Overview

Our team set out to design a mobile-native Trader Profile for WOO X. As the sole UX designer, I led end-to-end interaction design, turning complex trading data into clear, actionable visuals.

Working closely with product and engineering in an agile environment, I aligned stakeholders around a performance-focused dashboard that helps traders quickly assess portfolio health and adjust strategies in fast-moving markets.

Outcomes & Impact

This work established the mobile foundation for launching Social Trading, a top company priority in 2024. By enabling traders to track performance and portfolio health directly on mobile, the profile became a critical building block for future social and performance-driven features.

Traders responded positively to the experience. One experienced user shared, “I really like that I can see my ROI and profit and loss line charts and my portfolio breakdown on mobile. I don’t need to wait until I’m home and sitting at my desk to adjust my orders.”

My Role

UX Design
UX Research
Stakeholder alignment

Team

UX Designer (Me)
UI Designer
Product Manager
Developers

Tools

Figma
FigJam
Slack
Jira

Timeframe

Dec 2023 - Mar 2024

Discovery

Understanding the mobile trading gap

Most WOO X users trade on mobile, accounting for nearly 70% of total trading volume, yet portfolio and performance tracking were only available on web. This disconnect made it difficult for traders to monitor performance where they traded most.

As we prepared to launch Social Trading, user feedback highlighted the impact of this gap. Traders complained that without mobile access to their portfolio, they couldn’t react quickly to market changes, often resulting in missed opportunities or losses.

Challenges

More than a responsive design

At first, the task seemed like adapting an existing desktop experience for mobile. But interviews with advanced traders revealed a deeper issue: performance data existed, but it wasn’t easy to interpret quickly.

The real challenge became designing a mobile experience that didn’t just show data, but helped traders understand risk and performance at a glance, especially in a leveraged trading environment where decisions need to be fast and confident.

How might we help traders understand portfolio performance and exposure at a glance on mobile?
Design Exploration

Iterating on portfolio visibility

The portfolio view was the most complex feature to design. Advanced traders closely monitor long and short exposure to manage risk, especially when trading with leverage. They needed a quick way to understand both position balance and overall asset distribution.

I explored 4 design concepts and tested them with 3 advanced traders. The insights were clear: traders relied heavily on the long–short bar chart and primarily referenced relative percentages over absolute ones. This led to the final direction: a variation of Proposal D, with the long–short bar chart always visible and relative percentages shown by default.

Design proposals for Trader Profile

Design Execution

Shipping with cross-functional partners

After aligning on the design direction, I led the interaction and visual design for the mobile Trader Profile. I partnered closely with a UI designer to refine color usage and chart styles, ensuring complex trading data stayed clear and readable on mobile.

I also worked closely with developers to translate designs into production, creating detailed design specs in Figma that covered interactions, edge cases, and data states. This helped reduce ambiguity during implementation and kept the shipped experience aligned with user needs.

A screenshot of design specs

Final Design

A streamlined mobile experience for Trader Profile

The final design delivers a mobile-first Trader Profile that surfaces the most critical performance signals at a glance. The portfolio view prioritizes relative long and short exposure through a clear bar chart, allowing traders to quickly assess balance and risk without navigating multiple screens.

Key performance metrics such as ROI and profit and loss are grouped and visually structured to support fast scanning. Less frequently used details like absolute exposure remain accessible but secondary, reducing cognitive load while still supporting deeper analysis when needed.

Reflection

From layouts to decision-making

This project challenged my initial assumption that mobile design was mainly about adapting layouts. Instead, it reinforced that clarity is what enables confident decision-making, especially in high-risk financial contexts.

As the sole UX designer, I learned to navigate ambiguity, align diverse stakeholders, and validate design decisions through direct trader feedback. The experience strengthened my ability to design for complex systems while keeping user needs front and center.

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo