Onboarding Workspace
Complete onboarding in a few safe steps.
Find research that fits preferences, save it, and review paper-first readiness.
0 of 6 steps ready for this review state.
Customer onboarding is a guided product workspace only. It does not create broker links, collect credentials, place orders, deploy strategies, promise returns, or bypass paper-first human review.
Progress Tracker
1
Account Orientation
not started
2
Questionnaire
not started
3
Watchlist
not started
4
Subscription Access
optional
5
Connection Readiness
design only
6
Paper-First Review
waiting for evidence
The stepper is a navigation and progress aid only. It cannot complete onboarding, collect credentials, collect payment, connect brokers, or deploy strategies.
Snapshot
CustomerRole
-Best Fit Ideas
-Watchlists
0Paper Candidates
Personalization Preview
The questionnaire should immediately show customers what changes: news, strategies, creators, and portfolio previews become easier to tune.
News
Choose topics
Market, policy, earnings, and sector sections can be edited after onboarding.
Strategies
0 ideas
Strategy cards wait for questionnaire fit and evidence notes before ranking.
Creators
0 follows
Creator follows shape the home feed and can be reversed anytime.
Portfolio
Read-only
Portfolio performance stays a preview until broker connection approval exists.
Workspace Steps
| Step | State | Next Action | Safe Copy |
|---|---|---|---|
| Account Orientationaccount_orientation | not_started | Create an app account when hosted auth exists. | Start with education and saved preferences. No broker access is required. |
| Questionnairequestionnaire | not_started | Complete the research-fit questionnaire. | Recommendations are research-fit explanations, not investment advice. |
| Watchlistwatchlist | not_started | Save strategies to a watchlist before any paper review. | Watchlists are private research tracking only. |
| Subscription Accesssubscription_access | optional | Review available subscription plans and entitlement terms. | A subscription can unlock content, never broker permissions. |
| Connection Readinessconnection_readiness | design_only | Use the mock connection status page to review future permission tiers. | Broker connection remains disabled until a reviewed provider flow exists. |
| Paper-First Reviewpaper_review | waiting_for_evidence | Request paper review only after evidence, risk, and version checks pass. | Paper review is a human workflow and cannot enable live access automatically. |
Role Differences
- questionnaire saved
- watchlist created
- subscription access reviewed
- read-only connection readiness reviewed
- paper review packet requested only after evidence review
Blocked Actions
- collect_credentials
- connect_real_broker
- place_order
- deploy_strategy
- enable_live_access
- bypass_paper_review
- promise_returns
- provide_personalized_investment_advice