Upstox: UX Audit


Customer Reviews

So what we can understand from these reviews is that people are having troubles with —

  1. After doing the PIN approval on CDSL’s site, they have to come back to the main page to sell the stock. This is not very intuitive for them, cause they’ve already clicked on “sell” and proceeded to do the approval. Once the transaction is approved, they think that the stock is sold. Which is not the case. Now since we cannot remove the PIN approval on CDSL’s site, we’ll have to look for some other alternative. (Maybe making it more intuitive for them to come back to the page to sell stocks).
  2. “For viewing different watchlists, every time you need to go to the top and pull the dropdown and select”.
  3. “P&L should be more descriptive”.

Let’s solve these problems now!! 🤩

1. Moving stocks to another scrip without exiting the current one.

This can be very distracting for a user who’s picking stocks for the week/month from a list of 100 stocks. He would have to leave that scrip open another one and add that stock into it. And repeat this process every time he finds the desired stock (If picking stocks is someone’s Ikigai, we’re basically disturbing their flow!).

So, what we can do is to create an “add to” feature which would allow the users to add a certain stock to another scrip without leaving the current scrip. What do you think about it? (Do let me know in the comments!)

Suggested Design



2. Option to see check overall % change in the portfolio

So here I am :), with a design that I suggest can be used for solving this problem.



3. Guiding users about the process of selling a stock.

Click the “sell” option -> Approve the transaction using the PIN generated on CDSL’s site (and if the user hasn’t created, they’ll have to first create the pin and then proceed)-> Come back to the screen and click on “sell” again. The user in this process has to click on “sell” twice, which doesn’t look like the most intuitive process to follow. The user, after approving the transaction might think that it has already taken place, which can create a lot of confusion and possible financial loss.

So, how about we inform the user about the process of selling a stock first and then let them continue?

However, not every user might be needing this guidance every time they sell a stock. So for that, we can create a “never show thing again” button.

Suggested design.



4. Adding tools to favs and showing them on the graph.

Let’s bring that feature back!



All the tools which are added to favorites are added to this quick access bar. This menu can be dragged and dropped to where the user likes on the screen.

Is there any other feature that I’d like to add?

That’s a wrap!

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