Master Your Portfolio
MF Portfolio Review App: From Analysis to Execution
A mobile application designed to provide in-depth analysis and insights into mutual fund portfolios. By offering performance comparisons, risk evaluations, and personalized recommendations, the app empowers investors to make informed financial decisions and optimize their investment strategies.
Timeline
From explorations to final designs in 6 weeks while working with multiple projects at the same time
Background
Managing mutual fund investments can be complex for individual investors. While most platforms provide basic tracking, there is a lack of deeper insights into portfolio health, risk analysis, and market performance comparisons.
The goal of this project was to design a user-friendly mobile application that enables investors to review their mutual fund portfolios comprehensively and take informed actions to optimize their investments.
A structured approach was followed to ensure a seamless user experience. From research and prototyping to development and testing, each phase focused on enhancing usability, clarity, and data-driven decision-making.
Research & Planning
Conducted user interviews with investors and financial advisors to identify limitations in existing mutual fund tracking apps, highlighting the need for personalized insights and actionable recommendations.
Design & Prototyping
Designed intuitive wireframes and user flows for seamless navigation, developed high-fidelity interactive prototypes, and emphasized data visualization for better financial insights.
Implementation
Worked with developers to integrate real-time fund data and created interactive dashboards for tracking performance and risk analysis.
Testing & Optimization
Conducted usability testing to refine the UX, iterated based on feedback for better clarity and engagement, and optimized the app for both new and experienced investors.
The app delivered measurable improvements in user engagement, investment confidence, and portfolio performance. By providing actionable insights and intuitive financial analysis, investors were able to make informed decisions that led to better financial outcomes.
Portfolio vs Market XIRR
Comparative analysis of the investor’s portfolio against market benchmarks to evaluate true performance over time.
Performance Analysis with Performing and Underperforming Funds
Clear segmentation of funds based on their historical returns and future potential, enabling informed decision-making.
Asset Allocation Review
Visual representation of investments across asset classes, helping users maintain a balanced and diversified portfolio.
Risk vs Return Evaluation
A detailed breakdown of risk-adjusted returns to help investors understand whether their portfolio aligns with their risk tolerance.
Downside Market Protection
Insights into how well the portfolio is positioned to withstand market downturns with defensive fund recommendations.
Fix Your Portfolio with Ready-Made Baskets
Pre-built investment baskets tailored to different risk appetites and goals, allowing users to optimize their portfolios effortlessly.
Here, the outcomes and achievements of the project are highlighted, including user feedback, adoption rates, and industry recognition.
Enhanced Portfolio Insights
Investors gained deeper insights into their portfolio’s health, leading to more informed investment decisions. Over 80% of users reported improved confidence in managing their investments.
Increased Engagement & Retention
Users spent more time analyzing their investments, resulting in a 35% increase in app engagement and a 25% improvement in retention rates.
Better Investment Outcomes
By providing actionable recommendations, users could rebalance their portfolios and improve returns. On average, portfolios saw a 12% increase in annualized returns after optimization.
Simplified Decision-Making
The introduction of ready-made investment baskets reduced complexity and helped users make quick, effective decisions. Over 60% of users adopted the pre-built investment baskets to streamline their portfolio adjustments.