Portfolio management, refined

Ezfolio asked us to overhaul their portfolio tracker so it felt professional and trustworthy, with the most attention on dashboards, onboarding and account management.

Portfolio and Dashboard were separate views, and people kept bouncing between them. We merged them into one overview, kept the color coding users already liked, and added stock details and side-by-side comparisons.

Adding holdings kicks everything off, and it keeps happening as activity comes in from other systems. We offered a few ways to do it, depending on whether someone cares most about privacy, convenience or the size of their portfolio.

Onboarding asks only what it needs, in short, clear language. It tested well, and setup time dropped by nearly half. We left Ezfolio with a roadmap too: quick actions, flexible price recording and custom targets.