UX designer needed: information architecture for a portfolio dashboard

We're a financial analytics platform, and we need help making our product easier to use, specifically with how to prioritize what a user sees when they open our Portfolio page. The page lacks visual hierarchy and structure. Our users don't know where to start or how to effectively move through the page. We want you to work out what should lead, what comes next, and what can wait. PROBLEM WE ARE TRYING TO SOLVE We are looking to your talent to give us a better, easier, more intuitive UX / Information Architecture. The outcome of this work is to deliver your suggestions to us in the form of a Figma file for our evaluation/consideration. A big part of this is how the data is presented, so if the current tables and cards aren't the clearest way to show something, we want your ideas on what is. What stays fixed is our visual style: colors, typography and components already exist across the site, and we'd build your layout from those. This work only concentrates on the Portfolio page of our platform. BACKGROUND Most of our users know how to invest but have never kept a portfolio in a tool like this one. They open the Portfolio page and are overwhelmed with complexity and lack of clarity. This is not a brokerage tool not do we execute or settle trades. Instead this is a data Visualization tool. The Portfolio page is there to help people better manage their portfolio, so they can track how it's performing, keep an eye on their risk, and decide what to adjust. Most competitor tools in this space are dense by tradition, built for people who already know the jargon and want everything visible at once. We want something closer to a laymen easy to work with, approachable, without dumbing down what's underneath. WHO WE'RE LOOKING FOR We're looking for someone with an eye for design who can take our Portfolio tool and make it feel simple, human, and genuinely nice to use. Stock market knowledge is a plus but not necessary. The technical and financial heavy lifting is our job. What we need from you is the stuff we're not good at: how it looks, how it flows, how to present something complex so a normal person finds it easy and intuitive. WHAT YOU CAN AND CAN'T CHANGE You get our component library, the Figma file at kickoff, or the HTML if you'd rather work from that. What's fixed is the styling: Colors, typography, and how buttons, dropdowns, and inputs look are used across the whole site and we're keeping them. All eight tabs have to stay reachable, but how they are grouped, named, ordered, or held back until needed is yours. Renaming anything on the page is fair game and encouraged. Everything else is yours: hierarchy, ordering, grouping, labeling, and how the data is presented. If the holdings table works better as cards, or the metric row as something other than five numbers of the same size, propose that. HOW THIS WILL RUN You'll work independently, we've split this into three stages, plus setup. Stage 0: Setup. You accept a standard NDA, we set you up with a demo login and a Figma file in our workspace, and we book the Stage 1 call. (Day 1) Stage 1: Diagnosis. A call where you show us where you'd take the tool and how you'd approach it. Bring a rough direction: a sketch, whiteboard photo, Figma, or whatever works best for you. Deliverable: - Your read on what's actually wrong, in a few sentences. We want to know whether we've diagnosed this correctly. - What you'd do about it, and why. - A rough direction. A sketch, whiteboard photo, Figma, or something else. Whatever's best (Day 7) Stage 2: You give us your revised portfolio user interface. After internal review we do a quick call to give you our feedback for the final version. Deliverable: - Your suggested simplified UX / Information Architecture as a Figma file, built with our component library. - About a page on what you changed and why. Where you weren't sure, say so. - Two or three things you'd want to test with real users, and how. (Day 14) Stage 3: Final version. Walk us through the final version on a call. Deliverable: - The revised Figma file. - Write up on how feedback was handled. We'll set these up as three milestones on the contract so you're paid at each stage rather than only at the end. We're on Pacific time (UTC-7), at our desks 8-5, and easy to reach during those hours. You don't need to match our schedule, but that's when you'll get quick answers. Outside those hours we'll still get back to you as fast as we can. BUDGET AND DEADLINE $500 fixed, split across the three milestones above. After the Stage 1 call, either side can decide not to continue. You keep the payment for that milestone. We're running this with three designers in parallel, on separate contracts. You'll all be paid in full regardless of what we decide afterwards. Whoever's design we find strongest gets a $500 bonus, and there's potential for further work. We have more screens with the same problem and budget behind them. TO APPLY Send a link to one project where you made something complicated understandable, and answer these questions in a couple of sentences: how do you decide what a user sees first? Also, what is your thought process behind organizing a page?