About this dashboard

A comprehensive view of total portfolio value, asset allocation, annualized yield, and volatility risk for informed investment decisions.

KPIs tracked

Total Portfolio ValueEquity AllocationBond AllocationCash AllocationAnnualized YieldVolatility RiskPerformance IndexTarget Achievement

Charts

Gauge ChartDonut ChartMulti-Line ChartArea ChartStacked Bar ChartHeatmap

Strategic insights

Design recommendations

Color Palette Strategy

High

Utilize a wine-blush palette with a focus on accessibility. Ensure a 4.5:1 contrast ratio for readability, using primary colors for background and headers, and secondary colors for metrics and highlights.

Primary · Background and headers
Secondary · Key metrics and highlights
Accent · Secondary elements
Highlight · Important data points
Muted · Subtle backgrounds
Light · Light accents

Layout & Grid System

High

Utilize a 12-column grid for a 4:3 ratio, placing KPIs at the top for visibility and charts in the middle for analysis. Maintain 16-24px padding and 16-20px gaps between cards for a clean layout.

Typography Hierarchy

Medium

Set dashboard title at 24-28px bold, section headers at 18-20px semibold, and card titles at 14-16px medium. Use a consistent font like Inter or Segoe UI across the dashboard for clarity.

Data Visualization UX

High

Select chart types according to data semantics; use gauge for targets, multi-line for trends, and heatmap for allocation insights. Limit colors to 5-7 per chart and add tooltips for context.

Visual Hierarchy & Focus

Medium

Create a strong visual hierarchy by using the largest elements for key metrics and maintaining whitespace to separate sections. Highlight anomalies in key metrics with conditional formatting.

Interaction & Feedback

Low

Implement hover states for interactive elements and loading skeletons during data refresh. Provide visual feedback on filter selections to enhance user experience.

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