Portfolio

Design System

Enterprise component library powering 5 product lines across 40+ regulated jurisdictions. 150+ production components built for SEC, FINRA, ASIC, and WCAG 2.1 AA compliance at scale. This showcase presents 74 interactive component categories across UI, financial, compliance, and data display domains. Click "Copy Code" on any component to use it in your project.

150+
Components
5
Product Lines
40+
Jurisdictions
2
Themes (Light/Dark)

Design Principles

Constraint-First
Regulatory requirements shape every component. ASIC, FINRA, SEC, and FCA compliance is built into the system, not bolted on.
Density Modes
HD (High Density) for trading terminals, MD for dashboards, LD for client portals. One component, three contexts.
Accessibility
WCAG 2.1 AA baseline. Finance-Specific Accessibility (FSA) protocols for color-blind traders and high-stress environments.
Themeable
CSS custom properties power light/dark themes. Toggle the theme above to see every component adapt in real-time.

Color

The color system supports visual hierarchy, accessibility, and product differentiation. All tokens respond to light/dark theme toggle.

Core Palette

Semantic Colors

Accessibility: Color-Blind Safe

Live Preview
Standard
▲ +2.4%   ▼ -1.8%
Deuteranopia-Safe
▲ +2.4%   ▼ -1.8%

Typography

A clear type hierarchy optimized for financial data density. System fonts for performance; monospace for market data.

Type Scale
Display / 48px / Weight 300
Portfolio Overview
H1 / 32px / Weight 400
$28,752,400
H2 / 24px / Weight 600
Performance Attribution
H3 / 18px / Weight 600
Regulatory Status
Body / 16px / Weight 400 / Line-height 1.7
Design systems serve as the single source of truth for product teams. These frameworks include reusable components and design tokens.
Caption / 12px / Weight 600 / Uppercase
Last Updated 2 min ago
Monospace / Data / 14px
AAPL 182.48 ▲+0.13% | BID 182.47 ASK 182.49

Spacing

A 4px base grid ensures consistent rhythm across all components. Spacing tokens scale from 4px to 96px.

Spacing Scale
4
8
12
16
24
32
48
64
96
TokenValueUsage
--space-14pxInline icon gaps, minimal padding
--space-28pxCompact padding, tag gaps
--space-312pxInput padding, button gaps
--space-416pxCard padding, section gaps
--space-624pxContent padding, grid gaps
--space-832pxSection separation
--space-1248pxMajor section margins
--space-1664pxPage-level spacing

Elevation

Elevation communicates hierarchy and interactivity. Shadows scale from subtle borders to prominent overlays.

Shadow Scale
Level 0
Level 1
Level 2
Level 3
Level 4

Iconography

Tabler-based SVG icon system — 5 semantic categories, 3 density sizes, consistent 2px stroke weight. Every icon is inline SVG for full colour control and zero network requests. Click any icon to copy its SVG.

ICON GRID — click to copy SVG
TokenHD (dense)MD (default)LD (comfortable)StrokeUsage
--icon-xs12px14px16px1.5pxInline text, badges, table cells
--icon-sm14px16px18px2pxButtons, input adornments
--icon-md18px20px24px2pxNavigation, cards, tabs
--icon-lg24px28px32px1.5pxFeature icons, empty states
--icon-xl32px40px48px1.5pxHero, onboarding illustrations
Size Variants — Trending Up icon
xs·12px
sm·16px
md·20px
lg·28px
xl·40px

Button

Buttons trigger actions. Variants communicate importance hierarchy from primary CTA to ghost actions.

Variants

Live Preview Code
<button class="c-btn c-btn-primary">Primary</button> <button class="c-btn c-btn-accent">Accent</button> <button class="c-btn c-btn-secondary">Secondary</button> <button class="c-btn c-btn-outline">Outline</button> <button class="c-btn c-btn-danger">Danger</button> <button class="c-btn c-btn-ghost">Ghost</button>

Sizes

Live Preview

States

Live Preview — Click "Loading" to toggle

With Icons

Live Preview

Input

Form inputs for financial data entry. States communicate validation status for compliance workflows.

Live Preview Code
✓ Verified
Invalid format — expected XX-XXXXXXX
$
<input class="c-input" placeholder="Default" /> <input class="c-input success" value="Valid" /> <input class="c-input error" value="Invalid" /> <select class="c-input c-select">...</select>

Toggle & Checkbox

Selection controls for settings and multi-choice forms.

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Toggles
Checkboxes
Radio
Slider
0%42%100%

Badge & Tag

Status indicators and categorical labels for financial workflows.

Live Preview
Active Verified Pending Rejected AI Draft Archived

Card

Cards group related content and data. Hover states signal interactivity.

Live Preview
Total AUM
$24.5M
+8.72% YTD
Client Score
9.1/10
Above Average
Pending Docs
2
Action Required

Alert & Toast

Feedback patterns for system messages, confirmations, and compliance notifications.

Inline Alerts

Live Preview
Info: Quarterly review scheduled for April 3, 2026.
Success: Investment proposal signed — compliance review in progress.
Warning: Fixed income allocation +2.3% above target threshold.
Error: Authentication failed — session expired.

Toast Notifications

Click to trigger

Data Table

Sortable data tables for portfolio holdings, transaction history, and compliance logs.

Live Preview
Asset ClassAllocationValueYTD Return
Equities42%$10,291,008+12.4%
Fixed Income28%$6,860,672+4.1%
Alternatives18%$4,410,432+9.8%
Real Estate8%$1,960,192+3.2%
Cash4%$980,096+0.2%

Progress

Progress indicators for onboarding flows, file uploads, and multi-step compliance processes.

