Portfolio chart

ObservationLeft and Right inspect. Escape clears.

Usage

Import the component and the stylesheet once. See Getting started to install the package.

import { PortfolioChartCard } from '@lilt-ui/charts/finance';
import '@lilt-ui/charts/styles.css';

<PortfolioChartCard
  title="Portfolio"
  data={portfolio}
  x="date"
  value="value"
  basis="basis"
  valueFormat={{ style: 'currency', currency: 'USD', notation: 'compact' }}
/>

Omit title to leave out the visible title. Set header={false} to remove the whole header, and use aria-label to name a chart inside your own card. legend={false} removes the legend independently. surface="ghost" controls only the visual frame. See Card composition.

Data

The chip is the gain over basis at the latest row, so deposits never read as returns. Drawdown is how far value sits below its highest point so far, zero at every new high; the pane reads the current drawdown and the worst in view. drawdown is exported for your own layouts.

// One row per day: what the account is worth and what went into it.
const portfolio = [
  { date: new Date('2025-09-26'), value: 25084, basis: 25000 },
  { date: new Date('2025-10-26'), value: 26867, basis: 26250 }, // a deposit raises the basis
];

Props

Every prop PortfolioChartCard accepts, in the order you are likely to reach for them.

Prop	Type	Description
`title`	`string`	Optional visible title. Omit to render no title. Also supplies the accessible name unless aria-label is set.
`data`	`Row[]`	One row per x position. Omit when using ranges.
`x`	`key of Row`	Text, number, or Date field for the x axis.
`value`	`key of Row`	Numeric field holding the account value.
`basis`	`key of Row`	Numeric field holding the cost basis, drawn as a stepped dashed line.
`label`	`string`	Names the value series. Defaults to Value.
`depth`	`boolean`	Lights the value path as a tube; the dashed basis stays flat.
`drawdown`	`boolean`	Shade how far the value sits below its best in a linked pane. Defaults to true.
`drawdownHeight`	`number`	Height of the drawdown pane in pixels. Defaults to 64.
`header`	`boolean`	Defaults to true. False removes the whole header: title, headline, delta and period controls, with no reserved space. Pass data directly when your app owns period selection.
`aria-label`	`string`	Accessible chart name, independent of the visible title. Falls back to title, then a generic chart name.
`delta`	`number`	Fractional change for the chip: 0.082 shows +8.2%.
`deltaTone`	`'default' \| 'inverse' \| 'neutral'`	Use inverse when a decrease is good.
`range`	`string`	Static period label in the header.
`ranges`	`{ id, label, data, delta?, headline? }[]`	Turns the period label into a select. Each range swaps the data.
`valueFormat`	`Intl.NumberFormatOptions`	Formats the headline, tiles, and axis, e.g. currency.
`legend`	`false \| 'tiles' \| 'inline' \| 'list' \| 'pills' \| 'bars'`	False removes the legend without changing the data. How the legend under the plot lays out: value tiles (default), a compact inline key, list rows, tinted pills, or bars that also draw each value against the largest.
`legendSwatch`	`'square' \| 'dot' \| 'line'`	The mark beside each legend label. Defaults to a rounded square.
`height`	`number`	Plot height in pixels. Defaults to 240.
`axis`	`'minimal' \| 'dots' \| 'inline' \| 'ruler' \| 'classic' \| 'segmented' \| { x, y }`	Axis preset. Minimal (default) labels only the x ends and has no grid. Set one per axis with `{ x, y }`; a segmented axis can take a `gradient` to read as a range.
`hover`	`'pills' \| 'tooltip' \| 'strip' \| 'headline'`	The one readout for the hovered point: pills on the axes (default), a tooltip with every series, a strip docked above the plot, or the headline and tiles alone.
`hoverStyle`	`'soft' \| 'solid' \| 'accent'`	How the pills or tooltip look. Soft (default) is surface glass; accent tints it with the hovered series.
`pillPosition`	`'auto' \| 'mark' \| 'axis'`	Where the value pill sits: above the hovered mark, or on the y axis. Auto picks mark when there are no y labels.
`tooltipIndicator`	`'square' \| 'dot' \| 'line'`	Series marker on each tooltip row, with hover="tooltip". Square by default.
`background`	`'dots' \| 'grid' \| 'lines' \| 'none'`	Texture behind the marks. Dots by default, with a hover spotlight.
`surface`	`'elevated' \| 'outline' \| 'ghost'`	Card treatment. Ghost removes the visual frame only; header and legend are independent controls.
`palette`	`'iris' \| 'cobalt' \| 'emerald'`	Series colors. Iris by default; explicit series colors still win.
`axisInset`	`number`	Padding between the plot edges and axis labels or pills.
`loading`	`boolean`	Shows a neutral loading skeleton, not data.
`loadingStyle`	`'shimmer' \| 'draw' \| 'breathe'`	Shimmer sweeps a highlight over still shapes; draw reveals them in order; breathe lets them settle. Follows the selected look, including depth, and respects reduced motion.
`empty`	`'dots' \| 'shape' \| ReactElement \| null`	What the card shows when the period has no data. Dots (default) gathers a quiet dot field around the message; shape lays the chart’s own outline behind it. Pass `<ChartEmpty>` with your own words, any element of your own, or null for nothing. Both looks stay still, so empty never reads as loading, and the headline reads a dash, never zero.
`compare`	`boolean \| 'headline' \| 'badge'`	Drag across the plot to compare two points in time. True or headline reads the change in the headline; badge reads it in the card’s tab and leaves the headline at rest.
`sync`	`string`	Link hover and pins with every card that uses the same name, matched by x value. A click pins them all, with a ghost pin on the others; Alt-click pins one card only.
`numberStyle`	`'count' \| 'pop' \| 'slide' \| 'roll' \| 'flow' \| 'scramble'`	How the headline animates when its value changes. Count (default) counts to the new value.
`motion`	`'auto' \| 'none'`	None turns off decorative motion; reduced motion does this automatically.
`defaultRange`	`string`	Initial range id; defaults to the first supplied range.
`locale`	`string`	Locale used for number formatting. Defaults to en-US.
`formatValue`	`(value: number) => string`	Custom value text, taking precedence over valueFormat.
`formatAxisValue`	`(value: number) => string`	Custom compact axis value text.
`formatX`	`(value: string \| number \| Date) => string`	Custom x label text.
`xType`	`'category' \| 'number' \| 'time'`	Override inferred x type. Use time for numeric Unix timestamps in milliseconds.
`spotlight`	`boolean`	Highlight the inspected position in the plot background. Defaults to true.
`badge`	`ReactNode`	Content in the tab above the card. A comparison badge can replace this while a comparison is active.
`className`	`string`	Additional class on the card frame.
`style`	`CSSProperties \| ChartStyle`	Inline styles and scoped --lilt-* chart variables.
`pillValue`	`'series' \| 'stack'`	Read an individual series value (default) or its stacked height. Has no effect when the card has no stacked series.
`decimate`	`boolean`	Defaults to true. Line and Area marks retain at most four observations per pixel column. Other marks draw every row; inspection and summaries always read the full data.
`bleed`	`boolean`	Let marks reach the card edges with a soft fade.
`headline`	`number`	Override the resting headline; an active range headline takes precedence.

