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Uncharted Software Inc

Equity Research for Portfolio Managers

Interface Design ∙ Experience Design


Design an app for portfolio managers to track movements in their portfolio and monitor the latest research from multiple sources.


This tablet and mobile app was designed for an investment management firm located in Boston. Colored outline and shape is used to highlight equities with rating changes from hundreds of analysts within the company. Heatmap and treemap visualizations help portfolio managers get a quick understanding of the state of the market and their portfolio instead of poring over tables or spreadsheets.