Mobile Product Design | Fall 2023
Shaping Blossom's portfolio and social profile experience
Revamping the core Blossom experience by introducing new investment portfolio management and social profile features.
Role
Sole Product Designer
Team
CEO, CTO, 2 FE Eng, 3 BE Eng
Timeline
Sep 2023 → Oct 2023, Shipped Q4 2023
🚧 Work in progress
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Overview
Redesigning our most core experiences
A core function of Blossom Social is social portfolio browsing and portfolio management. Users can find other's investment portfolios on our platform and see what they are investing in. Additionally, users can also manage and track their own investments, and share their investments with the community.
Context
What is Blossom Social?
Blossom is a top 50 financial social app for Canadian investors that enables users to follow each other's portfolios and trades and discover new investment ideas in a community of over 100,000 investors.
Problem Discovery
Our most requested feature
There were over 50 requests from our users to add functionality for linking more one investment account type (🇨🇦 TFSA, RRSP, FHSA, 🇺🇸 Roth IRA, Individual IRA) to their Blossom portfolio so they can track their investments all in the same place.
Pain Point #1
Confusing public/private view toggle
In addition to the feature requests, we received around 2 messages per week from users mentioning that the public/private profile view toggle was confusing, and concerns for the security of their investments.
Pain Point #2
Outdated process for manually adding investments
We also receive around 4 messages per week from users asking how to edit their portfolio or how to add investments into their account.
What I learned
Learnings & Challenges
😬 Not testing with real users to find edge cases
Because of time constraints and capacity, I was not able to test the feature with real users, which would greatly help in identifying edge cases. However, we were able to catch most cases with the help of our CTO and if there were missed cases, we were able to add hotfixes.
📱 Providing multiple designs without a clear choice
I made the mistake of presenting multiple designs without explaining my top choice and leaving it open for others to decide. This left my team (non-designers) unsure of my design decisions and how to move forward. Instead, I started highlighting my preferred choice, and rationale on why.