Time

Jan 2024- Present

Duration

11 Months

Project brief

Readers of ”Stop Checking The Price!” loved the simple approach to finding quality stocks but were frustrated by complex, noisy financial tools. So, John, the author, created ValueGlance to provide clear, intuitive long-term data for better investing decisions.

Role

UX/UI designer

Product designer

Teammates

Vika Mikhlai

Malina Ingram

Main challenges

Challenge A

Clearly translating the book’s concepts into an easy-to-use tool

Challenge B

Applying the book’s principles to identify ideal stocks

Challenge C

Personalizing the tool for each user

First, understand the problem

User research

At the beginning, I want to learn more about what users consider when want a clear financial tool. For example, what is necessary for users when they open the tools, and how do they search a stock? We have send out the survey and get around 25 feedback.

Pain point A

Users want quick, clear guidance on whether to buy a stock.

Pain point B

They need a personal watchlist to save their selected stocks.

Pain point C

They require a screener with filters to search for stocks effectively.

Map journey and opportunities

Journey mapping

According to the user research, the first priority is to guide the users. Therefore, adding a navigation bar to organize the tool is essential. Additionally, the app should include personal functions and user accounts to save their preferences, as well as recommending some stocks.

Test ideas with wireframe & prototypes

Wireframes

After completing the journey mapping, we created more than 10 pages of wireframes. These wireframes focused on details such as the size of the navigation bar and the placement of the analyze stock. We also ran two rounds of wire-framing with insight group.

More than 10 screens

2rounds of test

Prototypes

The part I'm responsible for is the stock analysis page

Goals

1.Have a quick, clear guidance on whether to buy a stock.

2.Has a simple and easy-to-use UI interface

Features

1.Having analysis box to give a quick, clear guidance for the stock

2.Having different lines to present the data.

Testing

After finishing the first version, I asked some prospective customers to test the prototype. Through their testing, we were able to identify some blind spots that needed improvement.

Learning

After a few rounds of testing, we have identified some features that need improvement. For example, user is confuse about the analysis box. Also, users do not understand which axis reflect with which data.

Key Functions

A Clear Chart

Former Data Visualization

See at a glance if a stock is a strong value or overhyped with one click on that moment, and use different color to represent which axis and guide user to follow

Two Clicks

Make Invest Decision with Only Two Clicks.

Simplified Metrics

Simplified Metrics in Three Key Numbers with the axis colors.

Other Page

My colleague have work on other personal features pages, like Dashboard, Watchlist. We also have create Tablet version and Mobile version.

Projected result

Our product launched in May, and we've already had around 200 customers sign up. They’ve provided valuable feedback, and we’re actively working on improvements in response to their input.

Room for improvement

Improvement

We realized our UX personas needed more clarity, so we conducted usability sessions with our customers. Through this, we identified several key characteristics for our personas and are now developing a new design tailored to these insights.