A space for structured experimentation 🧪
Here I document lightweight design studies inspired by my ongoing research in interaction design, AI tools, prompt engineering, and user psychology. These are fast explorations created to test ideas, interaction patterns, and emerging product workflows without the pressure of building a full case study.
This exploration investigates how modern investment dashboards can evolve from passive data displays into intelligent decision-support systems.
Instead of simply presenting portfolio metrics, the goal was to design an interface that helps investors understand their position, identify opportunities, and take action with confidence.
The project focuses on how AI-powered insights, strategic information architecture, and personalized recommendations can transform a traditional portfolio dashboard into a financial co-pilot.
Smart alerts: AI-powered insights from portfolio analysis
One of the core explorations was how AI could generate meaningful alerts by crossing different layers of information: market signals, portfolio composition, risk exposure, and asset performance.
Instead of generic notifications, the system surfaces contextual insights such as concentration risks, diversification opportunities, and market movements that may impact the user’s portfolio.
The goal is to move beyond static dashboards and create a system capable of transforming raw financial data into intelligent prompts that guide decision-making.
Information hierarchy: Designing dashboards for both novice and expert investors
Another focus of the exploration was information hierarchy.
Investment dashboards often suffer from excessive data density, forcing users to interpret complex metrics before understanding the bigger picture.
This design prioritizes the most critical signals first, portfolio value, performance, and key risk indicators, while allowing deeper analysis through progressive disclosure.
The interface was designed to adapt to different investor profiles: beginners can rely on simplified summaries and guidance, while experienced users can explore deeper layers of data and analysis.
Personalized investment recommendations: when product strategy meets portfolio intelligence
The exploration also investigates how personalized investment recommendations can become a powerful product strategy.
By combining portfolio analysis, investor profile, asset allocation gaps, and expert recommendations, the system can surface highly relevant investment opportunities.
This approach transforms recommendations from generic product promotion into contextual financial guidance, creating a more valuable experience for investors while also opening strategic opportunities for financial platforms.
Tools:
This concept was prototyped using AI-assisted tools and research-driven design.
Deep desk research was conducted using Gemini’s advanced research capabilities to analyze fintech UX patterns, behavioral finance principles, and portfolio analytics dashboards.
The interface prototype was then explored using modern prototyping tools (Lovable and V0) to translate these insights into a tangible dashboard concept.





