Personal Capital
An easy way to stay on top of your investments. You can see all of your banking and finance accounts in one secure and convenient place.
UI Credit: Michael Griffin Kelly, Leah Wang, Julie Bai, Personal Capital Design Team
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Graphs
The graphs show the state of your cash flow, income, expenses, budgeting, and portfolio.
Graphs range from the line, bar, pie chart, stacked bar, stacked area, and multi-line.
Highlight: The portfolio pie chart has rotating interaction as you swipe through the data. 📈
Menu
You can see a quick preview of the balance for net worth, cash flow, budgeting, and portfolio.
Highlight: The iconography makes the menu more recognizable and engaging for novices in cash and wealth management. 💵
Onboarding/Tutorial
In the onboarding, you have a chance to Demo the app before committing to the registration.
Highlight: Investment Checkup Tutorial has a micro-interaction swipe gesture. 📱
Typography
Similar to Open Sans
