AI-Powered Fintech Bank Dashboard

Shruti Patel

Prompt: Dashboard Screen: Brief Overview The Dashboard is the central hub of the AI-powered fintech bank, where users can view their financial progress, manage goals, and receive actionable insights. It’s designed to provide a clean, intuitive, and engaging experience, helping users stay informed and in control. Key Sections of the Dashboard: 1. Header/Navigation Bar ● User Profile Icon: Displays the user's photo or initials; opens account settings. ● Notifications Bell: Alerts for updates like rebalancing suggestions, progress reports, or market insights. ● Quick Add: Shortcut to add new goals or investments. 2. Goal Overview Section ● Active Goals: ○ A card or list format showing all active financial goals. ○ Key details displayed: ■ Goal Name (e.g., “House Down Payment”) ■ Goal Progress (e.g., “₹5 lakh/₹20 lakh saved – 25% achieved”). ■ Time Remaining (e.g., “3 years left”). ○ Visual Tracker: Progress bar or circular chart for each goal. ● Call-to-Action Buttons: ○ Options to "Edit Goal," "Allocate More Funds," or "View Details." 3. Portfolio Snapshot ● Summary of Investments: ○ Total Portfolio Value (e.g., “₹15 lakh”). ○ Percentage Breakdown: ■ Equities: 40% ■ Debt: 30% ■ Fixed Deposits: 20% ■ Cash/Savings: 10% ● Performance Overview: ○ Graph of portfolio growth (e.g., line or bar chart). ○ Key Metrics: ■ Average ROI. ■ Current vs. Target Returns. ■ Risk Score (e.g., Low, Medium, High). 4. Insights & Recommendations ● AI Suggestions: ○ Highlighted actionable items, such as: ■ “Reallocate 10% from bonds to equities for higher returns.” ■ “Increase monthly contribution by ₹2,000 to stay on track for your goal.” ● Market Insights: ○ News and trends impacting the user’s investments (e.g., “Sensex gained 2% this week; here’s what it means for your portfolio.”). 5. Quick Actions Section ● One-Tap Features: ○ Add Funds. ○ Rebalance Portfolio. ○ Set Up Auto-Debit for monthly contributions. ○ Explore New Investment Opportunities (e.g., “Top Performing Mutual Funds”). i want in a one screen