FWM_Categories (Brainstorming)(Redesign Ideas)

Text Diagram: Current / Redesign

Current FWM Categories Widget

1. Uses a Period Filter (SEP26, OCT26, etc.).

2. Displays all portfolio buckets/categories for the selected period.

3. Shows a Super vs EFI allocation split using a colour-coded horizontal bar.

4. Displays Inv$ (total invested value).

5. Displays Inv% (portfolio allocation percentage).

Proposed FWM Category Trends Widget

1. Separate widget from the current Categories Widget.

2. Uses a Category Filter instead of a Period Filter.

3. Focuses on a single category/bucket at a time (e.g. CASH).

4. Shows how the selected category evolves across periods.

5. Uses Periods as the horizontal X-axis.

6. Uses a combo chart as the primary visual.

7. Bars represent Inv$.

8. Line represents Inv%.

9. Shows only the current Inv$ and Inv% KPI values above the chart.

10. Designed to answer "How did this category change over time?", while the existing Categories Widget continues to answer "What does the portfolio look like now?".