01. Finrise

Mobile App

Project 01/05

Investment App. Portfolio Screen

User Research

User Personas

JTBD

Competitor Analysis

Information Architecture

Wireframes

Testing

UI

Component Library

Designed the Portfolio screen from user research and information architecture to UI design and usability testing. Considered different levels of investing experience and aimed to make data and analytics clear and easy to scan.

Role

UX/UI Designer

Research and Key Insights

The portfolio should be clear to users with different levels of investing experience

Researched the target audience, key user scenarios and competitor solutions to identify which data matters most to investors and how to make portfolio management clear for users with different levels of experience.

01

Beginners need an overview, while experienced users need more detail

Solution

Show key metrics immediately and reveal more details when needed

02

Large amounts of data can be difficult to process

Solution

Organize data into meaningful sections and use visual hierarchy and charts to make it easier to scan

03

Key actions should be immediately accessible

Solution

Bring key actions to the first level and connect them with the next steps in the user flow

From Portfolio Overview to the Right Level of Detail

Details are revealed as users explore the data more deeply

Users can quickly assess their portfolio status, review performance over time and move on to a more detailed analysis of asset allocation. Information is structured in layers to avoid overloading the main experience.

Quick Overview

Balance and key metrics allow users to assess the portfolio without going into details

Performance Over Time

The chart helps users assess changes in portfolio value and returns over a selected period

Portfolio Composition

Asset allocation makes it easy to understand what the portfolio consists of

Different Levels of Detail

Switching between sections allows users to gradually explore the data in more depth

Portfolio, Analytics and Key Actions on One Screen

Brought the essential portfolio information and key actions together on the main screen. Users can quickly assess their portfolio, add or withdraw funds and move to analytics.

Portfolio Status

Placed the balance and portfolio performance at the first level so users can understand the current status without opening analytics

Quick Actions

Placed deposit, withdrawal and analytics next to the balance, keeping the main actions within the core user flow

Asset Allocation

Placed the asset breakdown directly below the total value so users can assess the portfolio composition without opening additional details

Non-Intrusive Recommendations

Added analyst insights as a collapsible section to provide an additional scenario without interrupting the main portfolio experience

User Guidance and Learning

Added goals, learning content and an AI assistant to the main screen as an additional layer of support for users who want not only to track their portfolio but also to better understand their next steps

Simple Deposits and Withdrawals

Designed deposits and withdrawals as short, sequential flows. Users enter an amount, review the details and receive a clear confirmation without unnecessary intermediate screens.

Usability Testing

The prototype helped identify usability issues before the final UI was refined

Conducted lightweight usability testing of the prototype with several users with different levels of investing experience. Observed how they completed key scenarios, identified friction points and refined the solutions before finalizing the UI.

01

Quick Amount Selection

When making a deposit, users found it inconvenient to enter a common amount manually every time

Change:

Added quick selection of common amounts with the option to enter a custom value

02

Analytics at the First Level

Users looked for detailed information about their portfolio directly on the main screen

Change:

Moved analytics into the quick actions section, shortening the path to detailed data

03

Access to Transaction History

After completing a transfer, some users wanted to immediately open the history and check the completed transaction

Change:

Added a button to the confirmation screen for quick access to transaction history

Consistent Component Library

New screens can be built using reusable components

Organized the core interface elements into a reusable library, including colors, typography, grid, buttons, input fields, navigation, cards and other recurring components. This helped maintain consistent visuals and interaction patterns across different screens.

Design Outcome

Key portfolio information is available immediately, with more detail when needed

Brought portfolio status, key actions and access to analytics together on the main screen. Users can quickly understand the essentials and move to more detailed data when needed.

Clear Hierarchy

Balance, performance and asset allocation are immediately available and help users quickly assess their portfolio status

Access to Details

Detailed analytics are available separately and allow users to explore portfolio performance and composition in more depth

Key Actions Within Reach

Deposits, withdrawals and analytics are accessible directly from the main screen without unnecessary transitions

Project 01/06

View Next Project

Other Projects

Mobile app

Online Fitness App

Designed an MVP from user research and structure to UI, prototyping and developer handoff.

View project

website

Independent Fashion.
E-commerce Website

Designed an e-commerce website focused on visual storytelling, intuitive navigation and a streamlined path to checkout.

View project

Other Projects

Mobile app

Online Fitness App

Designed an MVP from user research and structure to UI, prototyping and developer handoff.

View project

website

Independent Fashion.
E-commerce Website

Designed an e-commerce website focused on visual storytelling, intuitive navigation and a streamlined path to checkout.

View project

website

Corporate Website Redesign.
Ventilation Systems & Chimneys

Conducted a UX audit, reworked the structure and key user flows, and designed the UI and responsive layouts.

View project