Designing AI Chat For Trading Workflows

Designing AI Chat For Trading Workflows

Designing AI Chat For Trading Workflows

COMPANY

Deepvue

DURATION

Phased Evolution

ROLE

Sole Product Designer

Context

Deepvue is an all-in-one stock research and trading platform for US markets, combining real-time scanning, advanced screeners, customizable charts and watchlists for active traders.

GOAL

Turn the AI Chat Terminal from a Q&A experience into a workflow tool by reducing friction between insight and action

OUTCOME

Evolved the AI Chat Terminal by adding tappable tickers that open glanceable views, watchlist actions, and a prompt library

Impact

Early-stage success signals: ticker taps from chat, watchlist adds from chat, prompt reuse.

Workflow Efficiency

Fewer steps from insight to action

Repeat Usage of AI

Saved prompts supported continued use

The Foundation

The first version of the AI terminal answered questions well, but it didn’t connect to what users needed next

The first version of the AI terminal answered questions well, but it didn’t connect to what users needed next

First version of the chat terminal with only 'copy output' feature

First version of the chat terminal with only 'copy output' feature

The
Problem

The
Problem

Not Actionable

Users manually searched for the tickers from AI outputs

Too Many Steps

Following up on AI results required extra steps that broke flow

No Personal Context

Couldn’t reference their saved watchlists or screeners in chat

No Reusable Prompts

Repeated prompts were used manually by users

The
Solution

The
Solution

Actionable Outputs

Ticker tap → instant details

Reduced Friction

Watchlist adds from chat

Personalized Responses

Contextual prompts

Reusable Workflows

Prompt library

Feature Deep Dives

A closer look at each feature that transformed the chat terminal

• Designed the end-to-end interaction model for chat → ticker → watchlist workflows


• Defined the prompt system structure (library, create, save, reuse)


• Created UI patterns and components for ticker chips, save actions, and prompts


• Iterated across phases through lightweight internal testing and engineering feedback

Ticker Chips in Chat Output

Tickers become tappable, interactive elements in responses

Ticker Chips in Chat Output

Tickers become tappable, interactive elements in responses

WHY

It helps users move from explanation to exploration without manually searching or leaving the conversation

Add to Watchlist Interaction

Users can add symbols from AI output directly in their watchlist

Add to Watchlist Interaction

Users can add symbols from AI output directly in their watchlist

WHY

If a user discovers a relevant stock through AI, they should be able to save it immediately—turning insight into action while staying in the same workflow

Attach Context to Prompts

Users can attach watchlists, screeners, and saved sets directly to prompts

Attach Context to Prompts

Users can attach watchlists, screeners, and saved sets directly to prompts

WHY

Trading questions are often tied to a user’s own setup, so adding watchlists and screeners to prompts makes AI responses more relevant and personalized

Prompt Library

Curated prompts easier to reuse for repeatable workflows

Prompt Library

Curated prompts easier to reuse for repeatable workflows

WHY

Questions were recurring, so a prompt library reduces repeated effort and helps users return to the workflows instead of starting from scratch each time

Key Screens

Core AI assistant screens showing the main interaction patterns across the experience

Core AI assistant screens showing the main interaction patterns across the experience

Core AI assistant screens showing the main interaction patterns across the experience

Tappable tickers in AI response

Adding tickers to Watchlists

Selecting context for AI prompts

Tappable tickers in AI response

Tappable tickers in AI response

Adding tickers to Watchlists

User's context for AI prompts

Prompt library

Adding tickers to Watchlists

Selecting context for AI prompts

Prompt library

Prompt library

The Process

The first version of the AI terminal answered questions well, but it didn’t connect to what users needed next

The first version of the AI terminal answered questions well, but it didn’t connect to what users needed next

First version of the chat terminal with only 'copy output' feature

First version of the chat terminal with only 'copy output' feature

WHAT I LEARNT

Reducing friction in workflows

How to make chats actionable

While AI chat is powerful, relying on it for repetitive tasks can sometimes be a friction point. Exploring how to make the AI output itself interactive was a new challenge for me. By prioritizing the user’s mental model and leveraging the 'glanceable view' patterns already established in the app, I landed on tappable tickers as the most intuitive, immediate interaction.


Moving forward, I want to explore how UI could be utilized for context-aware interactions which can be embedded directly within the response or end of response.

Next

Crafting a Scalable Design System for Deepvue

Unifying mobile and tablet experiences with scalable, real-time trading components

View Case Study

Let's Connect

Reach out if you want to hire me or want to work on something amazing together or to just yap about life and design!

Contact Now

anjaliibhati@gmail.com

Let's Connect

Reach out if you want to hire me or want to work on something amazing together or to just yap about life and design!

Contact Now

anjaliibhati@gmail.com

Let's Connect

Reach out if you want to hire me or want to work on something amazing together or to just yap about life and design!

Contact Now

anjaliibhati@gmail.com