The A2PB beta version as of June 2022 allowed the user to to add multiple account objects, assign a base currency and attach the current account value. This made it possible to manage and display a user’s total asset value across all of his or her accounts.
In June 2022 I decided to extend this feature by:
- allowing the user to not only display the account’s total value but to select from a set of possible performance values (“KPIs – key performance indicators”) for display
- extending the system to track these values over time and visualize historically via suitable time series charts
I was working on the design of this feature during a trip to the beautiful city of Matera, Italy.
The placement of the chart components in the application remained the same. The top-left of the dashboard shows an account summary chart. Next to it appears a series of portfolio group charts (one for each portfolio group in the application). To be able to properly visualize all of the possible KPIs (snapshots as well as historical values) I had to design a bunch of new chart types as can be seen in this post’s top picture.