Design system

Typography

Your portfolio

Heading 2xs

Heading 3xs

Body md — larger copy for intros and empty states.

Body 2xs — the default reading size for dense UI copy.

Eyebrow sm

$128,450.00

Label

Portfolio value
$128,450
+2.1% this month
Est. expense ratio
0.06%
-0.12% vs current

Buttons

Primary (dark fill) and secondary (outline); three sizes.

Wizard navigation

Stepper progress and back control; tap the stepper buttons to advance.

Key metrics

Unboxed stats; pass previousValue to show a metric changing.

Est tax savings
$13,775
Est tax savings
$13,775$14,750

Form field

$

Tabs

Top holdings render here.
Portfolio overview renders here.
Concentrated position form renders here.

Badges & chips

We have identified ~$35,175 in savings
Do you have an existing advisor?
YesNo

Choice cards

Radio semantics; arrow keys move selection.

Diversify out of a concentrated positionManage and grow my investment

Dropzone & asset rows

NVDA
Public stock — concentrated position · Tax drag: $3,384
$500,000
Schwab
Statement upload — Account ****5684
$500,000
$

Bottom sheet

Slides up on mobile, centered dialog on larger screens.

Skeletons