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Portfolio intelligence
Foxgold
A private portfolio intelligence platform connecting Australian and US portfolio visibility, source-backed research, review workflows and dated reporting.
The project at a glance3 minute read
- Sector
- Financial software / Research workflows
- My role
- Product designWeb applicationAI-assisted researchCustom Software & Business Systems AI Tools & Assistants
- Technology
- Next.jsReactSupabase
- Project
- Studio projectStrategy / design / development
01
The brief
Bring portfolio information and its context together
Foxgold brings portfolio visibility, investment research and regular reviews into one private workspace. The challenge is to connect the numbers with the source material and follow-up work that explain what needs attention.
The public landing page introduces that idea with an illustrative portfolio overview, a clear Australian and US portfolio focus, and a restrained gold-on-dark visual direction. It gives prospective users a view of the platform’s purpose before inviting them to discuss access.
- Australian and US portfolio context
- Portfolio visibility connected to research and review
- An illustrative preview of the private workspace
- A clear public path to an access conversation
02
Portfolio visibility
Move from the overview to the right detail
The platform presentation groups holdings, cash, performance and concentration into a portfolio view. As-of times and data-quality signals are part of that picture, helping users understand the context of the information they are reviewing.
The landing page organises the capabilities into four areas: portfolio visibility, source-backed research, work needing attention and reporting. This gives a complex product an understandable structure, while keeping the relationship between an overview and a single holding clear.
- Holdings, cash, performance and concentration
- As-of times and data-quality signals
- A structured overview of the platform’s capabilities
- Portfolio overview connected to individual holdings
03
Evidence and decisions
Keep research attached to the position
The research workflow links a portfolio position to its source material, then to an informational assessment and a follow-up review. Company research, due diligence, risks and catalysts remain part of the same context as the holding being examined.
The illustrative workflow makes that sequence visible without exposing a private portfolio. It presents Foxgold as decision support: source-backed research and system assessments help users investigate, while responsibility for investment decisions and trades stays with the user.
- Source-backed research and due diligence
- Risks, catalysts and evidence gaps in context
- Informational assessments with human decision responsibility
- Positions linked to source material and follow-up
04
Review and reporting
Make the next piece of work easier to find
Broker updates, review dates and workflow tasks create a path from the current portfolio picture to the next piece of research. The process starts by bringing positions and evidence together, then surfaces exceptions and gaps before presenting an assessment for review.
Dated snapshots and PDF reports preserve the context of a shared portfolio picture. The landing page connects morning briefs, reporting and history with the same review cycle, so current information and a previously shared snapshot have distinct roles.
- Exceptions, research gaps and upcoming reviews
- Broker updates and workflow follow-up
- Dated portfolio snapshots, reports and history
- Current information distinguished from dated snapshots
05
Access and product communication
Give a private platform a clear public entry point
The early-access section explains that Foxgold is available by invitation. Its form asks for the visitor’s name, email, organisation, investment context and the part of their workflow they want to improve, creating a useful starting point for an access conversation.
The page explains that submitting an interest request does not create an account, and links the privacy policy beside the form. Public previews communicate the product’s structure while the portfolio workspace remains permissioned. The screenshots in this case study show the landing page and its illustrative interfaces.
- An invitation-led access journey
- Workflow context collected before access
- Public product previews separated from private portfolio data
- Privacy guidance beside the interest form
The result
Portfolio records, research evidence and follow-up reviews share a connected workspace, helping users examine the context behind decisions they make themselves.
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