Veo One

- Main product I am currently working on

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Veo One is a platform allows institutional advisors to manage their business, including trading, portfolio management and handle administrative tasks.

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How to Deal with Large User for Real Time Data

Pass words request

Can you imagine large user can deal with thousands alerts per day? 

By doing some lean UX, how can we help user to easily manage their thousands alerts without shut their computer down? 

How can we really achieve to "two weeks release"?

Can we use clear copy texts to help our user understand the product logic?

How to create pattern design to make sure the component/ new logic my team did can fit to the whole product? 

Pass words request

For some big institutional firms, advisor could have thousands accounts. Since we provide real time data, our data table can be very slow. 

How can we solve the loading speed problem?

How can we help advisors to manage their accounts and clients efficiently?

How do we export reports?

Client, Account and Household in One Page

Is that possible that combining account portfolio, client portfolio and household portfolio in one page? 

Pack A Complicated Product to Mobile View

How to survive in a "Mobile Last" environment

Pass words request

"Big data, real time, limited time, MVP" 

Above is the reality I am working everyday. I used to hate Agile when I first joined our team since it strongly limited my "creation". I spend a lot of time to bargain with product manager for saving my "cool" ideas. However, my team changed me. They helped me to understand the power of agile method and how to do lean UX. A good design strategy is always build on understanding and respecting reality. 

Pass words request

How to combine all those complex information in mobile view? 

Overview page design

How to manage account, client and household portfolio in one page? 

How to add, edit or remove account from account group?

Pass words request

When we were working for Alerts, there was no mobile view in our platform. After we done, product team decided to make our platform "Mobile Friendly".

So how can we pack so much information in a small mobile phone? 

There are many hover status for tooltips, what can we do in mobile and tablet?

Tabs Nav in Mobile View

When we were working for Alerts, there was no mobile view in our platform. After we done, product team decided to make our platform "Mobile Friendly".

So how can we pack so much information in a small mobile phone? 

There are many hover status for tooltips, what can we do in mobile and tablet?

Coming soon

This is not real project, but as a product designer, I like doing something in ahead of our team because I know later we will work on that.

Based on our platform, I noticed that it was not that hard to build in mobile view, at least from design aspect. 

Trading Simplify

Trading is always hard

New Watch Lists

Working on watch list is not only thinking about watch list itself.

How can our watch list connect to positions, trading system, searching quote, research page and even third party data such as "Morningstar" and "Y-Chart report"?

Quote Look-up

Pass words request

Quote look-up is a very simple tool for helping user quickly check price, volume and chart. 

Option Chain

Pass words request

Option trade is one of my favorite project since I learned so much. Most of our users are not heavy option trader.

How to simplify option trading process?

How to unify trading design patterns across all TD Ameritrade products?

Shall we leverage our other products such as Think Pipes?  

Earlier Projects

Project I did when I studied at MASSART. It is not a real project since they didn't use that, but it is very interesting.

Fine Arts Project, part of this work was exhibited in the Metropolitan Museum of Art