Caruso VenturesFinancial Tracker

Financial workbench standards

Scope first. Evidence beside the value. Tables that support comparison. The shared shell, controls and states every route composes from; version 0.3 of the design guide.

Invented examples

Hierarchy and financial typography

24px page titles, 16px section headings, 14px working data and 12px supporting context. Tabular figures, explicit currency and consistent precision. Identifiers and file names use the monospace stack.

Reported value · USD

$15,875,000.00

Latest available marks

Zero balance · USD

$0.00

Zero is a known value

Signed amount · USD

-$1,250.50

Leading minus before the currency symbol

Stable asset colors

Color identifies an asset class. It never implies investment performance or replaces a text label, and it does not change when a table is sorted or filtered.

  • Cash
  • Public equity
  • Fixed income
  • Private funds
  • Direct investments
  • Real assets

Fields, controls and focus

Label above the control, hint beneath, error last and tied to the control. Controls are 44px tall with a 4px radius; compact controls inside table rows are 32px. Tab through this surface to inspect the shared focus ring.

Scope applies to totals, holdings and allocation together.

Enter a decimal amount with up to four places, for example 250000.0000.

Primary actionQuiet action

Notices and status

A notice describes the data or the outcome of a request; a badge names a record's state. Tone is carried by a rule and text color and always accompanied by words.

This workspace runs on fixtures. Imports need the postgres data mode.

Batch published

42 valuations and 7 cash flows now appear in the portfolio.

Earlier marks

3 of 6 holdings have valuation dates before the reference date.

2 row problems; nothing was imported

  • line 4: amount is not a signed decimal
  • line 9: unknown instrument identifier
StagedPublishedRejectedFailedSynthetic record

Table standard

Title, context, toolbar, sortable headers, rows, footer total

Invented presentation examples, not portfolio records
Investment / AccountValuation dateStatusValue
Example investment with a deliberately long descriptive nameExample Custodian · ManagedEarlier markPublished$3,200,000USD
Known zeroExample Bank · CashPublished$0USD
Missing valueNo reported valueNo valuation dateStagedValue unavailable
Ownership scope total 2 marked examples · All entities$3,200,000 USD

Sorting is live on the portfolio overview and uses raw typed values. Missing and negative examples specify presentation only; they do not widen the nonnegative, required-value holdings contract.

Honest data states

Loading, empty, no match and failure are distinct. None of them is ever rendered as a zero-value portfolio.

Loading

Frame first; figures only when real.

Empty

Nothing to show, and why.

No matching holdings

Try an investment name, account or asset class.

Failure

A failed query is never an empty portfolio.

Portfolio unavailable

No balances have been substituted.