MARKET MOVEMENT
= Total Market Cap
$2.39T
+1.65% (24h)
↗
A
AURIC SIGNAL
AURIC
SIGNAL
AI PORTFOLIO INTELLIGENCE
Turn complex crypto market data into clear, personalized decisions.
An AI-powered portfolio intelligence concept that helps self-directed investors understand risk, market movement, and portfolio impact before making financial decisions.
OVERVIEW + PROBLEM
WHY PORTFOLIO
DECISIONS FEEL HARD
Auric Signal is an AI-powered portfolio intelligence concept for self-directed investors. It transforms fragmented market activity into clear explanations, personalized risk cues, and decision support.
Most portfolio tools show prices and charts, but rarely explain
what changed, why it matters to an individual portfolio, or what
users should consider next before acting.
PORTFOLIO IMPACT
24h Change
+$625.41
(+2.24%)
Your portfolio outperformed 68% of similar investors in the last 24h.
CORE PROBLEM
01
Too much noise
Investors bounce between charts, news, and social sentiment to understand what is happening.
02
Low personal relevance
Even when markets move, it is hard to know what the change means for one specific portfolio.
03
Unclear next step
Users can see movement, but struggle to evaluate risk, compare options, and decide what to do next with confidence.
TARGET USERS
Self-directed investors
Confident managing their own portfolio, but need clarity on what market movement means for them.
Busy portfolio trackers
Monitor markets regularly and want faster, clearer insight into what deserves attention.
WHAT AURIC SIGNAL DOES
Explains movement
Cuts through noise to clarify what changed and why it matters.
Shows portfolio impact
Connects market movement to the user's own portfolio exposure.
Supports informed decisions
Provides risk context, scenario comparison, and clear review states before action.
RESEARCH + KEY INSIGHTS
UNDERSTANDING
INVESTOR BEHAVIOR
Investors do not need more market noise — they need clear context, personal relevance, and confident next steps.
We explored how self-directed crypto investors monitor volatility, interpret changes, and decide whether to act.
RESEARCH FOUNDATION
1
METHODS
Semi-structured
interviews
interviews
Workflow
mapping
mapping
Competitive
audit
audit
Desk
research
research
2
SCOPE
Self-directed
crypto investors
crypto investors
Portfolio
monitoring
monitoring
Volatility
interpretation
interpretation
Action
decision-making
decision-making
3
LIMITATIONS
Exploratory
concept-stage
research
concept-stage
research
Directional
findings, not prescriptive
findings, not prescriptive
No live-market
quantitative
validation
quantitative
validation
KEY INSIGHTS
01
↗
Users notice volatility, but struggle to understand cause and impact.
Investors see price swings but lack clarity on why they’re happening and how they affect their specific portfolio.
Design implication:
Surface cause, confidence, and personal portfolio relevance together.
02
≡
Raw dashboards show numbers, but not priority.
Too much data is presented equally, making it hard to identify what changed, why it matters, and what needs attention now.
Design implication:
Highlight what changed, why it matters, and what needs attention now.
03
⚖
Action hesitation comes from uncertainty, not lack of intent.
Investors want to act but are unsure about tradeoffs, timing, and confidence in different scenarios.
Design implication:
Support decisions with evidence, tradeoff framing, and scenario comparison.
SYNTHESIS
Design opportunity: transform fragmented market signals into understandable, trustworthy action support.
USER NEEDS +
DESIGN PRINCIPLES
From real user needs to clear design criteria.
Synthesizing research insights, user needs and key tasks into design principles that shape the product experience.
CORE USER NEEDS
Clear Understanding
Quickly understand what changed in my portfolio and why it matters.
Confidence & Trust
See evidence and reasoning, not black box answers.
Actionable Guidance
Know what I can do, and how different options may affect risk and return.
Control & Flexibility
Adjust on my terms, in my time — with full control.
Personal Relevance
Get insights that fit my goals, risk tolerance and time horizon.
KEY USER STORIES
PRIORITY TASKS
1
Understand What
Changed
→
See the key moves in my portfolio at a glance.
2
Understand Why
It Happened
→
Get clear, contextual explanations with evidence.
3
Evaluate Possible Actions
→
Compare scenarios, risks and tradeoffs, including the no-action baseline.
4
Decide and Act (or Not)
→
Adjust, save or defer with full control.
DESIGN PRINCIPLES
Clarity First
Make complex information easy to scan and understand.
Evidence-Based
Show sources, data and reasoning to build trust.
Personalized
Tailor insights to each user’s goals and risk profile.
Actionable
Turn insights into clear, comparable actions.
In Control
Keep the user in control at every step.
Design Outcome
An AI-powered investing experience that is clear, trustworthy and actionable — so users can make confident decisions, on their own terms
✓ Less uncertainty
✓ Better decisions
INFORMATION ARCHITECTURE
STRUCTURED
FOR CLARITY
Auric Signal is organized around how investors think and act: understand → evaluate → decide → act → review.
