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CASE STUDY - 2023

Stock App
Cross‑platform investing companion (iOS + Android)

Deliverables

  • UI/UX Design
  • React Native App
  • Node.js Backend
  • AWS Deployment
Workvio Image
Workvio Image

Portfolio visibility with fee transparency

Stock App

We built a React Native investing companion designed to make portfolios easier to track and costs easier to understand. The product focuses on clarity: where your holdings are, what you paid, and what fees impact returns—wrapped in a fast, mobile-first experience.

Mobile-first: React Native app shipped for both iOS and Android.

Backend: Node.js APIs powering data flows and user accounts.

Cloud: AWS infrastructure for reliable deployments and scalable services.

Tech Stack

Design

Frontend

Backend

Analytics & Integration

Figma
Figma
Adobe CC
Adobe CC
React Native
React Native
Node.js
Node.js
Google Analytics
Google Analytics
Canny.io
Canny.io

Project scope & Time line

Year 2023

timeline

The Process

From mobile UX to production backend

We combined product design with full-stack execution: mobile UI/UX, a stable Node.js backend, and AWS deployment practices suitable for a production fintech-style experience.

1) Product & UX scope: We defined the smallest set of screens needed for real users: onboarding, portfolio view, cost breakdown, and activity history.

2) Cross‑platform build: We implemented iOS + Android using React Native with shared UI patterns and consistent navigation.

3) Backend & infrastructure: We built Node.js services and deployed on AWS to support authentication, data access, and operational reliability.

4) QA & release readiness: We tested real user flows and performance on devices to ensure the app stays responsive under typical usage.

UX

UX Slide

Clear information hierarchy

We designed the core portfolio screen to emphasize what matters: holdings, movement, and costs—so users can understand their position at a glance.

Mobile UX that stays simple

Investing apps can feel intimidating. We prioritized approachable UI patterns, readable typography, and predictable navigation.

Performance on real devices

We focused on a snappy experience: smooth transitions, efficient data loading, and layouts that work across common device sizes.

User Interface

UI
UI

Problem Solving

Problem Solving

Simplifying investing workflows on mobile

The app is designed to reduce confusion around costs and portfolio state by presenting the right data at the right time—without overwhelming users.

Fee breakdown: Make costs explicit so users understand how fees affect long‑term returns.

Portfolio clarity: Bring holdings into a single view with clean summaries and drill‑downs.

Faster decisions: Surface key information quickly so users can act without hunting through screens.

Our Challenges

Technical and Security Challenges
A complex technical challenge was presented by the necessity to establish strict security measures to secure sensitive financial data and maintain compliance with increasing financial rules, on top of the difficulty of smoothly merging several Demat accounts from different brokers.
User Experience and Data Accuracy
A careful design approach was needed to provide an intuitive interface that appeals to both inexperienced and seasoned investors. At the same time, maintaining the app's dependability and credibility depended on the timely and accurate delivery of transactional and market data.

Roadmap

Product Area

Q3

Q4

New Features

Multiple Brokers

API integration

Reports

Tech Stack Building

Hidden Charges

A Deep Dive in Features

Component image

Comprehensive Transparency & Cost Analysis

  • Upfront Charge Display: All transaction-related charges, including brokerage fees and taxes, are displayed before executing trades.
  • Expense Tracking & Comparison: Tracks total expenses across transactions and enables comparison of costs across different brokerage platforms.
Component image

Unified Portfolio & Live Data

  • Multi-Account Integration: Consolidates multiple Demat accounts for a unified portfolio view.
  • Live Market Updates: Offers real-time updates and alerts on stock market movements and portfolio performance.
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User-Centric Design & Decision Support

  • Intuitive Interface: Simplified, user-friendly design tailored for ease of use by both beginners and experienced investors.
  • Informed Investment Insights: Provides comprehensive analytics and insights to aid in making informed investment decisions.

Design File Overview

Design File Overview

What we have achieved

In Design Point of View
Developed a clear, intuitive interface that makes complex stock market data easily comprehensible for investors of all skill levels. Seamless Interactivity: A responsive and fluid design was achieved, enabling quick and simple navigation across a variety of features and functionalities.
Some solutions for Investors’
Trading Clarity: Provided investors with a clear picture of all expenses, eliminating any unpleasant shocks about unanticipated fees. Simplified Portfolio Management: Enhanced overall investment tracking and decision-making efficiency by offering a single, integrated solution for managing several Demat accounts.

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