Live Preview
Onboarding72%
KYC Verification100%
Document Upload40%

Modal & Dialog

Modals for confirmations, signatures, and compliance acknowledgments. Focus-trapped with keyboard navigation (WCAG 2.1 AA).

Live Preview — Click to open

Tooltip

Contextual hints for data points, regulatory terms, and abbreviations. Accessible via keyboard focus.

Live Preview — Hover over items
FINRA SuitabilityFINRA Rule 2111 requires broker-dealers to have reasonable basis to believe a recommended transaction is suitable for the customer. Sharpe RatioRisk-adjusted return measure. Higher = better return per unit of risk. Values > 1.0 are generally considered good. AML/KYCAnti-Money Laundering / Know Your Customer. Required under the Bank Secrecy Act and FINRA Rule 3310.

Avatar

User identity indicators for RM profiles, client accounts, and team displays.

Live Preview
AC
RM
JM
EC
AC
RM
JM
+4

Skeleton

Loading placeholders that maintain layout structure while data fetches. Reduces perceived latency.

Live Preview — Shimmer Loading State

Disclosure

Regulatory disclosure patterns for SEC, FINRA, and ASIC requirements. Expandable by default to meet visibility mandates while preserving UI cleanliness.

Risk Disclosure (ASIC)

Live Preview — Expandable Disclosure
Important Risk Warning — CFDs and Leveraged Products
ASIC Regulatory Disclosure: Trading CFDs carries significant risk and is not suitable for all investors. You could lose substantially more than your initial deposit. You do not own, or have any interest in, the underlying assets. 74% of retail investor accounts lose money when trading CFDs with this provider. Consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Refer to our Product Disclosure Statement (PDS) and Financial Services Guide (FSG).
FINRA BrokerCheck Notice
Check the background of this firm and its investment professionals on FINRA BrokerCheck. Past performance does not guarantee future results. Investments are not FDIC-insured and may lose value.

KYC Stepper

Multi-step Know Your Customer onboarding. Progressive disclosure collects all AML/FINRA-required information across 5 validated steps — Identity, Source of Wealth, Entity Structure, Investment Policy, and Compliance Review.

LIVE PREVIEW — Step 1 of 5: Identity Verification
1
Identity
2
Wealth
3
Entity
4
Policy
5
Review
Identity verification is required under FinCEN Customer Due Diligence rules (31 CFR § 1020.220).
Fields marked * are required

Risk Warning

Contextual risk indicators for leveraged products, margin calls, and position sizing. ASIC and ESMA mandated visibility at point of action.

Live Preview — Leverage Risk Indicator
High Leverage Warning
Leverage
1:30
Margin Required
$3,333
Liquidation At
$178.14
SafeWarningLiquidation

Suitability

FINRA Rule 2111 suitability assessment components. Captures risk tolerance, investment horizon, and financial situation for compliance-grade audit trails.

Live Preview — Suitability Questionnaire
What is your investment experience?
What is your annual income?
FINRA Rule 2111: This questionnaire satisfies the reasonable-basis suitability obligation. Responses are recorded and retained per SEC Rule 17a-4 (6-year retention requirement).

Session Timeout

Session management for authenticated financial portals. Preserves in-progress state and provides graceful re-authentication (WCAG 2.2.1 Timing Adjustable).

Live Preview — Timeout Warning

Session Expiring Soon

Your session will expire in 4:59. Any unsaved progress will be preserved. Click below to continue working.

Per WCAG 2.2.1: Users can extend, adjust, or turn off time limits. In-progress data is auto-saved.

Accordion

Expandable content panels for FAQ, regulatory disclosures, and progressive information architecture.

Live Preview — Click to expand
What are the account minimum requirements?
Xanthos Private Bank requires a minimum $5M in investable assets for individual accounts and $10M for family office structures. Accredited investor verification per SEC Rule 501(a) is required.
How is my data protected?
All data is encrypted with AES-256 at rest and TLS 1.3 in transit. We comply with SOC 2 Type II, GDPR, and CCPA requirements.
What regulatory bodies oversee the platform?
Registered with SEC (Investment Adviser), FINRA (Broker-Dealer), with ASIC (AFSL) authorization for Australian operations.

Tabs

Content segmentation for multi-view interfaces. Active tab maintains keyboard focus for WCAG compliance.

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Portfolio
Transactions
Documents
Settings
Portfolio overview with asset allocation, performance attribution, and geographic distribution.

Breadcrumb

Navigation trail for deep hierarchies. Provides context within multi-level information architecture.

Live Preview

Pagination

Page navigation for transaction logs, audit trails, and large data sets.

Live Preview
...

Divider

Visual separators for content sections. Horizontal and labeled variants.

Live Preview



Or continue with

Regulatory Disclosure

Dropdown

Action menus and selection lists with keyboard navigation support.

Live Preview — Click to toggle
View Details
Edit
Export PDF

Delete

Spinner

Loading indicators for asynchronous operations. Sizes scale with density mode.

Live Preview
Loading portfolio data...

Banner

Page-level announcements for system maintenance, regulatory updates, and critical alerts.

Live Preview
Platform maintenance scheduled for April 5, 2:00–4:00 AM EST. Learn more
ASIC Notice: New leverage restrictions effective April 15. View changes

Empty State

Placeholder content when data is unavailable. Provides context and actionable next steps.

Live Preview

No Transactions Yet

Once your investment proposal is approved, transactions will appear here with full audit trail.

Drawer

Slide-out panels for detail views, filters, and secondary content without leaving context.

Live Preview — Click to open

Client Details

RM
Robert Morrison
Morrison Family Office
Quick Stats
Net Worth$28.75M
Risk ProfileModerate
Last MeetingMar 1, 2026

File Upload

Document upload for KYC verification, tax forms, and compliance documentation.

