Product / Account Onboarding & Profile Setup / Portfolio Growth Needs

Portfolio Growth Needs

SCR-ONBOARD-08 · Account Onboarding & Profile Setup

LiveFigma 134:4139

Layout

Same nav + step-tracker shell as SCR-ONBOARD-06/07 ("Portfolio" node filled). Bold headline + gray subtext, then a 2-column grid of 6 square-ish selectable cards (small 3D icon, bold label, gray description each); selected cards get a filled-blue checkmark badge top-right and a light-gray fill, unselected stay white-bordered. Full-width black "Done" button at the bottom — this screen has no visible secondary/skip button distinct from "Done" itself.

States

- **Default**: nothing selected. - **Selected**: one or more options show a checked/highlighted state, independently toggleable. - **Skipped**: user proceeds with zero selections — a valid terminal state, not an error.

Acceptance criteria

All six options render and are independently toggleable (multi-select).
Selected options show a clear highlighted/checked state.
This screen can be skipped entirely; either way (skipped or completed), tapping "Done" proceeds to SCR-ONBOARD-10 (Profile Complete), which then hands off to FEAT-03 Project Setup (DOV-009).
Skipping marks the profile as partially complete rather than fully complete — visible later in settings.
Selections (or the skip) are saved and the completed/partial state persists across sessions.

Powered by — endpoints · the Backend agent owns these

POST /settings/profile/setup

In flows

Profile Setup