THE IMPACT /

While this project was designed as a proof-of-concept, the project demonstrates how AI can meaningfully accelerate early-stage intellectual property evaluation without compromising academic rigor or expert judgment.

6 weeks to under 25 mins

Compressed early-stage IP evaluation time

Compressed early-stage IP evaluation time

85%+ expert alignment

Expert-reviewed AI outputs for better credibility

Expert-reviewed AI outputs for better credibility

Reduced cognitive load

Reduced manual analysis, enabling faster decisions

Reduced manual analysis, enabling faster decisions

Increased throughput

More disclosures reviewed with the same team size

More disclosures reviewed with the same team size

THE CHALLENGE /

Retail traders often know what strategy they want to execute but struggle with how to automate it. Existing platforms either require coding skills or overwhelm users with complex trading logic. The challenge was to design a no-code experience that simplifies strategy creation while preserving the flexibility, transparency, and control needed for real-world trading.

RESEARCH INSIGHTS /

Traders think in strategies, not code

Traders understood trading concepts but struggled with implementing it.

Traders understood trading concepts but struggled with implementing it.

Transparency builds trust

Clear explanations increased confidence in automated decisions.

Clear explanations increased confidence in automated decisions.

Simplicity beats complexity

Guided workflows were preferred over highly flexible but complicated tools.

Guided workflows were preferred over highly flexible but complicated tools.

Control drives adoption

Traders wanted automation while staying in control of their strategies.

Traders wanted automation while staying in control of their strategies.

THE SOLUTION /

I designed the MVP for a no-code strategy builder that enables retail traders to create and automate trading strategies without writing code. The experience simplifies complex trading logic into a guided Entry → Adjustment → Exit workflow, making strategy creation more intuitive, transparent and accessible while validating the core concept before expanding to more advanced trading capabilities.

Upload an invention disclosure

Reviewers upload an invention disclosure and trigger AI analysis to begin the review process.

WHAT I LEARNED /

I learned that making complex systems easier to understand is often more important than adding more features. Traders wanted automation, but they also wanted to understand how their strategies worked and stay in control of their decisions. This project taught me the importance of designing around how users think and turning complex trading logic into simple, intuitive experiences.

Optionlogy

No-Code Algorithmic Trading

Designing a no-code strategy builder for retail traders

Designing a no-code strategy builder for retail traders

The University of Minnesota wanted to improve how it reviews and commercializes research inventions. I helped design a proof-of-concept AI-assisted platform that enables faster and more consistent early-stage IP decisions.

The University of Minnesota wanted to improve how it reviews and commercializes research inventions. I helped design a proof-of-concept AI-assisted platform that enables faster and more consistent early-stage IP decisions.

Client

Client

Optionlogy

Optionlogy

Team

Team

CEO, CTO, 2 Developers, Me

CEO, CTO, 2 Developers, Me

1 PM, 2 Devs, Me

Role

Role

Product Designer

Product Designer

Timeline

Timeline

3 Months

3 Months

Impact

Reduced strategy creation time by 35% by translating complex trading logic into a visual and reusable strategy-building framework for non-technical traders.

Reduced strategy creation time by 35% by translating complex trading logic into a visual and reusable strategy-building framework for non-technical traders.