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analytics and visualization SDK for Investipal","maintainers":[{"name":"investipal-cam","email":"cameron@investipal.co"},{"name":"aryanmanik","email":"aryan@grnplatform.ca"}],"readme":"# Investipal Portfolio Analytics SDK\r\n\r\nA comprehensive React SDK for portfolio analytics and visualization, providing interactive charts, risk metrics, and portfolio analysis tools.\r\n\r\n## 🚀 Quick Start\r\n\r\n```bash\r\nnpm install @investipal/portfolio-analytics\r\n```\r\n\r\n**Install specific version:**\r\n\r\n```bash\r\nnpm install @investipal/portfolio-analytics@1.2.3\r\n```\r\n\r\n### Theme Setup (Optional but Recommended)\r\n\r\nWrap your app with the theme provider to enable consistent styling and custom colors:\r\n\r\n```jsx\r\nimport { SDKThemeProvider } from '@investipal/portfolio-analytics'\r\n\r\nfunction App() {\r\n  return (\r\n    <SDKThemeProvider\r\n      colors={{\r\n        primary: '#007bff',\r\n        secondary: '#6c757d',\r\n        success: '#28a745',\r\n        error: '#dc3545',\r\n        warning: '#ffc107',\r\n        info: '#17a2b8'\r\n      }}\r\n      apiKey=\"YOUR-API-KEY\"\r\n    >\r\n      {/* Your app components */}\r\n    </SDKThemeProvider>\r\n  )\r\n}\r\n```\r\n\r\n**Note:** Components now work without the theme provider and will use default colors. For custom styling, wrap your app with `SDKThemeProvider` or `SDKThemeWrapper`.\r\n\r\n**Color Structure:** The theme provider uses a simple flat color object structure:\r\n\r\n```jsx\r\nconst colors = {\r\n  primary: '#754EF5', // Primary brand color\r\n  secondary: '#29C76F', // Secondary brand color\r\n  success: '#29C76F', // Success state color\r\n  error: '#EA5455', // Error state color\r\n  warning: '#FF9F43', // Warning state color\r\n  info: '#00CFE8' // Info state color\r\n}\r\n```\r\n\r\n## 🎯 Component Usage Patterns\r\n\r\nEach component can be used in **two different ways**:\r\n\r\n### 1. **By Portfolio ID** (Fetches data automatically)\r\n\r\n```jsx\r\n<ComponentName portfolioId='your-portfolio-id' />\r\n```\r\n\r\n### 2. **By Passing Data** (You provide the data)\r\n\r\n```jsx\r\n<ComponentName data={yourPortfolioData} />\r\n```\r\n\r\n---\r\n\r\n## 📊 Available Components\r\n\r\n### 1. AnalyzeTabWithApi - Complete Dashboard\r\n\r\n**Usage Pattern 1: By Portfolio ID**\r\n\r\n```jsx\r\nimport { AnalyzeTabWithApi } from '@investipal/portfolio-analytics'\r\n;<AnalyzeTabWithApi portfolioId='your-portfolio-id' />\r\n```\r\n\r\n### 2. Stats - Risk Metrics Component\r\n\r\n**Usage Pattern 1: By Portfolio ID**\r\n\r\n```jsx\r\nimport { Stats } from '@investipal/portfolio-analytics'\r\n;<Stats portfolioId='your-portfolio-id' />\r\n```\r\n\r\n**Usage Pattern 2: By Passing Data**\r\n\r\n```jsx\r\n<Stats\r\n  data={[\r\n    { key: 'risk', value: 7.2 },\r\n    { key: 'div', value: 2.8 },\r\n    { key: 'rtn_inception', value: 18.9, created_on: '2023-01-15T10:30:00Z' },\r\n    { key: 'rtn_1mth', value: 3.45 },\r\n    { key: 'rtn_1yr', value: 12.7 },\r\n    { key: 'stdev', value: 15.3 },\r\n    { key: 'beta', value: 0.95 },\r\n    { key: 'sharpe', value: 1.2 },\r\n    { key: 'fees', value: 0.85 }\r\n  ]}\r\n  title='Portfolio Metrics'\r\n  showTitle={true}\r\n  height='200px'\r\n  width='100%'\r\n/>\r\n```\r\n\r\n### 3. HorizontalBarChart - Multi-Purpose Horizontal Bar Chart\r\n\r\n**Usage Pattern 1: By Portfolio ID (Auto-fetches data)**\r\n\r\n```jsx\r\nimport { HorizontalBarChart } from '@investipal/portfolio-analytics'\r\n\r\n// Asset allocation chart\r\n<HorizontalBarChart portfolioId='your-portfolio-id' chartType='asset' />\r\n\r\n// Sector allocation chart\r\n<HorizontalBarChart portfolioId='your-portfolio-id' chartType='sector' />\r\n\r\n// Bond