Jan
March
Feb
Apr
May
11,756
23%
Performance
PRTFOLIO
Hello Ahmed,
Here are your insights!
Portfolio Value
Hide
4100.000 BHD
$280
AA
Portfolio
Goal
PORTFOLIO
STRONG
83%
Your portfolio performance score based on recent market activities
My Prtfolio
Total Balance
BHD 20,000
Total funds available in your wallet
My Wallet
Home
Market
Dashboard
Add
$25,901.0.41
This week
12H
1D
1W
1M
1Y
Mo
Tu
We
Th
Fr
Sa
Su
$280
$260
$240
$220
$200
Watchlist
+21.01%
635
Tesla
325k
+18.34%
Amazon
Apple Inc
115
-7.69%
US
Euorope
Asia
Trending
300
250
200
150
100
50
0
1H
1D
2D
1W
1M
1Y
Market
Most Active
Gainers
Losers
U.S. markets close in 1h 55m
Search for market
Home
Market
Dashboard
Add
Amazon.com, Inc.
AMZN
$102.24
+3.02
United Parcel Service, Inc.
UPS
$182.09
+2.39
Jan
March
Feb
Apr
May
11,756
23%
Performance
PRTFOLIO
$280
Fees
$0.00
Realized P&L
$0.00
P&L
$0.00
Dividend
$0.00
Create Benchmark
Top Investment
Tesla Inc
TSLA
+17.63
Invested Value
$29.34
Current Value
$177.90
Apple Inc
Apple
-1.22%
Current Value
$151.74
Airbnb
AirBNB
-3.25%
Current Value
$151.74
Meta
Meta
+2.98%
Current Value
$151.74
Amazon
Amazon
0.14%
Current Value
$151.74
2021
4100.000 BHD
PRTFOLIO
(+2.98%)
39.11%
Meta
(+0.14%)
28.02%
Tesla
(+1.20%)
39.11%
Amzon
(-1.22%)
5.03%
Apple
(-3.25%)
4.50%
Airbnb
Performance
0
NO SCORE
Add a scenario to see its impact on performance
Test
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Market
Dashboard
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UX | UI Case Study
PORTFOLIO MANAGER APP
Designer to track investments
Project Duration
2
Weeks
11
Screens
Tools Used
Figma
Sheets
TASK MANAGEMENT
CANVA
Problem Statement
Investors struggle to efficiently monitor their portfolios, extract meaningful insights from data, and identify market opportunities. Too many irrelevant alerts make things worse, leading to slower decisionmaking and missed opportunities.
The Solution
A smart investment platform that provides scenario-based analysis to evaluate potential impacts before making decisions. It offers deep insights into portfolio performance, benchmark comparisons, and customizable notifications, ensuring investors stay informed with relevant updates.
After Conducting Interviews, we establish
A Mid-Level Investor
"I want a portfolio summary that compares performance and provides detailed insights when needed."
Needs and Goals
Values quick summaries and clear visual data for portfolio performance monitoring.
Prioritize overall portfolio growth rather than individual investment fluctuations
Pain Points
Overwhelmed by excessive notifications that aren't necessary to his investment behaviour.
Struggles to analyze portfolio performance before making investment decisions.
Test Before You Invest!
Simulate scenarios, analyze risks, and make smarter portfolio decisions with confidence.
Jan
March
Feb
Apr
May
11,756
23%
Performance
PRTFOLIO
$280
Fees
$0.00
Realized P&L
$0.00
P&L
$0.00
Dividend
$0.00
Create Benchmark
Top Investment
Tesla Inc
TSLA
+17.63
Invested Value
$29.34
Current Value
$177.90
Apple Inc
Apple
-1.22%
Current Value
$151.74
Airbnb
AirBNB
-3.25%
Current Value
$151.74
Meta
Meta
+2.98%
Current Value
$151.74
Amazon
Amazon
0.14%
Current Value
$151.74
2021
4100.000 BHD
PRTFOLIO
(+2.98%)
39.11%
Meta
(+0.14%)
28.02%
Tesla
(+1.20%)
39.11%
Amzon
(-1.22%)
5.03%
Apple
(-3.25%)
4.50%
Airbnb
Performance
0
NO SCORE
Add a scenario to see its impact on performance
Test
Home
Market
Dashboard
Add
Jan
March
Feb
Apr
May
11,756
23%
Performance
PRTFOLIO
$280
Fees
$0.00
Realized P&L
$0.00
P&L
$0.00
Dividend
$0.00
Create Benchmark
Top Investment
Tesla Inc
TSLA
+17.63
Invested Value
$29.34
Current Value
$177.90
Apple Inc
Apple
-1.22%
Current Value
$151.74
Airbnb
AirBNB
-3.25%
Current Value
$151.74
Meta
Meta
+2.98%
Current Value
$151.74
Amazon
Amazon
0.14%
Current Value
$151.74
2021
4100.000 BHD
PRTFOLIO
(+2.98%)
39.11%
Meta
(+0.14%)
28.02%
Tesla
(+1.20%)
39.11%
Amzon
(-1.22%)
5.03%
Apple
(-3.25%)
4.50%
Airbnb
Performance
0
NO SCORE
Add a scenario to see its impact on performance
Test
Home
Market
Dashboard
Add
Stay Notified, Your Way!
Choose the alerts that matter and stay updated without the noise.
Custom Alerts
When S & P 500 moves with +2%
Alert Name
Add
Notification Setting
Push Notification
Email Notification
SMS Notification
Weekly Newsletter
Home
Market
Dashboard
Add
Set Percentages
Set a percentage threshold to get alerts when an asset's price changes.
Not less than
0%
Not more than
0%
Choose Asset
Asset
Notification Setting
Active Custom Alerts
When BTC moves with 2% +
When S&P moves with 1% +
Portfolio Alerts
Daily
Summary
Weekly
Details
Earning Results
News
Morning Brieft
Company News
Market News
Price Alerts
Other Alerts
Promotions
Upcoming events
Market Update
Home
Market
Dashboard
Add
Know Where You Stand!
Track your portfolio, compare with benchmarks, and stay ahead.
Create Benchmark
Performance
PRTFOLIO
11,756
23%
Jan
March
Feb
Apr
May
Home
Market
Dashboard
Add
Create Benchmark
Choose a Benchmark
compeer between your Portfolio and Benchmark
Select
Home
Market
Dashboard
Add
Week 1
Week 2
Week 3
Week 4
0
1k
5k
10k
Portfolio
--------
Benchmark
Select Benchmark
Week 1
Week 2
Week 3
Week 4
0
1k
5k
10k
Portfolio
S&P 500
past 30 days
9,845
Benchmark
+15%
PRTFOLIO
RETURN
+20%
Benchmark
Return
-2%
Under
Performing
Your Portfolio is Underperforming the benchmark -2% year-to-date
Custom Alert
Your Benchmark
500
S&P 500
S&P
Select
Home
Market
Dashboard
Add
GET IN TOUCH
WhataApp 00973 33323177
Email info@vividproductions.co
+973 3332 3177
info@vividproductions.co
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