Live Preview
Drop files here or browse
PDF, JPG, PNG up to 10MB · Government ID required for KYC
Passport_Morrison.pdf
2.4 MB · Uploaded
Verified

Textarea

Multi-line text input for notes, descriptions, and compliance remarks.

Live Preview
Markdown supported186 / 500 characters

Chip Select

Multi-select chips for filtering, tagging, and categorical selection.

Live Preview — Click to toggle
Equities Fixed Income Alternatives Real Estate Commodities Crypto

Timeline

Chronological event display for audit trails, trade history, and compliance logs.

Live Preview — Audit Trail
Apr 1, 2026 · 2:14 PM
Proposal Approved
Investment proposal #IP-4821 signed by Robert Morrison
Mar 28, 2026 · 10:30 AM
Compliance Review
KYC documentation verified — AML check passed
Mar 15, 2026 · 3:45 PM
Account Created
Morrison Family Office onboarding initiated

Stat / Metric

Key performance indicators and summary metrics for dashboards and reports.

Live Preview
Sharpe Ratio
1.42
▲ 0.18 vs benchmark
Max Drawdown
-8.4%
Within tolerance
Beta
0.87
Lower volatility
Alpha
+2.3%
Outperforming

Key-Value

Structured data display for account details, transaction records, and compliance metadata.

Live Preview
Account NumberXPB-2026-4821
Entity TypeFamily Office / LLC
Accredited Investor✓ Verified (SEC 501)
KYC StatusComplete
Last ReviewMar 28, 2026

Step Indicator

Compact horizontal step tracker for multi-step flows.

Live Preview
Review
Approve
3
Sign
4
Complete

Price Display

Real-time price rendering with directional indicators, color coding, and flash-on-change animation.

Live Preview
AAPL
182.48
▲ +0.23 (+0.13%)
NVDA
891.43
▼ -2.10 (-0.24%)
SPY
524.18
▲ +0.87 (+0.17%)

Order Entry

Trade execution form with buy/sell toggle, order type selection, and pre-trade risk check.

Live Preview
BUY
SELL

Position Card

Active position display with real-time P&L, entry price, and allocation weight.

Live Preview
AAPLLong
Qty: 10,000Entry: $181.20Mkt: $182.48Weight: 42%
+$12,800 (+0.71%)
NVDAShort
Qty: 2,000Entry: $895.50Mkt: $891.43Weight: 18%
+$8,140 (+0.45%)

Trade Ticket

Confirmation receipt for executed trades with compliance-grade audit metadata.

Live Preview
Order Filled#TXN-20260401-00847
ActionBUY
SymbolAAPL
Quantity500 shares
Fill Price$182.47
Total Value$91,235.00
ExecutionApr 1, 2026 14:32:08.442 EST

P&L Display

Profit and loss rendering with directional formatting, color coding, and arrow indicators.

Live Preview
Day P&L
+$42,380
Unrealized
-$18,220
YTD Total
+$2,134,800

Watchlist Row

Compact instrument display for watchlists with sparkline area, last price, and change.

Live Preview
AAPL182.48+0.13%
NVDA891.43-0.24%
SPY524.18+0.17%

Sparkline

Inline mini-charts for trend visualization within table rows, cards, and compact displays.

Live Preview
1D — Up
1D — Down
1D — Flat
Area fill variant

Depth Indicator

Order book depth visualization showing bid/ask volume at each price level.

Live Preview
182.50
182.49
182.48
182.47
182.46
← BID depthSPREAD: $0.01ASK depth →

Heatmap Cell

Color-intensity cells for market sector performance, correlation matrices, and risk grids.

Live Preview — Sector Performance
Tech
+2.4%
Health
+1.1%
Staples
+0.2%
Utils
-0.1%
Energy
-0.8%
RE
-1.9%
Financ.
+1.5%
Indust.
+0.6%

Order Book

Full bid/ask price ladder with quantity, cumulative depth bars, and spread highlight. Designed for HD-density trading terminals.

Live Preview — AAPL Order Book
QTYPRICEQTY
2,400 182.52
5,100 182.51
8,800 182.50
SPREAD$0.02 · 0.01%BEST
182.48
10,200
182.47
6,300
182.46
3,500

Instrument Header

Full instrument identity strip — symbol, name, exchange, asset class, currency, and live session status. Used at the top of charts and order panels.

Live Preview
Apple Inc.
NASDAQ · Equity · USD
$182.48 ▲ +0.13% ● OPEN
$
Euro / US Dollar
Forex · Spot · Majors
1.08342 ▼ -0.08% ● 24H

Leverage Selector

Interactive leverage input with risk-level color gradient and maximum allowed indicator. Risk disclosure updates dynamically per ASIC/ESMA regulatory constraints.

Live Preview
Selected leverage
Risk levelLow
ASIC max leverage: 30× for major FX, 2× for crypto. 74% of retail accounts lose money when trading CFDs.

Margin Panel

Account margin overview with used/available balance, margin level percentage, and warning thresholds. Color shifts to amber at 150% margin level and red at 110% (margin call zone).

Live Preview
Account Margin
Balance$50,000
Used Margin$8,400
Free Margin$41,600
Margin Level595%
Margin call at 100% · Stop out at 50%
⚠ Margin Warning
Balance$12,800
Used Margin$11,200
Free Margin$1,600
Margin Level114%
⚡ Approaching margin call threshold

Order Status

State badges and inline status rows for the full order lifecycle. Each state maps to a deterministic UI color and icon to support rapid scanning in high-volume queues.

