yashovardhan

MoneyFactory AI

Investing for people who never want to look at a stock chart

Product
Moneyfactory AI
Year
2024
Industry
Fintech
Contributors
Mustafa N., Bhargav R.
MoneyFactory AI case study cover

Results

Seed verbally committed after VCs saw the redesign
$1M
Elevate Karnataka Startup Fest
Runner-up

Context

People wanted in, they just didn't feel ready

MoneyFactory AI's pitch was investing you could set and forget. In a survey of 50+ young professionals, 68% avoided investing for lack of knowledge, 75% preferred automation to picking stocks, and 82% wanted a simple way to set goals. I designed the app in 2024 with Mustafa N. and Bhargav R., from surveys and prototypes to the full product.

01Goals

Starting with a goal

Sliders for amount and timeline turn a big target into what you'd put in each day, then go straight to a matched Smallcase basket.

Why: 75% of people didn't want to pick stocks, so the app opens with a goal, and shows exactly what's in the basket it picks.

MoneyFactory AI: Target and timeline sliders. Daily contribution and projected returns update as you drag.
MoneyFactory AI: Target and timeline sliders. Daily contribution and projected returns update as you drag.MoneyFactory AI: Target and timeline sliders. Daily contribution and projected returns update as you drag.
1.1Target and timeline sliders. Daily contribution and projected returns update as you drag.

02Habits

Keeping the habit going

Smart Alerts suggest top-ups, the transaction feed shows what went in, and a pause flow lets people take a break and get nudged to resume.

Why: Rigid plans get abandoned when life gets in the way, so pausing is built in as an alternative to quitting.

MoneyFactory AI: Top-ups and diversification next to performance, with alerts and the transaction feed.
MoneyFactory AI: Top-ups and diversification next to performance, with alerts and the transaction feed.MoneyFactory AI: Top-ups and diversification next to performance, with alerts and the transaction feed.
2.1Top-ups and diversification next to performance, with alerts and the transaction feed.
MoneyFactory AI: Balance, progress and pauses on one screen, plus the pause flow.
MoneyFactory AI: Balance, progress and pauses on one screen, plus the pause flow.MoneyFactory AI: Balance, progress and pauses on one screen, plus the pause flow.
2.2Balance, progress and pauses on one screen, plus the pause flow.

03Progress

Seeing progress and getting money out

A minimal sell screen with a live total, goal progress, and Withdraw Funds once a goal is complete.

Why: People decide whether to trust an automated product on the way out as much as on the way in.

MoneyFactory AI: Selling with a live total. Goal progress, with Withdraw Funds once it's done.
MoneyFactory AI: Selling with a live total. Goal progress, with Withdraw Funds once it's done.MoneyFactory AI: Selling with a live total. Goal progress, with Withdraw Funds once it's done.
3.1Selling with a live total. Goal progress, with Withdraw Funds once it's done.
MoneyFactory AI: Holdings and daily trades in separate tabs, with profit summaries and execution status.
MoneyFactory AI: Holdings and daily trades in separate tabs, with profit summaries and execution status.MoneyFactory AI: Holdings and daily trades in separate tabs, with profit summaries and execution status.
3.2Holdings and daily trades in separate tabs, with profit summaries and execution status.

Outcome

What changed

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