# Fintech Portfolio Pnl

Investment portfolio with real-time P&L.

- id: `fintech-portfolio-pnl`
- Page: https://agentic-ui-kit.com/components/fintech-portfolio-pnl
- Live preview: https://agentic-ui-kit.com/fintech-trading/portfolio?piece=fintech-portfolio-pnl

## Install

```bash
agentic-ui add fintech-portfolio-pnl
npx shadcn@4.17.0 add @agentic-ui/fintech-portfolio-pnl
```

## Metadata

- **Level:** page
- **Category:** page
- **Installable in:** Radix UI (registry variant new-york)
- **Capabilities:** live-equity-counter, pnl-kpis, equity-curve, range-tabs, allocation-donut, allocation-grouping, positions-table, unrealized-pnl, day-pnl, weights
- **Intents:** compare-over-time, show-composition, track-status
- **Suits domains:** fintech, finance, analytics, billing
- **Interaction:** range-tabs, grouping-tabs, sort-tabs, tooltip
- **Screen role:** overview
- **Density:** medium
- **Dark mode:** yes
- **Use it for:** Investment portfolio with real-time P&L, Treasury summary with allocation by asset class, Trading account equity with an equity curve
- **Avoid when:** Double-entry bookkeeping, Portfolios with thousands of positions without pagination
- **Preserve when adapting:** kpi-to-trend-to-table-hierarchy, signed-pnl-encoding, allocation-grammar
- **Replace when adapting:** domain-copy, valuation-adapter, asset-classes, semantic-tokens
- **Adaptation effort:** medium
- **Coupling:** medium
- **Quality breakdown:** visual 9/10, responsive 9/10, accessibility 8/10, code 8/10
- **Uses primitives:** card, badge, table, input, label, switch
- **npm dependencies:** recharts, lucide-react
- **Motion:** profile subtle, library css, reduced-motion fallback yes
- **npm dependencies (registry):** lucide-react@0.577.0, recharts-v2@npm:recharts@^2.15.4
- **Registry dependencies:** chart-candlestick, chart-order-book, lib-motion, lib-motion-data, lib-motion-list, lib-motion-micro-interactions, lib-motion-modal-enter, lib-primitives, lib-tokens, motion-skeleton-shimmer, motion-tab-indicator