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Concept demo · investment intelligence

Nexo Invest

A tool for organizing a portfolio, visualizing allocation by asset class, and tracking targets, with complementary valuation and fixed-income analysis.

Type
Concept demo
Role
Design and development
Format
Web finance system

01 · Technical and design decisions

Complex calculations, responsible reading

The portfolio comes first

Editable values, asset-class targets, and a dynamic chart turn wealth distribution into an immediate, readable view.

Net return comes first

The CDB and LCI comparison applies the regressive income-tax table to earnings, avoiding a reading based only on gross rates.

Intelligence without false precision

The analytical engine explains the calculated scenario and each model's limitations without presenting results as a buy recommendation.

02 · Learning

Transparency is part of the product

The project reinforced that a financial tool must expose assumptions, taxes, and limitations as clearly as it highlights the result.

Technologies

  • Next.js
  • React
  • TypeScript
  • Tailwind CSS
  • Finance

Need to turn financial rules into a product?

I can design calculators, dashboards, and internal systems that make complex decisions clearer and safer.

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