Anastasiia Shulga.
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design@anastasiiashulga.com© 2026 Anastasiia Shulga
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AI ProductConcept

Lodestone

A conversational finance assistant where the answers are generative UI cards, not paragraphs. Trust shown, not claimed.

Role

Product, Interaction, System

Year

2026

Scope

Conversational UI · Cards · Trust patterns

lodestone

Direction · Sources · Confidence

The 30-second version

Lodestone is a concept for a personal finance assistant. The interesting design problem is the response, not the prompt. Each answer is a small generative card built from the user’s own data, with sources cited and confidence shown.

Naming

The original guide

Lodestone — a naturally magnetized piece of mineral. Before satellites, before maps, sailors carried lodestones to find true north. The name says: this tool is a guide, not an oracle. It points; it doesn’t pretend to know.

Problem

Chat is the wrong shape for financial questions.

A plain LLM chat over a person's money is the worst-case interface. Questions need a chart, an allocation breakdown, a side-by-side. Long paragraphs of explanation hide the answer. Citations get dropped. Confidence gets faked.

I wanted to design what a serious version looks like. Conversational where conversation works. Generative UI where a card is what the question actually needs. Trust UI as a first-class element, not a footer.

Approach

Treat every answer as a small designed artifact. The card is the answer. The prose is just the read-aloud version.

Product

A live conversation

Step through the demo. Each prompt builds the next answer in place with its own card primitive, source pills, and confidence sliver.

lodestone · session
How am I currently allocated?

Your portfolio sits at 68% equities, 22% fixed income, 7% cash, and 3% alternatives. Equity exposure is concentrated in US large-cap tech (41% of equity sleeve), which is above the model recommendation for your stated risk band.

US Equity41%
Intl Equity27%
Fixed Income22%
Cash7%
Alternatives3%
Sourced fromPortfolio holdings · synced 12m agoRisk profile · updated Mar 2026
Confidence
↑ Try one

Lodestone Workbench · click a prompt to advance the thread

Pattern library

Three card primitives. Composed per question.

Allocation

US Equity41%
Intl Equity27%
Fixed Income22%
Cash7%
Alternatives3%

Compare

VFIAX
0.04%
ARKK
0.75%
BND
0.03%
JEPQ
0.35%

Tick mark = category median

Cashflow

Mar
Apr
May
Jun
Jul
Net flow ($K)· Low confidence past May

Trust UI

Three signals that earn the user's trust

Most assistants pretend to be confident at everything. Lodestone shows what it actually knows.

Source pill

Every claim points to a specific dataset. No "based on general knowledge."

Confidence bar

A 4px sliver. Green above 85%. Amber below. Not a number, not a percentage.

Don’t know

Cells that grey out and label themselves when data isn’t there. May vs June in the cashflow card.

What I'd do next

The third turn

Right now the demo handles single questions well. The next design problem is the third turn in a conversation, where the user is iterating on a card. “Re-run that with only the equity sleeve.” “Compare this to last year.” The card needs to know how to update in place without losing the user's reference point.

That's the boundary where generative UI gets actually useful. Not a fresh card per question, but a card the user can mold.

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