Financial Portfolio
Financial Portfolio
A user portfolio
A user portfolio
Overview
Overview
A portfolio screen was designed for a financial platform, providing users with an overview of their asset allocation, profit and loss (PNL), and activity history. The design ensures a seamless experience across both mobile and web, offering intuitive navigation and easy access to key portfolio data.
A portfolio screen was designed for a financial platform, providing users with an overview of their asset allocation, profit and loss (PNL), and activity history. The design ensures a seamless experience across both mobile and web, offering intuitive navigation and easy access to key portfolio data.



Portfolio-Website Version
Portfolio-Website Version
The screens showcase the portfolio feature: the Portfolio Overview page, which provides a comprehensive view of asset allocation, profit and loss (PNL), and activity history. The second screen displays the Calendar View, allowing users to track their portfolio activity over time, while the third screen features an open calendar for managing and reviewing past and upcoming transactions
The screens showcase the portfolio feature: the Portfolio Overview page, which provides a comprehensive view of asset allocation, profit and loss (PNL), and activity history. The second screen displays the Calendar View, allowing users to track their portfolio activity over time, while the third screen features an open calendar for managing and reviewing past and upcoming transactions


Website Variations
Website Variations




Mobile
Mobile



