TRADING INSIGHTS
TRADING INSIGHTS
TRADING INSIGHTS
TRADING INSIGHTS
moving towards insights
from analytics, so that sincere traders can focus more on
trade execution
moving towards insights from analytics, so that sincere traders can focus more on trade execution
moving towards insights
from analytics, so that sincere traders can focus more on trade execution
moving towards insights
from analytics, so that sincere traders can focus more on
trade execution
[project best viewed on desktop]
BACKGROUND
BACKGROUND
orders/client on web
orders/client on web
compared to 8.6 on mobile of the [51-100] trades/month cohort (constituting 1% of total active users(tau))
58% of this cohort is using web as a 'execution only' tool
opc for people who have used web months back continue being 32-35% higher than people who did not used web platform, suggesting higher retention
BEHAVIOUR
long term retention
long term retention
46% of people in the [3-10] trades/month cohort are using only mobile. this cohort's long term retention is 18.9%. their visit retention is 25% lower than web and trade retention is 70-90% lower
but these people are placing trades as they constitute 22% of tau and tau/dau has been increasing at 0.5-.7% per month
NEED
traders lose money
traders lose money
approximately 70% trades are index option trades (across novice to advanced traders). option trading is a staple, but most options traders struggle – roughly 95% of option traders lose money
these people placing 3-10 trades/month are more temperamental , who don't develop learning habits and are doing half hearted efforts, due lack of tracking and behaviour building tools
OPPORTUNITY
extra turnover targeted
extra turnover targeted
converting the 3-10 cohort who is 22% and whose avg/customer turnover is 45.5k , to 11-50 cohort who consitutes only 1% but gives avg/customer turnover of 54.9k, an extra 32.7 cr is estimated to be generated
IMPACT
pre
needs work
DISCOVERY CHANNELS
home page, markets, watchlist, option chain
trade
is doing ok
MONITORING AND PLACING ORDERS
watchlist, charts, chart tools, order pad, positions/orders page, tradeone, option chain
post
needs
immediate work
ANALYSIS CHANNELS
statements, trades and charges, profit and loss, trading analytics page
this project lies here
pre
needs work
DISCOVERY CHANNELS
home page, markets, watchlist, option chain
trade
is doing ok
MONITORING AND PLACING ORDERS
watchlist, charts, chart tools, order pad, positions/orders page, tradeone, option chain
post
needs
immediate work
ANALYSIS CHANNELS
statements, trades and charges, profit and loss, trading analytics page
this project lies here
pre
needs work
DISCOVERY CHANNELS
home page, markets, watchlist, option chain
trade
is doing ok
MONITORING AND PLACING ORDERS
watchlist, charts, chart tools, order pad, positions/orders page, tradeone, option chain
post
needs
immediate work
ANALYSIS CHANNELS
statements, trades and charges, profit and loss, trading analytics page
this project lies here
pre
needs work
DISCOVERY CHANNELS
home page, markets, watchlist, option chain
trade
is doing ok
MONITORING AND PLACING ORDERS
watchlist, charts, chart tools, order pad, positions/orders page, tradeone, option chain
post
needs
immediate work
ANALYSIS CHANNELS
statements, trades and charges, profit and loss, trading analytics page
this project lies here
pre
needs work
DISCOVERY CHANNELS
home page, markets, watchlist, option chain
trade
is doing ok
MONITORING AND PLACING ORDERS
watchlist, charts, chart tools, order pad, positions/orders page, tradeone, option chain
post
needs
immediate work
ANALYSIS CHANNELS
statements, trades and charges, profit and loss, trading analytics page
this project lies here
pre
needs work
DISCOVERY CHANNELS
home page, markets, watchlist, option chain
trade
is doing ok
MONITORING AND PLACING ORDERS
watchlist, charts, chart tools, order pad, positions/orders page, tradeone, option chain
post
needs
immediate work
ANALYSIS CHANNELS
statements, trades and charges, profit and loss, trading analytics page
this project lies here
DEFINED GOAL
provide analytics keeping in mind the roadmap to insights and not just analytics, so that high intent mobile users which constitute 22% of mobile orders, get hooked more to the web platform and stay as loyal customers
provide analytics keeping in mind the roadmap to insights and not just analytics, so that high intent mobile users which constitute 22% of mobile orders, get hooked more to the web platform and stay as loyal customers
TEAM
apurva mayekar - product
apurva mayekar - product
apurv bishnoi - product
apurv bishnoi - product
laksh bhutani - back end dev lead
laksh bhutani - back end dev lead
jyoti maurya - front end dev lead
jyoti maurya - front end dev lead
prashanta barman - design
prashanta barman - design
DURATION
6 design sprints
6 design sprints
m2q4 2024 - m3q1 2025
m2q4 2024 - m3q1 2025
PLATFORM
spark web
spark web
STATUS
live
live
PRINCIPLES
PRINCIPLES
PROGRESSION
turn chaos into a narrative with a streamlined journey from overall summary to minute details incorporating contextual data in each stage
turn chaos into a narrative with a streamlined journey from overall summary to minute details incorporating contextual data in each stage
