Price alerts
Light-weight case study, inquire for more details.
Wealthsimple — 2021
Role — Lead design
Opportunity
Clients rely on external measures to alert them of market changes
This goes against Wealthsimples goal to be the primary money management tool for its clients.
Design principles
Progressive disclosure
Provide information only when necessary. Creating and editing alerts is a guided process in which we provide only the most relevant context at each stage.
Inspire trust through transparency
Alerts is a table stakes feature. It should provide clients with visibility into the total allotment of alerts set and remaining regardless of where this information is viewed.
Build confidence
Alerts should empwower clients with confidence in their trading decisions. It should offer a direct path towards purchasing or liquidating a security or coin with ease.
Goal
Enable clients to action on their trading decissions in a timely fashion
Notify via native OS push notifications.
Key requirements
Trigger values
Ability to set alert criteria for a set price or an increase/decrease by a set percentage
Manage alerts
Ability to create, edit and delete alerts within the mobile experience.
Settings
Ability to decide how they wish to receive notifications on stocks and coins (choosing between market based alerts and those they’ve created).
Exploration
Journey mapping & IA
Final
Create an alert
Price 💰
Notified when the price crosses the value of your choosing
Percentage increase 📈
Notified when the price increases by the percentage of your choosing.
Percentage decrease 📉
Notified when the price decreases by the percentage of your choosing.
Final
View existing alerts
Enable clients to view all price alerts set for an individual security, as well as an aggregated list of all existing and expired alerts.
Final
Manage alert types
Enable clients to control the types of alerts they wish to receive.
A future iteration of this feature will allow clients to get more granular with the types and frequency of alerts they receive.
Impact ✨
Ask me about it :)