VG stock screener

INTRODUCTION

ValueGlance is a San Francisco–based fintech startup focused on making investing approachable and habit-driven. It helps beginner and long-term investors discover high-quality & deep-value stocks for sustainable growth, beyond short-term hype.

CORE RESPONSIBILITIES

IMPACT

• Conduct and plan surveys and usability interviews
• Iterate designs through regular design reviews
• Deliver mid- and high-fidelity prototypes
• Document screen flows and components

• +28% first-time screener completion (emerging investors)
• −15pp drop-off rate on the screener panel (47% → 32%)
• +24% watchlist additions from the screener

TEAM

ROLE

TOOLS

• CEO / Back-end Engineer - Fiona Wang
• Front-end Engineer - Ayushman
• Financial Analyst - John Dodaro
• UX/UI Designers - Me & Hazel Tsai

UX / UI Designers

• Figma / Figjam
• Linear
• Notion
• Lovable

TIMELINE

Oct ’25 - Jan’26 (3 months)

To kick off, here is what we need to know.

* Research Findings

Eventually, there was a gap between users’ investment goals and how the interface supported them in taking action.

PROBLEM

01. Users struggle to choose the right screeners and filters, and to connect VG’s guided
strategies with their own investment goals.

02. Extreme outliers squeeze usable slider range, and dynamic scaling breaks consistent
context, making the interaction feel unstable.

* Negative Experience Cycle in Stock Screener

REFRAMING PROBLEM

HMW redesign a data-heavy stock screener to
support confident discovery of high-quality, deep-value stocks
so that users can make goal-aligned investment decisions.

DESIGN OPPORTUNITIES

01. Bridge VG's strategy-backed sample screeners to ease starting points.

02. Reorganize filters around users’ investing goals and support filter adjustments quick
and actionable.

03. Make filter interactions intuitive and intent-aware.

DESIGN SOLUTION

IMPROVEMENT 01

Clarified a strategy-first entry point

Surfaced strategy-backed sample screeners and clearly distinguish them from custom screeners, helping users start discovery with clear direction.

IMPROVEMENT 02

Reorganized strategy-based filters around user intent with clear state cues

Reframed filters within a strategy-based structure (Growth/ Quality/Value) supported by clear state cues, so users quickly make intentional adjustments.

IMPROVEMENT 03

Enhanced slider interactions with context and distribution

Integrated contextual insights and data distribution directly into slider controls, enabling users to set ranges intuitively and make more informed decisions.

REFLECTION

Working closely with PMs and engineers helped me better understand technical constraints early on.
Feedback from teammates shaped how I refined interactions and prioritized improvements.
Collaboration helped me think beyond individual screens and consider system-level behavior.