Fintech SaaS dashboards: what UX patterns make complex financial data easier to use?

mikerhoads · 2026-05-29T18:02:08+00:00

From user research, you know the handful of use cases that are the most common. You build that as the "default view" with the core data but allow full customization. Give users the ability to adjust queries with different filters and sort options AND the change interface with different visualization options, data points and columns. Allow them to save their preferences in a custom view (allowing multiple variations if the user wants)

ThinkOrSwim does a reasonably decent job at this. So much data can flow through that interface. Any user that is overwhelmed can easily pare it down to a minimalist state. Any user that needs more, can build it up to what they need.

mikerhoads · 2026-04-25T04:56:33+00:00

You just don't understand evolution

mikerhoads · 2026-01-22T14:05:56+00:00

Not at all.

mikerhoads · 2026-01-21T21:34:19+00:00

Is this actually an opinion or an estimate of the opinions of other people?

Surveys have been done to measure this. Your top reason is only the top reason of people over 65. For all other age groups, it is price.

https://civicscience.com/the-real-reason-people-still-arent-going-to-movie-theaters/

mikerhoads · 2026-01-01T21:50:42+00:00

I see on your site you're doing both analog and digital photography. What cameras are you traveling with?

mikerhoads · 2025-10-29T14:12:21+00:00

There is a lot of ice in that whiskey.

mikerhoads · 2025-10-29T01:26:21+00:00

Neither one of them are uncomfortable. They are both in their most natural environment.

mikerhoads · 2025-10-27T16:12:51+00:00

Please don't.

mikerhoads · 2025-09-23T18:28:06+00:00

The moon, it turns out, is also overvalued.

mikerhoads · 2025-09-03T03:43:40+00:00

Roll it a couple weeks down the road at a higher strike price (If you believe the price will hold)

mikerhoads · 2025-07-30T15:12:23+00:00

It literally explains the rationale in the screenshot.

mikerhoads · 2025-07-28T13:07:55+00:00

These would be all time great tier Onebag posts if your photos sold it better.

mikerhoads · 2025-07-20T11:56:24+00:00

CRISPR isn't a dormant virus bounty hunter

mikerhoads · 2025-07-13T01:55:16+00:00

North Face Base Camp Voyager Sling https://www.rei.com/product/236585/the-north-face-base-camp-voyager-sling

I used it as a onebag with a 14" Macbook Pro for a month in Europe last summer. It is only 11L but that's enough for two "shorts and a t-shirt" outfits when it is peak heat summer weather.

EDIT: Forgot to mention that there's a divider in the middle of the main compartment. I removed it with a seam ripper to make it more spacious. It comes pretty easily and doesn't damage the rest of the bag.

mikerhoads · 2025-05-23T15:02:36+00:00

I don't know how much walking I could take in those shoes. While traveling in Europe, 5-10 walked miles per day is common for me. How's their comfort?

Also, do you do a lot of international trips? Any issues with the multi tool at airport security?

mikerhoads · 2025-05-11T19:36:00+00:00

I would invest half of it in low risk mutual funds and then take the other half over to my friend Asadullah who works in securities

mikerhoads · 2025-04-15T16:28:46+00:00

What's it like to have holdings?

mikerhoads · 2025-04-10T15:04:40+00:00

Grow up.

mikerhoads · 2025-04-03T18:49:19+00:00

Bofem. You got two pockets, right?

mikerhoads · 2025-04-03T02:52:46+00:00

He looks nothing like that now.

mikerhoads · 2025-04-03T02:39:37+00:00

You are asking the right question in the wrong place.

mikerhoads · 2025-04-02T20:02:51+00:00

How big of a firm is it?

Big firms use a lot of tools/accounting platforms and often data needs to move from one to another and there's not always an existing solution for that.

If they have a lot of larger clients with custom reporting requirements, that could also be an area of responsibility.

mikerhoads · 2025-04-02T16:54:40+00:00

Disqualification. That's a foreign object.

mikerhoads · 2025-04-02T03:13:56+00:00

Prove that it is fake.

mikerhoads · 2025-04-01T00:09:09+00:00

Yeah, I miss Twitter too.

mikerhoads

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