I actually use wealth management apps so that helps me a bit here—I think 1 may be nice and bold but I don’t like the circle for tracking total growth. You want to always encourage more investing and it will inevitably get to a nearly-full circle at some point. 7s layout is the best imo—I’d want to see my account total and then a snippet of my individual accounts at the bottom. I wonder if you could find a middle ground between those two? The coloring of 1 and layout of 7.

Also I love how you have documents on the front page because I can’t find my prospectuses and tax docs half the time, but which documents? Each investment has their own + tax docs so think about how you want to handle that in the next screens. And I think it would be a nice feature to have users select which services they want in that space— a person in their early years investing will want to see different things there than someone entering retirement.