We can divide my investment experience into two periods, each lasting one year.

Let's focus on the first year, which has just been launched to our entire customer base of 100MM+.

I joined right after the new proposal was approved, and my main contribution was bringing the idea to life. I created all possible scenarios and interactions, which included secondary journeys, error screens, skeleton screens, and onboarding flows. By the end, we had designed over 500 screens per channel. That's right, we also worked on adapting this journey for desktop—but that's a story for the second year 🤭

I worked with the portfolio positioning team, responsible for investment visualization. Our mission is to help clients understand their current investment position, enabling them to make well-informed decisions to grow their wealth in a sustainable way.

The concept was developed through extensive market research and continuous validation with clients. We call this portfolio visualization approach 360° View.

Initially, the concept included four perspectives: Composition, Profitability, Growth, and Allocation. Over the year, we introduced a new product, Goals, which also became part of the 360° View.

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