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Quantly AI · 2024

From chat-first interface to full financial dashboard

A Beginning Full of Unanswered Questions When I joined Quantly AI, the company was little more than an idea wrapped in a fragile prototype. There was no real product yet, just a chat box, a handful of Python scripts generated by an LLM, and a very limited amount of financial data. It could answer some questions about public companies, but not reliably, and certainly not enough to earn the trust of serious equity analysts. I remember the first time an analyst sat in front of it. They typed a long, complex question about a company’s five-year performance and targets. The system paused, generated a shaky python snippet, failed silently, and then offered a partial answer missing half the metrics. The analyst looked at me and said: “It’s interesting… but what am I supposed to do with this?” That moment set the tone for the rest of my work at Quantly.

12Weeks to dashboard v1
Session depth for power users
1Reusable data-density system

Early users loved the conversational entry point, but power users could not compare metrics, revisit insights, or share findings. Replacing chat entirely would have thrown away the clarity that made the product approachable in the first place.

We kept chat as the primary input and layered a dashboard on top: structured charts, filters, and saved views without forcing analysts to learn a new mental model overnight.

Conversational interfaceNatural language entry point for complex financial questions and exploratory analysis
Data layerNormalises public-company metrics into comparable, filterable datasets analysts can trust
Analytics dashboardCharts, saved views, and shareable snapshots for repeat analysis and team review
01

Analyst asks a question in natural language

02

System retrieves and structures the relevant financial data

03

Insights surface in charts, filters, and saved views

04

Analyst compares, shares, and revisits findings over time

Analyst interviews & prototypes
Chat MVP with early users
Dashboard v1 in 12 weeks
Reusable data-density system

Explore the dashboard — browse the watchlist, open a company report, and try the chat panel.

Role
Lead Product Designer
Year
2024
Focus
AI · 0→1 · Fintech