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The goal of this project is to analyze the performance of the user's financial portfolio, but also to recommend how best to optimize it to maximize the risk-return ratio creating a dashboard.

Prototype

Financial Dashboard 1

The prototype involves 2 parts. On the left, you can edit and update preferences such as portfolio symbols and shares, type of charts, and time interval to be analyzed. On the right, there are graphs and metrics that display the data of the entered portfolio.

Graphs

Financial Dashboard 2

Each graph is designed to display information in the best way possible using data visualization concepts and colors.

Tools used

Figma

Topics

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Reviews

1 review


This is great! It's interesting to have the ability to add or remove stocks in the side nav. I am unsure how this may fit users' mental models, but it is a unique take on the space inside this dashboard.

Thank you Josh for taking your time and reviewing!

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