Cache design examples

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Sign-in screen where the user authenticates via Google OAuth or a passwordless email magic link.

• Sign In

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Verification screen where the user enters a 6-digit code sent to their email to authenticate.

• Verification

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Onboarding step where the user selects whether they are an individual investor or a financial advisor to tailor their enrollment flow.

• Setup Wizard
• Account Setup

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Onboarding step where the user selects their role as either an individual investor or a financial advisor to proceed with enrollment.

• Setup Wizard
• Account Setup

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Onboarding step where the user selects their primary goal between Exchange Funds and Collar Advance.

• Setup Wizard
• Welcome

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Onboarding step where the user selects between Exchange Funds and Collar Advance products to proceed.

• Setup Wizard
• Select

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Onboarding step where the user enters their stock positions, including name, current value, and average cost basis, to explore diversification options.

• Setup Wizard
• Onboarding Checklist

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Onboarding step where the user searches for and selects stock positions to diversify their portfolio.

• Account Setup
• Search

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Onboarding step where the user enters the current value and average cost basis for their selected stocks, like Alphabet Class C, before continuing.

• Onboarding Checklist
• Account Setup

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Onboarding step where the user views a 10-year portfolio projection chart comparing an exchange fund to selling and diversifying.

• Onboarding Checklist
• Charts

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Signup modal where the user sets up their profile by entering their name and email or continuing with Google.

• Account Setup
• Sign Up

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Onboarding step where the system verifies the user's eligibility and checks capacity for specific assets like AAPL and GOOG.

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• Account Setup