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Scalar Field Roast: Fixing Core Fundamentals Page UX Issues for Investors
Scalar Field Roast: Fixing Core Fundamentals Page UX Issues for Investors
Scalar Field Roast: Fixing Core Fundamentals Page UX Issues for Investors
We redesigned Scalar Field’s Fundamentals Page, improving company search, analytics clarity, and tax liability insights to create a smoother and more intuitive experience for investors and analysts.
Scalar Field
Reinventing the trading terminal — one intelligent agent at a time.
YC Batch
YC Batch
Spring 2025
Industry
Industry
Artificial Intelligence
Challenge
The original fundamentals page listed KPIs and tickers but lacked strong visual anchors or recognizable company identifiers, leaving users reliant on memory for ticker codes. Filters were misaligned, analytics lacked context, and tax liability tables offered limited depth. In investment SaaS, clarity is critical—investors need fast recognition, intuitive navigation, and detailed insights. Without these, confusing SaaS screen flows can erode trust and slow decision-making.
Challenge
The original fundamentals page listed KPIs and tickers but lacked strong visual anchors or recognizable company identifiers, leaving users reliant on memory for ticker codes. Filters were misaligned, analytics lacked context, and tax liability tables offered limited depth. In investment SaaS, clarity is critical—investors need fast recognition, intuitive navigation, and detailed insights. Without these, confusing SaaS screen flows can erode trust and slow decision-making.
Our Approach
We reorganized the layout by placing companies first and KPIs second, aligning with mental models. Drop-downs were redesigned to include logos, names, and tickers, applying recognition over recall. Analytics widgets were enriched with average tax liabilities and trend lines to reduce cognitive load and give quick insights. The tax liability table gained a transaction count column, adding context for decision-making. Pagination was introduced for scalability (Progressive Disclosure). Finally, subtle hover effects, alignment fixes, and follow-up question prompts improved aesthetics and usability (Aesthetic-Usability Effect).
Our Approach
We reorganized the layout by placing companies first and KPIs second, aligning with mental models. Drop-downs were redesigned to include logos, names, and tickers, applying recognition over recall. Analytics widgets were enriched with average tax liabilities and trend lines to reduce cognitive load and give quick insights. The tax liability table gained a transaction count column, adding context for decision-making. Pagination was introduced for scalability (Progressive Disclosure). Finally, subtle hover effects, alignment fixes, and follow-up question prompts improved aesthetics and usability (Aesthetic-Usability Effect).
Outcomes
The redesigned Fundamentals Page now gives investors faster recognition, clearer insights, and more confidence in their workflows. With intuitive navigation, better analytics, and enriched tax liability details, Scalar Field’s users can evaluate companies without friction. These improvements help reduce churn, optimize SaaS onboarding, and drive revenue growth by building trust in the product’s analytical depth.
Outcomes
The redesigned Fundamentals Page now gives investors faster recognition, clearer insights, and more confidence in their workflows. With intuitive navigation, better analytics, and enriched tax liability details, Scalar Field’s users can evaluate companies without friction. These improvements help reduce churn, optimize SaaS onboarding, and drive revenue growth by building trust in the product’s analytical depth.
BEFORE | AFTER | WHY |
|---|---|---|
KPIs shown before company names | Companies shown first, KPIs second | Matches mental models of how investors think |
Drop-down with ticker only | Drop-down with logo + name + ticker | Uses recognition over recall for faster scanning |
Analytics widgets show only tickers | Widgets show company name, avg liability, and trend | Reduces cognitive load; adds context at a glance |
Tax liability table with basic numbers | Added transaction count for context | Improves decision support by adding depth |
Endless scrolling for liabilities | Pagination for long datasets | Applies progressive disclosure to avoid overload |
No follow-up prompts | Added “ask follow-up” option | Leverages external triggers to keep users engaged |
BEFORE |
|---|
KPIs shown before company names |
Drop-down with ticker only |
Analytics widgets show only tickers |
Tax liability table with basic numbers |
Endless scrolling for liabilities |
No follow-up prompts |
BEFORE |
|---|
KPIs shown before company names |
Drop-down with ticker only |
Analytics widgets show only tickers |
Tax liability table with basic numbers |
Endless scrolling for liabilities |
No follow-up prompts |