Each area delivers focused information and tools, connected through a clear navigation hierarchy and contextual decision layer.
KEY USER STORIES
As an investor, I want to understand why my portfolio changed today,
so I can stay informed and in control.
As an investor, I want to know what actions I could take and the potential outcomes,
so I can make confident decisions.
As an investor, I want guidance that is transparent and trustworthy,
so I can rely on it for important decisions.
1
PRIMARY NAVIGATION (PERSISTENT)
Home
Portfolio at a glance
- Portfolio Health
- AI Daily Brief
- Priority Signals
- Quick Actions
Insights
Understand market movements
- AI Daily Brief
- Market Movements
- Explain This Movement
- Evidence & Confidence
Assets
Explore your holdings and exposures
- Holdings
- Asset Detail
- Allocation
- Exposure & Risk
- Performance
Watchlist
Track what matters to you
- Saved Assets
- Tracked Movements
- Alerts
Profile
You and your preferences
- Risk Preferences
- Goals
- Notifications
- Privacy & Settings
2
CONTEXTUAL DECISION LAYER (APPEARS WHEN NEEDED)
PORTFOLIO CONTEXT
(Your baseline)
- Holdings & Allocation
- Risk Profile
- Goals & Preferences
- Performance History
↔
AI EXPLANATION
(Understand why)
- AI Daily Brief
- Market Movements
- Explain This Movement
- Evidence & Confidence
↔
SCENARIO EVALUATION
(Explore what could happen)
- No-Action Baseline
- Scenario Simulation
- Option Comparison
- Risk & Tradeoffs
↔
ACTION SUPPORT
(Decide what to do)
- AI Recommendations
- Rebalancing Options
- Review & Adjust
- Confirm / Save / Cancel
UPDATED PORTFOLIO CONTEXT
(Results & learning)
Primary flow of information
↔
Bidirectional relationship
Context and feedback loop
Context drives relevance.
Decisions drive outcomes.
Decisions drive outcomes.
CORE USER FLOWS
FROM SIGNAL
TO DECISION
Two connected flows help users first understand what changed, then evaluate whether action is actually needed.
AURIC SIGNAL moves from signal detection to explanation, then into simulation and controlled action only when useful. Each step reduces ambiguity while keeping the user in control.
FLOW PRINCIPLES
Understanding before action
Make sense of change before considering a move.
Evidence before recommendation
Rely on data, confidence, and context.
User stays in control
Decide, adjust, or walk away with clarity.
01
Understand a Portfolio Change
1. Portfolio
Health
See the overall health score.
→
2. Priority
Signal
Identify the most important change.
→
3. Movement Detail
View what moved, and by how much.
→
4. Explain This Movement
Get a plain-language explanation.
→
5. Evidence + Confidence
Review supporting data and confidence.
→
6. Personal Impact
See how this affects your portfolio.
Low confidence
Show uncertainty clearly and avoid strong recommendations.
Missing portfolio context
Explain market change, but mark personalized impact as unavailable.
02
Evaluate a Possible Action
1. Personal
Impact
Revisit the specific impact to you.
→
2. Scenario Simulation
Model different action scenarios.
→
3. Compare Baseline
+ Options
Compare outcomes side by side.
→
4. Risk +
Tradeoffs
Assess risks and tradeoffs clearly.
→
5. Adjust
Option
Refine the option to fit your goals.
→
6. Confirm / Save / Cancel
Confirm your choice or walk away.
Choose no action
Leave with clarity when no action is needed.
Outside risk preference
Flag the mismatch and allow adjustment.
Inputs changed
Refresh analysis when market conditions shift.
WIREFRAME EXPLORATION
FROM STRUCTURE
TO HIERARCHY
I explored multiple structural directions to find the clearest way for investors to understand changes, evaluate actions, and build confidence in AI-powered guidance.
APPROACH
- Focus on clarity of information hierarchy
- Reduce cognitive load for key investors
- Iterate from large layout to user control
1
Early Exploration
I explored multiple structural directions to find the clearest way for investors to understand changes, evaluate actions, and build confidence in AI-powered guidance.
◎
Design Goal
Make portfolio changes understandable, actionable, and trustworthy.
No focus on action affinity sequencing or decision-level navigation.
V1
Traditional dashboard with all key data shown in one place.
V2
Insight-led model with personalized tasks and tips.
V3
Portfolio-first model with deep hierarchy levels.
2
Findings
Usability issues and behavior patterns revealed consistent patterns across all versions.
Too Much, Too Soon
All versions surfaced too many metrics early, causing cognitive overload.
Unclear Priorities
Users were unsure what changed and what needed attention.
