Trading on Chase

Project Overview

As investors have become increasingly more savvy and want to place their own trades instead of relying on advisors, Chase saw an opportunity to leverage their breadth of research to attract and retain more customers to the bank.

This project encompassed a wide breadth of functionality: trade placement, order review, portfolio management, financial news, reports, and screeners. Also the financial news, reports, and screeners have been ported over to mobile as well.

I primarily worked on the screeners on both web and mobile, with some engagement on the trade placement and news and reports streams. Deliverables included user flows, wireframes, prototypes, and css.