Multi-Instrument Investment App

I explored how a retail-focused investment app could make managing multiple assets—stocks, ETFs, and funds—more approachable.

My Role
Designed the portfolio dashboard and onboarding flow, with a focus on simplifying complex financial data for everyday investors.

Approach
Most dashboards overload users with numbers and charts. I prioritized clarity by surfacing only the essentials: performance trends, diversification, and quick actions. For onboarding, I shaped a guided flow that builds trust while helping first-time investors start with confidence.

Outcome
The result was a cleaner, more visual portfolio experience paired with an intuitive onboarding journey—designed to reduce cognitive load and make investing feel accessible rather than intimidating.