Modern Portfolio

Hey Dribbble! 👋 I've been laying dormant on here for a while and I decided it was about time I put something out there.

Here's a shot from a side-project a friend and I have been working on. It's a portfolio tracker that combines a number of different asset classes for the modern investor; including private equity from crowdfunding sites like Crowdcube & Seedrs, peer-to-peer lending from the likes of Funding Circle, stocks, shares and crypto. The plan is to pair the portfolio tracker with a chatbot that breaks down your risk profile, portfolio diversity and recommends new asset classes based on the performance of other user's portfolios. Watch this space! 📈

Any feedback is more than welcome

Join the waitlist at https://trywellth.com

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