Challenge: Our goal was to modernize Nabtrade’s platform by boosting traffic and engagement while aligning with updated design standards. We focused on creating clarity across all user skill levels—novice to advanced—ensuring the ETF tools felt intuitive rather than overwhelming. Within a short timeframe, we redesigned key features like the Global Scanner, Dividend Calendar, and Virtual Portfolio, incorporating feedback and iterating along the way. The result aimed to deliver a seamless, device-friendly experience that brings Nabtrade’s investment tools into a more modern and accessible space.

Images in order — 1. Legacy Virtual Portfolio - Performance | 2. Legacy Virtual Portfolio - Overview | 3. Legacy Dividend Calendar | 4. Legacy Global Scanner - Overview | 5. Legacy Global Scanner - Saved Scanner

Competitor Analysis: Competitors like CMC Markets and CommSec succeed largely due to user-friendly interfaces that accommodate all experience levels. To remain competitive, we focused on refining Nabtrade’s Dividend Calendar, Virtual Portfolio, and Global Scanner for improved accessibility. These enhancements support elevating Nabtrade as a preferred investment platform for Australian users.

Images in order — 1. CMC Market - Theme Screener | 2. CMC Market - Biotech Theme | 3. CommSec - ETF Screener | 4. CommSec - Watchlist

Research: We analyzed Nabtrade’s existing platform to identify opportunities for a more intuitive and updated experience. Through evaluating strengths, weaknesses, and competitor advantages, we uncovered design improvements that could be implemented without disrupting users. After a week of research and planning, we began redesigning the three core ETF tools with clarity and usability in mind.

Images in order — 1. Creative Brief | 2. Brainstorm | 3. User Personas - Novice Investor, Experienced Trader, Retiree Investor | 4. User Journey | 5. Wireframes - ETFs, Dividend Calendar, Virtual Portfolio

Dividend Calendar: The Dividend Calendar tool provides clear visibility into upcoming dividend payouts for a user’s portfolio. We updated the interface to allow easier stock tracking, notifications, and personalization within a more modern experience. These improvements support confident portfolio planning while maintaining accessibility for both advanced and developing investors.

Images in order — 1. Desktop View | 2. Mobile View

Global Scanner: The Global Scanner helps users discover international investment opportunities but previously suffered from usability and navigation challenges. We modernized the experience with improved filtering, personalized insights, and expanded market themes. The result enables users to make informed decisions through streamlined search functions, real-time data, and tailored recommendations.

Images in order — 1. ETF | 2. Themes - Desktop | 3. Filter Criteria - Mobile

Virtual Portfolio: The Virtual Portfolio allows users to simulate real investment strategies without financial risk. Our redesign focused on improving dashboard visibility, data clarity, and interactive elements such as performance graphs and portfolio movers. These upgrades help users gather insights and transition confidently into real-world trading.

Images in order — 1. Summary | 2. Holdings | 3. Transactions | 4. Mobile View - Pt. 1 | 5. Mobile View - Pt. 2