KGI Securities Unveils Major Upgrade to 'My Strategy' App with Personalized Homepage Redefining Digital Investment Experience

To continuously optimize the digital investment experience, KGI Securities announces the official launch of a complete revamp of its 'My Strategy' app, centered on the core concept of 'New Interface, New Experience, New Journey.' The refreshed interface will be rolled out in phases, redefining how investors interact with digital platforms. The highlight of this first-stage upgrade is the newly enhanced 'My' personalized homepage, which features a more intuitive and flexible design, enabling investors to freely customize their own investment interface based on individual investment habits and needs—truly realizing the digital experience of 'My Investment Homepage, Defined by Me.'

Notably, this upgrade was driven by investor usage patterns. Prior to designing the new interface, KGI conducted extensive user research and customer interviews to understand what functions investors use most frequently when opening the trading app, what information they want to see first, and how they can complete operations in the shortest time possible. The team also analyzed user behavior data to identify the most commonly set shortcut functions, using these insights as a key foundation for the new homepage design.

KGI Securities' research found that most investors care less about how many features an app offers and more about how quickly they can find needed information—such as account summaries, recent transaction records, fund flows, and frequently used trading tools—all of which are checked daily. Therefore, the new interface is designed around the principle of 'information easy to find, functions easy to access,' ensuring investors see their most important investment data immediately upon launching the app.

For different investor segments, the new homepage delivers a more personalized experience. For example, long-term investors (stock savers) prefer having the 'Regular Savings Plan' feature on the app's homepage, paired with the 'My Dividend Inquiry' service for real-time tracking of long-term investment returns. New investors want quick access to the 'Stock Lottery' feature, allowing small-capital investors to aim big at affordable prices. Meanwhile, experienced investors favor the 'Smart Conditional Orders' function, enabling them to capture market movements without constant monitoring. Additionally, for investors holding diverse assets such as overseas stocks and funds, the new interface uses clearer categorization and integrated design to make cross-product management easier and more efficient.

The standout feature of the new 'My Strategy' app's 'My' homepage is its highly personalized interface design. Investors can freely switch between light and dark themes and adjust font sizes according to reading preferences, allowing everyone—whether preferring a fresh, minimalist look or a calm, professional style—to easily create a comfortable environment. A newly introduced customizable layout lets users drag and drop to rearrange frequently used functions and main menu order, placing essential tools and information in the 'Quick Access' section for instant visibility upon opening the app.

Beyond personalization, the new 'My' homepage strengthens investment information integration. The 'Custom Market Index' feature allows investors to track global market dynamics and monitor key markets of interest in real time. The 'Account Overview' provides an integrated view of multiple investment positions, enabling users to quickly swipe through and check market value changes and daily profit/loss for domestic stocks, overseas equities, and wealth management products—making asset allocation clearly visible at a glance.

Additionally, 'My Calendar' proactively reminds users of settlement payments and ex-dividend dates, helping manage cash flow. The 'Market Calendar' consolidates key market events such as shareholder meetings, earnings briefings, and dividend payouts, facilitating advance planning of investment strategies. The upgraded 'Real-Time News' feature now includes highly personalized news linked directly to users’ portfolio holdings, pushing relevant news and market updates instantly—bringing investment information closer to individual needs.

Through this upgrade, 'My Strategy' not only delivers a more personalized user experience but also integrates investment information, asset management, and market dynamics into a single entry point, creating a more complete digital investment journey. KGI Securities will continue driving digital innovation and service optimization, supporting more young investors in building their financial foundation from their very first investment, fulfilling its brand promise of 'Choose KGI, Start Accumulating,' and turning every investment step into the starting point of a dream.