Your money. Your next move.
An agentic trading app that brings your portfolio, the agent’s research and its controls into one native iOS experience.
- Project
- Wellth
- Year
- 2026
- Made by
- maker.design
- Our role
- Product strategy, brand, design & development
An agent should be understandable.
An agent can research markets and work in the background. The person trusting it still needs a clear picture of what it is doing, what it has considered and where their money sits.
Wellth brings that picture into a native iOS app. The product connects portfolio information with the agent’s performance, research and controls, making its activity something a person can inspect.
From performance to reasoning.
Home starts with the portfolio and its holdings. An agent performance card opens a dedicated view with a market comparison, trading results and training progress. Research sits one step deeper, with a written summary, market coverage, holding assessments and shortlisted alternatives.
That sequence connects the numbers to the reasoning behind them. Research decisions remain distinct from completed orders, and people can see which holdings they manage themselves.
Follow the detail. Stay involved.
The film moves through the actual app: from the portfolio overview into the agent and its research, then through holdings to a stock’s detail page. Saving the stock to the watchlist gives the journey a visible result.
Native tabs, stack navigation and familiar controls keep those layers easy to move between. The interface uses a shared React Native product layer, with native iOS navigation and platform controls.
Autonomy with clear boundaries.
Research and execution are separate parts of the system. Automatic trading has an explicit saved permission and an allocation limit. Manually managed holdings remain outside the agent’s trading remit.
New strategy versions are evaluated in separate paper portfolios before they can qualify for promotion. The app exposes training progress, while research, broker order status and confirmed fills retain their own meanings. These distinctions shaped both the interface and the underlying system.
A working product in private beta.
Wellth is in private beta. Maker’s work spans the product direction, visual identity, native mobile experience and the supporting agent system. The current result is a working app that makes an agentic trading workflow visible and gives people a way to stay involved.
This case study demonstrates the interface with an isolated demo account. It makes no claim about investment performance.