Practice Challenges
Wealth Management Overview
GrowAll helps users track all investments. The current dashboard lists transactions and has a simple total balance card. Users complain they have to manually calculate how much of their portfolio is in stocks vs. crypto vs. cash.
Select a Challenge Brief (5)
“
An investment app dashboard shows portfolio value but users struggle to see which asset class is underperforming.
Context & Background
GrowAll helps users track all investments. The current dashboard lists transactions and has a simple total balance card. Users complain they have to manually calculate how much of their portfolio is in stocks vs. crypto vs. cash.
Target Users
Retail investors (ages 20-55) managing assets across multiple platforms who want to see their holistic allocation in under 10 seconds.
Inspiration & Benchmarks
Robinhood— Simple, linear performance charts that set clear emotional states.
Wealthfront— Clean asset allocation charts and retirement projections.
Evaluate Yourself
0/4 completed (0%)Visual hierarchy leads with the total net worth
Donut/pie charts use clear, distinct colors and inline legends
Negative and positive asset performance are distinguished by both color and symbols
Date selector filters all data cards instantly