AI that makes financial docs readable at a glance

Product Designer
Design of AI Products, spun off into personal project
4 weeks


Only the biggest investment firms can afford analyze dense and unreadable SEC-filed documents (10-K, 10-Q, 8-K, and more). How can we bring Warren Buffet’s favorite investment strategy to individual investors?

With Large Language Models (LLMs), InvestEdge summarizes and extracts only the most critical information and bring it to investors. 

Home page feed
Users can read the latest and most critical news about their portfolio.
Reading an annual report
Annual reports are summarized into digestible insights for users to skim. In addition, users can dive into the original text in context.

Asking questions about a document 
Users chat about insights from a document in a conversational UI.
Voice narration
For hands-free interactions, visual impairment, or anyone who just wants to listen.



Designing for an emerging market of investors that do their research


Estimated size of portfolio management industry in the U.S.


Increase in next year’s individual portfolio management time (source)


Users of subreddits focused on individual stock picking

A recent Schwab study identifies a new cohort of investors after 2020 that are more sensitive to individual stocks and market volatility. Many of these investors carefully read about a company’s financial health and statements. Warren Buffett is famously known to read hundreds of pages of financial reports every day to learn more about his investments.

From conducting user research, I found that different investors had different categories that they paid more attention to than others. To serve these different kinds of investors, I create categories that each bit of information could be categorized and grouped into. 

Using a background in AI, I identified strengths of large-language models (LLMs) and matched them with user needs.

Wireframe + information architecture

I grouped features into two main categories: browsing and reading. All features are found only one tap away from the home page.

Interaction & visual design

How I ended up on this design 

Iteration 1
When I was working with my team creating the initial concept, I started out with a techy feel, going for a visual direction for “people who want to use a bloomberg terminal”. This version of the product uses sentiment analysis, where AI would mark each statement as either positive or negative. 

Iteration 2
In my next iteration, I moved towards a more reliable-feeling, readable, less techy, and mobile-focused visual style. I drew inspiration from apps like Medium and Apple News to explore how reading content can be made for everyone.

I updated the visual style to use serifs, cool colors + cool greys, and a focus on comfort + readability. I wanted it to feel less “techy”, and more visually accessible to all investors. 

Previous mobile designs

Previous design system

Iteration 3
I made UI changes that improved upon human-AI interaction, chart visualization, information architecture, and accessibility. On top of that, I felt that the previous design looked serious and not friendly. To bring in more life into the product, I created a more cheerful and dynamic visual system.