Portfolio
Portfolio was one of the most important pods within the stocks, home to some of the highest DAU properties like Holdings, Portfolio analysis, and Reports.
It gave us a unique opportunity to shape how users experience their investments and how we could guide them toward better decisions.
Given the scale of usage, the challenge was always to strike the right balance: keeping the experience simple and intuitive, while still managing the underlying complexity.
That’s where design played a crucial role in the pod.
TIMELINE
Dec 2023 to Sep 2025
CONTRIBUTORS
Nimisha Gupta - Product Manager
Riken Patel - Research
Anish Soni - Visual Design
DAU
5M+
(as of Sept 2025)
MAU
12M+
(as of Sept 2025)
Portfolio analysis
Around 20% of users on Groww held more than 10 stocks in their portfolio. As portfolios grew, so did the need to analyse performance across parameters like market cap, sector, and more. Users also wanted to stay informed, tracking dividend payouts, relevant news, and events tied to their holdings.
Until then, many relied on third-party tools to make sense of their portfolio.
I approached Portfolio analysis with two key principles: make it easy to consume and design for scale.
While this was a feature for advanced users, 20% of Groww’s user base still represents a massive and diverse audience, not all of them financially savvy. Our goal was to make insights as approachable as possible.
We also had a wide range of ideas we wanted to build over time. So I created a scalable design for Portfolio analysis, one that made it easy to plug in new widgets from both a design and development standpoint.
Holdings
Holdings is the most visited screen on Groww, both in terms of daily and monthly active users.
It shows all the investments a user has made on the platform, and our design approach was always to keep it as simple and focused as possible.
For most users, the primary use case was straightforward: checking how their investments are performing. Many also took quick actions from this screen, such as buying more of a stock or selling directly from their holdings.
Given the volatile nature of the stock market, a wide range of edge cases could emerge. I ensured these were handled gracefully in the design, without distracting or confusing users for whom those scenarios didn’t apply.
Various scenarios can come up when a stock requires user action or is impacted by a market event.
Search in Holdings
Portfolios
As user’s investments grew, so did the need to organise and segregate their stocks.
Many users followed multiple strategies, or simply wanted to separate long-term investments from short-term trades. Until then, there was no way to do this within the product.
We introduced portfolios to help users group their holdings based on intent or strategy.
This gave them a dedicated view to track how each set of investments was performing, both at a daily level and in terms of overall returns.
External Holdings
Users could also track investments made through other broker accounts within Groww.
This feature came with several constraints and challenges, especially around data consistency and presentation.
Our focus was on integrating it seamlessly, without disrupting the existing Holdings structure or adding cognitive load for the user.
Reports & Statements
This section contains all the reports and statements related to a user’s investments and trades.
I redesigned the Reports section to organise them more clearly around user needs. Earlier, everything was cluttered and poorly categorised.
I also designed specific reports like the Stock P&L statement, which was one of the most used. Previously, it was only available as a downloadable Excel file.
Stock P&L analysis gave users a clear view of all their trades, along with the associated profit or loss and any charges incurred.
Portfolio
Portfolio was one of the most important pods within the stocks, home to some of the highest DAU properties like Holdings, Portfolio analysis, and Reports.
It gave us a unique opportunity to shape how users experience their investments and how we could guide them toward better decisions.
Given the scale of usage, the challenge was always to strike the right balance: keeping the experience simple and intuitive, while still managing the underlying complexity.
That’s where design played a crucial role in the pod.
TIMELINE
Dec 2023 to Sep 2025
CONTRIBUTORS
Nimisha Gupta - Product Manager
Riken Patel - Research
Anish Soni - Visual Design
DAU
5M+
(as of Sept 2025)
MAU
12M+
(as of Sept 2025)
Portfolio analysis
Around 20% of users on Groww held more than 10 stocks in their portfolio. As portfolios grew, so did the need to analyse performance across parameters like market cap, sector, and more. Users also wanted to stay informed, tracking dividend payouts, relevant news, and events tied to their holdings.
Until then, many relied on third-party tools to make sense of their portfolio.
I approached Portfolio analysis with two key principles: make it easy to consume and design for scale.
While this was a feature for advanced users, 20% of Groww’s user base still represents a massive and diverse audience, not all of them financially savvy. Our goal was to make insights as approachable as possible.
We also had a wide range of ideas we wanted to build over time. So I created a scalable design for Portfolio analysis, one that made it easy to plug in new widgets from both a design and development standpoint.
Holdings
Holdings is the most visited screen on Groww, both in terms of daily and monthly active users.
It shows all the investments a user has made on the platform, and our design approach was always to keep it as simple and focused as possible.
For most users, the primary use case was straightforward: checking how their investments are performing. Many also took quick actions from this screen, such as buying more of a stock or selling directly from their holdings.
Given the volatile nature of the stock market, a wide range of edge cases could emerge. I ensured these were handled gracefully in the design, without distracting or confusing users for whom those scenarios didn’t apply.
Various scenarios can come up when a stock requires user action or is impacted by a market event.
Search in Holdings
Portfolios
As user’s investments grew, so did the need to organise and segregate their stocks.
Many users followed multiple strategies, or simply wanted to separate long-term investments from short-term trades. Until then, there was no way to do this within the product.
We introduced portfolios to help users group their holdings based on intent or strategy.
This gave them a dedicated view to track how each set of investments was performing, both at a daily level and in terms of overall returns.
External Holdings
Users could also track investments made through other broker accounts within Groww.
This feature came with several constraints and challenges, especially around data consistency and presentation.
Our focus was on integrating it seamlessly, without disrupting the existing Holdings structure or adding cognitive load for the user.
Reports & Statements
This section contains all the reports and statements related to a user’s investments and trades.
I redesigned the Reports section to organise them more clearly around user needs. Earlier, everything was cluttered and poorly categorised.
I also designed specific reports like the Stock P&L statement, which was one of the most used. Previously, it was only available as a downloadable Excel file.
Stock P&L analysis gave users a clear view of all their trades, along with the associated profit or loss and any charges incurred.