Lack of Guidance
Users wanted clear recommendations instead of raw options.
Personal Relevance
Insights felt generic instead of connected to their portfolio and goals.
3
Iteration
We iterated on structure, content prioritization, and user flow based on findings.
- Simplified the entry point
- Focused on daily changes
- Added AI explanation
- Introduced action guidance
- Grouped related items by decision level
V1
Introduced a daily change module to highlight what moved and by how much.
V2
Added AI explanation and action guidance for possible next steps.
V3
Grouped information by context and improved action control.
4
Refined Hierarchy
Refined Hierarchy
(Final)
The final structure balances awareness, understanding, personal relevance, and action in a clear hierarchical flow.
- Lead with change
- Explain with confidence
- Connect to user intent
- Guide toward action
- Keep navigation simple
1
Awareness
What changed?
2
Understanding
Why did it happen?
3
Personal Relevance
What does it mean for me?
4
Action
What can I do?
→
→
→
PORTFOLIO HEALTH DASHBOARD
HEALTH
AT A
GLANCE
The dashboard surfaces what changed, how healthy your portfolio is, and where risk is building—so you know what needs attention now.
PRIORITY LOGIC
01
Surface what changed
Highlight movement, movers, and shifts.
02
Clarify health and risk
Score portfolio health and exposure at a glance.
03
Guide the next step
Show what matters most and what to do next.
1
Change first
See total value and 24h change immediately.
2
Health score
A quick read on overall portfolio condition.
3
Understand risk
Key risk factors summarized so you know where attention is needed.
4
What changed
Top movers show what’s driving performance today.
5
Where exposure lives
Allocation view highlights concentration at a glance.
6
AI insight & next step
Actionable signal and quick actions help you move with confidence.
WHY THIS ORDER WORKS
1
First notice change
Users see movement and movers immediately.
2
Then judge health
They assess health and key risks.
3
Then decide action
They review what changed and take the next step.
AI EXPLANATION EXPERIENCE
EXPLAIN THIS
MOVEMENT
Turn complex market moves into clear, contextual explanations so users understand what happened, why it matters, and what to consider next.
AI DAILY BRIEF
A personalized summary of what changed, what matters, and what to watch.
EXPLANATION PILLARS
What Happened
Clear summary of the change.
Why It Happened
Key drivers in simple terms.
How Certain We Are
AI confidence level.
What It Means for You
Personal portfolio impact.
What to Consider
Questions and actions to think about.
THE AI EXPLANATION PRINCIPLES
Context First
Always show what happened in context.
Explain the Why
Link the move to measurable drivers.
Show the Evidence
Provide data, sources, and confidence.
Surface Uncertainty
Be transparent about what’s unclear.
Personal Relevance
Explain the impact on the user.
1
See the Change
Quick snapshot of portfolio movement and key drivers.
→
2
Understand the Why
AI explains the main reasons in plain language.
→
3
Check the Evidence
Review data, sources, and confidence level.
WHAT THIS MEANS FOR YOU
Your portfolio benefit
+$2,250
Relative to benchmark
+0.8%
You have higher exposure to tech, which performed better than the market today.
◎
WHAT TO CONSIDER
?
- Earnings season continues this week.
- Rates decision could increase volatility.
- Consider rebalancing if tech exposure exceeds your target.
AI CONFIDENCE
78%
High Confidence
Strong data alignment across 6 key signals.
Uncertainty remains around macro events.
Trust by Design
Transparent explanations
build confidence
No black-box answers
just clear reasoning
You stay in control
with edit over autopilot
Built for long-term trust
not short-term hype
SCENARIO SIMULATION
+ REBALANCING
Compare paths. Understand tradeoffs. Rebalance with confidence.
Test different actions, see potential outcomes and risks, and make the best move for your portfolio.
Model the Impact
Simulate how markets and your portfolio may evolve.
Compare Options
Side-by-side outcomes across return, risk, and drawdown.
Understand Risks
Surface key risks and what you might give up or gain.
Adjust with Control
Tune allocations with real-time feedback and constraints.
Decide & Save
Review, confirm, and apply the plan — or cancel.
1
No-Action Baseline
See where your portfolio may head if you do nothing.
→
2
Choose Scenarios
Select or create different action scenarios.
→
3
Compare Outcomes
Side-by-side projection comparison.
→
4
Risks & Tradeoffs
Understand key risks and what you trade off.
→
5
Adjust Allocation
Tune your allocation with live feedback.
→
6
Review & Confirm
Review your plan and check the impact.
→
7
Save or Cancel
Save to your portfolio or cancel anytime.
