Investment Portfolio Case Study

Case Study of

Investment Portfolio Dashboard Concept

Project	Investment Portfolio Dashboard Design Concept
Platform	Responsive Web App
My Role	UI/UX Designer
Industry	Investments \| Crypto currrency
Tools Used	Figma \| Miro
Design System	Custom Designed

Introduction

A desktop application called the Investment Portfolio Dashboard is designed to provide shareholders an in-depth view of their present state through data visualization. It aims to assist investors in making smart investments and reaching their financial goals. The objective of this project is to offer a framework for the user experience design phase of the Investment Portfolio Dashboard.

Problem

Investors struggle with controlling and analyzing their portfolios due to a lack of user-friendly solutions. The Investment Portfolio Dashboard consolidates and clearly displays all important data on one place to assist shareholders make informed investment decisions based on real-time data.

UX Research

The foundation of our UX research for the investment portfolio dashboard designing project was grounded in understanding the diverse needs and behaviors of selected user base, comprising both new and experienced investors. This user research process leveraged a combination of personal interviews and internet-based research to gather valuable insights about the users’ needs, fears, and expectations.

New Investor Insights:

Conducted an interview with a young investor who was new to the investing landscape. The data gathered from this conversation revealed a few critical insights:

Emotional Biases: The new investor expressed fear and apprehension about investing in new areas, highlighting the need for a tool that could support his emotional biases and provide confidence in decision-making.
User-Friendly Interface: A strong desire was expressed for a user-friendly tool that is intuitive to navigate, even for someone relatively unfamiliar with investment tools.

Seasoned Investor Preferences:

The research expanded to include the behaviors and preferences of seasoned investors, gathered through comprehensive internet-based research. This segment of users showed distinct patterns:

Customization: Experienced investors value the ability to personalize their investing dashboard according to their specific needs and investment strategies.
Design and Real-Time Updates: The importance of clean, uncluttered design and real-time data updates were emphasized as crucial elements for this user group.

By understanding these distinct user groups’ needs and preferences, I was able to shape the UX design strategy to create an investment portfolio dashboard that would cater to the diverse needs of the user base, providing value for both new and seasoned investors alike.

Years

Gen I: median age

Years

P-2020 Investors

Married Investors

Have children

Female Investors

Male Investors

Educated Investors

Millennials

Lack of customization

Users' limited dashboard customization restricts alignment with individual preferences and needs.

Lack of emotional support

Tools ignore emotional biases, hampering informed decisions amidst market changes.

Complexity in navigation

Overwhelming interfaces hinder new investors' navigation and usability.

Poor user experience

Complex, unoptimized designs waste time and frustrate users' tool experience.

Design Process

The design of the investment portfolio dashboard commenced with comprehensive UX research to grasp user needs. The insights gathered shaped the initial designs, which underwent frequent refinement informed by user feedback. The process, embodying a user-centric and iterative approach, is visualized in the ensuing flowchart.

Competitive Audit Analysis

Here’s the list of competitors in order of most to least popular:

Personal Capital: https://www.personalcapital.com/
Morningstar: https://www.morningstar.com/
M1 Finance: https://www.m1finance.com/
SigFig: https://www.sigfig.com/
Wealthfront: https://www.wealthfront.com/

User Journey Map

Here’s the Wealth Track User Journey case study. This comprehensive exploration showcases the seamless process of linking investment accounts and the automatic creation of personalized portfolio dashboards. Users are empowered with tailored investment recommendations based on their targets. The market announcement page keeps investors informed with news and articles on trends, risks, and opportunities. This guides the user through the entire journey, providing valuable insights and showcasing the future of investment management.

UI Designs

Welcome to the UI Designs section of the Wealth Track case study! The design process began with extensive UX research, providing valuable insights that shaped this innovative platform. Starting with paper wireframes, the team iterated and refined the concepts before transitioning to digital wireframes, adding more depth and interactivity to the user interface. Visitors are encouraged to explore the entire process to gain a comprehensive understanding of how user-centered principles and meticulous attention to detail resulted in the captivating UI of Wealth Track. Dive into the journey and witness the evolution of this user-friendly experience.

Introducing the Fear and Greed Index: A powerful component of the Wealth Track dashboard that helps investors assess their fear or greed bias regarding specific investments. By providing an objective measure of market sentiment, it promotes rational decision-making, mitigates emotional biases, and empowers users to make informed investment choices, leading to improved financial outcomes.

A powerful tool in the Wealth Track dashboard that provides users with a visual representation of the risk level of their investments. The widget presents a color-coded bar displaying the relative positions of each investment based on their risk level, allowing users to quickly assess the riskiness of their portfolio at a glance. By leveraging UX principles, this intuitive and visually appealing widget simplifies complex data, enabling users to make informed decisions that align with their risk tolerance and investment objectives. It plays a vital role in facilitating clear comprehension of important information, helping users navigate their investment strategies with confidence.

Inspired by the engaging Crypto Bubbles interactive bubble chart for cryptocurrencies, this innovative addition to the Wealth Track investment portfolio dashboard enhances UX usability. The visually captivating design element presents investment data in an intuitive format. Each bubble represents an investment, with size indicating value and position reflecting performance. Users can easily grasp relative value and performance, making quick assessments. With interactive functionality, investors can access detailed information with a simple click, promoting deeper understanding and informed decision-making. The Crypto Bubble View revolutionizes the way users engage with investments, combining cutting-edge design and intuitive usability for a seamless and empowering experience.

Case Study of

Investment Portfolio Dashboard Concept

Introduction

Problem