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1. Problem

Stocks was the first product launched in C6 Invest, and as such, carried legacy design patterns. Frequent monitoring of support metrics revealed that 18% of support tickets originated from the portfolio screen, a clear sign of user friction.

When analyzing the tickets, we identified friction points:

• Less experienced users did not clearly understand pricing and profitability information, often asking: “Why is my average price wrong?”
• The inconsistency between D-1 profitability and real-time prices, combined with an unclear profitability calculation, caused confusion. A common statement was: “My stock went up a lot, but the profit isn’t showing it.”

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These insights allowed us to align with stakeholders on a strategic revamp of the portfolio, focusing on clarity, reliability, and ultimately, increased user engagement.

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Constraints

With only front-end resources available, we had to work within the limits of existing back-end requests. This made delivering strategic value more challenging, and early collaboration with developers became essential.