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

[project best viewed on desktop]

BACKGROUND

BACKGROUND

0
0

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

0%
0%

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

0%
0%

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

0cr
0cr

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

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

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

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

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

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

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

SOLUTION

SOLUTION

help high intent self-directed traders turn scattered activity into a coherent practice—one where decisions are traceable, patterns become visible, and behavior improves because evidence is impossible to ignore. each action maps to a layer - strategic/tactical/operational - and together they create one seamless narrative from high-level context to a single trade’s intent
help high intent self-directed traders turn scattered activity into a coherent practice—one where decisions are traceable, patterns become visible, and behavior improves because evidence is impossible to ignore. each action maps to a layer - strategic/tactical/operational - and together they create one seamless narrative from high-level context to a single trade’s intent

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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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

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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

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5

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5

22

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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