Investment account dashboard

Reimagining an investment dashboard to improve discoverability of product suite

Roles

  • Interaction Design

This work is from my role as an experience designer at an advertising agency

In this project, I reimagined the app homescreen for an investment management service, looking for ways to promote the suite of tools offered. The concept design encourages users to take control of their investments via contextual and personalised action recommendations.

Ecosystem mapping

I started with research on the company’s ecosystem of investment tools and services. Like many companies with an established history, the product organisation was influenced by company structure, and reorganisation based on relevant user needs would improve discoverability.

Screenshots of the many tools in the ecosystem
In the research phase, I catalogued the services offered and reorganised them according to different user needs to identify the relevant contexts for surfacing each product

Dashboard concept

Based on the research, I designed an app homescreen concept organised by user intents, starting from the most common and basic and advancing to more involved actions:

Historic performance chart of portfolio

Monitor

Track portfolio’s recent performance

The initial view provides the most important information about the user’s portfolio, like current total and recent changes. Those looking for more can interact with the chart or dive into more detailed breakdowns.

Recommended actions arranged in tiles

Update

Recommended actions to improve portfolio

Actions can be accompanied by an explanation of why it was recommended, providing more context to help drive users to other tools in the product suite.

Example triggers
  • New investments: recommend reallocation, recurring investments, etc.
  • Profile updates: recommend college saving, investment advice, etc.
  • Periodic reminder: recommend retirement plan, etc.
Cards of recommended funds

Invest

Personalised investment recommendations

Key snippets pulled from their mutual fund research tool, providing a directed entry to more detailed research.

Key metrics
  • Total Return Value
  • Historical performance
List of articles

Research

Recommended articles based on selected interests

The company also publishes articles that educate users on larger market trends and investment strategies.

Final design

Final design of the dashboard, with the sections mentioned above