Revamp II: Social Features

Overview

This is a revamp of the Pocket Trader community experience. We aimed to cultivate a trader community to enhance trader engagement. Pocket Trader is a social trading platform that provides users trading CFDs in forex, Indices, Commodities, and ETFs. It also incorporates social trading features, allowing users to connect, and follow successful traders within the community.

This is a revamp of the Pocket Trader community experience. We aimed to cultivate a trader community to enhance trader engagement. Pocket Trader is a social trading platform that provides users trading CFDs in forex, Indices, Commodities, and ETFs. It also incorporates social trading features, allowing users to connect, and follow successful traders within the community.

My roles

Product designer

Product designer

Team

Me, UX/UI designer
Sr. UX/UI designer

Me, UX/UI designer
Sr. UX/UI designer

Timeline & Status

1 Years
Feb 2023 Soft launched

1.5 Years
Feb 2023 Soft launched

1 Years
Feb 2023 Soft launched

Opportunity

A transformation from a conventional forex trading app to a forex social trading platform that catered to the younger generation with an interactive trading community.

There was a gap between new-generation traders and large forex trading platforms. They could find it challenging to navigate the intricacies and understand how to utilize the available tools effectively. So, Pocket Trader 2.0 aimed to flip the script with a refreshing approach that speaks to new-generation traders on the path to an interactive and dynamic social trading experience.

There was a gap between new-generation traders and large forex trading platforms. They could find it challenging to navigate the intricacies and understand how to utilize the available tools effectively. So, Pocket Trader 2.0 aimed to flip the script with a refreshing approach that speaks to new-generation traders on the path to an interactive and dynamic social trading experience.

Research

How did the younger traders feel regarding the trader community provided by forex trading platforms today?

How did the younger traders feel regarding the trader community provided by forex trading platforms today?

🤧 A Lack of Interactivity

Traders might not actively know each other. It lacked opportunities for dialogue, collaborative problem-solving, or the exchange of diverse perspectives.

Traders might not actively know each other. It lacked opportunities for dialogue, collaborative problem-solving, or the exchange of diverse perspectives.

🤧 No incentive to share

Sharing within a trading community involved a significant investment of time and effort. Some traders wanted to keep their limited knowledge private by typing it out.

Sharing within a trading community involved a significant investment of time and effort. Some traders wanted to keep their limited knowledge private by typing it out.

🤧 A Lack of trust & credibility

The inability to view other traders' portfolios created a sense of opacity. Traders might have concerns about the presence of market makers or fake accounts, which could lead to a reluctance to engage with the trading community.

The inability to view other traders' portfolios created a sense of opacity. Traders might have concerns about the presence of market makers or fake accounts, which could lead to a reluctance to engage with the trading community.

How might we cultivate a trader community that fosters collaboration, knowledge sharing, and meaningful connections so that the engagement of traders could be enhanced?

Directions

🧐 Helped and motivated users to discover potential traders

Empowered traders to discover who have demonstrated strong performance or fruitful insights to follow or learn from them.

Empowered traders to discover who have demonstrated strong performance or fruitful insights to follow or learn from them.

🧐 Provided social tools to promote knowledge-sharing

Streamlined the content creation process for traders, reducing their effort in generating original content.

Streamlined the content creation process for traders, reducing their effort in generating original content.

🧐 Enhanced social recognition and validation

Provided social validation for successful traders. To enhance their reputation within the community and attract followers looking for traders with a proven track record of success.

Provided social validation for successful traders. To enhance their reputation within the community and attract followers looking for traders with a proven track record of success.

Design Principle

Balanced transparency and privacy of traders

Protected sensitive information of traders, such as their account balances, while showing enough stats for traders to share their successful strategies or records.

Protected sensitive information of traders, such as their account balances, while showing enough stats for traders to share their successful strategies or records.

Facilitated social interaction with ease

Provided opportunities for traders to connect and engage with each other in trading activities.

Provided opportunities for traders to connect and engage with each other in trading activities.

Solution

🤩 Gamify leaderboard with detailed traders' stats

  • Gamify leaderboard
    Created a competitive and enjoyable environment where traders strived to improve their rankings in Profit and Loss, return made, and Win rate, thereby attracting users who were interested in following or learning from experienced traders.

  • Gamify leaderboard
    Created a competitive and enjoyable environment where traders strived to improve their rankings in Profit and Loss, return made, and Win rate, thereby attracting users who were interested in following or learning from experienced traders.

🤩 Feed with share trades, testament, and trader widgets

  • Share trades feature
    Traders could effortlessly visualize and share their strategies without the need for screen captures using them for sharing open trades, profit, and loss.

  • Testament feature
    In addition to the benefits of being easy to share, the inclusion of bullish, bearish, and neutral labels allowed other traders to identify the viewpoint of the post owner quickly.

  • Most Active and Recent Trades widgets
    Created a mini leaderboard across different platform sections to enhance the visibility of successful traders and their rankings. To make it easier for users to identify and connect with successful and new traders.

  • Share trades feature
    Traders could effortlessly visualize and share their strategies without the need for screen captures using them for sharing open trades, profit, and loss.

  • Testament feature
    In addition to the benefits of being easy to share, the inclusion of bullish, bearish, and neutral labels allowed other traders to identify the viewpoint of the post owner quickly.

  • Most Active and Recent Trades widgets
    Created a mini leaderboard across different platform sections to enhance the visibility of successful traders and their rankings. To make it easier for users to identify and connect with successful and new traders.

🤩 In-depth social trader profile:

  • Year to date Return widget and mini trader dashboard
    Evaluated traders’ consistent success over a reasonable period and their risk management based on their return and profit & loss

  • Trade records
    Analyzing historical data reveals traders' position sizes and capital usage, enabling the identification of their trading patterns and styles, such as day trading, swing trading, or position trading.

  • Trader personal feed
    Assessed the alignment between a trader's shared insights and their trade record, one could enhance the credibility of their opinions.

  • Year to date Return widget and mini trader dashboard
    Evaluated traders’ consistent success over a reasonable period and their risk management based on their return and profit & loss

  • Trade records
    Analyzing historical data reveals traders' position sizes and capital usage, enabling the identification of their trading patterns and styles, such as day trading, swing trading, or position trading.

  • Trader personal feed
    Assessed the alignment between a trader's shared insights and their trade record, one could enhance the credibility of their opinions.

@2025 Leo Lau | “Good ideas are always crazy until they’re not.”

@2025 Leo Lau | “Good ideas are always crazy until they’re not.”

@2025 Leo Lau | “Good ideas are always crazy until they’re not.”