Status Badge Variants
Working ⏳ Pending ◑ Partial Fill ✓ Filled — Cancelled ✕ Rejected ⚠ Expired
Order Queue Row
SymbolSideQtyPriceFilledStatus
AAPLBUY500182.00500/500 ✓ Filled
NVDASELL200895.00120/200 ◑ Partial
SPYBUY1,000525.000/1,000 ⏳ Pending

SL / TP Config

Stop Loss and Take Profit configuration with pip distance, price equivalence, and estimated P&L impact. The dual-input layout reduces cognitive load by showing both absolute price and distance simultaneously.

Live Preview — EUR/USD position @ 1.08342
−24.2 pips≈ −$242
+35.8 pips≈ +$358
Risk/Reward Ratio 1 : 1.48

Volume Bar

Volume histogram showing today's trading activity relative to the 20-day average. Above-average bars are highlighted in accent color to signal unusual activity.

Live Preview — AAPL Intraday Volume
9:30
10
11
12
13
14
15
16
Above avgBelow avgToday: 94.2M · Avg: 68.4M · +38%

Time & Sales

Live execution tape showing individual trades with timestamp, aggressor side, price, and size. Color coding distinguishes buyer-initiated (green) from seller-initiated (red) trades.

Live Preview — AAPL Tape
TimeSidePriceSizeExch
14:32:08.441BUY182.485,000NYSE
14:32:08.290SELL182.471,200ARCA
14:32:07.882BUY182.48800BATS
14:32:07.441SELL182.463,400NYSE
14:32:06.910BUY182.4810,000NYSE
Buy: 62% Sell: 38% Flow: Buyer dominated

Economic Calendar

Event row with impact tier indicator, consensus vs. previous values, and countdown. High-impact events trigger pre-event risk warnings in connected order entry components.

Live Preview — Today's Events
TimeEventImpactForecastPreviousActual
14:30 EST 🇺🇸 CPI YoY
HIGH
3.2% 3.4% 3.1% ↓
15:00 EST 🇬🇧 PMI Manufacturing
MED
49.8 48.3 Pending
17:30 EST 🇪🇺 ECB Speakers
LOW

Session Clock

Multi-timezone market session display showing open/closed status for major exchanges. Critical for institutional traders managing positions across jurisdictions.

Live Preview — Market Sessions
Open
New York
14:32 EST
NYSE · NASDAQ · AMEX
Closes in 1h 28m
Closed
London
19:32 GMT
LSE · ICE
Opens in 13h 58m
Closed
Tokyo
04:32 JST
TSE · OSE
Opens in 4h 58m
Pre-Open
Sydney
06:32 AEDT
ASX
Opens in 28m

Allocation

Visual portfolio allocation breakdown across asset classes. The bar-based approach is preferred over pie charts in high-density trading UIs for accurate proportional comparison at small sizes.

Live Preview — Portfolio Allocation
Asset ClassWeightValue
● Equities58%$290,120
● FX / Derivatives22%$110,050
● Fixed Income14%$70,030
● Cash6%$30,020
Total AUM$500,220

Spread Display

Bid/ask spread visualization with pip value and cost-per-lot calculation. Tight spreads are shown in green; widening spreads during low liquidity shift to amber with a visual indicator.

Live Preview
EUR/USD · Tight
BID
1.08342
SPREAD
0.2
pips
ASK
1.08344
Cost / 1 lot: $2.00
EUR/USD · Widening ⚠
BID
1.08338
SPREAD
1.8
pips
ASK
1.08346
Cost / 1 lot: $18.00 · Low liquidity window

Risk Matrix

Two-dimensional risk grid mapping position size against market volatility. Each cell's background intensity communicates aggregate risk level at a glance — designed to surface tail-risk concentrations without requiring mental arithmetic.

Live Preview — Portfolio Exposure Grid
Position →
Volatility ↓
Small
<$50K
Medium
$50–200K
Large
$200–1M
Block
>$1M
Low VIX <15
LOW
LOW
MED
MED
Mod VIX 15–25
LOW
MED
HIGH
HIGH ⚠
High VIX >25
MED
HIGH
HIGH
CRITICAL
Current portfolio: 3 positions in HIGH zone · 1 approaching CRITICAL threshold

Alert Config

Price alert configuration with condition logic, notification channel selection, and expiry. Supports absolute price, percentage move, and crossover triggers for professional traders managing multiple instruments.

Live Preview
AAPL will alert when it crosses $185.00 · Expires in 1 day

Trade History

Closed position history row with entry/exit prices, duration, and realized P&L. Color-coded P&L with directional indicators enables rapid performance scanning across hundreds of historical trades.

Live Preview — Closed Positions
DateSymbolSideEntryExitQtyP&L
Apr 3AAPLL181.20182.4810,000 +$12,800
Apr 2NVDAS895.50891.432,000 +$8,140
Apr 1MSFTL420.00418.50500 −$750
3 trades · Win rate: 67% Net P&L: +$20,190

Candlestick

OHLC candle display with body, wicks, and data annotation. The side panel shows Open / High / Low / Close values with directional color. Used in chart tooltips, trade review panels, and daily summary cards.

Live Preview — Daily Candles
Bullish · Apr 3
O181.20 H183.10 L180.85 C182.48
Bearish · Apr 2
O184.30 H185.10 L181.05 C181.80
Doji · Indecision
O182.00 H184.40 L179.80 C182.05

Screener

Instrument scanner with filter chips and ranked results. The chip-based filter pattern reduces the form footprint compared to dropdowns while keeping all active criteria visible — critical for traders who run multiple simultaneous scans.

