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Open Estate · Senior Product Designer · 2025

Assets Overview

The decision surface for browsing tokenized assets: comparing signals and taking the right action — stake, sell or borrow — without losing your place in the catalog.

Assets Overview — case study preview
Problem space

Users need a fast way to browse assets, understand investment signals, and take context-specific actions — Stake / Sell / Borrow — without jumping across multiple pages or losing their place in the catalog. This page is the decision surface: it affects discovery, comparison, and conversion into action (open details, stake, list for sale, governance participation).

The design combines category filters (Residential / Commercial / Short-Term / Luxury), ownership segments (All Assets / Owned / Staked / Collateralized / Pending Votes / Listed for Sale), grid and list view modes, and a primary action per asset card that adapts to its current state.

Goals & success metrics
  • User goals — find relevant assets quickly, compare them reliably with consistent metrics, understand ownership/status at a glance, and take the correct action for each asset's state.
  • Business goals — increase qualified engagement (asset opens, watchlist usage), increase action initiation (stake/sell/borrow) from the overview page, and reduce support questions around “status”, “yield” and “governance”.
  • UX metrics to track — time to first asset open, task completion rate (find + compare + act), filter/segment usage rate, action initiation rate, and self-reported decision confidence.
Personas & JTBD
  • Return Investor — checks portfolio status, staked/collateralized assets, governance.
  • Opportunity Hunter — searches for high-yield opportunities and compares multiple assets quickly.
  • Risk-Aware Investor — wants clarity on what “status” implies before acting.

“When I open the dashboard, I want to see which assets are relevant to me, so I can decide what to do next.” “When I compare assets, I want consistent metrics and labels, so I can make a confident decision.” “When I'm about to stake/sell/borrow, I want the UI to clearly signal constraints and consequences.”

Discovery: key risks & hypotheses
  • Cognitive overload — too many metrics per card reduces scan speed.
  • Ambiguous statuses — “Staked” vs “Collateralized” can be misunderstood.
  • Inconsistent comparability — if cards don't prioritize the same signals, users compare incorrectly.
  • Action mismatch — showing “Sell” or “Borrow” without clear eligibility can create errors or distrust.

Hypotheses tested against the design: a grid view is better for discovery while a list view is better for comparison; users need segmentation by ownership/status to reduce irrelevant noise; the overview page should surface one dominant metric (Yield) and keep the rest secondary.

Information architecture

Content is grouped into navigation + identity, filtering & segmentation, catalog results (grid or list), and per-asset actions. A priority model governs what leads visually:

  • Primary — asset name + location, status (current status + governance), yield (the North Star metric), and ownership indicator.
  • Secondary — market value estimate, strategy tag (e.g. High Yield).
  • Tertiary — extra details such as area, tags and minor attributes.
Grid vs. list

The two view modes side by side — grid optimized for scanning and shortlisting, list optimized for reliable comparison across many assets.

Open Estate Assets Overview — grid and list viewsOpen Estate Assets Overview — grid and list views
Accessibility & trust
  • Consistent numeric formatting for currency, thousands separators and yield units.
  • Clear units and period labeling (e.g. “3,000/mo” vs. an annual figure).
  • Color is never the only indicator — chips and labels carry meaning alongside color.
  • Keyboard navigability for toggles and filters, with clear empty and eligibility states for every action.
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