Smartbroker+
Overview
This project was developed in collaboration with Smartbroker+ as
part of a university course, exploring innovative UX concepts for
fintech products. Covering the full product design process—from
early ideation and user insights to stakeholder presentations and
handoff-ready UI—the work focuses on personalization, improved
information architecture, and end-to-end flows for core tasks.
Webview document page redesign (left: old, right: new)
Focused on improving search, filtering, file labeling, and bulk export based on user feedback.
Redesign of the savings plan flow.
Designed for intuitive use, clarity, and error prevention.
Dividend overview and performance insights.
Displays total dividends (lifetime, yearly, monthly), dividend growth over time, and key portfolio metrics such as yield and total dividends per account, with optional inclusion in overall performance.
Detailed dividend tracking at the asset level.
Includes dividends per stock (monthly, yearly, since purchase), flexible time filters, expected payouts, historical yield trends, and a complete, date-level dividend history, along with upcoming distribution dates.
Onboarding Experience
Guiding new users through their first steps while building a clear understanding of the product and its core concepts.
Weekly summary
Providing a clear overview of portfolio performance and individual assets, helping users better understand their investments while building confidence and reducing uncertainty.
Daily breakdown
Visualizing daily portfolio performance, with a detailed view of gains and losses across assets. Losses are contextualized with clear explanations to help users understand market movements and build confidence over time.
AI Snapshot
A concise overview of the portfolio, highlighting sector allocation, key positions, and potential dividend income. Provides contextual insights into invested assets while surfacing relevant sectors, stocks, and ETFs to support exploration and informed decision-making.
PLEASE NOTE:
This work was created in the winter semester of 2025 as a student project at the Potsdam University of Applied Sciences in cooperation with Smartbroker AG. It is an academic achievement and not a commercially commissioned work.