# Portfolio overview

A React block (a whole screen) in [Beamline](https://beamline.io/)'s [Blocks](https://beamline.io/components/blocks) category. Live demo: https://beamline.io/components/portfolio

What an account holds and how it is doing: the total that rolls as prices tick with today's change, value over time against a benchmark, allocation by asset or sector, daily profit and loss, and every holding with its value, cost, unrealised P&L and weight.

## Use it for

- The home screen of an investing, trading or treasury app: total value, performance, allocation and holdings.
- Any account that holds several assets bought at different prices.

## Not for

- Leveraged positions with liquidation prices on a trading screen ([positions-table](https://beamline.io/components/positions-table) in [trading-terminal](https://beamline.io/components/trading-terminal)).
- Browsing markets you don't hold ([market-screener](https://beamline.io/components/market-screener)).
- The record of orders and fills ([order-history](https://beamline.io/components/order-history)).

## Anatomy

- header: title, the total value (rolling) with today's change in money and percent, feed state, and the primary Deposit
- figures: unrealised P&L, realised P&L for the period, cash, and the best and worst holding today
- performance: value over the chosen range (1W · 1M · 3M · 1Y · All) with the benchmark dashed; value or return
- allocation: a donut by asset or by sector with each slice's share
- daily P&L: a bar per day for the range, gains and losses either side of zero
- holdings: asset, amount, price, value, 24h change, cost, unrealised P&L in money and percent, weight, 7-day trend; a row opens the asset

## Variants

- **0**: room: one column under 56rem (figures two across); performance beside allocation from 56rem; daily P&L under them

## States

- loading (every panel held in its shape)
- live (values move in place as prices tick)
- stale (prices old: says how old, values stay)
- an asset without a price (its value and P&L —, totals say how many are left out)
- cost unknown (P&L —)
- no holdings (what goes here, Deposit)

## Keyboard

- Tab: Deposit, the range, the value/return switch, the charts (each readable by arrows), allocation's by-asset/by-sector, the holdings table
- Table: arrows between cells, Enter opens the asset

## Motion

The total and figures roll to each new value; a change of range draws the line again; allocation slices grow from their share when switching by asset/sector. Ticks change values in place, rows never slide. Idle: nothing runs.

## Props

| Prop | Type | Default | Description |
| --- | --- | --- | --- |
| `holdings` (required) | `PortfolioHolding[]` | — | { symbol, name, sector, amount, price, cost, change, history? } — price null when unknown, cost (total paid) null when unknown. |
| `cash` | `number \| null` | — | Uninvested cash in the account currency. |
| `performance` | `{ time: number; value: number \| null; benchmark?: number \| null }[]` | — | Account value over the range, oldest first. |
| `dailyPnl` | `{ day: string; pnl: number \| null }[]` | — | Profit or loss per day for the range. |
| `realised` | `number \| null` | — | Realised P&L in the range. |
| `range / defaultRange / onRangeChange` | `"1W" \| "1M" \| "3M" \| "1Y" \| "ALL"` | — |  |
| `benchmarkLabel` | `string` | `"Benchmark"` |  |
| `status / updatedAt` | `"loading" \| "live" \| "stale" / number \| null` | — |  |
| `currency` | `string` | `"USD"` |  |
| `onDeposit / onOpenAsset` | `() => void / (symbol: string) => void` | — |  |
| `className / classNames / style / ref` | `string / PortfolioClassNames / CSSProperties / Ref<HTMLElement>` | — |  |

## Built from

- [slot-text](https://beamline.io/components/slot-text)
- [metric-card](https://beamline.io/components/metric-card)
- [segmented-control](https://beamline.io/components/segmented-control)
- [area-chart](https://beamline.io/components/area-chart)
- [pie-chart](https://beamline.io/components/pie-chart)
- [bar-chart](https://beamline.io/components/bar-chart)
- [data-grid](https://beamline.io/components/data-grid)
- sparkline
- button
- badge
- [empty-state](https://beamline.io/components/empty-state)
- skeleton

## Dependencies

`lucide-react`, `@tanstack/react-virtual`

## Import

```tsx
import { Portfolio } from "@/blocks/portfolio/portfolio";
```

## Get it

Portfolio overview is part of Beamline: 200+ components and 50+ complete screens for React that your coding agent (Claude Code, Codex, Cursor or any MCP client) installs into your app through Beamline's MCP server, as a ready-built package or as plain React source you can change. $49 launch price, one payment, no subscription, lifetime updates, one licence for your whole team. [Get Beamline](https://beamline.io/checkout?pack=complete) · [Connect your agent](https://beamline.io/connect)

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