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.

Alex Price
Product Design at Mercury 🌱

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