Copy Trading Integration

Copy Trading Integration

Implementing Copy Trading for users to copy trades from strategy providers

Implementing Copy Trading for users to copy trades from strategy providers

Role: UX/UI Designer

Skills & Tools:

  • Figma: Research, Wireframing and Prototyping

Overview

Overview

Overview

As a B2B SaaS, a client requested to integrate a Copy Trading feature from a third-party provider. While the core functions were already defined, the integration process showed several opportunities to improve the user's copy trading experience.

I worked closely with the cross-functional teams to identify gaps, conduct additional research, and propose UI and UX improvements to better support users in their copy trading journey.

As a B2B SaaS, a client requested to integrate a Copy Trading feature from a third-party provider. While the core functions were already defined, the integration process showed several opportunities to improve the user's copy trading experience.

I worked closely with the cross-functional teams to identify gaps, conduct additional research, and propose UI and UX improvements to better support users in their copy trading journey.

Goals

Goals

Goals

  1. Integrate copy trading: Integrate the feature to fit the look and feel of our product, ensuring minimal disruptions to existing flows.

  2. Adapt the experience for desktop: The original service is geared towards mobile and tablet users, so we had to adapt it for web.

  3. Address discovered UX pain points: Other than updating the UI, we also wanted to improve the information clarity and visual feedback so users have a smoother experience especially when they are performing important functions.

Original app vs our Web version

Original app vs our Web version

Identifying Potential Problems

Identifying Potential Problems

Identifying Potential Problems

We took some time to walkthrough the existing feature to ensure we did not miss out any functions when implementing it. While reviewing the copy trading feature in preparation for implementing it, several pain points became apparent:

  1. Unclear Call To Actions: Actions such as enabling copy trading or closing actions did not seem clickabled, or were not well labeled.

  2. Inconsistent UI: The UI did not match our current product, and it needed a redesign for users to have a seamless transition from our main product to this new feature.

  3. Limited Desktop Optimization: The original service used layouts better suited for smaller screen experience and did not fully utilize desktop space.

Researching and Validating Points

To confirm proposed changes were aligned with user needs we:

  • Did a full walkthrough of the copy trading to map friction points across the user journey.

  • Seeked internal feedback from colleagues and stakeholders with institutional trading experience in order to obtain professional advice and validation.

  • Researched on similar products with number heavy information to seek the best layout and information hierarchy.

Copy trade form on the App vs our Web version

Copy trade form on the App vs our Web version

Proposed Changes

1. Reorganized Information Structure

  • Grouped data into clear, purpose-driven sections (e.g., trader overview, performance metrics, risk indicators).

  • Prioritized high-impact metrics first, with secondary details revealed progressively.

1. Reorganized Information Structure

  • Grouped data into clear, purpose-driven sections (e.g., trader overview, performance metrics, risk indicators).

  • Prioritized high-impact metrics first, with secondary details revealed progressively.

2. Clear Call-to-Actions & System Feedback

  • Defined clear primary and secondary call-to-actions to guide users through critical decisions with confidence.

  • Added clearer warnings and labels to ensure users know the risks of certain actions or options.

  • Designed feedback mechanisms that reassure users that their actions have taken place.

2. Clear Call-to-Actions & System Feedback

  • Defined clear primary and secondary call-to-actions to guide users through critical decisions with confidence.

  • Added clearer warnings and labels to ensure users know the risks of certain actions or options.

  • Designed feedback mechanisms that reassure users that their actions have taken place.

3. Desktop-Optimized Layout

  • Redesigned the layout using a modular system to better utilize screen real estate.

  • Separated monitoring, decision-making, and action areas to reduce visual clutter.

  • Aligned UI components with our platform’s existing design system for consistency.

Some points of improvements we've made on just the main page.

Some points of improvements we've made on just the main page.

Results

  • Improved Decision Clarity: Reorganising trading information made key details easier to scan, helping users understand copy strategy performance at a glance.

  • Greater User Confidence: Clear call-to-actions reduced uncertainty around actions, allowing users to interact and make decisions with more confidence.

  • Consistent Platform Experience: Aligning the integrated feature with existing UI library created a seamless experience, even when using a third-party service.

  • Future-Proofing Design: The consistent and improved UI and UX allows for a easier time to implement the 'Strategy Provider' functions in the future.

A video of the copy strategy flow prototype.

Copy S

Key Learnings

Key Learnings

Third-Party Integration Goes Beyond Implementation: Integrating external services is not just about enabling functionality. We can take the opportunity to identify UX gaps and improve the overall experience for users.

Information Clarity Is Critical: Clear Call-To-Actions and proper information hierarchy can enable users to confidently performing actions.

Adding Value Beyond The Basic Scope: Identifying and solving adjacent problems strengthens the product experience.

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