Project Overview
The goal was to create an intuitive dashboard for individual investors and financial analysts to visualize and optimize asset allocation, track portfolio performance, and make data-driven investment decisions.
The Problem
Investors often struggle with overwhelming, complex data when managing portfolios. Without an efficient visualization tool, understanding and acting on key metrics like returns, risks, and costs is challenging, making it harder to make informed decisions.
The Solution
I designed a dynamic, user-friendly dashboard that:
Simplifies complex data with clear, digestible visuals like graphs and charts.
Provides real-time insights into portfolio performance.
Highlights key metrics such as risk levels, cost breakdowns, and ROI.
Offers interactive features to adjust asset allocation and explore different investment strategies.
The Process
Research: Conducted interviews with investors to understand pain points and key needs.
Wireframing: Created a clean, intuitive layout focusing on the most important metrics.
Prototyping and Testing: Developed interactive prototypes, tested with users, and iterated based on feedback.
Refinement: Added features like scenario simulations and real-time data updates to improve personalization and usability.
Elevating Financial Experiences
The Result
The final dashboard provided:
Easy-to-read metrics that helped investors track portfolio health.
Real-time, interactive features that allowed users to make informed decisions quickly.
Personalization for different financial goals and market conditions.
Final Thoughts
This dashboard simplified portfolio management by turning complex financial data into actionable insights, empowering users to optimize their investments and achieve their financial goals.