Investment account activity

Redesigned the investment activity page to give users clearer insights, better control, and easier access to their account data—making it faster and more intuitive to track and manage their investments.

1. Discovery

Competitive analysis

Audited investment platforms to evaluate how they structure activity pages, surface key data, and support search, filters, and reporting.

Stakeholder collaboration

Worked with the stakeholders to identify gaps in our current experience—mainly around limited filtering, search, and data visibility—and define user and business needs.

Hierarchy & experience gaps

Redefined the page hierarchy to surface critical data first and make scanning, sorting, and filtering more intuitive.

User needs & insights

Identified users wanted more control and clarity—especially the ability to filter by type or timeframe, search specific activity, and view high-level summaries.

2. Design

3. Outcome & Impact

Advanced search and filtering

Enabled users to search, filter, and analyze activity independently—reducing reliance on advisors and supporting faster, self-directed decision-making.

Richer, actionable data views

Redesigned the activity page with more detailed, meaningful data—helping users interpret transactions and track portfolio trends with ease.

Responsive and native mobile experience

Improved structure across screen sizes and implemented mobile-native components—enhancing performance, usability, and scalability.

Accessibility and compliance by design

Delivered full keyboard navigation and screen-reader support—ensuring the experience met accessibility standards and was inclusive to all users.