allocation chart\r\n<HorizontalBarChart portfolioId='your-portfolio-id' chartType='bond' />\r\n\r\n// Tax allocation chart (requires riskId)\r\n<HorizontalBarChart portfolioId='your-portfolio-id' chartType='tax' riskId='your-risk-id' />\r\n```\r\n\r\n**Usage Pattern 2: By Passing Data**\r\n\r\n```jsx\r\n<HorizontalBarChart\r\n  data={[\r\n    { label: 'Stocks', value: 45 },\r\n    { label: 'Bonds', value: 25 },\r\n    { label: 'Cash', value: 30 }\r\n  ]}\r\n  height='20rem'\r\n  width='100%'\r\n  title='Portfolio Allocation'\r\n  showTitle={true}\r\n/>\r\n```\r\n\r\n### 4. TopHoldingsChart - Top Holdings Visualization\r\n\r\n**Usage Pattern 1: By Portfolio ID**\r\n\r\n```jsx\r\nimport { TopHoldingsChart } from '@investipal/portfolio-analytics'\r\n;<TopHoldingsChart portfolioId='your-portfolio-id' />\r\n```\r\n\r\n**Usage Pattern 2: By Passing Data**\r\n\r\n```jsx\r\n<TopHoldingsChart\r\n  data={[\r\n    { security: 'AAPL', weight: 15.5 },\r\n    { security: 'MSFT', weight: 12.3 },\r\n    { security: 'GOOGL', weight: 8.7 },\r\n    { security: 'AMZN', weight: 7.2 }\r\n  ]}\r\n  title='Top Holdings'\r\n  showTitle={true}\r\n  height='300px'\r\n  width='100%'\r\n/>\r\n```\r\n\r\n### 5. PerformanceChartSDK - Performance Comparison\r\n\r\n**Usage Pattern 1: By Portfolio ID**\r\n\r\n```jsx\r\nimport { PerformanceChartSDK } from '@investipal/portfolio-analytics'\r\n;<PerformanceChartSDK portfolioId='your-portfolio-id' />\r\n```\r\n\r\n**Usage Pattern 2: By Passing Data**\r\n\r\n```jsx\r\n<PerformanceChartSDK\r\n  data={{\r\n    labels: ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun'],\r\n    data: [100, 105, 110, 108, 115, 120]\r\n  }}\r\n  benchmarkData={[\r\n    {\r\n      name: 'S&P 500',\r\n      data: [100, 102, 105, 103, 108, 112]\r\n    },\r\n    {\r\n      name: 'NASDAQ',\r\n      data: [100, 104, 108, 106, 112, 118]\r\n    }\r\n  ]}\r\n  height='400px'\r\n  width='600px'\r\n/>\r\n```\r\n\r\n### 6. IndividualMapChart - Geographic Distribution\r\n\r\n**Usage Pattern 1: By Portfolio ID**\r\n\r\n```jsx\r\nimport { IndividualMapChart } from '@investipal/portfolio-analytics'\r\n;<IndividualMapChart portfolioId='your-portfolio-id' />\r\n```\r\n\r\n**Usage Pattern 2: By Passing Data**\r\n\r\n```jsx\r\n<IndividualMapChart\r\n  data={{\r\n    label: 'My Portfolio',\r\n    data: [50, 30, 20]\r\n  }}\r\n  labels={['United States', 'Canada', 'United Kingdom']}\r\n  color='primary'\r\n  active={true}\r\n  height='400px'\r\n  width='600px'\r\n/>\r\n```\r\n\r\n### 7. StockTableWithApi - Holdings Table\r\n\r\n**Usage Pattern 1: By Portfolio ID**\r\n\r\n```jsx\r\nimport { StockTableWithApi } from '@investipal/portfolio-analytics'\r\n;<StockTableWithApi portfolioId='your-portfolio-id' />\r\n```\r\n\r\n## 📊 Data Structure Examples\r\n\r\n### Portfolio Data Format (for passing data)\r\n\r\n```javascript\r\n{\r\n  id: \"portfolio-id\",\r\n  name: \"My Portfolio\",\r\n  value: 100000,\r\n  currency: \"USD\",\r\n  holdings: [\r\n    {\r\n      symbol: \"AAPL\",\r\n      name: \"Apple Inc.\",\r\n      weight: 0.15,\r\n      value: 15000,\r\n      gain: 0.12,\r\n      sector: \"Technology\"\r\n    }\r\n  ],\r\n  performance: {\r\n    daily: 0.02,\r\n    weekly: 0.05,\r\n    monthly: 0.15,\r\n    yearly: 0.25\r\n  },\r\n  risk: {\r\n    sharpe: 1.2,\r\n    alpha: 0.05,\r\n    beta: 0.95,\r\n    volatility: 0.18\r\n  }\r\n}\r\n```\r\n\r\n## 📋 Requirements\r\n\r\n- **React**: 17.0.0 or higher\r\n- **Node.js**: 14.0.0 or higher\r\n- **Browsers**: Chrome, Firefox, Safari, Edge (last 2 versions)\r\n\r\n## 📄 License\r\n\r\nMIT License - see LICENSE file for details.\r\n\r\n---\r\n\r\n**Need Help?** Check our documentation or open an issue on GitHub.\r\n","readmeFilename":"README.md"}