TD Ameritrade users asked for a customizable chart view based on a equity watch list that would allow them to monitor changes. While the request seemed straightforward at first, discovery turned up a lot of questions…
What type of charts would be useful?
How often did users want the charts to be updated?
How should we display multiple micro/mini charts?
What data points were available from data services?
After reviewing the user request and discussing desired requirements with the Product Owner, we met with our data services team who would be building the API to ensure alignment and to define the core services required. I began design explorations to start:
Laying out key data points
Refining interactions
Creating prototypes to test with users
Grooming specifications with developers
© Carlo Maldonado 2024