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[WIP] Implement financial portfolio grid sample#12

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[WIP] Implement financial portfolio grid sample#12
Copilot wants to merge 1 commit intomasterfrom
copilot/implement-financial-portfolio-grid

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Copilot AI commented Mar 17, 2026

  • Explore repository structure and existing implementations
  • Update FinancialData.cs model to add Market, PurchaseDate, PriceHistory fields
  • Update FinancialService.cs to generate market info, purchase dates, and sparkline price history
  • Update FinanceGridComponent.razor with:
    • Column pinning for Symbol
    • Market and Date columns
    • Summary rows on key columns (Market Value, NET Profit, Allocation)
    • Inline IgbSparkline trend visualization in cell template
    • Color coding for profit/loss values
    • Better styling
  • Verify build succeeds
  • Take screenshot of resulting UI
Original prompt

This section details on the original issue you should resolve

<issue_title>Financial Portfolio grid sample implementation</issue_title>
<issue_description>Implement a Financial Portfolio grid sample matching the design from Finance sample in webcomponents.

Design reference:

  • Data grid for portfolio asset tracking, profit/loss analysis, with integrated charts for trends.
  • Show key columns: asset, market, date, quantity, price, performance metrics, and calculated columns.
  • Interactive features: sorting, filtering, column pinning, summary rows, and inline chart visualizations for dynamic data.
  • Modern visual style, styled with Bootstrap/Light theme.
  • Sample Design (WebComponents)

  • Theme: Bootstrap
  • Mode: Light
  • See also WebComponents repo for base implementation.</issue_description>

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Financial Portfolio grid sample implementation

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