A Portfolio Tool for Stock Investors to Track Their Income
About the Project
Dividend Assistant, owned by Mitre Media, is a portfolio tool that will allow stock investors to track their stock dividends and cash payout. Mitre Media found that it is difficult for investors to track how much income they are earning and when they will earn it. So we built a tool for users to link their brokerage accounts and view all stocks they own. With this tool, investors will be able to know how much income their portfolios will generate and when they will earn it.
I worked on this client project for two months with a Senior UX Designer at Athlon. I participated in analyzing user goals and requirements based on client materials, UX concepts explorations, and UI design. We worked with the Product Manager and the development team from Mitre Media in an agile method for rapid iterations.