Live Preview — Market Scanner
S&P 500 % Change >2% Vol > Avg + Add Filter
SymbolNamePriceChangeVolumeRel. Vol
NVDANVIDIA Corp891.43+4.2%68.4M2.4×
METAMeta Platforms510.22+3.1%42.1M1.8×
AMDAdvanced Micro Devices188.74+2.8%38.7M1.4×
3 results · Sorted by % Change · Updated 14:32 EST

Funding Rate

Perpetual swap funding rate display with next payment countdown, annualized rate, and long/short cost indication. Positive rates mean longs pay shorts; negative rates reverse the flow.

Live Preview — Perpetual Contracts
BTC-PERP
Binance Futures
Longs Pay
+0.0183%
per 8h · Annualised: +20.1%
Next paymentin 2h 14m
ETH-PERP
Binance Futures
Shorts Pay
−0.0042%
per 8h · Annualised: −4.6%
Next paymentin 2h 14m

API Credential

API key management card with reveal/conceal toggle, one-click copy, environment badge, and expiry indicator. Designed for the ACY Connect institutional B2B onboarding flow — credential issuance is the final step before a counterparty can connect their trading system.

Live Preview
Active
Production
API Key
ACY-PROD-••••••••••••••••
Created: Apr 1, 2026 Expires: Apr 1, 2027 IP Whitelist: 3 IPs
Expired
Sandbox
ACY-SBX-••••••••••••••••Expired Jan 15, 2026

Quote Comparison

Multi-broker quote comparison for best execution analysis. Highlights the tightest spread and lowest slippage per column. Used in institutional prime brokerage dashboards to satisfy best execution obligations under MiFID II.

LIVE PREVIEW — EUR/USD RFQ · Best Execution Analysis MiFID II RTS 27 · 3 LPs · Updated 0.8s ago
Prime A
Tier-1 LP
Bid1.08340
Ask1.08346
Spread0.6 pips
Latency4.2 ms
Est. fill: $98k Score 8.1
Prime B
ECN
Bid1.08338
Ask1.08348
Spread1.0 pips
Latency6.8 ms
Est. fill: $72k Score 6.4
BEST ROUTE
Prime C
STP · Non-dealing
Bid1.08342
Ask1.08344
Spread0.2 pips
Latency1.8 ms
Est. fill: $124k Score 9.7
Recommended LPPrime C
Savings vs. worst~$62 per $1M notional
Execution policySTP · no last-look
Review cadenceQuarterly

Motion

Animation timing functions for transitions, micro-interactions, and loading states. Click each card to preview.

Ease Out
cubic-bezier(0.0, 0, 0.2, 1)
Entry transitions
Ease In Out
cubic-bezier(0.4, 0, 0.2, 1)
State changes
Spring
cubic-bezier(0.34, 1.56, 0.64, 1)
Micro-interactions
Linear
linear
Progress bars

Accessibility

WCAG 2.1 AA baseline with Finance-Specific Accessibility (FSA) protocols for institutional environments.

Luminance Tapering

Live Preview — Data Luminance Hierarchy
182.48 AAPL +0.13% 09:31:04 ACCT-4821
← Mission-Critical (>7:1)Non-Essential (<4.5:1) →

Color-Blind Safe Mode

Standard vs. Deuteranopia-Safe
Standard P&L
▲ +$42,380
▼ -$18,220
CB-Safe P&L
▲ +$42,380
▼ -$18,220

Density

Components adapt across three density modes. HD for trading terminals, MD for dashboards, LD for client portals.

TokenHD (Trading)MD (Dashboard)LD (Portal)
btn-height28px36px44px
input-height28px36px44px
row-height28px40px52px
cell-padding4px 8px8px 16px12px 20px
font-body12px14px16px
icon-size14px18px24px

Infrastructure & State

API-driven UI architecture for high-concurrency financial environments. We design the data lifecycle, not just the visual layer.

Real-time State Orchestration

In institutional platforms like TradeX, the UI must handle 10,000+ data updates per second across 8-monitor setups. Our design system extends into the state machine layer to ensure consistency and performance.

Deterministic UI States

Components are architected as finite state machines. Whether it's a "Partial Fill" on a trade ticket or a "Stale Data" warning on an Order Book, every visual state is a predictable outcome of the API payload.

Event-Driven Component Logic

We use a pub/sub architecture at the component level. A price update in the Order Book automatically propagates to the Risk Matrix and P&L attribution widgets, ensuring a unified "Truth State" across all open monitors.

Error & Liability Management

We categorize system failures into high-fidelity error states mapped to SEC/FINRA auditing requirements.

Error CategoryUI StrategyAudit Signal
API TimeoutGraceful degradation to "Stale Mode"ERR_302_TIMEOUT
Regulatory HaltImmediate action lock-downHALT_SEC_204
Auth ExpirySoft-relogin modal (non-disruptive)AUTH_REFRESH_01

Figma Libraries

Source Figma files for the complete Zerologix component library and brand system.

Component Library

Brand System

Date Picker

Date and date-range selection for transaction filtering, reporting periods, and regulatory filing deadlines. Essential for compliance date queries and historical data analysis.

PREVIEW Code
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April 2026

Select / Combobox

Three variants: a native styled Select for simple lists, a fully keyboard-navigable Combobox with type-ahead for instrument search, and a Multi-Select Tag input. All support grouped options and ARIA roles. Keyboard: ↑↓ navigate, Enter select, Esc dismiss.

PREVIEW — Native Styled Select

Radio Group

Exclusive choice selection for order type, account tier, and risk classification. Supports both horizontal and vertical layouts with descriptive labels for compliance contexts.

PREVIEW Code

Range Slider

Dual-handle range input for price filters, allocation percentages, and risk tolerance bands. Visual range display with real-time value updates for portfolio rebalancing.

PREVIEW Code
Min Price
Max Price
$0$50,000
0%35%100%

OTP Input

One-time password entry field for two-factor authentication, wire transfer confirmation, and sensitive admin actions. Secure digit-by-digit input with auto-focus between fields.