SCENARIO SUMMARY
Scenario
Expected Return
Volatility
Max Drawdown
Sharpe Ratio
Best For
No-Action Baseline
+0.75%
12.4%
-6.2%
0.42
Stay the course
Defensive Tilt (A)
+0.45%
8.1%
-3.1%
0.56
Lower risk
Growth Tilt (B)
+2.10%
15.6%
-8.7%
0.48
Higher growth
Income Focus (C)
+1.10%
9.3%
-4.3%
0.58
Steady income
HOW WE MODEL SCENARIOS
Market Inputs
Rates, inflation, growth, earnings, liquidity
→
Portfolio Model
Monte Carlo simulation + historical context
→
Outcome Range
Distribution of potential future outcomes
→
Action Guidance
Data-driven insights for better decisions
KEY TAKEAWAYS
- No action is a choice—see its likely outcome.
- Compare scenarios across return and risk.
- Understand what you gain and give up.
- Adjust with clarity and live feedback.
- Save with confidence—or cancel anytime.
Better decisions start with better perspectives.
Control in Your Hands
You decide what to change
You control the timing
You set the risk you're comfortable with
You stay in control at every step
TRUST + DESIGN SYSTEM + FINAL OUTCOME
DESIGNED FOR
TRUST.
BUILT TO SCALE.
Auric Signal transforms complex market signals into a trustworthy experience—powered by explainable intelligence, consistent interaction patterns, and a reusable design system that scales across every investor journey.
Trust Principles
explainability, transparency, user control
System Foundations
color, type, components, states
Final Outcome
clearer decisions, stronger confidence, scalable UX
Explainability
AI insights written in human language you can act on.
Transparency
Scenario assumptions and methodology are always visible.
Control
You lead the decisions with tools to review and adjust.
DESIGN SYSTEM
COLOR PALETTE
#E6E6ED
Background
#0F1114
Surface
#E8F89A
Accent
#38C172
Success
#FF6B6B
Warning
TYPE SCALE
Aa
Headline
Inter Bold · 48/56
Aa
Section Title
Inter Semibold · 20/28
Aa
Body
Inter Regular · 14/22
COMPONENTS
▽ Filter Chip
Status Active
METRIC CARD ⓘ
$28,537.45
+2.24%
+$625.41 (24h)
Bitcoin 56%
Ethereum 24%
Others 20%
ACROSS EXPERIENCES
PORTFOLIO HEALTH ⓘ
78
/100
Good
Dashboard
At-a-glance health and allocation.
AI DAILY BRIEF
Solana leads gains as network activity surges.
Daily Brief
Clear insights with human context.
SCENARIO OUTCOME ⓘ
Bear Case
-10.45%
Projected Return
Scenario
Model outcomes and rebalance with confidence.
Clearer portfolio understanding
Complex data becomes simple, actionable, and easy to trust.
More confident
scenario-based decisions
Simulate, compare, and act with clarity and conviction.
Reusable product language
across experiences
A consistent system that scales with the product and the user.
TESTING, TRUST + OUTCOME
DESIGNING FOR
TRUSTED DECISIONS
We tested the core experience around understanding portfolio changes, evaluating options, and acting with confidence. Final refinements focused on reducing ambiguity, exposing evidence, and keeping users in control.
The result is a clearer decision-support concept that helps self-directed investors move from signal to action with more confidence and less cognitive load.
KEY ITERATIONS
Change signal
was buried
was buried
→
Daily change summary
moved to the top
moved to the top
AI explanation
felt generic
felt generic
→
Evidence, key factors, and
portfolio relevance were surfaced
portfolio relevance were surfaced
Action suggestions
felt risky
felt risky
→
Scenario comparison and
confirmation states improved control
confirmation states improved control
SYSTEM STATES
Loading
Fetching data and preparing insights.
No significant
change
change
Nothing material changed today.
Data delayed
Latest data is not yet available.
Explanation
unavailable
unavailable
Unable to generate an explanation right now.
Scenario
saved
saved
Your scenario was saved for later review.
Action
canceled
canceled
No changes were made to your portfolio.
USABILITY TESTING
Methods
Moderated
concept walkthroughs
concept walkthroughs
Task-based
prototype review
prototype review
Heuristic
evaluation
evaluation
Core tasks
Identify what changed
Understand why
it matters
it matters
Compare responses
Review suggested action
Key findings
Users needed a clearer reason chain; stronger confidence framing; and explicit control before acting.
TRUST MECHANISMS
Evidence + Data
Show source-backed reasoning and key factors.
Confidence + Uncertainty
Clarify certainty ranges and what may change.
Personal Relevance
Tie every explanation to the user's own portfolio.
Confirm Before Action
Keep final control with reversible user decisions.
OUTCOME
Project Outcome
Clearer hierarchy
Explainable decision support
More actionable portfolio guidance
Limitations
Concept-stage validation
No live-market production testing
Trust calibration still directional
Next Steps
Deeper personalization
Broader scenario testing
Higher-fidelity validation of trust cues and edge states