Redesigning TipRanks’ Stock Screener
The technical stuff
- Company: TipRanks
- Time frame: 3 Month (2024)
- Tools: Figma, Hotjar
- Role: Team Lead
TL;DR
We revamped TipRanks’ Stock Screener with chart and heatmap views, improved navigation, full-screen mode, and better filters, enhancing usability and engagement. By optimizing UX/UI, simplifying complexity, and refining data visualization through research, we boosted investor retention and premium conversions, making it a market-leading tool.
Description
We transformed TipRanks’ Stock Screener into a powerful, investor-focused tool by introducing chart and heatmap views, improved navigation, full-screen mode, and better filter management. The redesigned experience enhances usability, increases engagement, and drives higher retention and conversions, making it an essential tool for stock investors. 🚀
The Challenge
- Complexity Overload: The extensive functionality made the tool overwhelming, especially for new investors.
- Navigation and Screen Utilization: Users needed more flexibility to interact with data, including better viewing options and customizable layouts.
- Retention & Conversion: The tool was powerful but needed to better guide users through the investment funnel, keeping them engaged and converting them into premium subscribers.
- Investor-Centric UX/UI: The existing design lacked a true investor-first approach, making interactions less intuitive.
- Data Visualization & Table Optimization: Presenting complex stock data in a clear, structured, and digestible format was a major challenge.
A research study
To refine the experience, we conducted:
- User Feedback Analysis – Gathered insights from active users to identify pain points and areas for improvement.
- Competitive Benchmarking – Analyzed stock screeners from top financial platforms to understand industry best practices.
- Usability Testing – Conducted sessions with both beginner and advanced investors to optimize usability.
- Table & Data Presentation Research – Explored how top-tier financial tools structure tables, experimented with various layouts, and identified the best ways to present unique datasets in a structured, investor-friendly manner.
The Results
New Features & Enhancements:
- Chart & Heatmap Views – Investors can now visualize stock data in multiple formats for deeper insights.
- Improved Navigation – A more intuitive UI makes filtering, sorting, and finding key data effortless.
- Full-Screen Mode – Users can now analyze stocks in a distraction-free environment with expanded screen space.
- Hide Filters for More Screen Space – Investors can collapse filters to maximize table visibility and focus on stock data.
- Optimized Data Table Structure – We redesigned the table layout, ensuring the most important stock data is always visible and easily digestible.
- Unique Data Sets & Customization – We introduced the ability to customize table columns and highlight special TipRanks-exclusive datasets, making the screener more valuable for investors.
- Investor-Centric UI/UX – Every aspect of the design was optimized for investors’ needs, ensuring a seamless experience.
The Results:
- Higher Engagement & Retention – Investors now spend significantly more time using the Stock Screener.
- Increased Premium Conversions – Improved usability led to higher subscription upgrades.
- TipRanks’ Stock Screener Becomes a Market Leader – The redesign positioned it as a must-have tool for investors.
- Seamless Investor Workflow – Users can now analyze, filter, and track stocks faster and with more confidence.
- Better Data Visualization & Interaction – Investors can now customize their tables, use visual tools, and engage with data in a more dynamic way.
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