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Trading212 - Account history

Task overview

Loads and loads of fields needed to be neatly displayed so that our users can easily navigate around their account history. The previous UI needed a long-overdue change, not only for better user experience but for tax purposes our users needed to extract certain pieces of information with ease. .

Obstacles

There were several obstacles to achieve a smooth experience, which I will try to summarise in a couple of bullets.

• We wanted to ship the feature as soon as possible, as the user requests kept growing and growing.
• It was very important to make it as clutter free and as easy to use as possible, so that our users can do have a crystal clear overview of their account history.
• I’ve started working on the new platform overhaul (Read more about it here), so I needed a flexible solution to the account history, so when the complete overhaul was finished I could easily migrate the feature.
• As I said earlier the task was time sensitive, so we didn’t have time for fancy stuff.

Plan of action

• So I opted for a dialogue - I could easily avoid the then-current state of the platform without making a big sacrifice on user experience.
• Nested the appropriate fields to their corresponding parent element, so that I can lighten the initial cognitive load for users.
• With the parent-child hierarchy I made sub-items more prominent and clearly understandable.
• Added a floating element on the bottom which is tab-specific (on mobile) and shows the lifetime total for the 3 main key values:
• Dividends
• Deposits
• Withdrawals

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