Abstracting Options Trading with AI Agents

Designing trust, transparency, and a touch of humanity into an AI-driven DeFi experience.

Role

Product Designer

Timeline

4 weeks, Jan-Feb 2025

Options trading is powerful but deeply intimidating. Most DeFi users understand staking, farming, or swapping — but strike prices, volatility curves, and iron condors? That’s an entirely different language.

Ithaca’s challenge was to open the doors of options trading to everyday DeFi users — without diluting the sophistication that pros need.

The Problem

  • Overwhelming complexity: Existing platforms assume users already understand advanced trading strategies.

  • Accessibility gap: Retail DeFi users are left behind, unable to participate in options markets.

  • Trust barrier: Simplified UIs often hide too much, leaving users skeptical of what’s happening behind the scenes.

Approach

We framed the solution around AI agents as strategy translators:

  • Users choose an agent with a personality → not an abstract options strategy.

  • Agents turn that intent into an executable strategy.

  • Transparency is preserved through real-time metrics, performance dashboards, and even a “trader’s journal” explaining how decisions are made.

Key Design Decisions

1. Agent Selection Page

Designed like a roster of characters. Each agent has:

  • Personality charts (contrarian vs momentum, conservative vs aggressive, etc.) to make risk profiles tangible.

  • Performance stats (AUM, 7D PnL, volatility) in simple visual graphs.

  • Narrative voice (“Range Alchemist,” “Rolldown Weaver”) that lowers the intimidation factor while making abstract strategies relatable.

🎯 Goal: help users pick an approach they vibe with — not guess between “iron condor” vs. “straddle.”

Options trading is powerful but deeply intimidating. Most DeFi users understand staking, farming, or swapping — but strike prices, volatility curves, and iron condors? That’s an entirely different language.

Ithaca’s challenge was to open the doors of options trading to everyday DeFi users — without diluting the sophistication that pros need.

The Problem

  • Overwhelming complexity: Existing platforms assume users already understand advanced trading strategies.

  • Accessibility gap: Retail DeFi users are left behind, unable to participate in options markets.

  • Trust barrier: Simplified UIs often hide too much, leaving users skeptical of what’s happening behind the scenes.

Approach

We framed the solution around AI agents as strategy translators:

  • Users choose an agent with a personality → not an abstract options strategy.

  • Agents turn that intent into an executable strategy.

  • Transparency is preserved through real-time metrics, performance dashboards, and even a “trader’s journal” explaining how decisions are made.

Key Design Decisions

1. Agent Selection Page

Designed like a roster of characters. Each agent has:

  • Personality charts (contrarian vs momentum, conservative vs aggressive, etc.) to make risk profiles tangible.

  • Performance stats (AUM, 7D PnL, volatility) in simple visual graphs.

  • Narrative voice (“Range Alchemist,” “Rolldown Weaver”) that lowers the intimidation factor while making abstract strategies relatable.

🎯 Goal: help users pick an approach they vibe with — not guess between “iron condor” vs. “straddle.”

Options trading is powerful but deeply intimidating. Most DeFi users understand staking, farming, or swapping — but strike prices, volatility curves, and iron condors? That’s an entirely different language.

Ithaca’s challenge was to open the doors of options trading to everyday DeFi users — without diluting the sophistication that pros need.

The Problem

  • Overwhelming complexity: Existing platforms assume users already understand advanced trading strategies.

  • Accessibility gap: Retail DeFi users are left behind, unable to participate in options markets.

  • Trust barrier: Simplified UIs often hide too much, leaving users skeptical of what’s happening behind the scenes.

Approach

We framed the solution around AI agents as strategy translators:

  • Users choose an agent with a personality → not an abstract options strategy.

  • Agents turn that intent into an executable strategy.

  • Transparency is preserved through real-time metrics, performance dashboards, and even a “trader’s journal” explaining how decisions are made.

Key Design Decisions

1. Agent Selection Page

Designed like a roster of characters. Each agent has:

  • Personality charts (contrarian vs momentum, conservative vs aggressive, etc.) to make risk profiles tangible.

  • Performance stats (AUM, 7D PnL, volatility) in simple visual graphs.

  • Narrative voice (“Range Alchemist,” “Rolldown Weaver”) that lowers the intimidation factor while making abstract strategies relatable.

🎯 Goal: help users pick an approach they vibe with — not guess between “iron condor” vs. “straddle.”

2. Agent Details Page

A deep-dive into how the chosen agent thinks and performs.

  • Transparent metrics: CAGR, YTD return, volatility, drawdown.

  • Live trading data: NAV chart + candlesticks for power users.

  • Agent personality radar: visually maps its tendencies.

  • Trader’s Journal: a human-like narrative of how the agent makes decisions (“buying into fear, exiting into greed”).

🎯 Goal: maintain confidence — abstraction without opacity.

Outcome & Impact

  • Lowered learning curve: new users no longer dropped off when facing complex strategy screens.

  • Increased trust: giving users both a high-level personality and transparent underlying details.

  • Engagement boost: users explored multiple agents before selecting one, treating them like “characters” rather than faceless algorithms.

Reflection

Ithaca’s AI Agents transformed options trading from a jargon-heavy experience into a character-driven, transparent system. By balancing narrative, data, and transparency, we created a new mental model for DeFi users:


Don’t pick a strategy. Pick an agent.

Outcome & Impact

  • Lowered learning curve: new users no longer dropped off when facing complex strategy screens.

  • Increased trust: giving users both a high-level personality and transparent underlying details.

  • Engagement boost: users explored multiple agents before selecting one, treating them like “characters” rather than faceless algorithms.

Reflection

Ithaca’s AI Agents transformed options trading from a jargon-heavy experience into a character-driven, transparent system. By balancing narrative, data, and transparency, we created a new mental model for DeFi users:


Don’t pick a strategy. Pick an agent.

Outcome & Impact

  • Lowered learning curve: new users no longer dropped off when facing complex strategy screens.

  • Increased trust: giving users both a high-level personality and transparent underlying details.

  • Engagement boost: users explored multiple agents before selecting one, treating them like “characters” rather than faceless algorithms.

Reflection

Ithaca’s AI Agents transformed options trading from a jargon-heavy experience into a character-driven, transparent system. By balancing narrative, data, and transparency, we created a new mental model for DeFi users:


Don’t pick a strategy. Pick an agent.

Julian 2025

Julian 2025

Julian 2025