MoneySights/View Design Process »
A one of its kind offering to get a picture of, plan and organise one's personal finances with an intelligent portfolio tracker, personalised insights and real time alerts. The e-commerce offering also enables paperless investing through online transactions to buy and sell financial products like Mutual Funds & ULIP’s. Here are a few select screens from the product.
MoneySights
'There are so many products, I dont know where to invest', 'Why am I constantly getting low returns?' and 'How can I improve my returns?'- We tried to address these common blocks among most amateur investors. Breaking down jargon, providing recommendations and giving insights on one's portfolio were the key differentiators in addition to having a paperless and carefree transaction platform.
- Quick Sign up
- Paperless investing
- Portfolio tracking
- Insights
- Tax Recommendations
MoneySights Portfolio Overview
A single window view of all investment accounts; enables hassle free automatic linking, manual entry/uploads. Investment portfolio tracker with inbuilt intelligence, shows you what you're doing wrong and what you need to do to improve your returns, using visual cues and simple languale.
- Investment overview
- What to sell
- What to buy
- What is going wrong
- What to do
MoneySights Portfolio Stock Details
Detailed page on Stock investments with various views.
- Recommendation details
- Over-exposure alert
- Financial strength alert
- Profit & Loss
- Target price & Stop L alert
- Distribution
MoneySights Tax-saving Investment Planner
Tax-saving Investment recommendation at the click of a button based on risk profile. Includes detailed explanation on why and how we are recommending.
- Risk profile
- Tax MFs and break-up
- Fixed return investments
MoneySights Money Flow
‘Where's all my money going?’ was the most common question among most young professionals. Moneyflow gives the user a single window view of all his finances with detailed charts of break-up, trends and transactions across categories and custom timeframes. It also alerts the user if they’re spending over their budget or have payments due. Depending on the user’s spending pattern It would also suggest better credit cards with better cash backs and discounts in that category.
- Customizable timeline
- Categorized break-ups
- Filtering
- Color coding
- Editable Transactions
MoneySights Stock Details
A single page which gives comprehensive information about a Stock. Information presentation aids better legiblity and understanding.
- Info. chunked and layered
- Color coding
- Financial Report Card
- Bullish / bearish - UGC
- Simplified understanding of financial numbers
- Visual Cues
- Comparison vs. peers
MoneySights Discover Mutual Funds
A page that enables discovery of MFs through categories, timeframes, market cap, Fund house, and various other filters. Basic, advanced and simplified views to aid users of different abilities.
- Left secondary navigation
- Views
- Timeframe
- Filters
- Return & Risk Rating
MoneySights Design Process
- Mindmaps
- Flow diagram
- Wireframes
- Visual Design
