Case study
Financial portfolio overview
Design a portfolio overview that makes asset availability clear and provides quick access to key actions and information.
The challenge
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Help users understand the state of their funds with a clear breakdown of what assets are available-to-trade, locked or restricted.
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Enable immediate, seamless access to trading and trading related information
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Provide clear and easy access to individual plans.
Process
Design review and user research
To validate our assumptions and understand what current app users found missing or unclear, we conducted user research sessions with users of varying experience, knowledge, and engagement
Design iterations and prototyping
User research confirmed our assumptions and provided additional insights. With this understanding, we sketched and iterated on different visualisation solutions, aiming to provide precise information without overcrowding the screen, while leaving space for other important details, calls to action, and entry points. A final round of quick user testing was conducted before settling on the design.
The Outcome
The redesigned portfolio overview screen gives users a comprehensive snapshot at a glance, along with quick access to essential actions and detailed views of each plan
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While users can see the total sum of their funds, they can also easily understand how much of that amount is actionable and under what conditions.
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Quick access to the transaction.
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Users have easy access to transaction-related information and can customise it according to their needs.
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Scrolling down, users see a summarised view of their individual plans, categorised like their total funds, showing how much of each plan is actionable and under what conditions