Advanced Screeners
INTRODUCTION
Advanced Screeners helps traders discover stocks using technical and fundamental criteria. I redesigned the experience to simplify complex filtering, improve result visibility, and make stock discovery more intuitive and efficient.
ROLE
01 — The problem I solved
Simplifying complex decision-making
Combining multiple screening criteria and refining results was complex, making it difficult for traders to discover stocks efficiently. The challenge was to simplify the screening workflow without compromising its flexibility and analytical depth.
02 — The impact it made
— 3.5× increase in engagement
The redesigned experience drove 3.5× higher engagement, with average session duration increasing from 1m 05s to 3m 50s, reflecting deeper user interaction with the screening experience.
03 — Research and discovery
I evaluated the existing screening experience to understand how traders worked with multiple criteria, discovered relevant filters, and refined their stock selections. This helped identify key friction points in the screening workflow and opportunities to make it more intuitive and flexible.
Key findings
— Complex criteria : Users work with multiple technical and fundamental parameters.
— High cognitive load : The amount of information made decision-making harder.
— Difficult discovery : Finding relevant screening options required effort.
— Limited flexibility : Users needed more flexibility when building and refining screens.
04 — Core product decisions
Simplify the complexity without reducing the power.
The existing screener experience made it difficult to build and refine strategies due to scattered data, rigid filtering, and a fragmented workflow.
Key challenges
— Complex and non-intuitive filter setup
— Limited flexibility in combining conditions
— Poor visibility of applied filters and results
— High drop-offs during screening
Exploring interaction models
I explored different interaction models to make advanced screening more intuitive while preserving its flexibility.
— Modular filter components
— Step-by-step vs. single-view filtering
— Clearer hierarchy for criteria and results
The design direction
The final approach focused on a structured yet flexible filter-building experience.
— Intuitive filter builder for technical and fundamental criteria
— Quick addition, removal, and modification of conditions
— Step-by-step filtering
— Clear hierarchy for improved scalability
06 — Final solution
The redesigned Advanced Screeners experience brings filter creation, condition management, and stock discovery into a more structured workflow.
Traders can combine technical and fundamental criteria, refine conditions, and explore matching stocks through a clearer and more intuitive interface.
The result is a more accessible screening experience that simplifies complex stock discovery while preserving the flexibility advanced traders need.
On mobile, the screening experience was adapted for smaller screens while keeping filter creation and stock discovery intuitive.
On mobile, the screening experience was adapted to make filter creation and stock discovery easier on smaller screens. Screening criteria, applied conditions, and matching results were organised for focused navigation, allowing traders to build and refine screens while maintaining access to essential information.
