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Pocket Trader

Product Management / Leadership / UI/UX / Branding / Research / User Testing / Product Marketing

As a product manager, I oversaw the Pocket Trader account. I established the product strategy, roadmap, and features by analyzing and responding to customer needs. This role requires a high degree of collaboration, as cross-functional product managers bring essential expertise to inform strategic product decisions. Additionally, aligning the efforts of engineering, marketing, design, sales, and support teams during product development is crucial for promoting team synergy.

What is
Pocket Trader?

Pocket Trader is a leading multi-asset global online broker revolutionizing trading with cutting-edge technology and an intuitive, user-friendly interface. Our proprietary platforms enable traders of all levels to trade forex, stocks, commodities, indices, and crypto with ease.

Where Social Meets Wealth - The Future of Trading Awaits

Why (The Purpose)

Empowering everyday people to confidently take control of their financial future involves enabling everyone to learn, share, and grow their wealth together.

How (The Process)

We have developed a unique, proprietary tool that is cross-platform, intuitive, and portable. It simplifies trading decisions with real-time insights, education, and automation.

What (The Result)

A multi-asset social trading derivatives platform designed for all traders. You can effortlessly trade, connect with others, and exchange strategies all in one dynamic environment.

The Future of
Social Trading

Pocket Trader is transforming the trading landscape with cutting-edge technology and a user-friendly interface, enabling traders of all skill levels to connect, learn, and thrive. Our platform shines with innovative Social & Copy Trading, engaging visualizations, and gamified experiences, fostering a vibrant community where real-time trading feels effortless and dynamic.

Competitive Edge

  • Competitive Edge Social Trading

    Social trading

    Follow, chat, & copy experienced traders.

  • Competitive Edge Intuitive Trading Tools

    Intuitive trading tools

    Trade at your fingertips.

  • Competitive Edge Copy & Reserve Trade

    Copy & reverse trade

    Leverage the crowd.

  • Competitive Edge Express Trade

    Express trade

    Never let you miss an opportunity.

  • Competitive Edge Proprietary Technology

    Proprietary trading technology

    In-house trading engine & social algorithms.

Product Development
Life Cycle (PDLC)

Process Used

  • The brainstorming phase is an exciting, collaborative process where we ignite innovation by uncovering customer needs, seizing untapped market opportunities, and envisioning groundbreaking solutions to shape the next game-changing product.

  • The refinement stage is where we sharpen our vision with rigour and clarity. Through in-depth market research, competitive analysis, and technical feasibility studies, we validate our concept, pinpoint our target audience, and craft precise requirements to ensure our idea is poised for impact.

  • The product design phase is where we bring our vision to life with creativity and precision. We craft features, functionality, and a seamless user experience, building prototypes or MVPs to test our concept and capture valuable feedback. Through iterative design tweaks, we refine our product to ensure it resonates and delivers.

  • The development phase is where we roll up our sleeves and bring our design to life. Through collaborative coding and seamless integration, we build a functional product, employing an iterative, phased approach to ensure precision, adaptability, and excellence at every step.

  • The testing phase is where we obsess over perfection. We rigorously test the product to ensure it meets top-tier quality standards, performs flawlessly, and delights users. Through usability testing, performance evaluations, and meticulous bug fixes, we incorporate feedback to drive continuous improvements, ensuring our product exceeds expectations.

  • The launch phase is our moment to shine. We bring our product to market with precision and excitement, orchestrating seamless coordination across teams to ensure a triumphant rollout that captivates and delivers.

  • The post-launch phase is where we keep the momentum alive. We provide ongoing support, deliver updates, and introduce enhancements to ensure our product stays relevant and competitive. By actively gathering customer feedback and swiftly resolving issues, we continuously evolve our product to exceed expectations.

A Double-Digit
Growth Market Opportunity

Why S.E.A?

1. Smartphone Penetration

Improved digital infrastructure has lowered the barriers for individual traders to participate.

2. Demographic Factors

The young, tech-savvy population in Southeast Asia, along with rising middle-class incomes, has boosted the appeal of CFD.

3. Growing Interest in Markets

People are driven by the desire to increase their wealth, acquire financial knowledge, and diversify their investments beyond traditional assets.

4. Diversification Portfolios

CFD trading offers Southeast Asian investors more ways to diversify their portfolios & profit from market fluctuations.

5. Accessibility of CFD Trading

CFD trading platforms are now more user-friendly and accessible, attracting a growing number of everyday traders in the region.

