The brief

Monarch is a concept design for an investment portfolio tracker that connects brokerages and crypto wallets into a single view. Clean typography, calm color palette, and a deliberately quiet interface compared to the neon-blue dashboards every investing app defaults to. We designed the iOS and Android concept across nine weeks.

What we solved

Investing apps optimize for engagement, which is the wrong incentive for personal investing. Endless price tickers, red-and-green pulses, and notifications that dramatize every dip get clicks but make users worse investors. Monarch had to feel like a quarterly review tool, not a casino dashboard, while still delivering the practical aggregation users want.

How we got there

We anchored the design around the long view. The home screen leads with the quarter or year, not the day. Individual asset performance is one tap away but never on the surface. The brand uses cool grays and a single warm accent rather than the typical green-and-red oscillation. Plaid sketches handle brokerage connection. Wallet connect flows handle crypto.

What we shipped

The Monarch concept lands on three primary surfaces: portfolio (the calm overview), assets (drill-down per holding), and accounts (connection management). Charts show months and quarters by default with day-level data hidden until requested. Notifications, where they exist, are quiet and contextual.

What changed for the client

Monarch published as an internal portfolio piece, hit Product Hunt's top of the week as a concept showcase, and informed an active client engagement in the personal investing space.