Fund Widget Model (Categories)(Notes)

// Site //

https://thenomadfi.com/insights/fund-widget-model-test-api-mt7fa

Anyone who’s interested in the index.html coding, just visit the site and right click on View Frame Source. AI did all of the coding, including HTML and Google Apps Script when creating the API workflow, and all we did was focus on prompt engineering after we completed the brainstorming on designing the workflow.

// Additional Notes on Next Updates //

We’ve created the Categories Widget and turned out to be better than expected after the initial deployment. We created a horizontal rows chart using 2-accounts, and managed to sync Inv$ and Inv% on the API for all categories. Results are sorted by Inv$ in descending order. Inv% is already calculated in Google Sheets, so it’s strictly a data pull. As for the UI, we’re missing a Legend section. We’ve provided AI with the Hex colors blue and green for EKSuper and EFI accounts, but nowhere in this chart indicates what the colored lines represent. We’re also considering a mouseover tip to show values, but not sure how complicated this would be as it’s for 2-accounts, but for every category. We’ll confirm this with AI on the next test. Since we only have SEP26 data, we can’t test that the Categories results automatically update based on the selected Period Filter.

We’ve also prompted AI to use the same HUD that we did for Categories Widget for our existing 2-charts. Neon blue borders look nice, but feel that it’s still missing the aesthetic feel. When brainstorming with AI on the HUD effects, the results looks a bit different, so guessing would need to play around with the opacity effects.

As for UX, mobile layout looks better than the laptop layout. The ranges amounts change if we change from portrait-to-landscape and vice versa on the mobile layout which is awesome. As for web layout, all of the charts look huge. Squarespace web layout margins are tighter, so not sure how much flexibility we have on changing this on the web layout.