Overview

MoneyFlowWell is a mindful trading and personal finance management (PFM) app designed for ethically aware individuals who want to align their spending, saving, and investing with their values and well-being. A finance + wellness app helping users trade, journal, and spend according to their values. Inspired by my own challenges with emotional trading, decision overload, and financial anxiety.

Mobile application

Category: UX Wellness · Health · Mental Clarity.

Tools: Figma, Notion, Miro, Balsamiq, Maze

Problem Statement

• In today’s market:

• Trading feels overwhelming and impulsive

• Personal finance apps are rigid or lack personalization

• Mindful spending is rarely integrated with investing

• Traders often miss patterns in their behavior

How might we help users:

• Trade more consciously?

• Journal and reflect on trading behavior?

• Make spending/investing decisions aligned with personal values?

• Stay informed but not overwhelmed?

The goal

Combine wellness, conscious finance, and smart trading into one seamless experience.

Target Users

• Ethical investors

• Beginner to intermediate traders (Nifty, global)

• Wellness-conscious individuals

• Tech-savvy youth managing credit + crypto + stocks

Key Features

✅ Mindful Sign-In
✅ Value-Based Product Comparison + Budgeting
✅ Integrated Trading + Credit Rewards
✅ Walk-to-Earn Credits System
✅ AI-Powered Trading Journal + Pattern Tracker
✅ Strike-Range-Based Smart Alarms
✅ Filtered Global News Feed for Nifty Traders

Trading Side (Phase 2)

Mindful Trading Journal

• Daily journaling prompt (AI-powered)

• Record emotions, trades, market context

• Pattern recognition: "You lose most when you enter after 11 AM"

AI-Powered Trading Coach

• ChatGPT-style prompts:

• "Why did you enter this trade?"

• "Review yesterday’s strategy"

• "Did your emotion match your result?"

Smart Alarms & Strike Price Alerts

• Set your predicted price range

• Get nudges: "Now’s a good time to consider exiting"

• Personalized stop loss and profit alarms

Business News Feed

• Filtered news that affects your portfolio

• Global macro headlines + Nifty-specific alerts

• Saved watchlists for recurring review

Visual features-

Outcome Goal

Build a space where finance becomes self-awareness, not stress.
A place where trading is not emotional chaos, but a mirror for growth.