Case study · 04 / 06
Slate Finance
A portfolio dashboard for private investors — dense where it needs to be, quiet everywhere else.
- Client
- Slate
- Year
- 2024
- Role
- Product designer
- Timeline
- 12 weeks
Scope
DashboardData vizDesign system

§ 01 — The challenge
Investors were exporting to Excel because the app couldn't hold enough context on one screen without losing legibility.
§ 02 — The approach
A dark, high-contrast surface with a strict type ramp, one chart family, and progressive disclosure for the long tail of settings.
§ 03 — Selected frames



§ 04 — Outcome
+51%
Daily actives
−73%
CSV exports
+9
Enterprise deals
Next case
05 · Identity · Site