Fintech

Investment Dashboard Template — Swiss Data Discipline

Basel Yield is an investment dashboard template built for self-directed investors who want a portfolio console that reads like a ledger, not a marketing page. The design follows a strict Swiss data-discipline aesthetic: ruled ink page headers, border-collapsed monospace stat tiles, and hairline-gridded tables for allocation and positions, with a single red accent rationed strictly to active state. The result is an interface where every number earns its place and nothing competes with the data.

The template ships with six pages: a Portfolio overview anchoring total value and performance, a Dividend Calendar that lists upcoming payouts with exact amounts, a Positions ledger for holdings-level detail, plus Sign in, Create account, and Reset password flows so the auth layer is done from day one. Because this is a webapp UI, every table, tile, and calendar is structured to bind to real data when you remix it — swap the mock holdings for a live brokerage or Plaid feed and the layout holds.

It's a strong fit for fintech founders, indie developers building portfolio trackers, and advisors prototyping client-facing reporting tools. The structure converts because it front-loads trust: visitors see their money, their income schedule, and their positions within one click of signing in, and the restrained monochrome design signals the kind of seriousness investors expect from anything touching their capital.

Who it's for

For fintech builders and self-directed investor tools that need a trustworthy portfolio dashboard with dividend tracking and auth flows already in place.

Template details
Included pagesPortfolio, Dividend Calendar, Positions, Sign in, Create account, Reset password
Best forFor fintech builders and self-directed investor tools that need a trustworthy portfolio dashboard with dividend tracking and auth flows already in place.
TypeWeb app UI
CategoryFintech
Themes3
Last updated2026-07-21
Industries
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