PREVIEW Code
Two-Factor Authentication Required
Enter the 6-digit code sent to your registered device.
Didn't receive the code? Resend

Command Palette

Keyboard-driven command interface (Cmd+K) for power users navigating instruments, executing trades, and accessing settings. Type-ahead command search with grouped action categories.

PREVIEW (Press Cmd+K) Code
Cmd+K
Actions
Buy Instrument
Place a market or limit order
B
Sell Instrument
Exit current position
S
Instruments
TYPESCRIPT
NASDAQ · Technology
3,421.50
UST 10Y
Government Bond
4.25%

Bottom Sheet

Mobile-first panel for order confirmation, filter selection, and quick actions. Dismissible sheet with drag handle and smooth scroll behavior for touch devices.

PREVIEW Code

Order Confirmation

Instrument
TYPESCRIPT
Order Type
Market Buy
Quantity
100 shares
Est. Total
$342,150
Order will execute at current market price.

Resizable Panel

Drag the divider handle to resize panel areas. Used in trading workspaces for chart/order-book splits and multi-panel layouts. Supports both horizontal and vertical orientations with min/max constraints.

PREVIEW — 50% | 50% Code
Price Chart AAPL · 1D
Order Book
PRICESIZETOTAL
182.4540072,980
182.4028051,072
182.3515027,352
182.30
182.2532058,320
182.2050091,100
182.1518032,787
Drag handle · min 80px per panel · resets on dblclick

Sticky Header

Persistent context bar for instrument identity, account status, and active session info. Remains visible during scroll for quick reference to critical data.

PREVIEW (sticky on scroll) Code
TYPESCRIPT
NASDAQ
3,421.50 +2.50 (+0.07%)
Account: Institutional
Market Open
52W High
4,125.75
52W Low
2,845.20
Volume
45.2M shares
Market will close in 4h 32m

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Sidebar Navigation

Collapsible left sidebar with grouped navigation links, notification badges, and active state indicators. Supports deep nesting for multi-level information architecture.

PREVIEW Code

Data Grid

Sortable, filterable, and paginated data grid for holdings, transaction history, and compliance logs. Column-based layout with sort indicators and selection checkboxes for bulk actions.

PREVIEW Code
Symbol Quantity Price P&L Action
TYPESCRIPT 250 3,421.50 +2,850.75
AMZN 150 2,890.25 -1,250.30
UST 10Y 500k 104.25 +12,450.00
Showing 3 of 157 holdings

Tree View

Hierarchical account and portfolio structure with interactive expand/collapse, keyboard navigation, and optional checkbox selection. Used for fund-of-funds, sub-account hierarchies, and permission scopes.

PREVIEW — click nodes to expand · arrow keys to navigate
Institutional Portfolio $48.2M
Equities $22.4M 46.5%
US Large Cap $14.2M
Apple Inc. AAPL $3.1M +2.4%
Microsoft Corp. MSFT $2.8M +1.8%
NVIDIA Corp. NVDA $2.4M -0.9%

Kanban Board

Workflow visualization for compliance task tracking, trade lifecycle states, and review pipelines. Drag-and-drop card management with status column organization.

PREVIEW Code
Backlog 5
Review ACY trade
Due: Apr 15
Audit log check
Urgent
In Progress 2
Verify settlement
Assigned: J. Smith
Review 3
AML screening
Flags: 0
Done 24
KYC verification
Completed: Apr 9

Calendar View

Event calendar for earnings announcements, regulatory filings, dividend dates, and economic events. Visual event markers with details on hover or click.

PREVIEW Code

Sun
Mon
Tue
Wed
Thu
Fri
Sat
Earnings
Dividend
Filing
Today

Code Block

Syntax-highlighted code display for API documentation, FIX protocol messages, and WebSocket payload examples. Copyable code with line numbers and language identifier.

PREVIEW Code
javascript
const order = {
  symbol: 'TYPESCRIPT',
  quantity: 250,
  type: 'LIMIT',
  price: 3421.50,
  timeInForce: 'GTC'
};

// Submit order to exchange
client.submitOrder(order)
  .then(response => {
    console.log('Order ID:', response.orderId);
  });

Notification Center

Aggregated notification feed for price alerts, compliance deadlines, and system messages. Categorized and dismissible notifications with priority indicators.

PREVIEW Code

Notifications

4
Price Alert
TYPESCRIPT exceeded $3,420 threshold
2 minutes ago
Compliance Deadline
Form 10-K filing due in 3 days
1 hour ago
System Update
v2.5.1 available with performance improvements
6 hours ago
Order Filled
Your limit order for 100 AMZN at $2,890 filled
Yesterday

Confirmation Dialog

High-stakes action confirmation for trade execution, wire transfers, and account changes. Modal dialog with warning icon, destructive action button, and cancel option.

PREVIEW Code

Confirm Wire Transfer

You are about to transfer $50,000 to JP Morgan Chase. This action cannot be undone.

Transfers are irreversible. Verify all details before confirming.

Context Menu

Right-click action menu for chart annotations, watchlist management, and quick trade execution. Floating menu with grouped actions and keyboard shortcuts.

PREVIEW (right-click enabled) Code

Drag & Drop

Reorderable lists for dashboard widget arrangement and watchlist prioritization. Visual feedback during drag operations with drop zone indicators.

PREVIEW Code
TYPESCRIPT
3,421.50
+2.50
AMZN
2,890.25
-1.75
Drop here to insert
UST 10Y
104.25
+0.50
NVDA
612.40
+8.25
Drag items by the handle to reorder

Keyboard Shortcuts

Keyboard shortcut reference panel for trading terminal hotkeys. Organized by category with searchable help modal for power users.

