Investment Portfolio Website Template

Create an Investment Portfolio Website Template That Builds Trust

This template helps you design a professional and secure portfolio platform—ideal for showcasing holdings, gains, and reports in a user-friendly way.

What’s Included in This Investment Portfolio Template

- Dashboard with portfolio breakdown and charts

- Holdings detail and investment mix screens

- Account summary with transaction history

- Performance graphs and insights

- Built with Smart Components that adapt as you customize.

Who Should Use This Template?

- Investment tool startups and fintech teams

- UX designers working on wealth dashboards

- PMs building portfolio features for retail apps

- Founders pitching finance MVPs

Example Use Cases

- Visualize asset allocation and growth

- Build pages for financial performance

- Create client-facing dashboards

- Design personal wealth tracking UX

How to Customize This Template in Visily

- Input branded color and font themes

- Swap chart types and performance metrics

- Add demo data for prototyping

- Share versions with advisors or teams

Why Use a Visily Template for Investment Sites?

- Speeds up wealth platform wireframes

- Covers essential finance visualization needs

- Works for consumer, advisor, or hybrid models

- Enables quick testing of user flows

How to Get Started with This Template

1. Click “Use this template”

2. Sign in to Visily

3. Add your platform branding and data

4. Edit flows and export