Case Study · JPMC Investments · Investment Dashboard
The Double Diamond gave design, product, and development a shared way to move from broad investor needs to a buildable responsive framework.
Understand the questions investors bring to a portfolio check-in.
Agree on the questions the page must answer first.
Test panel roles, reading order, and responsive behavior.
Translate one shared model into buildable modules.
Playbook
Whether investors check in, review, or analyze, the dashboard adapts to the moment and device while preserving the same portfolio capabilities.
Navigation and account context establish scope before a person reads any number.
Account value and performance bring the balance, movement, and trend into one clear starting point.
Markets provides a concise read on the broader conditions surrounding the portfolio.
Positions show the holdings behind the portfolio and their individual gain or loss.
Account help introduces an adjacent opportunity to make more of available cash.
Asset allocation turns the portfolio into a legible composition of exposure and values.
Watchlists and investing insights extend the check-in into the next useful action.
This page helps investors understand their overall portfolio so they can decide what to do next: buy, hold, or sell.
A fast check-in for the most immediate signal.
A connected portfolio review that explains what is happening and what deserves attention next.
A dedicated workflow for detailed investigation and action.
06 / Wider canvas
Desktop gives related answers room to sit side by side. The left column carries the primary portfolio jobs. The right column keeps secondary jobs visible, useful, and clearly in context.
JPMC Investments · Investment Dashboard