Designed a dashboard concept for tracking net worth across every asset type — stocks, crypto, property, pensions, funds, cash, and liabilities — all in one place.
Instead of the usual pie chart or bar graph, the centerpiece is a dial: a single, glanceable gauge showing where your wealth actually sits. Behind it, a quiet grid of every asset category fades in and out of visibility, reinforcing that everything's accounted for even when it's not the focus.
Dark UI, a single confident green accent, and a lot of negative space — built to make a genuinely overwhelming task (seeing your entire financial picture at once) feel calm instead of cluttered.
Nobody churns because a dashboard is ugly, they churn because they can't tell whether anything is happening.
Optery was quietly pulling users' data off hundreds of broker sites and almost none of that work was visible to the person paying for it, so the biggest win in this redesign wasn't a new screen; it was making invisible work visible. Free-to-paid hit 30%
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Making the invisible work visible is such a sharp way to frame it, that 30% lift proves people will pay once they can actually see the value happening in the background. How did you decide which data points were worth surfacing without overwhelming someone who just wants reassurance?