Stock Portfolio Tracker

A comprehensive tool that enables users to track and manage their investments across various asset classes. Designed to help users gain insights into portfolio performance, asset allocation, and trends for better investment decisions.

Context

Democratizing portfolio management gives individual users equal access to financial markets—empowering but also risky, as it makes impulsive, poorly informed decisions easier. The challenge arose from users struggling to find precise, timely information to support their trading decisions. With the web platform catering to both intermediate and advanced traders, the opportunity lay in designing a solution that abstracts complexity and guides all types of users toward well-informed decisions.

Project Structure

Worked alongside a team of one other designers and four engineers over 2 months to build out the product. I also partnered with subject matter experts at AngelOne to understand trading behavior and data interactions.

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