6. Regulatory Developments

Regulatory bodies in various Southeast Asian countries have been working to establish guidelines and frameworks for CFD.

Pocket Trader Mobile Screens User Profile

Current S.E.A
Active Market

Southeast Asia’s population is notably young and growing, with a median age hovering around 30. The market is rapidly evolving, with digital payments and investment emerging as the most significant trends. Individuals are seeking low-cost and easy-to-use investment options.

Ref: seasia.co

  • CFD trading captivates a dynamic group, primarily those aged 25–35, who are navigating early careers, chasing financial freedom, or diversifying income sources. This digitally savvy and ambitious youth demographic fuels the surging popularity of trading, driven by their hunger for opportunities and connectivity.

  • With internet penetration soaring past 70% in Vietnam, CFD trading is booming among a vibrant group, mostly aged 25–35, and even among those as young as 18. Urban professionals and students, seeking alternative income streams, are driving the surge in retail trading, fueled by the accessibility of mobile apps and platforms like MetaTrader.

  • Malaysia’s economic landscape fuels a dynamic trading scene. With an average monthly salary of roughly RM 4,500 (~USD 1,000) and 60% of the population under 35, a youthful, tech-savvy cohort drives CFD trading. Bolstered by over 90% internet penetration and growing financial literacy, these young traders are seizing opportunities in a digitally connected market.

  • The Philippines’ vibrant demographic, with over 60% of the population under 35 and internet penetration exceeding 70%, creates a prime landscape for trading. Young urban professionals in their 20s and 30s, earning PHP 25,000–30,000 (~USD 500) monthly, are drawn to CFD trading, driven by their disposable income, risk appetite, and digital connectivity.

  • Singapore’s CFD trading scene thrives among professionals aged 30–40, earning SGD 5,000–6,000 (approximately USD 4,000) monthly. This income empowers young adults in finance, tech, and entrepreneurial roles to engage in trading. Following the pandemic, we’ve seen a 1–2% surge in accounts opened by ambitious 20- and 30-somethings, reflecting their growing appetite for market opportunities.

600 Billion

The Southeast Asia digital economy is poised for explosive growth, with GMV projected to reach $600 billion by 2030. Digital financial services, robo-advisors, online brokerage, and WealthTech stand out as a powerhouse investment sector, with their transaction values surging ahead of the broader economy.

Ref: Statista

Significant growth in the digital investment market, a 45–50% increase

Key Drivers &
Challenges

Unlock Traders Potential

The region’s rapid population growth and rising financial literacy are fueling a trading boom. Coupled with increasingly accessible mobile and online trading platforms, these trends are enabling more individuals to capitalise on market opportunities with ease.

The limited financial education amplifies the risks of CFD trading for retail newcomers, while intense regulatory scrutiny challenges businesses, requiring them to navigate this complex landscape with agile compliance.

Pocket Trader Key Drives and Challenges Graph 
Monthly Income by 2025

  • The surge from 18% to a striking 23% showcases tremendous potential. Yet, we must recognize that this progress is tempered by inequality and the uneven tempo of post-COVID recovery, which can create disparities in growth.

  • The leap from 16% to a stunning 25% marks an extraordinary surge from humble beginnings. Driven by industrialization and a bold emphasis on export-led growth, this rapid rise reflects the dynamic and transformative ascent of their economy.

  • The climb from 63% to 68% signals a strong, steady surge forward. Anchored by a robust middle-class foundation, this remarkable growth highlights substantial progress and enduring momentum.

  • The jump from 41% to 47% marks a striking transformation, driven by a dynamic young population and robust economic momentum. This steady ascent heralds a bright future, unlocking substantial opportunities for development and investment.

  • The dip from 65% to 62% reflects a subtle shift in an ageing economy, signalling a mature phase with fewer new market entrants. This modest decline underscores the need to adapt our strategies to excel in this evolving landscape.

Market
Competitors

Forex trading is captivating a younger global audience, driven by its accessibility via online platforms, the allure of rapid profits, and its tech-savvy appeal. In Indonesia, the booming financial landscape, particularly in retail trading, attracts a working-age crowd with disposable income and strong digital literacy, driving a vibrant surge in trading.

Pocket Trader Competitor Analysis Table

  • Pros: Exness stands out with its high leverage options, offering up to 1:2000 and even unlimited leverage in some instances, tailored to equity and account type, empowering traders with flexible, high-potential opportunities.

