Start with reusable chart cards
A consistent card structure supported visual scanning, filtering, and sorting.
Financial services · Visual design
PIMCO
Making investment charts easier to find, inspect, and reuse.
- My role
- Senior Visual Designer
- Project context
- Smart Charts · Built and launched
Outcome
The selected design was built and launched, giving clients a visual way to browse chart content.
01 / Overview
The problem and my contribution.
The challenge
Clients previously relied on email access and lists of PDF links, with no visual preview to help them choose a chart.
How I worked with the team
Worked with stakeholders, developers, project managers, and the product owner; documented the designs and presented interaction options for review.
02 / Design decisions
The decisions behind the experience.
Balance discovery and business priorities
New and featured states distinguished content, with a highlighted area for stakeholder-selected charts.
Keep detail close to the collection
Three modal options explored how to inspect a chart without leaving Smart Charts; stakeholders selected the first option.
03 / The work
From the structure to the interaction.
Original project artifacts documenting the design work.
04 / Outcome
What the project delivered.
The selected design was built and launched, giving clients a visual way to browse chart content.
The result
A delivered chart library brought browsing, filtering, and in-context chart details into one experience.
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