CLIENT: Fidelity Investments

DATE: 2016 — 2018

MY ROLE: Visual Designer


Because of the way the human brain processes information, using charts or graphs to visualize large amounts of complex data is easier than poring over spreadsheets or reports. Data visualization is a quick, easy way to convey concepts in a universal manner and this even more critical when it comes to the world of investing. In fact, some investing experts believe that chart reading is the single most important skill investors can learn in terms of effectively monitor trading activity across their investments. Fidelity offers a variety of data visualization tools across it's investing platform to help customers visualize large amounts of data quickly.

My Role

One of my roles as a member of the Fidelity UXD team was to manage charting and data visualization user experience across the Fidelity brokerage product portfolio. This included consulting with product owners and designers wishing to add charts to support a new product. Or working with product teams to enhance an existing chart. Frequently a product owner would approach me with a data set and wonder what chart pattern would best work to help them tell the most compelling story about that data.

Additionally, I supported our creative directors and the standards team in developing a cohesive system of charting components and a style guide for appropriate implementation and usage of that system.


Probability Calculator


Hypothetical Growth of $10,000 Chart


Snapshot Chart


Charts UI Kit