    Cons: While high leverage offers exciting opportunities, it also heightens risks, raising concerns about fund safety and potential disputes for traders in Southeast Asia.

  • Pros: JustMarkets excels with its low, flexible spreads, starting at a highly competitive 0.0 pips, which empower traders with cost-effective and dynamic trading opportunities.

    Cons: The platform penalties for inactive trading can disadvantage casual Southeast Asian traders, discouraging those who trade sporadically.

  • Pros: XM’s ultra-low entry barrier, with a minimum deposit of just $5 for Micro, Standard, and Ultra Low accounts, makes it a perfect fit for beginners and small-scale traders in Southeast Asia’s emerging markets.

    Cons: Fund safety concerns loom for traders in Southeast Asia’s less-regulated regions, highlighting the need for caution in these markets.

  • Pros: AvaTrade earns trust with its Tier-1 regulation, segregated funds, and negative balance protection across all regions, offering Southeast Asian traders robust security and unparalleled peace of mind.

    Cons: Retail spreads, such as 0.9 pips on EUR/USD, are steeper than those of many competitors, which reduces its appeal for cost-conscious retail traders in Southeast Asia.

  • Pros: Pepperstone delivers exceptionally tight spreads, with Razor accounts starting at 0.0 pips and Standard accounts ranging from 0.6–1.0 pips, making it a top choice for cost-savvy traders.

    Cons: The withdrawal process, which takes 1–5 business days, can be frustrating for Southeast Asian traders who require swift access to funds for fast-paced forex markets.

Pocket Trader Mobile Screens User Chat

Unified Platform, Unique for Every Trader

Whether you’re a seasoned pro craving cutting-edge tools or a beginner embarking on your investment journey, our platform delivers tailored solutions with precision and effortless ease.

Through in-depth surveys, focus groups, and interviews, we’ve identified three distinct trader groups aligned with Pocket Trader: Novice, Intermediate, and Expert.

One of the standout needs and aspirations of our traders is their drive to master the markets with confidence, fueled by intuitive tools and personalized insights that empower their unique journey.

Pocket Trader Persona Intermediate 
Persona: Intermediate - The Active Trader

Novice: beginner guide, copy trade (learn from experienced traders), education articles and user-friendly interface
Intermediate: copy trade, express trade, financial news and calendar, social trading (see screenshot)
Expert: passive income from copy trade, low spreads, rebate and referral program

Strategies and Prioritization Frameworks

We sought a sharp, data-driven approach to prioritise solutions, tackling customer pain points with maximum efficiency. Our framework cuts through confirmation bias, enabling objective, impactful decisions. It’s as vital as our team’s candid discussions about priorities, ensuring we stay laser-focused on what matters most.

RICE Scoring Model

I leverage this framework to keep our team aligned, energized, and laser-focused, cultivating a culture of sharp, data-driven decisions. By strategically engaging key stakeholders, including executives, we communicate performance metrics and insights.
Our scoring formula: Reach × Impact × Confidence ÷ Effort drives precision in prioritizing tasks for maximum impact.

Value Versus Complexity Quadrant

Our framework dynamically prioritizes features by weighing their potential value against the effort needed, ensuring we chase the most significant wins. It visualizes value versus effort for stakeholders in my action plan, sparking focused, productive discussions with product and tech teams to zero in on tasks that deliver maximum impact.

Aligning Vision and Execution

My definition of a roadmap is simple: a roadmap is a vibrant, visual blueprint that instantly conveys a plan or strategy, keeping everyone aligned and inspired. A tip: in my experience, centralize it in one place to avoid version chaos and update it daily. This keeps stakeholders and leadership aligned, ensuring your roadmap remains a trusted, living guide for all. I lean on Jira or Miro, depending on the team I’m collaborating with:

Pocket Trader Roadmap

Product & UX team
For product and UX teams, Miro is a game-changer. Its visual canvas sparks creativity, letting us brainstorm, map user journeys, and prioritize features with ease. Product teams leverage frameworks like RICE or MoSCoW to set strategic goals, while UX brings user research, empathy maps, and wireframes to ensure a user-centric roadmap. Miro’s real-time collaboration bridges time zones, and its Jira integration keeps our plans in sync with engineering.

