Pool Overview Page: Redesign

[0x4Graham]

Figma: https://www.figma.com/design/ng7qdNcSCXSDA6ZUdWIs6u/Pool-Overview%2F-Pool-Detail?node-id=2297-1928&t=OF26XqbbIy5issBW-0 This includes designs for both single and multi-tranche pools

Header

• Remove Anemoy SPC from the header
• Notice the formatting changes for the tabs with yellow underline

Pool Performance Block

• Chart will show historical NAV at all times. Users can toggle between Token Price or the APY per tranche (this is new and we will need to include the historical APY).
• Filter by date is now a drop down where the current date options can be selected
• Note the difference between a single tranche and double tranche pool, including colours for the tranche token prices
• We keep the Download CTA and the option for users to hover over the chart and see the metrics for that date

Overview Block

• We will no longer have the Structure block, all information will just be in Overview
• Add some of the existing fields: Asset type, Avg asset maturity, Min investment, Investment type, Available networks, Pool structure. All fields are mandatory, except Avg asset maturity
• For Available networks, show which network it is when the user hovers over the icon
• For Min investment, if there are multiple tranches, we show the range.
• (New field - mandatory) APY: An option to show different ranges of APY (7-day, 30-day, 90-day, YTD, Since inception). Issuers can decide which APY they want to display. If there are multiple tranches, we show the range.
• (New field - not mandatory) Rating: If the issuer adds a rating, then they have to (i) specify who the rating is from, (ii) attach the ratings reports. In the UI, we will then show a row for Rating with the rating company logo and the rating. If you hover over the rating, it changes to Charcoal background and white text highlighting that this field can be clicked. When users click on it, it takes them to the relevant ratings report. If the issuer does not add a rating, do not show this row. 
• (New field - mandatory): Expense ratio: Expense ratio = Sum of all fees related to the pool / Total NAV * 100. This will need to calculated to show in the UI. This field will also have a tool tip where the background colour changes to charcoal and text white. Text for tool tip: The operating expenses of the fund as a percentage of the total NAV

Token Table

• Table to adjust if single tranche or multiple. If multiple tranches, need to show the subordination column otherwise remove. 
• CTA on the table depends on investor status
• If the wallet is not connected, the CTA should be "Connect" and should open the connect wallet flow. Do not open side panel. 
• If the wallet is connected, but it is not on the memberlist of the fund, then show the "Onboard" button. The onboard button should follow the onboarding flow (i.e Open up new page to Anemoy onboarding). Do not open side panel. 
• If the wallet is connected & is onboarded to the fund but has not previously invested, then show "Invest" CTA. Clicking on the CTA should open the side panel. Side panel should show the renamed "Investment position" and now include Realized and Unrealized P&L. It will also now include the APY in the Price chart. 
• If the wallet is connected & is onboarded to the fund but has previously invested, then show "Invest / Redeem" CTA. Clicking on the CTA should open the side panel to Invest.

Issuer details block

• We will now have a box within the issuer details section asking the issuer to share information on the fields in the UI. These will need to be created in the form. None of these are mandatory. If the issuer does not add any of this information, we don't show this box and the issuer details text goes across the block. 
• The issuer name, text, and links to website/exec summary remain the same

Reporting block

• Highlight the 3 reports in a new box next to Issuer details
• Clicking View all CTA should direct user to the Reporting tab with Balance sheet, unless the user has clicked on a selected report. 
• Include pool analysis underneath if available. Pool analysis should change colour when hovered over to show that it's clickable. 

Transaction history

• Note the change in columns for the table. We will no longer have Type and Asset and instead have a Transaction column that more clearly defines the transactions. 

[kattylucy]

Pool structure right now is hard-coded as 'Revolving pool' for all pools. Do we want to keep this? @0x4Graham @sonam-jo

[sonam-jo]

No we want to introduce Static pools at some point so we should remove the hard coding. Thanks for checking!

[kattylucy]

I see this here, does it mean we need to add some of the fields when creating a pool

We will now have a box within the issuer details section asking the issuer to share information on the fields in the UI. These will need to be created in the form. None of these are mandatory. If the issuer does not add any of this information, we don't show this box and the issuer details text goes across the block.

@sonam-jo ?

[sophialittlejohn]

@sonam-jo from what I can tell we will need to add these fields to the create pool form and the edit configuration form:

1. Fund admin
2. Trustee
3. Pricing oracle provider
4. Auditor
5. Custodian
6. Investment manager
7. Sub-advisor

Historical default rate would come from the subquery (not sure if we have it already) For pool analysis we could use the author that we should already have

[sonam-jo]

1) yes we will need to add these fields in the form. It can be drop down if easier 2) I don't think this list is exhaustive / issuer may want to show different service providers, so we need to provide the option to add more with Title and name of service provider 3) Historical default rate is also a field the issuer can fill, this is not something we will calculate 4) No changes to the pool analysis, if it's there we show it in the UI otherwise no

None of the above fields are mandatory. But if the issuer decides to show Fund admin for instance, then they have to enter the name of the provider - it can't be left blank.