Project Summary:

Background:

Intelius AI is a private Canadian technology company that enhances business operations through the use ofusing AI and machine learning technologies. Intelius was founded by AI entrepreneurs and employs many data scientists and machine learning experts.

Problem Statement:

Stock trading is a chaotic environment, with multiple aspects to monitor where split-second decisions can greatly alter the profit margin of a trader. Day traders find it difficult to track all the indicators, news and strategies needed to make profits, they can easily miss signals and take negative spontaneous decisions when they are not necessary.

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Vision:

Create a proprietary, AI-driven, trading platform for professional and individual day traders. Adatra will leverage AI technology to provide recommendations to traders as to which potential trades and strategies will lead to the highest profit rate. Auto trading options will also be available for traders who wish to leave all the decision making to the AI agent.

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Objectives:

Adatra delivers an AI-driven, web and mobile application which will improve the efficiency and profitability of day trading. Adatra will provide an integrated system for both analyzing the market and performs live trading. The AI technologies will empower:

• Provide Ttraders to make more informed decisions usingwith i2 I2’s recommendationdata-driven insights, near short-term price and direction future predictions and news sentiment analysis, thus leading to overall improved profit rate.
• Provide commission-free trading directly Traders to complete day trades directly onon the 1I2 platform, allowing for multiple order types.
• Allow Ttraders to manage their profiles, track stocks, and manage their acceptable risk level.
• Continued development to allow Ttraders to embark on auto trading using a reliable and intelligent agentreliable and intelligent agent to trade without requiring constant attention and monitoring.
• Allow Ttraders to analyse their past performances with reports detailing previous positions and their profit rates.
• Trading companies to add employees to their account and transfer them funds.

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Research:

Adatra is a cutting-edge, proprietary trading platform designed to empower both professional and individual day traders. Leveraging advanced artificial intelligence (AI) technology, Adatra provides traders with real-time market analysis, intelligent trade recommendations, and the option for auto trading. Adatra aims to optimize trading strategies and maximize profit rates by harnessing the power of AI-driven decision-making. I conducted user research to understand the needs, preferences, and pain points of traders, using methods such as interviews, surveys, and usability testing to gather feedback on the platform's user interface, features, and overall user experience.

Here's how I utilized the research outputs:

1. I created user flows in Miro: It depicts the step-by-step journey of users as they interact with the platform. They illustrate the various paths users can take to achieve their goals. By analyzing user flows, I identified potential pain points, bottlenecks, or areas that may need improvement in the user experience. I identified opportunities to streamline the flow and reduced the number of steps required to complete essential tasks and validated the flow by conducting usability testing, making adjustments based on user feedback and observations. Everything was done with a collaboration of the development team to ensure that the UI design supports the user flows effectively.

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2. I created information architecture that involves organizing and structuring the platform's content and navigation to facilitate intuitive and efficient access to information. It helped me to find what users need quickly and easily. The content map is a visual representation of the information architecture, showing the hierarchical relationships between different sections and content elements. I established a logical and intuitive navigation structure for the platform and grouped related content together and determine the hierarchy of information. Adatra’s application services can broadly be classified into the following pages, each representing different functionalities of the application

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3. User Personas help to create a user-centered design by understanding users' goals, behaviors, motivations, and pain points. User personas guideed design decisions and ensure that the platform caters to the needs of its target audience.

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4. User stories are a valuable tool for capturing user requirements and scenarios in an Agile development process. Here are a few examples of user stories for the Adatra Trading Platform:

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Key Features:

