Portfolio Grid Demo

This sample simulates a portfolio manager application using Essential Grid. It allows tracking all investments and assets in stocks and mutual funds. It provides insight into current market pricing that would help plan future investments.

Features:

The sample comes with three modules whose features are explained below.

Dashboard
This is where you can track the status of all investments. It comes along with a variety of views.

Portfolio screenshot

Dashboard - Detail View

Contribution Analyzer
This module illustrates the contributions of different stocks for every portfolio account by using chart controls. Click on the desired portfolio account in the left-side chart to drill down into its contributions.

Portfolio screenshot

Contribution Analyzer

Performance Analyzer
This module does a performance analysis and shows the market history for the top three large-cap accounts. You have options to view the history for the last three months, last six months, or last year.

Portfolio screenshot

Performance Analyzer

Note: For its execution, this sample depends on the following Syncfusion assemblies along with the Syncfusion Grid Package assemblies.

To switch to the locally installed PortfolioManagerDB database, include // before #define SharedPortfolioManagerDB to mark it as a comment from the program.cs file in the sample.