Advanced Transactions

Tamara Osseiran

Product Designer
Product Strategist
Figma
This project involved enhancing Yahoo Finance's portfolio management tool. The primary goal was to address limitations in tracking and reporting investment activities, which affected portfolio analytics accuracy and usability. Key enhancements included the ability to track Unrealized and Realized Returns, improved cash management, and recording advanced transactions like short sales and buy-to-cover trades. The goal was to provide users with in-depth analysis and better leverage existing tools for informed investing decisions.
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