Investo

An AI-powered app that helps beginner investors make confident decisions through personalized stock recommendations and bite-sized education.

ROLE

Product Design
Research

PROJECT DURATION

1 month

INDUSTRY

Fintech

Challenge

New investors often feel overwhelmed by stock market complexity and are unsure where to start.

Solution

An approachable AI-powered investing experience for beginners—crafting intuitive flows, simplifying concepts, and encouraging confidence through guided exploration.

Personalized Onboarding

A short, friendly onboarding helps users share their goals and comfort with risk — setting the stage for tailored picks from day one.

Smart, Low-Risk Recommendations

Users can explore beginner-friendly investment assets, tap in for details, and save the ones they like — all with simple language and clean visuals.

AI Assistant for Educating New Investors

The AI chat provides quick, helpful answers to common questions, making investing feel less intimidating and more approachable.

Challenge

New investors often feel overwhelmed by stock market complexity and are unsure where to start.

Solution

An approachable AI-powered investing experience for beginners—crafting intuitive flows, simplifying concepts, and encouraging confidence through guided exploration.

Challenge

New investors often feel overwhelmed by stock market complexity and are unsure where to start.

Solution

An approachable AI-powered investing experience for beginners—crafting intuitive flows, simplifying concepts, and encouraging confidence through guided exploration.

Want to work together?

Feel free to say hello

raymond.g.chou@gmail.com

Want to work together? Feel free to say hello

raymond.g.chou@gmail.com

Want to work together?
Feel free to say hello

raymond.g.chou@gmail.com

Want to work together?

Feel free to say hello

raymond.g.chou@gmail.com