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AIvest, Your Smart Financial Coach

An AI-powered saving and investing mobile app that helps people turn everyday goals into long-term growth. Save smart. Invest smarter, with AIvest.

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I defined conversational flows that felt human and emotionally supportive, not robotic. Using Figma, I designed an interface built on trust: clean typography (SF Pro), rounded cards, soft teal tones, and friendly animations. Each micro-interaction was crafted to make finance approachable, from first chat to investment insights.

Interactive Prototype

Brought AIvest to life through motion and micro-interaction using Figma, ProtoPie, and After Effects. Every swipe, tap, and chat reply feels real, simulating how people naturally talk, save, and invest with their AI advisor.

Overview Tab, Financial Snapshot

Gives people a clean, at-a-glance view of total savings, monthly performance, and active investments. Animated progress rings, teal gradients, and quick-action buttons make insights feel dynamic, not data-heavy.

Chat Tab, Your AI Advisor

People speak or type their goals, and AIvest responds with personalized saving or investing suggestions in real time. Messages use a soft teal-white palette and subtle bounce animations to create a sense of empathy and intelligence.

Goals Tab, Save with Purpose

Displays all active goals with progress bars, motivational microcopy, and milestone cards. Each goal card opens detailed analytics and personalized tips, plus optional “Invest this goal’s balance” suggestions.

Insight Tab,
Grow Smarter

Shows daily yield updates, risk insights, and projected growth based on each goal’s savings. The AIvest Advisor suggests small, timed investments from unused savings to maximize returns.

Profile Tab, Your Personal Hub

People manage connected accounts, preferences, and security, and see a visual summary of lifetime performance. Glass-blur cards and teal-gray tones build a sense of safety and professionalism.

The Challenge

Most people struggle to decide whether to save or invest, saving feels slow and uninspiring, while investing seems complex and risky. The truth is, saving needs motivation, and investing needs knowledge, but no single app makes both simple and human.

The Solution

AIvest is an all-in-one intelligent app that helps people save smarter and invest effortlessly. It analyzes each goal, income, and market trend to create personalized saving plans, then suggests evidence-based investment opportunities directly from those savings. The result: people don’t just save money, they make it grow with confidence and clarity.

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AIvest reimagines personal finance as a guided, human-like experience. It turns complex financial decisions into simple daily actions, helping people save with purpose, invest with confidence, and feel supported every step of the way.

Thank You!

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