Prospera - Investment dashboard design for you

The problem statement -

To create an overview of all my investments in one place where I can track what I have invested in, how much, and on what platforms do I have my investor details linked.

Research

Personas: A solution to an all-in-one place for my personal investments.

User Goals:

- To identify best ways to track my favorites or highly-invested stocks/companies/IPOs etc.

- To have access to my funds and National Investor Number (NIN).

- To know quantify the type of investments I hold.

Design

👁️ Visual Design: Create a sleek and modern interface without creating a sensory overload.

🔤 Content Organization: Structure the dashboard's content hierarchy logically, grouping related information.

📊 Data architecture: To present complex financial data in an easy-to-understand format - Investment type + invested funds = profit/loss. The information on the right provides an overview of mandate data and transaction history.

🟠 Color Scheme: Choose a sophisticated color palette

• 001F3F - Navy blue

• FFC107 - Golden yellow

• The navy blue and golden yellow colors create a professional and vibrant investment dashboard interface.

␂Typography: Select legible and modern fonts such as DM Sans

✅ Concluding my case study on creating Prospera while experimenting with graphics & auto-layout on Figma, and getting inspired from the community.