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