Role
UX Designer | with other 3 designers
Team
Tremoloo
Platforms
Web · Mobile Native
Focus
Investment platform



I worked on the product from scratch — owning the UX, wireframing, and presenting directly to the client. I reviewed UI output with the team and ensured the experience stayed consistent with the UX decisions throughout.
01
UX & wireframing
Defined the full experience from onboarding to portfolio management, for both manual and AI-assisted modes
02
Data visualization decisions
Made deliberate choices about how financial data is shown — what gets explained, what gets simplified, and what gets removed
03
UI review
Reviewed the team's UI output against the UX decisions and ensured quality before client presentation
04
Client communication
Presented work and iterated based on direct client feedback throughout the project



Make data mean something, or don't show it. Most investment apps show charts because charts are expected. We asked a different question: does this user know what this chart is telling them? If not, we either explain it or replace it with something they can actually act on. Every data point on screen earned its place.
Two modes, one product. The manual investor and the hands-off investor are completely different users. We designed both experiences inside the same product — a manual mode for those who want control, and an AI mode that asks a few questions and handles everything else. The switch between them is seamless.
Simple doesn't mean stripped. The goal wasn't to remove everything — it was to make everything present feel intentional. Clean layout, clear hierarchy, no jargon without explanation. Premium and accessible aren't opposites — we treated them as the same target.

Investing that explains itself.
01
Simplified data display
Charts and numbers are shown with context — not just values, but what they mean and why they matter. A first-time investor can read the screen and understand their position without Googling terminology.
02
AI portfolio mode
Answer a few questions: your goal, your timeline, your risk appetite. The AI builds your portfolio, allocates your funds, and manages it. You get updates when something matters — not a daily dashboard to stress over.
03
Manual mode for the engaged investor
For users who want to be in control, the full experience is there — stocks, watchlists, performance tracking — with the same clarity applied. Power without noise.
04
Premium, accessible UI
A visual language that feels trustworthy and clean — because people are investing real money. The interface communicates confidence without complexity.

Easy, premium, and clear — their words.
The client's feedback: we moved the experience to a different place entirely. What used to feel like a tool for experts now feels accessible to anyone — without losing the credibility that makes people trust it with their money.



