# Finance Investment Portfolio

TanStack sorting supports holdings inspection alongside portfolio history from fixtures.

- id: `finance-investment-portfolio`
- Page: https://agentic-ui-kit.com/components/finance-investment-portfolio
- Live preview: https://agentic-ui-kit.com/live/template/finance-tracker/investments?piece=finance-investment-portfolio

## Install

```bash
agentic-ui add finance-investment-portfolio
npx shadcn@4.17.0 add @agentic-ui/finance-investment-portfolio
```

## Metadata

- **Level:** page
- **Category:** page
- **Template:** Fundwell Finance Tracker
- **Installable in:** Radix UI (registry variant new-york), Base UI (registry variant base-vega)
- **Capabilities:** sorting, portfolio-history
- **Intents:** manage-collection
- **Suits domains:** finance, billing, saas, operations
- **Interaction:** sorting, portfolio-history
- **Screen role:** management
- **Density:** medium
- **Dark mode:** yes
- **Use it for:** TanStack sorting supports holdings inspection alongside portfolio history from fixtures.
- **Avoid when:** Production workflows require persisted financial data or transactional writes.
- **Preserve when adapting:** information-hierarchy, semantic-controls
- **Replace when adapting:** domain-copy, mock-data, domain-formatting
- **Adaptation effort:** medium
- **Coupling:** medium
- **Quality score:** 7.5/10
- **Quality breakdown:** visual 8/10, responsive 7/10, accessibility 6/10, code 8/10
- **Uses primitives:** badge, button, chart, table
- **npm dependencies:** @tanstack/react-table, lucide-react, recharts
- **Used in:** Fundwell Finance Tracker (template), Fintech Trading (analytics live) (blueprint)
- **npm dependencies (registry):** @tanstack/react-table@^8.21.3, lucide-react@0.577.0, recharts-v2@npm:recharts@^2.15.4
- **Registry dependencies:** lib-finance-tracker-utils, ui-finance-tracker-badge, ui-finance-tracker-button, ui-finance-tracker-chart, ui-finance-tracker-table