This is an iOS portfolio proposal (pre iOS7) for Moody’s Analytics.

Portfolios are an important tool for Moody’s subscribers. Portfolios allow them to group businesses the subscriber is following to see trends and credit ratings changes, keep up with the latest analysis and reports. The wireframes displayed describe a group of screens in a workflow that are part of a proposed Moody’s portfolio app and represent later revisions. 

Ideation and exploration are some of my favorite parts of the design process and the concepts in these wireframes are based on the web experience for Moodys.com at the time these were designed.

In this design for an iOS tablet, I reimagined the web experience to meet the needs of a mobile experience with a flatter navigation experience and introduced a sharper, richer and more immersive tool than the existing Moody’s portfolio for the desktop. I did this by adding visualization tools and graphics for a higher level, “dashboard-overview” while providing the user quick paths to easily dig deeper for specifics.

Click on each image to see larger version 

The home screen provides a dashboard-like experience with a listing of research documents related to companies in all portfolios and displays averages for all portfolios that the user has created. 
Choosing a Document from the list of Research items launches the menu of Portfolios associated with that Research item. 
“Choose View” allows users to look at their portfolios with existing and customized sets of columns and “Create View”  allows users to create and save those custom views. The Edit icon (pencil and page) allows the user to create a new portfolio, modify an existing one (edit), rename a portfolio or set an alert.
“Choose View” allows users to look at their portfolios with existing and customized sets of columns and “Create View”  allows users to create and save those custom views. The Edit icon (pencil and page) allows the user to create a new portfolio, modify an existing one (edit), rename a portfolio or set an alert.