Margin Mode
Redesign
Redesigned the cross/isolated margin flow for pro traders — reducing error rates and increasing margin trading volume.
Led a comprehensive overhaul of the Margin Mode feature at WOO X, which permits leveraged trading. The redesign addressed translating intricate financial data into an intuitive desktop and mobile interface prioritising accuracy and security — preventing accidental liquidations while attracting sophisticated, high-net-worth traders.
Role & responsibilities
Domain Research
Conducted research into futures trading mechanics to establish accurate workflows for Isolated and Cross Margin modes.
Dashboard Architecture
Built a sophisticated trading dashboard covering margin transfers, leverage adjustments, and real-time risk display.
Financial UI Standards
Created financial UI standards maintaining data clarity during active, high-stakes trading sessions.
Risk Collaboration
Collaborated with Risk Control and Engineering to ensure liquidation price and margin ratio calculations were accurate.
What we set out to achieve
Actionable Risk Feedback
Transform abstract financial concepts like 'Liquidation Price' and 'Margin Ratio' into real-time, actionable feedback.
Prevent Liquidations
Strengthen risk awareness through intuitive design to prevent accidental liquidations — the primary user pain point.
Platform Consistency
Maintain identical experience and data accuracy between desktop and mobile trading interfaces.
Streamline Collateral
Simplify collateral transfers between account types within the trading workflow.
Understanding the landscape
Key Insights
- →Traders switching between Cross and Isolated margin frequently misconfigured settings, leading to unexpected liquidations.
- →Mobile data refresh rates were too slow during volatile markets, causing traders to miss critical margin threshold warnings.
- →Collateral transfers required navigating away from the trading screen — breaking momentum at the worst possible moment.
Key Findings
- Traders switching between Cross and Isolated margin frequently misconfigured settings, leading to unexpected liquidations.
- Mobile data refresh rates were too slow during volatile markets, causing traders to miss critical margin threshold warnings.
- Collateral transfers required navigating away from the trading screen — breaking momentum at the worst possible moment.
Design decisions
Dual-Mode Architecture
A unified order entry system integrating leverage and margin configuration with real-time risk assessment during mode transitions — no more dangerous misconfiguration.
- Mode transition safety: Real-time risk recalculation when switching Cross ↔ Isolated.
- Unified order entry: Leverage slider and margin type in a single, coherent panel.
- Confirmation guardrails: High-risk transitions require explicit user confirmation.
Risk Dashboard
Color-coded visual cues for the Margin Ratio with proactive threshold warnings — traders see their risk level at a glance, before it becomes critical.
- Color-coded margin ratio: Green → Yellow → Red progression with threshold labels.
- Proactive warnings: Alert at 80% margin used — before liquidation, not after.
- Optimised mobile refresh: Increased data polling rate during active positions.
Embedded Collateral Management
Transfer functionality embedded directly in the trading workflow — precision leverage slider with position size conversion, no context switching required.
- In-flow transfers: Deposit or withdraw collateral without leaving the trade screen.
- Precision leverage slider: Shows notional position size as leverage changes in real-time.
- One-tap shortcuts: 25%, 50%, 75%, Max collateral presets.
