Trading Bots
Helping everyday investors use automated trading tools for advanced financial contracts through clearer guidance and simpler decision-making.
XP’s futures market share had been declining, making it a priority for our team. Working with product and engineering leads, we identified an opportunity to simplify our Trading Bots product and make it more approachable for first-time users.
The product was originally built for experienced traders and relied heavily on technical language, acronyms, and complex flows. But our biggest growth opportunity came from long-term investors with limited to no trading experience who wanted to diversify and felt overwhelmed by the experience.
We transformed a complex trading tool into a more guided and accessible experience. The flow became shorter, the language clearer, and the charts easier to understand. More users completed their first investment, retention improved, and revenue grew even in a flat market.
Instead of designing around a simple “activate” action, we focused on helping users understand their decision before investing. We removed advanced settings from the early steps and reorganized the experience around three things: - a simple introduction to the strategy - easy-to-read performance visuals - a simulation feature that showed possible outcomes before investing real money
- 01
Plain language instead of trading jargon
We rewrote technical terms using the same language financial advisors naturally used in conversations with clients.
Why it mattersThe product started to feel more familiar and less intimidating, especially for users who were new to this type of investment.
- 02
Bringing research into the onboarding flow
Performance history and simulations became part of the activation journey instead of being hidden in separate analysis screens.
Why it mattersUsers could evaluate a strategy without leaving the flow, which helped reduce hesitation before investing.
- 03
Setup reduced from five six to four
We removed repeated confirmation steps and technical forms that weren’t necessary for most users.
Why it mattersThe shorter flow reduced friction and helped more people complete the setup process.
- 04
Renaming the product to match user language
We renamed the product from "Automated Strategies" to "Trading Bots".
Why it matters“Trading Bots” matched the language users were already searching for and was easier to understand at a glance.
High-fidelity
The interface was redesigned to be easier to scan and understand. Instead of relying on dense tables and technical data, we prioritized clear typography, spacing, and visual summaries. Performance information became more visual and less dependent on numbers alone, helping users quickly understand how a strategy was performing.
System feedback
Microinteractions were designed to provide continuous feedback during the trading experience. From activation confirmations to graph transitions, each motion cue helped users understand what changed and why.
What improved
Even during unstable market conditions, the increase in active users reinforced that making the product easier to understand was also a strong business decision.
What I'd rethink
This project reinforced that simplifying financial products is less about removing information and more about helping people understand what matters. In future iterations, I’d like to explore ways to support continuous learning so users can feel more confident during volatile market conditions.