One Acre Fields
Portfolio · Major projects · Investment research · 07 of 17

The whole investor journey: who to reach, how they sign up, where they invest, and the research they read, in one private area.

ClientCapital Alliance
ProductCAL Research Portal
Where and whenSri Lanka · 2024 to 2025
PlatformWeb portal
The screen, annotated by hand · scroll
Portal home: comparison chart, ASPI and turnover, FX, treasury, leaderboards and news
  1. the day, in one sentencehow the market closed, before any chart
  2. two companies, one datehover any day and both prices answer together
  3. the morning's other numbersindex, dollar and treasury rates beside the chart, so nobody opens a second tab

The story, in the order I work

Given · why

What was there

Capital Alliance wanted to democratise investing for everyday Sri Lankans. That meant the whole journey, not a screen: understanding the target segments, the landing pages that reach them, a digital onboarding and sign-up that a first-time investor can finish alone, the investment portal they trade in, and the research they read, all inside one private area.

The research side had to replace a habit: sell-side research and live market data emailed by the analyst, now self-served by the investor. Dense above the fold on purpose, because a market screen is read in seconds, with the market’s own words first and every number one click from its source.

Planted · what I owned

What I took on

  • Research into the target segments and the underserved investor
  • Landing pages and the digital onboarding and sign-up flow
  • The investment portal and the research portal, in one private area
  • Information hierarchy for a dense market screen that still reads at a glance
  • Evidence-based design reviews with aligned stakeholders, through to launch
  • Led a team of five to six, two or three of them on design, for the length of the engagement
Shipped

What went out

Released through 2025 as a web portal.

Target segments Landing pages Digital onboarding & sign-up Investment portal Market home Stocks & fundamentals Valuation ratios Reports & news DIY screener Investor dashboard

Yields

50kComplete digital sign-ups in six months
1Journey, end to end: segments, landing pages, onboarding, investing, research
2Portals in one private area: investment and research
What I'd do differently

The honest paragraph.

The thesis held: an evidence-based approach, with supportive and aligned stakeholders, makes almost anything possible. The research told us who the underserved investor was, the client backed it, and the whole journey was built on it, from the landing page through onboarding to the investment and research portals. The honest part is that this alignment is rarer than it should be, and a good share of the credit belongs to the client.

Evidence, plus aligned stakeholders. Almost anything is possible.
field note