Following a trader should feel like a decision, not a gamble.

I designed the web and mobile experience for CWG Markets’ copy trading platform, helping first-time investors find a trader they trust and start copying with confidence.

The story behind the project

Five hundred traders, one nervous first-timer.

Imagine you have never traded, but a friend says you can simply copy someone who has. You open the platform and see hundreds of strangers, a wall of percentages and a request to put real money behind one of them.

01
How does this work?

Nobody explained what copying means before money was involved.
02
Who is safe to follow?

Returns, risk and history were hard to compare side by side.
03
I’ll come back later

Too many decisions at once, so many users left before their first copy.

Project overview

Discover, understand, then copy.

CWG Markets’ copy trading lets retail investors follow and mirror experienced signal providers, with more than 500 to choose from. I designed the full journey on web and mobile, from discovering a trader to starting a copy, so first-time users understand how it works, what risk they are taking and how to begin.

The problem

Why new users struggle with copy trading.

01
Unclear value

New users could not tell how copy trading works or what to expect before committing money.
02
Overwhelming setup

Choosing a trader, allocating funds and setting risk limits meant too many decisions at once.
03
Hard-to-read performance

Returns, risk level and track record were difficult to compare at a glance.
04
Early drop-off

Many users left before copying their first trader.

Process

A trader-first process built on clarity, speed and confidence.

01
Research and discovery

Looked at how retail traders choose who to follow, what worries them and where they hesitate, then shaped personas and trading needs.
02
Structure the journey

Defined the information architecture, navigation logic and the path from finding a trader to starting a copy.
03
Wireframe the flows

Mapped each step of the copy flow so every decision was explained before it was asked.
04
Visual and interaction design

A clean, mobile-first interface that turns complex performance data into charts and states that are easy to scan.
05
Test and optimise

Tested the flows with users and refined them until copying a trader felt clear and controlled.

The solution

How I made copy trading easier to start.

01
Clear from the first screen

Plain-language explanation up front, so users know what to expect before committing money.
02
Guided copy setup

Three steps: choose a trader, decide the amount, set risk controls.
03
Scannable performance

Returns, risk level and track record shown together so traders compare at a glance.
04
A smoother first copy

A shorter path from discovery to activation with less friction.

Visual design

Data you can read in a second.

Red marks the primary action, green and red show gains and losses, and a three-level risk badge stays consistent on every card. Charts use one clear line per trader, so comparison never needs a legend hunt.