EZQT - Redefining Quantitative Trading
Background
During the pandemic, online learning surged alongside a booming stock market, bringing a wave of new retail investors. As developers of financial education and trading software, we noticed a gap: most courses focused only on theories, lacking a way for users to practice and apply knowledge directly to trading.
We began to rethink the connection between online learning and trading software—asking how we could truly help investors turn knowledge into action.
Responsibilities
Product Design
Branding
Design Systems
Design Hand-off
Research & Insights
User Needs
Users hesitate due to incomplete information and doubt the effectiveness of the strategies.
Content is often one-way information, lacking practical exercises and results validation.
The biggest pain point: users still feel unconfident and afraid to start trading after finishing the course.
Business Strategy
Brokerage features are similar, leading users to choose based only on low fees and resulting in low loyalty.
Traditional brokers only provide trading tools, not guidance. Users often leave the platform after losing money.
Create a positive loop: Learning → Validation → Trading → Profit. This cycle effectively reduces user churn.
Workshop
Design Goals
Information Architecture
Wireframe
Prototype
Design Highlights
01
Transforming Passive Learning into Interactive Trading
By integrating educational content with professional trading software, we enabled real-time synchronization of expert scripts for practical exercise. This seamless connection combines diverse financial data and flexible online learning, transforming traditional passive absorption into an interactive, hands-on experience—optimizing the entire digital finance journey from learning to execution.
02
Interactive Community & Script Sharing
Created a collaborative space where users can go beyond text and images to share live quantitative tools—including indicators, strategies, stock pickers, and quotes. This breakthrough transforms community insights into actionable trading scripts, significantly enhancing the interactive value between social exchange and real-market execution.
04
User-Centric & Highly Customizable Interface
Built on user-centric principles, the platform offers high flexibility for personalized viewing habits. All dashboard components can be rearranged based on individual analytical preferences, ensuring users can configure their workspace freely. This tailored approach significantly enhances trading efficiency and provides a seamless operational flow.
05
All-Day Automated Trading & Monitoring
Our advanced automation center provides real-time monitoring of all strategies and live P&L charts. With the intuitive "Draw-to-Signal" feature, users can set trading conditions simply by drawing lines on a chart. This end-to-end automation delivers a low-stress investment experience, ensuring the system works for you around the clock.
Branding & Visual Identity
Brand Naming: Tanji (探吉)
The name "Tanji" is a homophone for "earning money" in local culture. We aim to break the stereotype of cold, intimidating investment tools by creating an approachable brand experience. Like a financially-savvy best friend, Tanji makes learning and asset growth an enjoyable, shared journey.
Visual Symbolism
The logo uses an Orange a local symbol of good fortune as the primary motif. Through negative space, we integrated a Lightbulb (strategy) and a Smile (profit), symbolizing the shift from ideas to gains. The palette of Investment Blue and Tanji Orange balances professional trust with community warmth.
