Investment Portfolio Rebalancing

01

Project at a glance

The problem: Without a rebalancing tool, investors relied on spreadsheets and external services.
My contribution: UX/UI design, discovery, user flows
What I delivered: A portfolio management experience with goal tracking and suggested allocation of available funds.

02

My role and project context

Company: Nelogica
Role: Product Designer · UX/UI
Collaboration: Worked with UX leadership and the engineering lead to review scope and technical feasibility.
Constraint: B2B white-label product with no direct access to end users.

03

The challenge

The trading platform was offered to financial institutions as a B2B white-label solution. Discussions with UX leadership and the engineering lead highlighted the needs of investors moving from trading to tracking long-term goals.

Without native rebalancing, portfolio management depended on spreadsheets or external services. The challenge was to incorporate this capability while accounting for the platform’s complexity and limited access to users.

Original interface and proposed design

Portfolio rebalancing screen isolated from the main trading screen

Drag the divider to compare, or use the arrow keys.

04

Design decisions

Adapt discovery to access constraints

Why it mattered: The product was a B2B white-label solution offered to investors through financial institutions. As a result, I had no direct access to end users.
What I did: I analyzed spreadsheets, StatusInvest and SmarttInvest, organized usage scenarios and aligned requirements with UX and engineering. These inputs helped shape the design, though they did not replace user testing.

Separate portfolio management from trading

Why it mattered: The trading screen already contained dense information and many actions.
What I did: I designed a dedicated rebalancing space with charts comparing current allocation and investment goals.

Support both onboarding and ongoing use

Why it mattered: The experience needed to cover both initial access and recurring tasks.
What I did: I mapped onboarding, existing portfolio import and ongoing management. Together with the engineering lead, I designed the “Invest available funds” feature.

05

The solution

Invest available funds feature with suggested portfolio allocations — “Invest available funds” suggests how to distribute an entered amount according to portfolio targets.
View larger image

Mobile-optimized portfolio rebalancing screen — Rethought the experience with a mobile-first approach to make it easier to track a portfolio on the go.
View larger image

06

Deliverables and evidence

Core workflows

The solution covers onboarding, portfolio imports, and ongoing management.

Portfolio management within the platform

The design brings portfolio tracking and adjustment planning into the trading platform.

Alignment with engineering

Scope decisions were discussed with UX leadership and the engineering lead throughout the project.

07

Lessons learned

Research under constraints

Benchmarking and usage scenarios helped structure the proposal within limits on user access.

Consider feasibility throughout design

Engineering collaboration informed feature definition and business rules.

Designing for distinct tasks

Portfolio management received its own experience within a platform also built for trading.