Deriv Portfolio: The Social Trading

Have you heard about eToro? eToro pioneered social trading, allowing users to follow and copy experienced investors' trades. In early 2024, Deriv decided to offer similar features, giving me the chance to lead this exciting project.

Research
UI design
UX design

Deriv Portfolio: The Social Trading

Have you heard about eToro? eToro pioneered social trading, allowing users to follow and copy experienced investors' trades. In early 2024, Deriv decided to offer similar features, giving me the chance to lead this exciting project.

Research
UI design
UX design

Deriv Portfolio: The Social Trading

Have you heard about eToro? eToro pioneered social trading, allowing users to follow and copy experienced investors' trades. In early 2024, Deriv decided to offer similar features, giving me the chance to lead this exciting project.

Research
UI design
UX design

How Deriv Works Uniquely

Deriv offers various trading accounts with specific platforms, assets, and trading options (CFDs or Options). We leveraged this by allowing clients to list their trading accounts on a marketplace for others to invest in.

Convert to Earn More

Portfolio managers can attract investments, providing more funds for strategic trading to maximize returns. Additionally, converting an account into a portfolio allows managers to earn management or performance fees from investors.

Listing Trading Accounts as Public Portfolios

Eligible portfolio managers can set unit prices for their portfolios, calculated based on the account's current net value. Unit prices fluctuate with the account's performance, similar to listing a stock. Successful management leads to portfolio growth, benefiting investors.

Delisting a Portfolio

Portfolio managers can delist their portfolios, releasing funds to holders based on their shares. Once delisted, the account becomes private again, with no public performance visibility.

Marketplace

Traders can explore and compare portfolios on the marketplace, viewing details like unit prices, total units, values, returns, number of investors, traded assets, and performance. This helps them make informed investment decisions.

Buying and Selling Units as Holders

To invest, traders specify the units to buy, provided they have sufficient balance. They can track portfolio performance on their portfolio page. Selling units is simple, with funds transferred back to their wallet after fee deductions.

Collaborating with Profitable Traders

To ensure success, we engaged top traders worldwide to test our lo-fi prototype and made them the first 100 portfolio managers. Their enthusiasm and positive feedback were invaluable. Below are all the mockups for your reference.

Ideas for the Future: Social Space

To complete the portfolio listing feature, we plan to design a social space where traders can post updates, stream live videos, and interact with investors. This will foster closer relationships and increase exposure.

This ongoing project is seen as a new service for our clients, positioning Deriv to compete with eToro. Despite my manager title, I remain deeply involved in design, helping the team grow through improved processes, cross-department collaboration, and sharing my Figma expertise.