Designed
A connected overview and modular visual system.
finGo / Personal finance conceptYour money.
Your money.
In perspective.
A calmer financial overview: understand where you stand, see what needs attention and ask a better next question.
Follow the story ↓FINGO03 / Light + dark
1 overviewPosition before detail
Contextual AIQuestions close to the numbers
2 themesOne consistent hierarchy
Independent concept / All displayed financial amounts are illustrativeBy Samriddhi Tiwari
Context
“Am I doing okay?” comes before a chart.
The first job is orientation: where the money stands, what changed and what needs attention.
Why this direction
A clear first read makes the deeper numbers worth exploring.
Problem
Give every layer a different job.
Balances, transactions, payments and an assistant can all compete for attention.
Why this direction
I gave the main workspace to the financial picture, kept questions close to it, and used the side rail for supporting signals.
Structure
An overview that answers in sequence.
- 01
Understand
Net worth and movement.
- 02
Prioritise
What needs attention.
- 03
Ask
Questions in context.
- 04
Act
A relevant next step.
Main workspacePosition + activity + core measures
Interaction layerContextual questions
Supporting railPayments + news + learning
Solution / 01
The morning money pulse.
Net worth and recent movement establish the picture. Contextual questions sit beside the information they refer to.
Design choice
The assistant supports understanding without taking over the dashboard.
finGo / Overview
Solution / Detail
Give spending a shape.
Turn individual transactions into a pattern. Let people compare categories before digging into the detail.
Design choice
The chart belongs inside the financial picture, with values and labels kept readable.
Solution / Detail
Understand the mix at a glance.
Show the balance between holdings before asking people to inspect each investment.
Design choice
The allocation explains the portfolio. It does not prescribe a financial decision.
Solution
Light or dark. The same mental map.
Light
Dark
Same layoutSame prioritiesSame interaction points
Decisions
Every layer needs a reason.
− Earlier direction? The question✓ Chosen direction
A static summary
Where can I go from here?
Make accounts, expenses, goals and insights easy to reach.
AI detached from the data
What am I asking about?
Place prompts in the overview.
Cards with equal emphasis
What should I read first?
Group by purpose and use depth to signal priority.
Results
A concept built around orientation.
1 overviewPosition before detail
Contextual AIQuestions close to the numbers
2 themesOne consistent hierarchy
Test next
Can people identify their position and next priority quickly?
Design next
Stale data, disconnected accounts and failed AI responses.
Concept work, not a shipped financial product. User comprehension and business impact are not yet measured.
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