Managing complex client portfolios, tracking

Managing complex client portfolios, tracking tax harvesting, and fixing portfolio drift shouldn't require clunky legacy spreadsheets. With Mainline, we built a modern dark-mode component ecosystem designed to give wealth managers instant visibility and trade-ready AI insights. ⚡️💎

Here is a look at what we staged across the 4 frames:

📊 Portfolio Intelligence Hub: Complete asset allocation card mapping multi-custodian balances ($1.84M+) and asset classes.

🛡️ Audit-Ready Compliance & Tax Cards: Streamlined compliance security shield paired with automated harvestable loss charts ($3M+).

🎯 Risk Drift Radar Chart: Interactive multi-axis asset alignment tool showing target vs. current allocations with live trade insights.

🌐 Community Integration Grid: Dark metallic cards providing quick access pathways to GitHub, Discord, and social updates.

Swipe through the frames and let us know which UI widget catches your eye first! Feedback and support are greatly appreciated. ❤️👇