Engineering team
Working closely with engineering, I find Jira’s roadmap creation unbeatable due to its seamless integration with our agile workflows, such as Scrum. It’s a dynamic hub where the team can update tasks, add estimates, and flag issues in real time, keeping the roadmap fresh with sprint and epic data—no chasing required. The engineers’ technical expertise shines as they break down features into actionable tasks, and Jira’s dependency tracking helps us identify and resolve blockers early.

Feature Planning: Driving Business
Impact

My daily routine involved strategically organizing upcoming features for seamless implementation. Using Jira as a powerful tool, I boost team collaboration and communication. I begin by crafting an epic that clearly defines objectives, scope, and key stakeholders. Then, I map out a clear timeline, empowering the team to align on deadlines with confidence.

Then, I break down features and requirements into detailed user stories, creating a crystal-clear roadmap to guide the development journey.

Diagram 1:
Jira - Crafting a dynamic epic that sharply defines the objectives, scope, and key stakeholders involved

Diagram 2:
Jira - Craft a clear, actionable timeline, empowering the team to align on deadlines

Diagram 3:
Jira - Transform each feature into detailed user stories, creating a crystal-clear roadmap

Pocket Trader Jira Scope Epic
Pocket Trader Jira Scope Timeline
Pocket Trader Jira Stories

Express Trade

Recent market volatility has traders craving lightning-fast trade execution to seize fleeting opportunities, a need echoed loudly in our user surveys.

Pain Points: Traders, especially on mobile, are frustrated by clunky app navigation and limited screen space, slowing them down in fast-moving markets.

Tasks: Our mission is to empower mobile users with seamless trade initiation from any app page, overcoming these barriers.

Solution: After rigorous design, prototyping, and testing, we rolled out a game-changing persistent widget across all app pages. One tap launches the trade interface, pre-filled with smart defaults (like volume, instrument pair, take-profit/stop-loss) based on the user’s last trade or averages, streamlining execution with unmatched speed.

Never miss an opportunity

Pocket Trader Feature Express Trade

Streamlining Payments

Traders are clamouring for payment flexibility, a key pain point we’ve pinpointed, as they demand diverse payment methods to supercharge their trading experience.

Pain Points: Customers crave seamless access to varied payment options to elevate their trading journey.

Tasks: Our goal is to team up with a payment aggregator to integrate multiple payment service providers (PSPs) across target countries, ensuring lightning-fast, seamless system integration while meeting business and compliance needs for a swift rollout.

Solution: By forging a strategic alliance with a top-tier payment aggregator, we’ve unlocked access to a global network of PSPs, slashing integration time by months. This allows us to deploy each PSP in days, managed effortlessly through a sleek, innovative admin dashboard. Once compliance and business requirements are locked in, we can roll out the full solution at warp speed.

Pay Your Way, Instantly

Pocket Trader Payment Flow Chart

Establishing Our
Key Performance Indicators

Pocket Trader represents a sophisticated multi-asset trading platform that integrates essential elements such as robust financial performance, an intuitive user experience, operational efficiency, comprehensive risk management, competitive positioning, and stringent compliance and security measures. This platform prioritizes these fundamental pillars while leveraging data-driven insights to enhance its functionalities.

By monitoring key performance indicators, including user engagement, transaction success rates, and adherence to compliance standards, the platform can effectively evaluate its impact, proactively address market requirements, foster sustainable growth, and deliver superior customer satisfaction.

    • Trade Revenue
      (Target <500K/m, Actual NDA)

    • Trade Volume
      (Target 5M daily ave., Actual NDA)

    • Profit Margin per Trade
      (Target 2% per trade, Actual NDA)

    • Cost per Acquisition
      (Target $50/user, Actual NDA)

    • User Retention Rate
      (Target 80%, Actual 48%)

    • Net Promoter Score
      (Target >50, Actual 35)

    • Time to First Trade
      (Target <24hr, Actual 28hr)

    • Active Users
      (Target 3000mau, Actual 500+mau)

    • Trade Execution Time
      (Target <50ms, Actual 30ms)

    • System Uptime
      (Target 99.9%, Actual 99.999%)

    • Order Fill Rate
      (Target 98%, Actual 99%)

    • Latency in Price Updates
      (Target <100ms, Actual <5ms)

    • Spread Competitiveness
      (Target top 10%, Actual 5%)

    • Asset Class Coverage
      (Target 50+ assets., Actual 200+)

    • Market Share
      (Target 5% of market, Actual NDA)

    • Value at Risk
      (Target <5% of portfolio value, Actual 10%)

