Managing financial portfolios requires clarity, speed, and precision. The challenge was clear—users needed better visibility into their portfolio performance and a way to make faster, more informed decisions. The existing system lacked a cohesive structure, making it difficult for users to track key metrics, analyze risk, and manage assets efficiently. My role was to transform a fragmented experience into a unified, data-driven interface that delivered clarity without complexity.

Working closely with finance professionals and stakeholders, I conducted extensive research to understand decision-making workflows and identify key metrics, trends, and pain points. This insight led to creating a streamlined dashboard with dynamic filtering and comparison tools, prioritizing relevant metrics while enabling detailed exploration. Through iterative testing, I achieved a balance between comprehensive data presentation and simplicity, resulting in an interface that delivered actionable insights with minimal cognitive load.