A premium multi-category commerce platform where discovery, checkout and post-purchase all feel like the same considered product.
- Laravel
- Vue.js
- PHP
- MySQL
FinEdge
Financial intelligence, made legible
A financial analytics and portfolio management platform that turns scattered account data into decisions people can actually act on.
- Industry
- FinTech
- Year
- 2026
- Screens
- 09
Overview
About the project
FinEdge is a concept product exploring what a modern financial intelligence platform looks like when the analytics stop shouting and start explaining. It brings holdings from multiple accounts into one place, tracks performance against targets, and surfaces AI-generated observations in plain language rather than raw metrics. The interface is built around a single question — what changed, and does it matter — with progressive depth for people who want to dig into attribution, risk and transaction-level detail.
The challenge
Portfolio tools tend to fail in one of two directions: consumer apps oversimplify until the numbers stop being useful, while professional terminals bury the signal under hundreds of controls. The design problem was to hold both audiences in one interface — enough depth for someone reviewing sector attribution, enough clarity for someone checking their balance on a phone — without maintaining two separate products.
Our solution
We designed a layered information model. The overview answers the everyday questions in a single glance: balance, movement, allocation, recent activity. Every tile is a doorway into a deeper view, so analytics, risk attribution and the full transaction ledger are one interaction away rather than permanently on screen. An AI layer sits alongside the numbers, writing short observations that always cite the holdings and time window they came from, and the mobile app carries the same information hierarchy rather than a cut-down version of it.
What we built
- 01Unified portfolio dashboardBalance, invested capital, unrealised gain and available cash across every linked account.
- 02Asset allocation breakdownLive weighting by asset class with drift against the investor's target bands.
- 03Performance analyticsNet asset value over time, monthly returns and benchmark comparison in one view.
- 04Risk profilingVolatility, concentration, liquidity and currency exposure scored and explained.
- 05AI-generated insightsPlain-language observations on drift, cash drag and correlation, each tied to its source data.
- 06Conversational analysisAsk questions about the portfolio and get answers grounded in the account's own figures.
- 07Transaction ledgerFilterable history across accounts with settlement status and per-asset detail.
- 08Notification preferencesGranular control over milestone, drift, settlement and statement alerts.
- 09Account securityTwo-factor authentication, login alerts, session timeouts and recovery contacts.
Desktop
Where the product doesits heaviest work.
The full-width interface, screen by screen.
Mobile
Rebuilt for onehand.
The same information hierarchy, rebuilt for a screen you hold in one hand.
More work
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Project brief