Charles Schwab — Ryan Uchi O’Neill

The challenge

One size fits all isn’t for everyone.

Schwab has multiple trading platforms but didn’t have one that was right for the entry-level high frequency trader. My goal was to create an on-rails system that could accommodate endless combinations of tools and trading styles.

Layout options for the trading workspace, from single pane through dense multi-tool grids

The process

In-person workshops, agile sprints, fast results.

I worked with the client in two week rolling sprints. Each week we started the next set of designs while simultaneously wrapping up the previous sprint. I worked closely with the development teams in order to assess the feasibility and ease of development.

The rolling two-week sprint schedule, with design and development phases overlapping

Endless possibilities

Customization on rails.

Multiple options for tool configuration creates endless possibilities for customizing your trading experience.

Choosing a workspace layout — 1. Select a layout

Adding a tool into an empty pane — 2. Add a tool

Picking the instrument the tool should track — 3. Make a selection

Tuning the tool's settings within the pane — 4. Make adjustments

Flexibility

Full screen when you need it.

A well timed trade could mean the difference between a green day and a red day. Maximizing your screen real estate allows you to get all the information in a split second.