Finance Investment Portfolio
TanStack sorting supports holdings inspection alongside portfolio history from fixtures.
Choose the primitives library your project already uses. Both look the same: your theme, not the variant, controls colors, shape, type and motion.
About this page
What it's for
- TanStack sorting supports holdings inspection alongside portfolio history from fixtures..
Includes
- Sorting
- Portfolio history
Works with
- Radix UI and Base UI primitives (pick the one your project uses)
- React 19, Next.js App Router and Tailwind CSS 4, installed with the shadcn CLI
- Your theme tokens, in light and dark mode
- 2 templates and blueprints on this site use it (below)
Install
Included with Agentic UI Kit (one-time license). Install needs your license key: see pricing · connect your project.
agentic-ui add finance-investment-portfolionpx shadcn@4.17.0 add @agentic-ui/finance-investment-portfolioUsed in
- Type
- Page
- Variants
- Radix UI and Base UI
- Themes
- Light and dark
- Widths
- Preview it at desktop, tablet and mobile widths above.
- Sample data
- Ships with sample data in
finance.ts; replace it with your own.
- npm packages
@tanstack/react-tablelucide-reactrecharts-v2- Registry dependencies
lib-finance-tracker-utilsui-finance-tracker-badgeui-finance-tracker-buttonui-finance-tracker-chartui-finance-tracker-table- Files
2 files
- components/templates/personal-finance/components/dashboard/investments-view.tsx
- components/templates/personal-finance/mock-data/finance.ts
Related components
Finance Accounts Summary
Account cards and recent transactions derive account totals from local fixtures.
Details and live previewFinance Analytics Dashboard
Period state selects locally derived monthly analytics; no server query or remote data integration.
Details and live previewFinance Budget Management
Category budgets combine spent/remaining summaries with a comparison chart; data is local mock data.
Details and live previewFinance Overview Dashboard
Configurable grid composes KPIs, charts, budgets and ledger; Zustand sections and density control rendering.
Details and live preview