Stock Finanical Analysis
Overview
It aimed to empower traders to visualize and analyze a company’s economic performance through interactive charts and metrics, enabling informed investment decisions.
Users can plot key financials like revenue, EPS, dividends, or ratios such as P/E or debt-to-equity from categories like Income Statement, Balance Sheet, Cash Flow, and Ratios/Statistics, with options for Annual and Quarterly data.
It aimed to empower traders to visualize and analyze a company’s economic performance through interactive charts and metrics, enabling informed investment decisions.
Users can plot key financials like revenue, EPS, dividends, or ratios such as P/E or debt-to-equity from categories like Income Statement, Balance Sheet, Cash Flow, and Ratios/Statistics, with options for Annual and Quarterly data.
My roles
Product designer
Product designer
Team
Me, UX/UI designer
Jason, PM
Me, UX/UI designer
Jason, PM
Timeline & Status
2 Months
Jan to Mar, 2025
2 Months
Jan to Mar, 2025
Research & Planning
🔍 Prioritization Matrix for Overview
Based on the matrix, here’s a prioritized sorting from most to least important for a trader, with reasoning:
1st - Financial Estimate: Most critical as it provides forward-looking projections (e.g., earnings, revenue growth) that directly influence stock price movements in the short term.
2nd - Company Performance: Second in priority, as current operational success (e.g., quarterly earnings) drives market sentiment and stock volatility.
3rd - Valuation: Highly important for assessing whether a stock is overvalued or undervalued (e.g., P/E ratio, market cap), which affects entry/exit points and risk-reward ratios.
4th - Financial Health: Essential for understanding stability, as poor financial health can lead to sudden price drops, critical for risk management.
5th - Ownership: Relevant for insider/institutional confidence, but less immediate.
6th - Capital Structure: Important for assessing equity mix/risk, but typically has a longer-term impact rather than daily trading decisions.
7th - Revenue Breakdown: Useful for income sources, but less actionable short-term.
Based on the matrix, here’s a prioritized sorting from most to least important for a trader, with reasoning:
1st - Financial Estimate: Most critical as it provides forward-looking projections (e.g., earnings, revenue growth) that directly influence stock price movements in the short term.
2nd - Company Performance: Second in priority, as current operational success (e.g., quarterly earnings) drives market sentiment and stock volatility.
3rd - Valuation: Highly important for assessing whether a stock is overvalued or undervalued (e.g., P/E ratio, market cap), which affects entry/exit points and risk-reward ratios.
4th - Financial Health: Essential for understanding stability, as poor financial health can lead to sudden price drops, critical for risk management.
5th - Ownership: Relevant for insider/institutional confidence, but less immediate.
6th - Capital Structure: Important for assessing equity mix/risk, but typically has a longer-term impact rather than daily trading decisions.
7th - Revenue Breakdown: Useful for income sources, but less actionable short-term.
🔍 Site Mapping
Solution
🛠 Comprehensive Company Data with Various Chart Presentation (WIP)
Click to see the current solution from Figma Prototype
Click to see the current solution from Figma Prototype
Other Projects
@2025 Leo Lau | “Good ideas are always crazy until they’re not.”
@2025 Leo Lau | “Good ideas are always crazy until they’re not.”
@2025 Leo Lau | “Good ideas are always crazy until they’re not.”
