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Portfolio page redesign #6098

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JonRay15 opened this issue Mar 25, 2024 · 0 comments
Open
21 tasks

Portfolio page redesign #6098

JonRay15 opened this issue Mar 25, 2024 · 0 comments
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@JonRay15
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JonRay15 commented Mar 25, 2024

Story

As a user
I want a single place that I can go and manage all my assets
So that I know what i have, and can deposit and swap assets easily

Acceptance Criteria

  • There is a feature flag so we can not publish the new page until ready
  • The portfolio page is now split into 4 components
    • Asset breakdown
    • Actions panel (deposits / transfers / withdrawals / ledger entries)
    • Positions
    • Transaction list
  • These might vary in size and position, but for now lets assume they're just quarters and adjust from there based on size required / look and feel

So like

image

Or

image

ETC

Asset breakdown

Action panel

  • There is an action panel containing deposits, transfers, withdrawals, and ledger entries
  • There is a toggle to swap you between these functions
  • In the asset dropdown on each form we are using the asset icon (ask @edd for details)
  • When you click on "View withdrawals" on the toast it should take you to the portfolio page and should set the action panel to the withdrawal action.
  • Therefore we need to have a route for each action that users may need to do so that we can always direct people to this page with the relevant action popped up.

image
image

Positions

  • Show the existing portfolio table across all assets
  • So the normal tabs for
    • Positions
    • Orders
    • Fills
    • Funding payments
  • Revisit whether we want this to show across all keys which I think it currently does?

image

Transaction list

Sketch

Miro: https://miro.com/app/board/uXjVOs_PBKk=/

Additional details / background info

@JonRay15 JonRay15 changed the title Convert portfolio page to handle assets first and foremost Convert portfolio page to handle asset mgmt Mar 26, 2024
@JonRay15 JonRay15 added the design label Apr 3, 2024
@JonRay15 JonRay15 changed the title Convert portfolio page to handle asset mgmt Portfolio page redesign Apr 25, 2024
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