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Fintech Portfolio Pnl

Investment portfolio with real-time P&L.

Full screen Try a theme

About this page

What it's for

  • Investment portfolio with real-time P&L.
  • Treasury summary with allocation by asset class.
  • Trading account equity with an equity curve.

Includes

  • Live equity counter
  • Pnl kpis
  • Equity curve
  • Range tabs
  • Allocation donut
  • Allocation grouping
  • Positions table
  • Unrealized pnl

Works with

  • Radix UI primitives (the registry variant it ships in)
  • React 19, Next.js App Router and Tailwind CSS 4, installed with the shadcn CLI
  • Your theme tokens, in light and dark mode

Install

Included with Agentic UI Kit (one-time license). Install needs your license key: see pricing · connect your project.

Agentic UI CLI
agentic-ui add fintech-portfolio-pnl
Installs through shadcn and adapts the component to your design tokens.
shadcn CLI
npx shadcn@4.17.0 add @agentic-ui/fintech-portfolio-pnl

Used in

A standalone component: drop it into any screen.

Type
Page
Variants
Radix UI
Themes
Light and dark
Widths
Preview it at desktop, tablet and mobile widths above.
Motion
Animated, with a reduced-motion fallback
Sample data
Ships with sample data in market.ts; replace it with your own.