

This is a revamp of the Pocket Trader trading experience. We aimed to reduce the complexity and steep learning curve associated with the forex trading experience. Pocket Trader is a social trading platform that provides users trading CFDs in forex, Indices, Commodities, and ETFs. It also incorporates social trading features, allowing users to connect, and follow successful traders within the community.

This is a revamp of the Pocket Trader trading experience. We aimed to reduce the complexity and steep learning curve associated with the forex trading experience. Pocket Trader is a social trading platform that provides users trading CFDs in forex, Indices, Commodities, and ETFs. It also incorporates social trading features, allowing users to connect, and follow successful traders within the community.

My roles

Product designer

Product designer

Team

Me, UX/UI designer
Sr. UX/UI designer

Me, UX/UI designer
Sr. UX/UI designer

Timeline & Status

4 Months
Feb 2023 Soft launched

4 Months
Feb 2023 Soft launched

Opportunity

A transformation from a conventional forex trading app to a forex social trading platform that caters to the younger generation with an enhanced trading environment.

There is a gap between new-generation traders and large forex trading platforms. They can find it challenging to navigate the intricacies and understand how to utilize the available tools effectively. So, Pocket Trader 2.0 aimed to flip the script with a refreshing approach that speaks to new-generation traders on the path to an interactive and dynamic social trading experience.

There is a gap between new-generation traders and large forex trading platforms. They can find it challenging to navigate the intricacies and understand how to utilize the available tools effectively. So, Pocket Trader 2.0 aimed to flip the script with a refreshing approach that speaks to new-generation traders on the path to an interactive and dynamic social trading experience.

Research

How did the younger traders feel regarding the trading functions provided by forex trading platforms today?

🤧 The high barrier for novice traders

Those platforms provided complex components such as economic indicators, technical analysis, and trading tools. Novice traders might need more knowledge and experience to understand and navigate these complexities.

Those platforms provided complex components such as economic indicators, technical analysis, and trading tools. Novice traders might need more knowledge and experience to understand and navigate these complexities.

🤧 Clumsy and confusing design

The wide range of information failed to present this information in a clear and organized manner, it overwhelmed users and made it difficult to find and interpreted the necessary data.

The wide range of information failed to present this information in a clear and organized manner, it overwhelmed users and made it difficult to find and interpreted the necessary data.

How might we streamline the trading experience and offer valuable trading insights so that overall trading effectiveness and satisfaction can be promoted?

Directions

🧐 Personalized Dashboard

Novice traders could follow a well-informed trading strategy using an all-in-one dashboard, which allowed them to track market data and accessed crucial financial news and expert opinions to make informed financial decisions with confidence.

Novice traders could follow a well-informed trading strategy using an all-in-one dashboard, which allowed them to track market data and accessed crucial financial news and expert opinions to make informed financial decisions with confidence.

🧐 Visualized trading tool

It helped traders grasp information quickly and made it simpler for beginners to apply these tools.

It helped traders grasp information quickly and made it simpler for beginners to apply these tools.

🧐 Quick access to the trader feed and news updates while actively trading.

The real-time market information enhanced decision-making and enabled adaptability to changing conditions.

The real-time market information enhanced decision-making and enabled adaptability to changing conditions.

Design Principle

Provide guidance

Helped traders stay informed about market information and trends conveniently and efficiently.

Helped traders stay informed about market information and trends conveniently and efficiently.

Build confidence

Built it by helping users manage their risk and protect their profits.

Built it by helping users manage their risk and protect their profits.

Keep it simple

Reduced the cognitive overload of information so that traders can make decisions at a glance and trade at the right time.

Reduced the cognitive overload of information so that traders can make decisions at a glance and trade at the right time.

Process

🔍 SL/TP protector - 16 conditions

  • Analyzed all the possible conditions with trading advisors and discussed with developers for logic implemetation.

  • Analyzed all the possible conditions with trading advisors and discussed with developers for logic implemetation.

🔍 Trade Entries - Mobile

  • Included five trade entry points to enable traders to initiate trades from various pages, encouraging trading activity.

  • Included five trade entry points to enable traders to initiate trades from various pages, encouraging trading activity.

Solution

🤩 Personalized Dashboard with trader widgets

  • Feed and news of users’ favorite instruments → generated trade ideas and inspiration.

  • Global indices → reflected the overall sentiment and direction of the broader market →aligned users’ strategies accordingly.

  • Top mover instruments → highlighted instruments that are experiencing significant price movements → spotted potential opportunities

  • Feed and news of users’ favorite instruments → generated trade ideas and inspiration.

  • Global indices → reflected the overall sentiment and direction of the broader market →aligned users’ strategies accordingly.

  • Top mover instruments → highlighted instruments that are experiencing significant price movements → spotted potential opportunities

🤩 Trading page Incorporating with news and trader feeds

Allowed users to conveniently switch between trading activities and accessing up-to-date market information with a single click.

Allowed users to conveniently switch between trading activities and accessing up-to-date market information with a single click.

🤩 Visualized trading tool

  • SL/TP protector
    Inspired by the traditional thermometer → Opened price chasing either SL/TP → Traders could know the difference between the market price to their target closed price → made timely decisions

  • SL/TP protector
    Inspired by the traditional thermometer → Opened price chasing either SL/TP → Traders could know the difference between the market price to their target closed price → made timely decisions

  • Streamlined lot size slider with danger zone
    Helped user quickly adjust their unit/contract size while visualizing>80% equity amount in red to prevent a margin call

  • Streamlined lot size slider with danger zone
    Helped user quickly adjust their unit/contract size while visualizing>80% equity amount in red to prevent a margin call

Other Projects

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UX Design, Motion @Pocket Trader

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@2025 Leo Lau

Let's Chat

@2025 Leo Lau

Let's Chat

@2025 Leo Lau

Let's Chat