Flexible services that
deliver real results

From idea to execution, we help you design, build, and optimize digital products that drive adoption, loyalty, and revenue. Partner with senior experts across product design, growth, strategy, and development — flexibly and impactfully.

Flexible services that
deliver real results

From idea to execution, we help you design, build, and optimize digital products that drive adoption, loyalty, and revenue. Partner with senior experts across product design, growth, strategy, and development — flexibly and impactfully.

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Transforming a trading journal into a smart AI assistant for self-coached traders

Empowering retail traders by converting passive data into actionable, personalized insights

Client introduction

Our client operates an innovative trading journal platform tailored for retail traders. Originally offering basic data logging and visualization, they recognized an opportunity to leverage advanced technology to significantly enhance trader performance and decision-making through artificial intelligence.

Client
Confidential Fintech Client
Service
AI products
Industry
AI & digital interfaces
Duration
8 weeks
Dual screenshot of profit vs loss pie chart and trading assistant interface with performance breakdown and trade summary

Project challenge

Retail traders often face significant challenges with traditional data analysis tools:

  • Difficulty interpreting trade data from basic tools like Excel and Notion.
  • Hidden patterns and insights buried in raw numbers and scattered visuals.
  • Unclear feedback loops leading to repeated mistakes and inefficiencies.

Our challenge was to transform passive, data-heavy logs into an interactive, AI-powered experience enabling traders to clearly understand and improve their behaviors.

Solution
overview

Empha Studio designed an innovative AI-powered solution featuring two core components:

  • Automated Insights Dashboard: Translates trade data into actionable insights.
  • Conversational AI Chat: Provides real-time, personalized coaching and reflection.

This integration allows traders to seamlessly transition from logging trades to actively understanding and improving their trading decisions.

40%

increase in journaling consistency due to immediate feedback

90%

user engagement rate with regular usage of the conversational AI chat

85%+

users reported improved clarity in recognizing trading patterns and decision-making behaviors

Design thinking
in action

01

Emphasize

Conducted user interviews and research to deeply understand trader frustrations and needs.

User persona named Daniel with profile traits, interests, goals, expectations, and frustrations related to trading behavior and UX
02

Define

Refined the core problem from basic data logging to delivering immediate, actionable feedback.

Framework outlining value creation, user context, target group, and AI-powered methods for converting trade data into guidance
03

Ideate

Utilized brainstorming sessions and concept mapping to innovate AI dashboard and conversational chat features.

Side-by-side of a wireframe and final trading dashboard UI displaying trade metrics, win/loss charts, and equity graphs
04

Prototype

Developed interactive dashboards and conversational chat interfaces for testing.

Split-screen UI showing a trading assistant chatbot analyzing user patterns with data input fields, insights, and trade history table
05

Test

Conducted iterative user tests and refined designs based on feedback, ensuring usability and clarity.

Key learnings

Conversational interfaces
boost retention

AI conversational interfaces significantly boost user interaction and retention

Personalized insights
increase productivity

Transforming raw data into personalized, interactive insights greatly enhances productivity

Feedback-driven design
ensures relevance

Continuous user feedback and iterative prototyping are essential for creating effective, user-centric AI tools

Conclusion

Empha Studio successfully evolved a traditional trading journal into an intelligent, AI-powered personal coach, dramatically enhancing trader engagement, productivity, and decision-making.

Side view of a laptop displaying trading performance dashboard with insights on profit, win rate, and behavioral trading analysis

Have a project in mind?

We’d love to bring your ideas to life.

Tell us what you’re thinking — and we’ll help shape it.

Wondering something?
Let’s clear it up

What is AI automation, exactly — and what can you build?
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AI automation means using large language models (like GPT-4) to handle repeatable tasks inside your business. We design and build custom agents that can qualify leads, summarize content, route tickets, trigger workflows, or power internal copilots.

Do you only work on AI and automation projects?
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Not at all. While we specialize in building intelligent systems, we also offer full-service UX/UI and product design — from discovery to delivery. Many of our clients come to us purely for design support, with or without AI.

What kind of companies do you usually work with?
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We collaborate with startups, scale-ups, and enterprise teams across fintech, SaaS, healthcare, e-commerce, logistics, and more. Whether you’re building your first product or scaling a complex system, we adapt to your stage and stack.

Can you help us design or improve our existing product interface?
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Absolutely. We run UX audits, onboarding redesigns, and complete product design engagements. Whether you're looking to clean up a dashboard, increase activation, or launch a new feature — we’ve got the design depth to support it.

Can you integrate AI agents into our current tools or workflows?
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Yes — that’s the core of what we do. We build agents that connect directly to your tools (Slack, Notion, HubSpot, CRMs, internal platforms), automate actions across them, and fit how your team already works. No need to change your stack.

Do we need technical staff to manage these AI agents?
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No — we design every system to be maintainable without in-house ML engineers. We handle the technical setup, logic, and integrations, and offer optional support plans to monitor and optimize performance post-launch.

What if we want to start with just design — or just automation?
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That’s totally fine. You can engage us for standalone UX/UI work, product discovery, or AI automation — or combine them. We’re built to plug into your priorities and scale with your roadmap.