Portfolio
Portfolio
Helps you track and manage your investments with ease
Helps you track and manage your investments with ease
COMPANY
Tuntun Sekuritas Indonesia
yEAR
2024
ROLE
Senior Product Designer
MY IMPACTS
End-to-end design
Cross-team collaboration
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The Portfolio feature is designed to help users effortlessly track and manage their investments. This feature aims to consolidate all essential information about the user’s assets into a single interface, enhancing the user’s experience with a clean and organized layout.
Given the gap in the market, where competitors offer only basic portfolio functionality, we identified an opportunity to innovate by providing a more comprehensive solution.
The Portfolio feature is designed to help users effortlessly track and manage their investments. This feature aims to consolidate all essential information about the user’s assets into a single interface, enhancing the user’s experience with a clean and organized layout.
Given the gap in the market, where competitors offer only basic portfolio functionality, we identified an opportunity to innovate by providing a more comprehensive solution.
Goals
Goals
Create a comprehensive portfolio interface to present detailed asset information, empowering users to make informed investment decisions
Differentiate our portfolio feature by addressing user pain points through enhanced functionality
Integrate essential data points, such as asset performance, portfolio allocation, realized P&L, detailed cash info, and order/transaction histories, in an intuitive design
Create a comprehensive portfolio interface to present detailed asset information, empowering users to make informed investment decisions
Differentiate our portfolio feature by addressing user pain points through enhanced functionality
Integrate essential data points, such as asset performance, portfolio allocation, realized P&L, detailed cash info, and order/transaction histories, in an intuitive design
Challenges
Challenges
Color Exploration: Identifying the right colors to enhance the portfolio card’s readability while ensuring a visually appealing and professional look
Button Layout: Designing the layout for key action buttons, such as Deposit and Withdraw, to ensure accessibility and visual cohesion within the card
Card Design Style: Developing a modern and user-friendly card style that balances aesthetics with usability while accommodating extensive user information
Cross-Team Collaboration: Coordinating with the Mutual Fund team to gather and integrate the specific product details they required, ensuring consistency and alignment with the overall portfolio design
Color Exploration: Identifying the right colors to enhance the portfolio card’s readability while ensuring a visually appealing and professional look
Button Layout: Designing the layout for key action buttons, such as Deposit and Withdraw, to ensure accessibility and visual cohesion within the card
Card Design Style: Developing a modern and user-friendly card style that balances aesthetics with usability while accommodating extensive user information
Cross-Team Collaboration: Coordinating with the Mutual Fund team to gather and integrate the specific product details they required, ensuring consistency and alignment with the overall portfolio design
Results
Results
Tab Navigation: Two tabs—Stocks and Mutual Funds—for quick access to relevant data
Data Consolidation: Key metrics like available cash, invested amount, cumulative P&L, and today’s changes, with clear entry points to Order List, Deposit, Withdraw, and Realized P&L
Interactive Features: Eye icon for privacy and intuitive action buttons for seamless navigation and transactions
User-Driven Design: Insights from surveys revealed the need for detailed asset performance, portfolio allocation, realized P&L, cash flow history, and transaction records, all integrated into a clean and functional interface
Tab Navigation: Two tabs—Stocks and Mutual Funds—for quick access to relevant data
Data Consolidation: Key metrics like available cash, invested amount, cumulative P&L, and today’s changes, with clear entry points to Order List, Deposit, Withdraw, and Realized P&L
Interactive Features: Eye icon for privacy and intuitive action buttons for seamless navigation and transactions
User-Driven Design: Insights from surveys revealed the need for detailed asset performance, portfolio allocation, realized P&L, cash flow history, and transaction records, all integrated into a clean and functional interface
Let's Get in Touch
Let's connect and start with your project ASAP.
Let's Get in Touch
Let's connect and start with your project ASAP.
Let's Get in Touch
Let's connect and start with your project ASAP.