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
Slate Finance
§ 01The challenge

Investors were exporting to Excel because the app couldn't hold enough context on one screen without losing legibility.

§ 02The 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
Slate Finance frame 1
Plate 01 · Slate Finance
Slate Finance frame 2
Plate 02 · Slate Finance
Slate Finance frame 3
Plate 03 · Slate Finance
§ 04 — Outcome
+51%
Daily actives
−73%
CSV exports
+9
Enterprise deals