// One row per day: what the account is worth and what went into it. const portfolio = [ { date: new Date('2025-09-26'), value: 25084, basis: 25000 }, { date: new Date('2025-10-26'), value: 26867, basis: 26250 }, // a deposit raises the basis ];

Prop

Type

Description

title

string

Optional visible title. Omit to render no title. Also supplies the accessible name unless aria-label is set.

data

Row[]

One row per x position. Omit when using ranges.

x

key of Row

Text, number, or Date field for the x axis.

value

key of Row

Numeric field holding the account value.

basis

key of Row

Numeric field holding the cost basis, drawn as a stepped dashed line.

label

string

Names the value series. Defaults to Value.

depth

boolean

Lights the value path as a tube; the dashed basis stays flat.

drawdown

boolean

Shade how far the value sits below its best in a linked pane. Defaults to true.

drawdownHeight

number

Height of the drawdown pane in pixels. Defaults to 64.

header

boolean

Defaults to true. False removes the whole header: title, headline, delta and period controls, with no reserved space. Pass data directly when your app owns period selection.

aria-label

string

Accessible chart name, independent of the visible title. Falls back to title, then a generic chart name.

delta

number

Fractional change for the chip: 0.082 shows +8.2%.

deltaTone

'default' | 'inverse' | 'neutral'

Use inverse when a decrease is good.

range

string

Static period label in the header.

