Use this page as the visual and structural source of truth for future research articles.
Each block here exists so article assembly can be data-driven instead of hand-built in JSX.
If the styling changes here, every article using the same block type can inherit the update.
- A single article can mix narrative, evidence, visuals, and trust blocks.
- Sidebar blocks stay optional and article-specific.
- Charts and calculators are now reusable typed blocks.
Rich Text Section
Narrative Block
This is the default long-form section for any explanatory or analytical passage. It should carry the main reasoning load of the article, not just filler copy between tables.
Use it for intros, mechanics, conclusion sections, or any place where the reader needs context before seeing a table, chart, or scenario block.
Bullet List
- Use when the reader needs structured scanning rather than paragraph flow.
- Good for pros and cons, constraints, eligibility rules, or decision criteria.
- Keep each bullet self-contained and decision-useful.
“The article kit should make structure boring and reliable so the content can carry the differentiation.”
Comparison Table
| Dimension | Broker Margin | Box Spread |
|---|---|---|
| Rate visibility | Broker schedule | Market-implied at execution |
| Term certainty | Usually floating | Defined for the selected tenor |
Illustrative comparison only.
Metric Table
| Metric | Illustrative Value |
|---|---|
| Indicative spread | 180 bps |
| Reference tenor | 12 months |
| Estimated annual savings | $45,000 |
Data Matrix
| Scenario | Cost | Notes |
|---|---|---|
| High utilization | $96,000 | More sensitive to forced de-risking. |
| Buffered sizing | $82,000 | Better resilience under drawdown stress. |
Worked Example
Illustrative only.
Pricing Snapshot
IllustrativeProcess Steps
Use for procedural flows with a clear beginning and end.
Define objective
Cash need, tenor, tolerance.
Choose structure
Bank line, margin, or box spread.
Stress the sizing
Model drawdown buffer.
Execute and monitor
Track financing economics.
Define objective
Cash need, tenor, tolerance.
Choose structure
Bank line, margin, or box spread.
Stress the sizing
Model drawdown buffer.
Execute and monitor
Track financing economics.
Flow Diagram
Reuses the same visual primitive today.
Portfolio collateral
Funding source
Cash received
Defined settlement
Portfolio collateral
Funding source
Cash received
Defined settlement
Infographic Block
Works well for conceptual sequences and condensed education.
Problem
Structure
Execution
Outcome
Problem
Structure
Execution
Outcome
Split Visual
Can represent before/after or old path/new path.
Traditional loan
Bank underwriting
Restrictions
Market-based alternative
Traditional loan
Bank underwriting
Restrictions
Market-based alternative
Line Chart
Generic time-series chart block.
Use for rate paths, spreads, rolling averages, or execution windows.
Interpretation: A lower market-implied funding line can widen the decision gap versus floating broker margin.
Illustrative data only for block demonstration.
Bar Chart
Interpretation: Bars work best when the reader needs an immediate rank order rather than a time path.
Spread shown relative to the box spread baseline.
Spread Chart
Live mode marks the block as update-aware, even if the dataset is still mocked.
Analyst Note
Use this for interpretation, nuance, and what the raw numbers do not fully say on their own.
Risk Note
Use risk notes where execution, account treatment, or drawdown behavior could materially change the reader's decision.
Compliance Note
Use compliance notes when a section needs explicit legal, tax, or advice-scope framing.
Calculator Embed
This block copies the current research-page Yield Optimization Calculator as the reusable article version.
Interactive Tool: Yield Optimization Calculator
Adjust the loan amount to see real-time cost comparisons
Broker Margin Cost
@ 8.00% APR
$160,000
Box Spread Cost
@ 5.50% APR
$110,000
Annual Savings
250bps reduction
$50,000
Estimates are for illustrative purposes only. Actual rates depend on market conditions, expiration tenor, and execution quality. Broker rate assumes Tier 1 prime margin; box spread rate based on current near-tenor implied yield. Consult with your advisor.
CTA Block
Use this in-article only when you deliberately want a bottom-of-article conversion moment and there is no sidebar CTA competing with it.
For research pages, prefer one CTA surface per page unless a second one is clearly intentional.
Use the disclosure block at the end of the article body when assumptions, limitations, or source timing need explicit placement.