01 / Overview
In the world of fundamental investing, clarity is everything.
I designed a comparison dashboard for an investment decision-making platform that helps fundamental managers analyze and evaluate stock options side by side — fast, clean, and context-rich.
02 / The Challenge
Portfolio managers need to compare stocks — not in spreadsheets or multiple tabs, but in a single view that tells a clear story.The existing workflow was slow, manual, and overloaded with noise.I set out to design a focused experience that presents financial data, performance metrics, and qualitative insights in one powerful view — with zero friction.
03 / The Goal
- Create a side-by-side comparison UI for individual stock options - Structure data in a way that is fast to scan and easy to act on - Balance depth of analysis with interface simplicity - Make switching between different stock options seamless
04 / The Solution
Clean, Side-by-Side Comparison View
Two stock options. All the core details — from performance metrics to analyst notes — displayed clearly, side by side.
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Key ratios (P/E, EPS, ROE, etc.) presented in a comparative layout
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Growth & risk insights simplified into digestible visual blocks
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Inline notes & qualitative commentary made review collaborative
I used modular card layouts to keep each metric focused — reducing visual fatigue while increasing information density.
Stock Detail Panel
Clicking on a stock opens an interactive, scrollable detail panel — without losing the comparison context.
Analyst views, historical data, key news, and ESG scores
Sticky headers and section jump-links for quick access
Designed for decision support, not information overload
👉 View screen →
Navigation Built for Analysts
The top-level structure mirrors how fund managers think:Watchlists → Compare → Deep Dive → Decide
👉 View prototype →
05 / Design Decisions That Made a Difference
- Reduced visual noise with iconography and whitespace
- Created a consistent data hierarchy using typography and spacing
- Used color tokens for neutral, gain, and loss states
- Designed with dark mode adaptability in mind for late-hour sessions
Tap to Play
05 / Design Decisions That Made a Difference
The dashboard brought clarity to complexity — giving fund managers a tool to confidently compare and act. It replaced spreadsheets and multi-tab workflows with a single, elegant solution.
Result?
Faster decisions. Fewer errors. Smarter investing.
Final Thoughts
In data-heavy platforms, good design isn’t decoration — it’s a decision-making advantage.
This project was all about surfacing the right insight at the right time, and empowering users to move from analysis to action with confidence.