Portfolius
A macOS desktop application for the sophisticated stocks and funds investor.
Portfolius is a macOS application built to track the value of exchange-traded funds, mutual funds, stocks, and bonds. I designed the user interface, prototyped animations and helped build the front end (Electron App).
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Welcome Screen
When starting the application for the first time, the user is prompted to create a new investment portfolio to get started.
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Portfolio Overview
The main screen of the app offers an overview of one or all tracked portfolios. A line chart with additional indicators for buys, sells or dividend payments can be viewed.
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Asset Allocation
The asset allocation view offers a simple way to check if the personal risk tolerance and diversification is still in line or if it's time to rebalance.
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Adding Transactions
Users can manually set up buy, sell and transfer transactions. Dividend payments are usually added automatically, but in case they aren't due some data source failure, they can be added manually as well.
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Transaction Overview
The transaction overview reveals detailed information about all recent transactions of the selected portfolio.
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App Icon
App icon representing a stock value graph.
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