Mindera
The Mindera system is the infrastructure for future research and investment, building a digital space for analysts and portfolio managers. The platform unites insights with the best financial data to give analysts and portfolio managers powerful perspectives and differentiated insights at every stage of the investment research process.
Position
Head of Design
Project
Mindera Future Research and Investment System
Timeline
Sept, 2021 -Now
Tools Used
Figma, Photoshop
Overview
About Mindera System
The Mindera project was initiated in late 2018 to address challenges encountered by analysts and portfolio managers at Harvest. These challenges included fragmented data, information overload, and difficulties in knowledge accumulation.
Mindera is a decision-oriented computing platform that consolidates data from diverse sources, provides advanced search and algorithmic capabilities, and offers a suite of applications tailored to research and investment workflows.
The project has undergone continuous development since its inception, with notable milestones including the establishment of a system framework, the creation of a database comprising over 20 million data indicators, the launch of the Mindera platform, and the incorporation of new features and functionalities.
Currently, Mindera is utilized by over 200 users within Harvest's research and investment departments, with a daily active user count exceeding 300. The platform has garnered positive feedback from users, who have reported enhanced efficiency and improved decision-making capabilities.
Main task
Mindera's main task is to create a comprehensive software solution that captures, organizes, and analyzes data to streamline research and investment processes.
It enables real-time tracking, communication, and automation of tasks like data analysis, insight generation, and portfolio management, enhancing efficiency and decision-making.
The goal is a user-friendly platform that improves collaboration, reduces errors, and enhances decision-making in the research and investment domain.
Prioritize Modules
Architecture
Having gained a comprehensive understanding of user needs and the means to address them, the next step was to define the system's core modules. It was crucial to encompass all potential user interaction scenarios during this phase.
Statistics
Project statistics
These metrics indicate that Mindera is widely used and highly valued by research and investment professionals at Harvest. The platform has helped to improve efficiency, collaboration, and decision-making, and has become an essential tool for these teams.
Design
Design System
Based on the established wireframes and after user testing sessions, we have started building a dedicated Design System. That is both scalable and flexible.
With over 200+ components, the design system ensures systematic and clean design in any situation and for any additions that may arise.
Design
Core Modules
This platform realizes the digital management of the whole life cycle of investment and research, covering the entire research and investment process. Through platform + AI empowerment, the research process and investment ideas are precipitated, the transformation from individual operations to platform operations is promoted, and research teams' collaboration efficiency and effectiveness are improved.