    • Slippage Rate
      (Target <0.1%, Actual <0.1)

    • Leverage Utilization
      (Target 5:1 average, Actual NDA)

    • KYC Completion Rate
      (Target 95%, Actual 83%)

    • Security Incident Rate
      (Target 0 incidents/quarter, Actual Same)

Key Takeaways on Pocket Trader and the Future of Social Trading

Pocket Trader's social trading platform demonstrates how accessible financial markets can be for novice traders. It enables participation through automated copy trading and community engagement, allowing users to follow and mimic the strategies of successful traders. Additionally, top traders can earn extra income from those who copy their trades. The platform features low entry barriers, a user-friendly interface, and a diverse range of asset offerings, all of which enhance the social trading experience.

However, traders should remain cautious of inherent risks, including market volatility and limited regulatory oversight. Looking ahead, social trading is expected to evolve with the adoption of AI-driven insights, enhanced blockchain transparency, and increased accessibility, which could significantly alter the retail investing landscape.

Early Success - Growth
+512% - Customer engagements (YoY)
+284% - Total users (YoY)
+274% - Live users (YoY)
+312% - Total trade volume (YoY)
+307% - Total no deposit (YoY)
+201% - Total active trade (YoY)

  • The CopyTrader feature empowers novices to copy the real-time trades of top traders effortlessly. By tapping into the expertise of seasoned traders, you can confidently navigate cryptocurrencies, stocks, and commodities without years of market experience. This innovative tool simplifies trading and inspires traders to learn from the best, making wealth-building feel accessible to anyone willing to start small.

    Business impact and value:

    • Revenue and trading activity

    • User engagement and retention

    • User acquisition growth

  • Our social trading platform transforms investing into a dynamic, community-driven experience akin to a social media network. Our personalized news feed, lively discussion threads, and detailed trader profiles empower users to share strategies, post real-time updates, and spark meaningful conversations. This vibrant ecosystem fuels collaboration, drives more intelligent decision-making, and accelerates learning, making finance accessible and engaging for everyone.

    Business impact and value:

    • User growth and acquisition

    • Community engagement quality

    • High engagement and retention

  • PT offers over 500 financial instruments, spanning forex, stocks, commodities, indices, and cryptocurrencies, with zero-commission trading, making investing accessible to everyone. However, evolving U.S. and EU regulations may limit our offerings, and our charting tools and advanced order types aren’t yet on par with traditional brokers.

    Business impact and value:

    • User acquisition and market expansion

    • Customer satisfaction and advocacy

    • Regulatory adaptability and scalability

  • Our CopyTrade Program rewards top traders with an average of 2% of their assets under management (AUM) for being copied, inspiring them to share their expertise. This creates a powerful win-win: skilled traders gain incentives, while novices benefit from their strategies, fostering a thriving, collaborative ecosystem.

    Our vision is to amplify this dynamic, attracting elite talent and empowering users to grow together, making wealth-building truly inclusive.

    Business impact and value:

    • User acquisition

    • Revenue growth

    • Engagement and retention

  • With our cutting-edge AI-driven tools, like sentiment-based crypto portfolios and dynamic feeds, paired with PT’s academy, which delivers free weekly financial education and daily price analysis. These advancements empower traders to make informed trades with confidence, leveraging AI to refine their strategies and manage risks effectively.

    Business impact and value:

    • User acquisition and market reach

    • User engagement and retention

    • Technology adoption and scalability

  • While regulated by top-tier authorities like FCA, CySEC, and ASIC, it upholds the highest standards of trust. Yet, we acknowledge regulatory hurdles in regions like Malaysia, India, and the Philippines, which push us to prioritize global compliance. Social trading’s reliance on past performance carries risks, with 51% to 73% of retail CFD accounts losing money, reinforcing my commitment to robust risk management tools like stop-loss orders.

    Business impact and value:

    • User acquisition and market reach

    • User engagement and retention

    • Technology adoption and scalability

  • I am fully confident in the transformative power of social trading to revolutionize the investment landscape. By 2033, I foresee the social trading market expanding dramatically, reaching an impressive $15-20 billion. With our cutting-edge AI-driven tools, innovative CopyTrade program, diverse asset offerings, and comprehensive PT’s academy, we are not just empowering users to trade smarter and learn faster; we are making finance accessible to everyone. Wealth-building is no longer a distant dream, it is achievable for all.

Pocket Trader Multi Screens Dashboard Chart News

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