JODIE ZHANG

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About
2020–, Principal UX Designer, Fidelity Investments, New York, NY
2022, Freelance Designer, Cottage, San Francisco, CA
2019, UX Designer, Harvard Business Review, Boston, MA
2018, UX Design Intern, Depict, San Francisco, CA
2016, Designer, Fougeron Architecture, San Francisco, CA
2015, Designer, Swatt Miers Architects, Emeryville, CA
2013, Design Intern, Trace Architecture Office, Beijing, China
2012, Design Intern, Slab Architecture, Brooklyn, NY
2012, Staff, GSAPP Exhibitions, New York, NY
2011, Design Intern, Sou Fujimoto Architects, Tokyo, Japan
2010, Design Intern, Buro Ole Scheeren, Beijing, China
2010, Participant, GSAPP China Lab, Beijing, China

Columbia University GSAPP, Master of Architecture
Middlebury College, Bachelor of Arts

Contact
Projects

01.Option Chain & Trade
Fidelity Investments
2024 Product Design
Options trading is the most complex experience in the flagship mobile app, as well as a top revenue generator, so it’s important to get it right. With this redesign, our goal is to provide a more intuitive native experience for our options traders of all levels, without sacrificing existing advanced features that our traders rely on.




Problem
The existing options experience is a one-way flow from Chain to Trade. Users have to go through the chain to get to the trade ticket. They start by selecting a row in the chain, then pick call or put, and then a quantity and action, before getting the rest of the options trade page.





Finding solutions
The new options experience decouples the chain from trade, allowing more user flexibility. Users have the ability to toggle between the two views without losing input data. This design accommodates the range of use cases we’ve identified, which range from users who prefer to start their trade from the chain,  those who want to enter trade inputs directly, or those who might want to toggle between the two views. 






Comparative analysis
One of our main goals was the reduce clicks to complete a trade. In the current options flow, users click on a row from the options chain, and then select their call/ put, and then fill in the ticket. In the new experience, users can select a bid or ask from the chain that directly cedes into the ticket, which prefills Strategy, Action, Expiration, and Strike. Users then only have to fill in a quantity, and a bid/ mid/ ask (we default to limit/ day/ margin). In a few steps, the trade is ready for Preview.