ranges

{ id, label, data, delta?, headline? }[]

Turns the period label into a select. Each range swaps the data.

valueFormat

Intl.NumberFormatOptions

Formats the headline, tiles, and axis, e.g. currency.

legend

False removes the legend without changing the data. How the legend under the plot lays out: value tiles (default), a compact inline key, list rows, tinted pills, or bars that also draw each value against the largest.

legendSwatch

'square' | 'dot' | 'line'

The mark beside each legend label. Defaults to a rounded square.

height

number

Plot height in pixels. Defaults to 240.

axis

'minimal' | 'dots' | 'inline' | 'ruler' | 'classic' | 'segmented' | { x, y }

Axis preset. Minimal (default) labels only the x ends and has no grid. Set one per axis with `{ x, y }`; a segmented axis can take a `gradient` to read as a range.

hover

'pills' | 'tooltip' | 'strip' | 'headline'

The one readout for the hovered point: pills on the axes (default), a tooltip with every series, a strip docked above the plot, or the headline and tiles alone.

hoverStyle

'soft' | 'solid' | 'accent'

How the pills or tooltip look. Soft (default) is surface glass; accent tints it with the hovered series.

pillPosition

'auto' | 'mark' | 'axis'

Where the value pill sits: above the hovered mark, or on the y axis. Auto picks mark when there are no y labels.

tooltipIndicator

'square' | 'dot' | 'line'

Series marker on each tooltip row, with hover="tooltip". Square by default.

background

'dots' | 'grid' | 'lines' | 'none'

Texture behind the marks. Dots by default, with a hover spotlight.

surface

'elevated' | 'outline' | 'ghost'

Card treatment. Ghost removes the visual frame only; header and legend are independent controls.

palette

'iris' | 'cobalt' | 'emerald'

Series colors. Iris by default; explicit series colors still win.

axisInset

number

Padding between the plot edges and axis labels or pills.

loading

boolean

Shows a neutral loading skeleton, not data.

loadingStyle

'shimmer' | 'draw' | 'breathe'

Shimmer sweeps a highlight over still shapes; draw reveals them in order; breathe lets them settle. Follows the selected look, including depth, and respects reduced motion.

empty

'dots' | 'shape' | ReactElement | null

What the card shows when the period has no data. Dots (default) gathers a quiet dot field around the message; shape lays the chart’s own outline behind it. Pass `<ChartEmpty>` with your own words, any element of your own, or null for nothing. Both looks stay still, so empty never reads as loading, and the headline reads a dash, never zero.

compare

boolean | 'headline' | 'badge'

Drag across the plot to compare two points in time. True or headline reads the change in the headline; badge reads it in the card’s tab and leaves the headline at rest.

sync

string

Link hover and pins with every card that uses the same name, matched by x value. A click pins them all, with a ghost pin on the others; Alt-click pins one card only.

numberStyle

How the headline animates when its value changes. Count (default) counts to the new value.

motion

'auto' | 'none'

None turns off decorative motion; reduced motion does this automatically.

defaultRange

string

Initial range id; defaults to the first supplied range.

locale

string

Locale used for number formatting. Defaults to en-US.

formatValue

(value: number) => string

Custom value text, taking precedence over valueFormat.

formatAxisValue

(value: number) => string

Custom compact axis value text.

formatX

(value: string | number | Date) => string

Custom x label text.

xType

'category' | 'number' | 'time'

Override inferred x type. Use time for numeric Unix timestamps in milliseconds.

spotlight

boolean

Highlight the inspected position in the plot background. Defaults to true.

badge

ReactNode

Content in the tab above the card. A comparison badge can replace this while a comparison is active.

className

string

Additional class on the card frame.

style

CSSProperties | ChartStyle

Inline styles and scoped --lilt-* chart variables.

pillValue

'series' | 'stack'

Read an individual series value (default) or its stacked height. Has no effect when the card has no stacked series.

decimate

boolean

Defaults to true. Line and Area marks retain at most four observations per pixel column. Other marks draw every row; inspection and summaries always read the full data.

bleed

boolean

Let marks reach the card edges with a soft fade.

headline

number

Override the resting headline; an active range headline takes precedence.

Chart style

Palette

Theme

Appearance

Reading & motion

Usage

Data

Props

Chart style

Palette

Theme

Appearance

Reading & motion

Portfolio chart

Usage

Data

Props