turn chaos into a narrative with a streamlined journey from overall summary to minute details incorporating contextual data in each stage
COMPARISON
surface deltas from personal benchmarks—transforming vague intentions into measurable, repeatable habit adherence
surface deltas from personal benchmarks—transforming vague intentions into measurable, repeatable habit adherence
surface deltas from personal benchmarks—transforming vague intentions into measurable, repeatable habit adherence
RECOGNITION
offer scaffolding -lenses - not verdicts—coaching evidence-seeking judgment instead of spoon-feeding patterns
offer scaffolding -lenses - not verdicts—coaching evidence-seeking judgment instead of spoon-feeding patterns
offer scaffolding -lenses - not verdicts—coaching evidence-seeking judgment instead of spoon-feeding patterns
CURATION
provide easier access to intense drilling into mistakes and opportunities. touch errors quickly and often
provide easier access to intense drilling into mistakes and opportunities. touch errors quickly and often
provide easier access to intense drilling into mistakes and opportunities. touch errors quickly and often
FRAMEWORKS
FRAMEWORKS
LAYERED ANALYSIS
start broad to spot trends or variance, compare sub-periods to detect repeatable edges, then replay single trades to fine-tune execution
start broad to spot trends or variance, compare sub-periods to detect repeatable edges, then replay single trades to fine-tune execution
start broad to spot trends or variance, compare sub-periods to detect repeatable edges, then replay single trades to fine-tune execution
DUAL NARRATIVE
pair hard stats with soft context. in low-validity domains, why a trade was taken is as predictive of future outcomes as what the chart looked like
pair hard stats with soft context. in low-validity domains, why a trade was taken is as predictive of future outcomes as what the chart looked like
pair hard stats with soft context. in low-validity domains, why a trade was taken is as predictive of future outcomes as what the chart looked like
SOLUTION
SOLUTION
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
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5
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5
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NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary
HOVER THERE
ATOMS
actions in realization
[project best viewed on desktop]
COMPONENTS
atoms in context
SECTIONS
components in function
PAGES
sections in journey
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
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17
5
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22
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NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary
HOVER THERE
ATOMS
actions in realization
[project best viewed on desktop]
COMPONENTS
atoms in context
SECTIONS
components in function
PAGES
sections in journey
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
NAMES OF PATTERNS
NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary
HOVER THERE
ATOMS
actions in realization
COMPONENTS
atoms in context
SECTIONS
components in function
PAGES
sections in journey
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
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18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
NAMES OF PATTERNS
NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary
HOVER THERE
ATOMS
actions in realization
COMPONENTS
atoms in context
SECTIONS
components in function
PAGES
sections in journey
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
NAMES OF PATTERNS
NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary
HOVER THERE
ATOMS
actions in realization
COMPONENTS
atoms in context
SECTIONS
components in function
PAGES
sections in journey
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
NAMES OF PATTERNS
NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary
HOVER THERE
ATOMS
actions in realization
COMPONENTS
atoms in context
SECTIONS
components in function
PAGES
sections in journey
ATOMS
actions in realization
ACTIVITY BUBBLES
profit/loss indicators with increasing level of information for each view making analysis contextual and richer with each level of scrutiny required
17
09
07
+₹16,800.75
12
+ ₹24,000.00
17
trades
31
1 YEAR VIEW
3 MONTHS VIEW
1 MONTH VIEW
DAILY VIEW
VISUALS
make data visible so that it is easier to look for insights that they are trying to find about their activities on the platform
PROFIT/LOSS PRIMARY
PROFIT/LOSS SECONDARY
PROFIT/LOSS TRADES
PATTERN IDENTIFIERS
miniature views of probable patterns that can be found, of any visualization used for analysis
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
19
19
17
5
5
5
18
5
22
18
18
18
17
17
22
NAMES OF PATTERNS
NOTES
notes trigger acting as a floating bubble in the entire reports page to accomodate putting down ideas as and when they come without any wastage of time
DRAG THIS
TAGGING
marks of acknowledgement and involvement
17
CLICK THERE
COMPARISON
identifiers of progress towards a target
3.7%
UP BY
TOOLTIPS
provide context wherever necessary