About this dashboard
A comprehensive view of total portfolio value, asset allocation, annualized yield, and volatility risk for informed investment decisions.
KPIs tracked
Charts
Strategic insights
Design recommendations
Color Palette Strategy
HighUtilize 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.
Layout & Grid System
HighUtilize 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
MediumSet 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
HighSelect 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
MediumCreate 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
LowImplement hover states for interactive elements and loading skeletons during data refresh. Provide visual feedback on filter selections to enhance user experience.







