4min chapter

The Object-Oriented UX Podcast cover image

039 - Content Design at Wealthfront and Chewy.com, with Chase Roberts

The Object-Oriented UX Podcast

CHAPTER

How to Create a Super Comprehensive Filtering Process for Automated Portfolios

There's no way for users to sort or filter the collections. We just created a bunch of processes in place so people can keep building on those collections over time and then storing them in these pretty, pretty big spreadsheets. I think when I left it was probably in the 50 plus. But yeah, we built up systems where it's easy to like, if you want to make some new ones, you have all the processes and place to figure out how to do that. So this is basically what came down to is like prioritize for these delegators and this wealth front, automated portfolio space. And then for these more hands on people, keep it focused on the stocks and the categorization

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