PREVIEW (press ? for help) Code

Keyboard Shortcuts

Trading

Buy B
Place market buy order
Sell S
Place market sell order
Cancel Order Ctrl+X
Cancel active order
Close Position Ctrl+W
Close entire position

Navigation

Command Palette Cmd+K
Open command search
Help ?
Show this help menu

Design System Reference Map

This system was built by studying 8+ world-class design systems — from institutional finance to government compliance. Below: what each reference taught us and how it shaped component decisions.

Financial & Institutional

Morningstar
Investment Data Platform
Semantic gain/loss color system with deuteranopia-safe alternatives. Dense data tables with sortable columns and row-level status indicators.
Data ColorA11yTables
Financial Times Origami
FT Group
Financial data presentation with strict typographic hierarchy. ARIA-landmark structure for screen reader navigation of live market data.
TypographyARIALive Data
Bloomberg Fish Tank
Bloomberg Industry Group
Ultra-dense information architecture. Every pixel earns its place. Inspired our HD density mode for trading terminal components.
DensityTerminalB2B
Finastra Design System
Finastra (Misys + D+H)
Regulatory requirements baked into component variants. Compliance state as a first-class design concern — not a post-hoc annotation.
ComplianceVariantsFintech

Enterprise & Data

IBM Carbon
IBM Design
Enterprise-grade form validation patterns with inline error recovery. Structured notification hierarchy (toast → inline → page-level) adopted directly.
FormsValidationEnterprise
Elastic EUI
Elastic
Data-heavy table patterns with expandable rows, bulk actions, and real-time update indicators. Used as reference for the Data Grid component.
Data GridReal-timeOpen Source
Palantir Blueprint
Palantir Technologies
Dark-first design system built for intelligence and financial analysis. Dense number formatting and monospace data alignment patterns.
Dark ModeAnalyticsDense Data
Atlassian Design System
Atlassian
Token-first architecture with multi-brand theming. Their semantic token naming conventions (--color-background-success) informed our own token layer.
TokensThemingMulti-brand

Government & Regulatory

GOV.UK Design System
Government Digital Service, UK
Disclosure and consent patterns for public services. Clear, unambiguous language for legally-required notices. Informed our Disclosure and KYC components.
DisclosureConsentAccessible
USWDS
U.S. Federal Government
Section 508 compliance patterns. Federal form patterns for identity verification — reference for KYC multi-step flow and suitability assessment design.
Section 508FormsIdentity

What This System Does Differently

Regulation as Component Variant
EU / UK / AU / US regulatory states are first-class variants — not conditional CSS hacks. Switch jurisdictions; components adapt automatically.
Real Regulatory Text
ESMA loss percentages, FCA CASS rules, MiFID II article references — all sourced from actual regulatory instruments, not made-up placeholders.
Density-Aware Architecture
HD (terminal), MD (dashboard), LD (client portal) — one token system, three information densities, zero component duplication.

MiFID II Suite EU 2014/65/EU

MiFID II (Markets in Financial Instruments Directive II) mandates pre-trade transparency, post-trade reporting, best execution disclosure, and transaction cost reporting. These components encode those requirements as interactive UI patterns — not PDF documents.

Pre-Trade Transparency — Best Execution Venues Art. 27

Investment firms must take all sufficient steps to obtain the best possible result for clients. This panel surfaces venue-level data so PMs can verify routing decisions before order submission.

Live Preview — Pre-Trade Venue Analysis
Pre-Trade Transparency · AAPL · Equity · Lit Markets + Dark MiFID II Art. 27
VENUEFILL RATELATENCYREBATEALLOCQUALITY SCORE
Reporting obligation: T+1 via ARM Venue data: real-time via SIP

Post-Trade Confirmation Art. 59 & 60

Investment firms must send trade confirmations no later than the first business day after execution. This confirmation component encodes all MiFID II-required fields.

Live Preview — Trade Confirmation (MiFID II Compliant)
Trade Confirmation — TXN-00291847 CONFIRMED
Instrument (ISIN)AAPL · US0378331005
Transaction TypeBuy · Market Order
Quantity500 shares
Execution Price$182.49
Total Consideration$91,245.00
Execution Venue (MIC)XNYS — NYSE
Transaction Costs (Art. 24)$18.25 (0.020%)
Execution Time (UTC)14:32:47.821
Settlement DateT+1 · 2026-04-14
Trade Report ID (ARM)TRDE-2026-291847-XNYS

Transaction Cost Disclosure Art. 24(4) & RTS 28

Live Preview — Ex-Ante Cost Breakdown
Transaction Costs — Ex-Ante Disclosure · $91,245 Order
COST TYPEAMOUNT% OF ORDER
Explicit Costs (commission)$18.250.020%
Market Impact (spread)$9.120.010%
Slippage (est.)$4.560.005%
Clearing & Settlement$0.250.000%
Total Cost$32.180.035%

ESMA / FCA Risk Warning

ESMA (European Securities and Markets Authority) and FCA (Financial Conduct Authority) mandate specific risk warnings for retail CFD clients, including the percentage of retail investors who lose money. These are legally required — not optional copy.

Mandatory CFD Risk Warning ESMA 2018/796

Required at point of sale and on all marketing materials. The loss percentage must be calculated from the firm's own client data over the preceding 12 months and updated quarterly.

Live Preview — Risk Warning (3 Variants)
RISK WARNING — CFDS ARE COMPLEX INSTRUMENTS
74.3%
of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
⚠ Leverage Warning (FCA)
You have selected 20:1 leverage. This means a 5% adverse market move will result in a 100% loss of your margin. Losses can exceed deposits.
ℹ Negative Balance Protection
Under FCA COBS 22.4.3, your account is protected from negative balances. You cannot lose more than your deposited funds.

