Uptrends.ai helps stock traders move first by streaming real-time market news, AI sentiment scores, and instant push alerts, so they spot price-moving tickers and take insightful actions before anyone else.
My role
I led a ground-up Product + UX overhaul to:
Merge scattered data into one intuitive dashboard
Streamline alert setup
Surface key signals visually—turning a cluttered tool into a focused, friction-free workspace
Challenge
Short-term traders often miss out on volatile stock movements because they aren't glued to their screens all day
Long-term investors, on the other hand, desire deeper insights into company fundamentals but lack a platform that combines this with real-time sentiment analysis
Old alert builder felt like filling out a tax form; many users quit halfway
We aimed to create a solution that caters to both, making market insights accessible, actionable, and tailored to individual trading strategies.
Research
The founding team had thoroughly validated the product idea through an initial MVP launch.
They kept in touch with users regularly and gathered valuable data and insights into their Notion workspace. This was incredibly helpful for kickstarting the research phase.
User Interviews
Synthesizing user insights out of interviews
With those insights in mind, we gathered together to explore exciting ways to focus on the key-driven insights that will make the biggest impact on our product's growth and goals.
Top 5 insights that shaped our product redesign:
Prioritize Short-Term Traders: They gain the most value from real-time alerts.
Discovery of Opportunities: Traders are looking for a platform that helps them find new opportunities effortlessly.
Sentiment Needs Support: Traders avoid acting on sentiment data alone; they need it corroborated with other metrics.
Visual Over Textual: Users prefer graphs and visual representations over text-heavy data.
Trusted Sources Matter: Reputable publications are highly valued by traders.
Design
Sitemap
Information architechture -- sitemap
Wireframing
We brainstormed ways to make stock monitoring analysis and alerting intuitive and streamlined — by focusing on delivering the most value to the users' workflow and also considering all of our time + tech constraints.
Visual Design 👇🏼
Onboarding
We redesigned onboarding into a streamlined guided flow to get users to the Aha moment ASAP.
Results:
Activation time fell by 40%
Free trial users jumped 25%
Trial-to-paid conversions jumped 9%
Onboarding -- user prefrences
Onboarding -- create first watchlist
Main flows
Uptrend Trending page -- AI stock sentiment monitoring
Uptrends Company page -- AI stock sentiment monitoring
Alerting
We transformed the alert setup into a set-and-forget experience — default “sentiment swing” packs, bulk-edit table, and a live “≈ 12 pings/day” preview.
Traders now switch alerts in seconds, and the average setup time has dropped 60%, so more users actually keep notifications on.
Uptrends Alerts page -- users can setup and manange their stock alerts
Uptrends stock alert setup -- Select alert type based on sentiment, sector, topic, source, ...
Uptrends stock alert setup -- alert settings and prefrences
Design system
Built a lean, componentized design system library in Figma from scratch.
V2 Updates
After developing the initial prototype, we reached out to traders to gather feedback. Their insights were invaluable and led us to overhaul our alert system to make it more relevant and user-friendly. Based on their input, we expanded our alert types to include:
Revamped the UI navigation and pages' accessibility
Restructured the alert feature: Mostly, users found it challenging to go through our advanced alert creation feature, so we made the alerts default to be categorized for users to select from.
Positioning to focus on core values (Analytics + Alerts) instead of features (Watchlists, news feeds,.)
Minimized the sidebar
Added:
Mentions-Based Alerts: Notifications for spikes in stock mentions.
Keyword Catalysts: Alerts for market-moving topics like "acquisition" or "bankruptcy."
Sentiment Analysis: Significant changes in sentiment scores backed by data.
Ticker Associations: Insights when a company is trending alongside certain sectors or keywords.
Uptrends CEO testimonial
Outcome
Overall, the overhaul turned Uptrends into a cleaner, faster decision aid. Onboarding now feels effortless, alerts are offering more customization and personalization based on each use case.
Some shifted metrics:
Free trial users +25%
Trial → Paid conversion +9%
Avg. alert-setup time reduced by ~50%
Support tickets reduced ~30%
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Posted Jun 2, 2024
Redesigned the Uptrends.ai SaaS app to help traders get real-time stock sentiment and news alerts— resulting in 25% increase in user trials + 9% conversion rate