Role
Project Design Intern
Deliverable
Watchlist Webpage
Timeline
May - July 2025
Tools
Figma, Windsurf, Cascade AI
Overview
The Problem
Advanced traders and investors expressed frustration with Pivotscan website’s lack of ability to save stocks and watch them over time.
Outcome + Impact
Creating the watchlist, a centralized page to save and track stocks, effectively balanced simplicity and functionality to meet both user and business objectives. The Watchlist feature launch drove a 35% increase in site visits, surpassing the team’s goal by 10%.
Background
What is Pivotscan?
Pivotscan is a platform created by the Bay Area startup Liquidstreams, designed for traders to track the stock market, monitor market behaviors, and analyze trends over time.
My Role
I was responsible the Watchlist: a section of the website where users can save and manage stocks they’re interested in. I had 8 weeks to design the feature from 0-1.
Define
Pain Points
Goals
Advanced traders seek opportunities to generate profit with high certainty and minimal risk. They need to analyzing market trends and watch how stocks behave over time. Once a market trend is achieved, they act quickly to make an investment.
Problem Space
Research
To understand who our design will impact, it was important to understand stakeholder and user goals. I interviewed the founder, engineering lead, and loyal customers to answer questions like “What does success look like to you?” and “What is your main objective with this design?” to uncover success measures for both users and the business.
Liquidstreams LLC
Increase site users by ~25%
Boost engagement and adoption for their companion mobile app, Charttreker, which drives primary revenue
Traders + Investors
Centralized experience to simplify analyzing stocks
Completing the search, save, and track process all within the Pivotscan site
Competitive Analysis
I analyzed the competitors TradingView, TrendSpider, and TC2000. What I found was while they offered robust watchlist features, each were either overly complex or too limited in customization.
How Might We...
Simplify the process of saving and tracking stocks with a single, centralized tools?
Organize saved stock information for users easily and intuitively?
Attract and retain users while creating a clear pathway to the premium mobile app?
Design
Prototyping
I began my design process by sketching user flows, which helped me visualize key steps and feature interactions. From there, I moved into mid-fidelity wireframes, exploring various layouts that allowed traders to add, remove, and organize stocks.
Systems Design
I referenced the existing design system to create new components such as buttons, pop-ups, and drop down menus.
Final Design
The final design introduced an intuitive, structured interface that made it easy for traders to track stocks, customize their experience, and streamline their workflow, all without leaving the Pivotscan ecosystem.
Reflection
Takeaways
Learned - How to define, ideate, and prototype from scratch, relying heavily on stakeholder insights and competitive analysis to deliver within a tight timeline.
If given more time - I would have conducted A/B testing to validate design decisions and further refine prototype usability rather than relying on qualitative feedback.