FIGR / UI TEMPLATE

Investment Portfolio

Track holdings, allocation, returns, risk, dividends, and recent portfolio movement across investment accounts.

This analytics reference covers consumer finance. Its sample screen includes US equities and Index funds and the Trade action. Adapt its workflow to your product and design system.

Investment Portfolio

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At a glance

Screen

Analytics

Primary action

Trade

Pattern

Investment portfolio

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The investment portfolio screen supports “Trade” while keeping portfolio and holdings in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Trade
  • Main area: Portfolio brings the user to the relevant workflow
  • Related area: Holdings keeps nearby context accessible
  • Portfolio: 126k in the sample screen
  • Day change: +1.2% in the sample screen
  • Example 1: US equities
  • Example 2: Index funds

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Keep chart labels and time range visible while metrics refresh
  • Empty: Explain the chosen date range or filter has no data
  • Error: Identify missing or stale metric sources without implying zero activity
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Trade and say what happens next

Where it fits

Portfolio → Holdings → Trade → Review result

Patterns in this screen

Investment portfolio, Portfolio, Holdings, permission handling, error recovery

UX choices to review

Keep metric definitions, chart periods, and filter context visible together

In this example, US equities is one of the records worth checking. Keep the sample data clearly separate from a live system.

Show why numbers changed; distinguish delayed data from genuine zero values

Make a useful drill-down available before teams export or share findings

Try a similar screen in Figr

Design a investment portfolio screen for an existing consumer finance product. Use our actual design system, components, and content rules. Cover Portfolio and Holdings, include believable records such as US equities, and make "Trade" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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