Stockvu · 2020–2023

Stockvu

Role

Co-founder & Product Designer

Timeline

2020–2023

Team

Co-founder team + Design

Skills

Product Strategy, User Research, Product Design

People of color are systematically underrepresented in investing. Stockvu was built to change that.

Stockvu is a financial literacy tool designed to empower individuals — particularly people of color — with the knowledge and resources to make informed investment decisions. Built on the web using Webflow for broad accessibility, the platform aimed to reach anyone with an internet connection, regardless of prior financial education or wealth background.

The Problem Behind the Product

People of color are disproportionately underrepresented in the investing world — due to lack of access to financial education, systemic barriers in the financial industry, and a wealth of resources that assume prior knowledge. The result: missed opportunities to build generational wealth. Stockvu was built to lower that barrier.

We validated the problem before building anything.

The design process started with a Pollfish survey to get initial signal on product-market fit — understanding whether the problem was real, who felt it most acutely, and what kind of tool they'd actually use. That initial research shaped every product decision that followed.

The approach was human-centered throughout: interviews with potential users, synthesis of pain points, and design decisions grounded in how people actually thought about money and investing — not how the financial industry talked about it.

Read the full research →

Initial Pollfish research — survey results validating product-market fit for Stockvu — Initial Pollfish survey results.

From task flow to design system — three years of iterative build.

Stockvu product task flow V2 — user journey from onboarding through core features — V2 task flow: mapping the full user journey from sign-up through the core learning and portfolio simulation features.

Stockvu wireframes phase 1 — low-fidelity screens for core flows — Phase 1 wireframes — lo-fi screens for onboarding, dashboard, and learning modules.

Stockvu wireframes phase 2 — refined wireframes moving toward visual design — Phase 2 — refined wireframes moving toward a visual design system.

A clean, accessible investment education platform.

The final design was built around clarity and accessibility — stripping away the intimidating complexity of most financial tools in favor of progressive disclosure. Start with what matters to you, learn at your own pace, and build confidence through doing rather than just reading.

Stockvu dashboard — investment portfolio overview with clear visual hierarchy — The dashboard: clear portfolio overview designed for users who may be seeing their first investment interface.

Stockvu stock detail view — company information and learning modules — Stock detail view — company information, learning modules, and a plain-language breakdown of key metrics.

Stockvu dashboard overview — full feature view — Full dashboard view — accessibility-first design with high contrast and clear typography.

Stockvu additional screen — learning and discovery feature — Discovery features let users explore stocks by category — without requiring prior knowledge of tickers or industry jargon.

Stockvu

People of color are systematically underrepresented in investing. Stockvu was built to change that.

We validated the problem before building anything.

From task flow to design system — three years of iterative build.

A clean, accessible investment education platform.

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