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Optiq

Optiq

More informed options trading

More informed options trading

Problem

Opportunity

Features

Backend

Reflections

Role

Product Designer

Tools & Skills

Claude

Cursor

Figma

Vibecoding
Product design
Design system

Problem

Fintech has provided access without knowledge or expertise.

Over the past decade, fintech has given billions of people access to financial institutions and markets they'd otherwise never have had. We mostly hear the success stories—but a lot of money is also lost by uninformed, unequipped retail investors. This is especially true in options trading, where the number of individual investors has grown significantly, but so has the amount of losses.

Opportunity

AI can level the trading floor by providing
equal access to knowledge and expertise.

Applied AI can break through many of the barriers that once made this experience impossible. These three qualities that make it especially useful for options trading:

Natural language reduces barriers

AI can meet users at their level. Expertise is no longer hidden behind industry jargon.

Personalization at scale

Moving beyond blanket recommendations that don’t account for the user’s context.

Expertise as an on-demand utility

The ability to replicate the complex financial equations and concepts of Wall St.

Features

A more relevant, approachable, and informed trading experience.

Feature 1

Form a personalized investor profile.

Investment apps only take in "numerical" context: salary, liquidity, years of experience. But investing is a deeply personal endeavor. Optiq collects qualitative data too, making the experience more relevant on a human level.

Feature 2

Simple and intuitive thesis creation.

Professional investors form options "theses" to help them make informed decisions. Most retail investors, by contrast, see options as "betting" and don't know how to form a thesis at all. I made thesis-building quick and intuitive.

Feature 3

Approachable and informative pro insights.

Investment apps throw boilerplate graphs, vague data, and numbers at retail investors. Most don't know how to analyze them, act on them, or how it affects their intended trade. Optiq surfaces the same insights a pro investor would look at—but through approachable language tailored to you and your specific thesis, so you can make your own informed decision.

Exptected move

How the broader market thinks the stock will move. This shows if your view is common or not.

IV Rank

How much you're “paying” for that volatility. Many investors don’t know that market makers protect themselves from big moves.

Summary

A write-up that summarizes the key findings to the user.

Conviction

How “sure” the broader market is of the stock. This tells you how volatile the stock is.

Spread

The gap between the highest price a buyer will pay (bid) and the lowest price a seller will accept (ask). A wide spread means you pay more to get in and receive less to get out.

Exptected move

How the broader market thinks the stock will move. This shows if your view is common or not.

Conviction

How “sure” the broader market is of the stock. This tells you how volatile the stock is.

IV Rank

How much you're “paying” for that volatility. Many investors don’t know that market makers protect themselves from big moves.

Spread

The gap between the highest price a buyer will pay (bid) and the lowest price a seller will accept (ask). A wide spread means you pay more to get in and receive less to get out.

Summary

A write-up that summarizes the key findings to the user.

Feature 4

Personalized strategy recommendations.

Retail investors often reuse basic strategies that don't match their profile, context, or thesis. Optiq uses your investor profile and thesis to score and rank strategies, making recommendations more relevant and personalized than other solutions.

Strategy Score

Optiq’s unique scoring method that indicates how good a strategy is for you and your thesis.

Risk Reward

How much profit you can make per every dollar you risk.

Filters

Strategy filters that help users view strategies in more than one lens.

Filters help users sort strategies in different ways.

Move Size Fit

How well your move thesis
matches the strategy.

Breakeven Price

The price the stock has to reach for you to breakeven on the amount you risk on the trade.

Strategy Score

Optiq’s unique scoring method that indicates how good a strategy is for you and your thesis.

Move Size Fit

How well your move thesis
matches the strategy.

Risk Reward

How much profit you can make per every dollar you risk.

Breakeven Price

The price the stock has to reach for you to breakeven on the amount you risk on the trade.

Filters

Strategy filters that help users view strategies in more than one lens.

Backend

How it works

Reflections on using AI

Providing more optionality

AI turns your sketches and ideas into ‘good enough’ demos and prototypes. This means:

  • You have more time to deeply explore different directions before making a decision.

  • You can quickly move from sketching to user testing, helping you implement and test feedback faster than ever.

It did not replace the ‘wisdom’ that a senior developer provides.

AI automating dev tasks helped me build something on my own, but it did not replace these dev skills:

  • Knowing which ‘technique’ is best for our unique set-up/product

  • Pointing out red flags in design that could cause issues in the product development.

Reflections

Reflections on using AI

Providing more optionality

AI turns your sketches and ideas into ‘good enough’ demos and prototypes. This means:

  • You have more time to deeply explore different directions before spending time developing a single direction.

  • You can quickly move from sketching to user testing, helping you implement and test feedback faster than ever.

It did not replace the ‘wisdom’ that a senior developer provides.

AI automating dev tasks helped me build something on my own, but it did not replace these dev skills:

  • Knowing which ‘technique’ is best for our unique set-up/product

  • Pointing out red flags in design that could cause issues in the product development.