1. AI-Powered Trade Recommendations: Adatra's AI algorithms continuously analyze vast amounts of market data, including historical trends, real-time news, and technical indicators. Based on this analysis, the platform generates trade recommendations to identify potential high-profit opportunities. Traders can rely on the AI's insights to make informed trading decisions.
2. Intelligent Strategy Optimization: Our platform goes beyond basic trade recommendations and offers intelligent strategy optimization. Adatra utilizes machine learning techniques to analyze various trading strategies and identifies the ones that have historically delivered the highest profit rates in specific market conditions. Traders can explore these optimized strategies and adjust their approach accordingly.
3. Real-Time Market Monitoring: Adatra provides real-time market monitoring capabilities to keep traders updated on the latest market movements. Users can access live price feeds, news updates, and economic indicators, empowering them to make timely decisions based on the most up-to-date information.
4. Auto Trading: For traders who prefer a hands-off approach, Adatra offers an auto trading feature. Users can configure their preferred risk parameters, desired trading strategies, and profit targets. The AI agent will then execute trades automatically based on the predefined criteria. Auto trading helps eliminate emotional bias and allows for 24/7 trading without the need for constant monitoring.
5. Risk Management Tools: Adatra includes robust risk management tools to help traders minimize potential losses. These tools assess market volatility, account for risk tolerance, and dynamically adjust trading strategies accordingly. Stop-loss orders, trailing stops, and position sizing recommendations are provided to protect investments and optimize risk-reward ratios.
6. Advanced Analytics and Reporting: The platform offers comprehensive analytics and reporting features to track performance and evaluate trading strategies. Traders can access detailed trade logs, performance metrics, and visualizations to gain insights into their trading activities. This information enables users to fine-tune their strategies and improve their overall performance over time.
7. User-Friendly Interface: Adatra boasts an intuitive and user-friendly interface, ensuring a seamless trading experience. The platform's layout is designed to provide easy access to critical information, customizable charts, technical indicators, and real-time data. The interface accommodates traders of all experience levels, allowing them to navigate and utilize the platform's features effortlessly.
8. Security and Reliability: Adatra prioritizes the security and reliability of user data and transactions. We employ industry-standard encryption protocols, multi-factor authentication, and regular security audits to safeguard user information. The platform is hosted on robust and scalable servers, ensuring uninterrupted access and minimal downtime.
9. Conclusion: Adatra is a proprietary trading platform that combines the power of AI technology with advanced trading features. It empowers both professional and individual day traders to make data-driven decisions, optimize strategies, and achieve higher profit rates. With its AI-driven trade recommendations, auto trading options, risk management tools, and comprehensive analytics, Adatra sets the stage for a successful trading journey.
10. Security and Reliability: Adatra prioritizes the security and reliability of user data and transactions. We employ industry-standard encryption protocols, multi-factor authentication, and regular security audits to safeguard user information. The platform is hosted on robust and scalable servers, ensuring uninterrupted access and minimal downtime.

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Wireframing / Prototyping:

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I worked in close collaboration with Intelius Analytics team to deliver UX design for the Web Application and Mobile Application. Link to interactive prototype in Invision.

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UI Design:

When designing the user interface (UI) for Adatra Trading Platform, I prioritized user experience, ease of use, and efficient access to critical trading information. Here are some key considerations and elements to incorporate in the UI design:

1. Clean and Intuitive Layout: I created a clean and uncluttered layout that allows users to focus on the most important information, using a grid-based design to organize elements logically. Navigation is intuitive, it's easy for users to move between different sections of the platform.

2. Dashboard Overview: I designed a customizable dashboard that provides an overview of key trading information, including a real-time market data, portfolio performance, account balance, and open positions I designed visualizations like charts and graphs to present data in a clear and digestible format.

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3. Trading Tools and Market Analysis: I designed a wide range of trading tools and market analysis features, including advanced charting capabilities with multiple timeframes and technical indicators. Tools for trend analysis, volume analysis, and pattern recognition. Users can set alerts and notifications for price movements and important events.

4. Trade Execution and Management: I tried to design a seamless trade execution experience. Users can place buy and sell orders, set stop-loss and take-profit levels, and manage open positions. The process is straightforward and includes options for different order types, including market orders, limit orders, and stop orders.

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5. Account Management: I included a dedicated section for managing user accounts. Users can view their account details, including balances, transaction history, and performance reports. Users can easily manage deposit and withdrawal processes, as well as the ability to edit account settings and preferences.

6. Research and News Integration: I integrated real-time news feeds and market research resources and provided access to financial news, analysis, and market insights, including an economic calendar highlighting important events and their potential impact on the markets. Users can filter news based on their interests and customize the information they receive.

‍7. Responsive Design: The UI is responsive and adapts seamlessly to different screen sizes and devices. Traders can access and use the platform effectively from desktop computers, laptops, tablets, and mobile devices. I optimized the UI for touch interactions on mobile devices to provide a smooth trading experience.

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8. Customization and Personalization: I designed customization options to allow users to tailor the platform to their preferences. Users can customize the layout and save personalized chart templates. I provided options to set default settings for order types, trade sizes, and risk management parameters.

9. Help and Support: I included a dedicated section for user support and assistance, clear documentation, tutorials, and FAQs to guide users through the platform's features. I designed live chat support to address user inquiries promptly.

10. Security and Trust Indicators: Adatra team incorporated security features to instill trust in users and I clearly displayed security measures such as encryption protocols, two-factor authentication, and regulatory compliance. I highlighted the platform's commitment to user data protection and secure trading practices.

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