What
Investment Tool
Why
Visual Design / Interface Design
When
2019 | Duration 3-4 Months
Who
Creative Director, Prod Manager, Coder, Lead Designer
Background
Oppenheimer wanted to improve and iterate on a Factors Calculator.
Goal & Solution
Refine version 1.0 and reimagine 2.0.
Input Screen
Results Screen : Radar Chart
Results Screen : Line Chart
Alternative Idea: Swiping
Users start with a clean slate. It's plain as day that user has only one thing to do - add portfolio.
User has clicked on "Add Portfolio"
User has entered an ETF and allocation
Once user enters ticker and reaches 100% allocation, then "Add Portfolio" and "Results" button lights up.
User has clicked on "Add Portfolio" and entered ETFs into 2nd portfolio
User has clicked again on "Add Portfolio" and entered an ETF into 3rd portfolio
User has clicked on "Results" button. The "Portfolios" button is in the same position as the "Results" button, allowing users an easy way to toggle back and forth.
Alternative Idea: Accordion
Again users start with a clean slate. This is also easy to understand because there is only one thing you can do — add portfolio.
Importing a File
It seems like a waste of time to enter tickers manually when a financial advisor (the primary user) should have his client's listings on hand.
User has entered ticker and allocation
A "Real" Calculator
User hits “Results,” and radar chart and table slides in and one can modify or add portfolio and see results in real time. It now feels more like a calculator.
