Portfolio summary report
This is the summary page of a financial report we're working on. It's meant to give a top-level view of a portfolio, and be valuable for savvy and casual investors.
While we have more interactive reporting-related tools in-app, we identified a need for exportable, printable PDFs.
This project has been really difficult because of how much it's taking me out of my comfort zone. There's a ton that's different with print as the medium, and it's been a process learning new tricks. Butternick's Practical Typography has been a fantastic resource so far.
More by Alex Price View profile
Like