esse
x
u
J
Programmer / Techinical Artist
Quantitative Finance Platform
Web design
Team:
Taveesin Sae Xu, Weihang Shao
Dili Song, Qingle Zhou
Shengguang Zhao, Niao Qing
Role:
UI designer, Programmer
Duration:
3 weeks
Tool:
Axure RP 10, Python
Platform
Web
01
Background
During my junior summer break, I participated in a research project. The goal was to design one particular module of a web-based quantitative finance platform for the Guolian Securities, a company that provides financial services in China. According to their user requirement, the platform should be link to a database provided by the Guolian, and be able to visualize the data after some algorithms (bara risk factor analysis) has been applied.
*Because the platform is for internal use only, so I will only be presenting the high-fidelity prototype that I created on Axure.
02
User requirment
We had 3 major meetings with Guolian.
In the first meeting, we discussed their requirements, and noted a meeting minute.
Afterward, I created a low fidelity sketch and an illustration of the essential task flow. During this process, we continuously communicated with a specialist from the Guolian, and modified the sketch and illustration.
Meeting minute
Low fidelity sketch
Illustration of the main task flow
In the second meeting, I demonstrated the prototype and explained my design concept to the Guolian.
Honestly speaking, they were very satisfied with the design, but they also had proposed a few additional requirements.
The first prototype
Meeting minute
In the third meeting, we demonstrated our new prototype. They were very satisfied with the design, thus we continued to finish up the platform
The new prototype
03
Mood board
Sample provided by the client
Logo
Reference 1
ES%5B%25W7OT(_0O4.png)
K-line pattern
Fluctuation
Reference 2
04
UI/UX design
"Good morning, ......": would change to "Good evening" or "Good afternoon" according to the time
When the mouse is hovering, it shows the description of the formula being used
An abstract illustration of the K-line, intended to add some spice to neutralize the seriousness of the quantitative platform
uses a color sequence to better distinguish between different groups of factors
These three buttons provide a quick travel to three different graphs
This button provides a quick travel back to the check box above
