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Understand your account in one glance, trade in two taps.

I redesigned CWG Markets’ trading and portfolio experience so traders see their account clearly, act faster and come back after their first session.
CWG Markets Website case study: overview
The story behind the project

A powerful platform that didn’t feel powerful.

Picture a new trader logging in for the first time. The account is funded and the markets are open, but they cannot tell how their account is doing or how to place a trade, so they close the tab.

  1. 01

    How am I doing?

    Balance, open positions and performance were hard to find at first use.

  2. 02

    Why so many steps?

    Trading and moving money took longer than the markets allowed.

  3. 03

    I’ll try again later.

    Many users left after their first visit and did not return.

Context

A broker with range, and room to improve.

CWG Markets is a UK-regulated online broker offering 500+ markets, including forex, CFDs, indices, commodities and futures. Despite that range, customer feedback and market analysis showed room to improve the portfolio management experience, to attract and keep both retail and institutional investors.

My goal: make trading and investment management clearer, faster and more intuitive.

CWG Markets Website case study: screen 1
CWG Markets Website case study: screen 2
The problem

Strong infrastructure, a product that didn’t show it.

  1. 01

    Unclear value at first use

    Account performance, open positions and market opportunities were hard to see quickly.

  2. 02

    Too many steps

    Opening trades, managing positions and depositing or withdrawing funds slowed everyday trading.

  3. 03

    Hard-to-scan data

    Important data existed but was not easy to read, making fast decisions harder.

  4. 04

    Low first-session retention

    Core value and insights weren’t surfaced clearly or quickly enough, so users left.

Process

A design-first process built on real trading workflows.

  1. 01

    Discovery and research

    Studied the trading landscape, market research, trading workflows, user drop-offs and pain points.

  2. 02

    Structure and wireframing

    Defined navigation, the dashboard and trading flows, the underlying data structure and low-fidelity wireframes for early validation.

  3. 03

    UX and visual design

    Designed trading workflows, UI and branding, a style guide with clear visual hierarchy and a scalable design system.

  4. 04

    Testing and handoff

    Usability testing and iteration, developer-ready assets, handoff and ongoing support during implementation.

CWG Markets Website case study: screen 3
CWG Markets Website case study: screen 4
The solution

Making everyday trading and account management easier.

  1. 01

    Clear portfolio overview

    Balance, open positions and performance indicators appear instantly on the dashboard.

  2. 02

    Simplified orders

    Placing trades, reviewing positions and managing orders with less friction.

  3. 03

    Clearer data visualisation

    Charts, tables and summaries structured for quick scanning and smarter decisions.

  4. 04

    Guided first-time experience

    Prioritised actions and intuitive navigation help new users see value immediately.

CWG Markets Website case study: screen 5
Design system

A high-performance visual foundation.

The system standardises colour, typography, layout, components and iconography, keeping dashboards, charts, order panels and account views consistent while letting the product scale without losing clarity or speed.

CWG Markets Website case study: screen 6
CWG Markets Website case study: screen 7
CWG Markets Website case study: screen 8
UX design

Built for traders who need to act quickly.

Layouts are simplified and key data is prioritised. Charts, prices and positions are structured for fast scanning, and essential actions like placing trades and managing risk are easy to reach and predictable. The result is a clear, efficient experience that supports speed, accuracy and confident decisions in fast-moving markets.

CWG Markets Website case study: screen 9 CWG Markets Website case study: screen 10 CWG Markets Website case study: screen 11 CWG Markets Website case study: screen 12 CWG Markets Website case study: screen 13
Outcome

Data is clearer, trade execution is faster and actions are more intuitive, which supports satisfaction, retention and new registrations.