Íon Investments

  • Concept
  • Prototyping
  • User testing

Help customers to track and monitor their investments portfolio by themselves.

A portfolio tracking feature for íon investments, prototyped with Protopie. Three ideas: a daily report, a monthly report and a complete check-up of the portfolio.

Company
Work & Co, for íon investments
Year
2021
Role
Contributed in a team of 3 designers. Concept, design, prototype and user testing.

Check up

Get a complete evaluation of your portfolio and receive recommendations to improve performance. It gives a score out of 100, rates profitability, liquidity, diversification and risk, and recommends a portfolio for your moment as you scroll.

Monthly report

Receive a monthly report with all past impacts on your portfolio. It opens with an intro and continues as you scroll.

Daily report

Receive a daily report with all the impacts your portfolio might suffer because of market changes.

The íon home with a daily summary card: yesterday was a positive day for your portfolio, with two positive facts and one negative, and a recommended portfolio card.
Entrypoint
The daily report: yesterday was a positive day for your portfolio and today is expected to be more stable, with the facts that moved it.
Daily report
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