Investment Performance Dashboard Case Study

The Investment Performance project shows dashboard and responsive UI work for performance trends, market movement, account-level signals, time filters, financial charts, and cross-device data storytelling.

Role

Lead UI designer, end to end from research through launch.

Problem

Investors need to understand how their portfolio is moving without being forced through dense tables first. The experience needed clearer chart hierarchy, comparison behavior, responsive adaptation, and readable performance signals.

What It Demonstrates

• Financial dashboard design
• Chart hierarchy and data visualization
• Responsive dashboard UI
• Performance signal design
• Data storytelling for investor confidence

Verified Public Outcome

The JPMC Investments Performance experience launched in Q1 2024. The documented follow-up used product usage and voice-of-customer signals to inform reassessment and iteration; confidential internal metrics are not published.