ESMA Leverage Caps by Asset Class ESMA 2018/796 Art. 4

Interactive — Leverage Cap Reference
Asset ClassESMA / FCA CapASIC CapRisk LevelMargin Required
Major FX Pairs (EUR/USD, GBP/USD…)30:130:1Medium3.33%
Non-major FX / Gold20:120:1Medium-High5.00%
Major Equity Indices (S&P 500, FTSE 100…)20:120:1Medium-High5.00%
Non-major Equity Indices / Commodities10:110:1High10.00%
Individual Equities5:15:1Very High20.00%
Cryptocurrency2:12:1Extreme50.00%

Jurisdiction Simulator

The same Order Entry component renders differently across regulatory jurisdictions. Switch between EU (MiFID II/ESMA), UK (FCA post-Brexit), Australia (ASIC), and US (CFTC/FINRA) to see how compliance requirements alter the interface — warnings, leverage caps, disclosures, and required fields all adapt automatically.

Live Interactive — Jurisdiction Switcher
🇪🇺 EU / ESMA
🇬🇧 UK / FCA
🇦🇺 Australia / ASIC
🇺🇸 US / CFTC

What Changes Per Jurisdiction

Risk Warning Text
Loss % must match firm's actual client data. ESMA/FCA require specific wording. ASIC has different AFSL disclosure requirements.
Leverage Caps
Hard limits enforced by ESMA (EU), FCA (UK), ASIC (AU). US retail forex max 50:1 major pairs per NFA rules.
Negative Balance Protection
Mandatory for EU/UK retail clients. ASIC requires it. US does NOT require it — professional accounts can owe money.
Required Disclosures
EU: PRIIPS KID required. UK: FCA Client Categorisation. AU: Product Disclosure Statement. US: CFTC Risk Disclosure.

Best Execution MiFID II Art. 27 / RTS 27 & 28

Investment firms must demonstrate best execution — the best possible result for clients considering price, costs, speed, likelihood of execution, size, and market impact. This panel shows the Smart Order Router's venue decision in real-time.

Live Interactive — SOR Venue Selection (updates every 2s)
Instrument: AAPL US Equity Order: BUY 500 shares @ MARKET Est. Size: $91,245 Best Ex. Policy v4.2
VENUEFILL %LATENCYREBATEALLOCATION
Routing Decision: Optimising across lit and dark venues…
MiFID II RTS 27 venue data published quarterly · RTS 28 top-5 execution venues report available in Downloads

FCA CASS — Client Money CASS 7 & 7A

The FCA's Client Assets Sourcebook (CASS) requires firms to segregate client money from firm money. This panel surfaces client money status for both the end-client view and the RM operational view — distinct audiences, distinct information needs.

Client View — Account Safety

Live Preview — Client Money Status (Client-Facing)
Your funds are protected
Your money is held in a segregated client account at Barclays Bank plc, separate from ACY Securities' own funds. In the unlikely event of ACY Securities' insolvency, your money is protected under CASS 7.13 and is not available to creditors. FSCS protection: up to £85,000.
Your Balance
$142,750.00
✓ Segregated
Custodian
Barclays Bank plc
FCA Authorised · Sort 20-00-00
Last Reconciliation
Today 06:00 UTC
Daily reconciliation per CASS 7.6
FSCS Protection
Up to £85,000
Financial Services Compensation Scheme

RM View — CASS Operational Status

Live Preview — Operations Dashboard (RM-Facing)
Total Client Money
$48.2M
✓ Reconciled
Segregated Accounts
3
Barclays · HSBC · Lloyds
CASS Reconciliation
06:00
✓ Today · No discrepancy
Client Money Deficiency
$0.00
✓ No shortfall
CASS 7.6.2 daily reconciliation complete · Next: 2026-04-14 06:00 UTC · Senior Manager (CASS): J. Thompson · FCA Reference: 730729
Design Decision Note

Two completely different components serve two completely different users — but they reference the same underlying data. The client view answers "is my money safe?" The RM view answers "are we CASS compliant today?" Same information architecture. Different cognitive tasks. Different visual weight.

CASS 7.6 CASS 7.13 COBS 2.1 MiFID II Delegated Reg.

Filter Bar

Chip-based active filter display with search, date range picker, and status toggles. Used in data grids, trade blotters, and compliance logs to surface active filter state clearly.

PREVIEW — click chips to remove · type to filter
Showing 84 of 234 orders
Quick:
SYMBOLSIDETYPEQTYPRICESTATUS

Split Button

Primary action button with a dropdown chevron for variant actions. Used for order entry (Buy / Buy Limit / Buy Stop), export (CSV / PDF / JSON), and report generation actions.

PREVIEW — click the chevron for dropdown actions
ORDER ENTRY
SELL ORDER
EXPORT
DISABLED STATE
Market closed

Audit Trail

Immutable chronological log of system events, user actions, and compliance decisions. Required for MiFID II best execution reporting, SOX audit support, and internal controls. Each entry is cryptographically linked to prevent tampering.

PREVIEW — 24 events today Code

Live Data Integration

Design components consuming real production APIs — zero mock numbers. Every price, rate, and filing shown here is fetched live. Demonstrates loading skeletons, stale-data detection (72-second window), error boundaries with last-known-good cache, and WebSocket reconnection with exponential backoff.

CoinGecko API Binance WebSocket open.er-api.com SEC EDGAR World Bank API Kraken API Alpha Vantage No API Keys Required
LIVE — CoinGecko · polling every 30s
Fetching...
ASSETCOINGECKOKRAKENSPREAD24H CHANGEMKT CAP
Connecting to CoinGecko... Source: coingecko.com/api · No key required