Empowering Investors Through A Smarter ETF Screener

Type
Financial Web App Design
Timeline
4 weeks
Role
UX & UI Designer
Team
Solo project

Overview

The ETF screener was designed to simplify the ETF browsing experience to help users identify and compare ETFs in a data-dense environment with ease.

My approach

  • Conducted a competitive analysis across industry-leading ETF providers to better understand the ETF landscape and identify key gaps and opportunities.
  • Distilled findings into key guiding principles: interactivity, clarity, trust, and mobile continuity. Additionally, created high user-impact assumptions to inform both early design decisions and future research.
  • Tested early hypotheses around user wants and needs such as: filter complexity, investment goals and data preference, through user interviews and moderated usability tests. These informed key design patterns around data hierarchy and filter interaction.
  • Reimagined the ETF searching experience by creating a streamlined, intuitive interface that balances quick scanning with progressive data exploration. Key patterns included improved navigational flow, clearer hierarchy, modular filter behavior, and subtle, responsive microinteractions.
4 mobile screenshots of ETF screener prototype

Result

While the full complexity of a real ETF screener wasn’t in scope, early-stage feedback was strong: users consistently cited clearer layout, easier scanability, and a more enjoyable, interaction. These early indicators validate the foundational UX strategy and demonstrate strong potential for increased user engagement and retention.