OptionsTrader

Options learning and research for Investor’s Business Daily.

My role
Product manager and lead designer
Scope
Research through developer handoff
Product
Launched by IBD
OptionsTrader designs for a learning syllabus, stock ratings and an options strategy.
Learn a concept. Research a stock. Explore a strategy.Product design work

Make the learning path explicit

I connected beginner goals to a syllabus of short lessons. Topic, duration and progress make the next step visible, with a quiz for people who already know the basics.

Education screen with options basics, a skip-ahead quiz and beginner learning goals.
Choose a learning goal
Syllabus showing goal progress, lesson topics, durations and the next available lesson.
Follow the syllabus
Lesson preview showing the instructor, length and topics before the start action.
Preview a lesson

Bring context to the trade idea

The research flow pairs the stock with ratings, expected range and a strategy-return view. I worked across product definition, interaction and visual design to bring these pieces into one mobile experience.

Stock details, a price chart, ratings and rankings, and a call-spread return graph.
Stock context, ratings and strategy returns. Original design exports.

From research to handoff

I led customer research, product definition, flows, brand direction, prototyping and the design system, while managing contributors through developer handoff.

Research synthesis on sticky notes beside an options-customer journey map.
Research synthesis and the customer journey map.