Investor mobile dashboard

Portfolio value on top with a period switch, below it the result on open positions and total return. Green and red side by side: the minus isn’t collapsed behind a toggle — in a product people hold for decades, trust beats a pleasant first impression.

There’s no large chart on the first screen, even though almost everyone has one. A six-month line answers “how much” and “which way it moved”, but not “why that much” — and it takes the most valuable space on the screen. The chart moved to Analysis, where it sits next to the income breakdown and finally means something.

Then the feed: placements, management meetings, podcasts. There was no tab left for research — the chat took that slot in the bottom navigation. A deliberate trade: the feed is seen on every visit, a tab only when someone goes looking for it.

Below that, the order card with a Sign button. Normally this lives in a documents section — so the person who just discussed a purchase with their trader goes hunting for it in a list of paperwork. And the signature is mobile anyway, bound to that specific phone: the cryptography already happens in the device the person is holding.

Three tabs at the bottom: Home, Chat, Markets. Chat here isn’t support — it’s how an order gets executed. The tab bar is the scarcest real estate in a mobile app, but if a company has spent decades building its service around a human being, and the interface buries that human three levels deep, the interface contradicts the business model.

Positions are grouped by class: equities, bonds, funds, currencies. Each group carries its value and return, and expands on tap. When there are hundreds of holdings a flat list is useless — people look at the shape of the portfolio first and at a specific ticker second.

Sorting sits in its own row at the top. Top up, Withdraw and Transactions carry equal weight — at account level they genuinely are equal, and promoting one would be imposing a scenario.

The core of the project and a direct answer to the hypothesis. Return is broken down by source: open positions, closed trades, dividends and coupons, interest on cash, taxes. Each row carries a bar showing its contribution — so you see the weight, not just the amount.

Total return can go negative while unrealised gains are growing: one large trade closed at a loss plus taxes on earlier profitable periods is enough. A single total in that situation reads as a reason to make an anxious call. Broken down, it explains itself — and the conversation with the advisor starts at “what should we do” instead of “what happened”.

Taxes get their own card with the period on it. In investing, tax isn’t after-the-fact reporting — it’s a parameter you can still change before the period closes. That earns it a place in plain sight rather than in a documents section.

Analysis lives at two levels: the whole portfolio and a single account. The structure is deliberately identical — chart, income breakdown, statements. Only the scope changes; nobody has to learn to read the screen twice.

At account level margin trading is added: a collateral-level scale with a marker for the current position. It’s the one place where colour demands an action rather than reporting a result — red on a loss says “this happened”, red on this scale says “do something, or your positions get closed for you”.

A custody statement is requested with a button and appears in the same block with a Ready status and its period. Not by email, not on the website: the request and the result live together, otherwise people don’t know where to look.