Brief :
Revamp the IIFL portfolio page to increase user satisfaction under the following criteria:-
The application has a user base of around 85 Lakh Indian users with traffic per day of ~15 lakh users.
User Profile:
Age Median : 25 to 45 yrs.
Location : PAN India
IT Acquaintance: Tech. savvy
Stock trade enthuziast
Pain Areas Identified:
Users find it cumbersome to view P/L overviews.
Users find it inconvenient to trade (buy / sell stocks in multiples)
Higher operation steps observed in trade actions.
The impression time of user on portfolio screen is low (< 20% of total time spent in app.) Need to increase it to >35% of total time spent per user on the portfolio page.
The CS FLUX
Method Applied
User Observations
& Contextual Enquiries
The Solution
The main landing page for Portfolio.
The screen provides the user to toggle between a simple & a detailed view with a radio button on top left.
The central vertical column contains the applied TG & SL.
The Detailed View of the Portfolio Screen :
From user research it was realised that there were few elements of information that were more important for them, compared to the existing information.
Hence, the new solution provides Quantity, Avg. Price, LTP, & Current Value.
Another element that is introduced in this mobile app is the Holding % detail as seen on the extreme right column in light grey.
PROTOTOTYPE
Slide Shortcuts, Blanket Target & Stop Loss
INTERACTIVE PROTOTYPE
View Shuttles & Apply Blanket Rule
Swipe Gestures
Place Target
The Views
Masthead
The best SWIPE
Apply PRESET BLANKET