Data Visualisation
Finance & cashflow
Banking & investingPortfolio performance, bank money in and out, and cash projections. Interactive financial reports with clear numbers and useful comparisons.
Interactive example
Investment portfolio
Explore two sample portfolios. Day, week, month, and year controls update the chart, gains and losses, and holding performance together.
My investments
Sample portfolios · GBP
Total portfolio value
£48,562.84
+£284.36 (+0.59%)today
08:00 – 16:30 · UTC
- Investments
- £47,062.84
- Available cash
- £1,500.00
Current portfolio, including cash
- Global equities45.7%
- US technology25.5%
- UK equities16.1%
- Government bonds9.7%
- Cash3.1%
Holdings
Day change · 4 investments
| Investment | Value | Day change | Trend |
|---|---|---|---|
GLB Global equities 45.7% of portfolio | £22,184.20 | +£139.20+0.63% | Global equities day trend |
TECH US technology 25.5% of portfolio | £12,368.64 | +£112.74+0.92% | US technology day trend |
UK UK equities 16.1% of portfolio | £7,820.00 | −£15.20-0.19% | UK equities day trend |
BOND Government bonds 9.7% of portfolio | £4,690.00 | +£47.62+1.03% | Government bonds day trend |
Banking & forecasting
Cashflow report
Compare bank receipts and payments, explore a three- or six-month cash forecast, and replay transactions to see the report change.
Business banking · GBP
Cashflow overview
Recorded through 31 Aug 2026 · Sample account
Cash in bank
£59,800.00
Opening August: £55,200.00
Money in · August
+£36,500.00
Posted receipts
Money out · August
−£31,900.00
Posted payments
Net cashflow · August
+£4,600.00
Money in minus money out
Simulated bank feed · Demo paused
Ready to replay 8 sample bank transactions.
Projected cash · Nov 26
£71,050.00
+£11,250.00 from the recorded balance
Month-end balances. The dashed forecast starts at your last recorded balance.
View data for Cash balance & projection
| month | Recorded balance | Forecast (dashed) | Cash buffer |
|---|---|---|---|
| Feb 26 | £42,000.00 | — | £20,000.00 |
| Mar 26 | £45,400.00 | — | £20,000.00 |
| Apr 26 | £49,800.00 | — | £20,000.00 |
| May 26 | £47,700.00 | — | £20,000.00 |
| Jun 26 | £53,000.00 | — | £20,000.00 |
| Jul 26 | £55,200.00 | — | £20,000.00 |
| Aug 26 | £59,800.00 | £59,800.00 | £20,000.00 |
| Sept 26 | — | £64,300.00 | £20,000.00 |
| Oct 26 | — | £63,300.00 | £20,000.00 |
| Nov 26 | — | £71,050.00 | £20,000.00 |
Above your cash buffer
Every projected month closes above the £20,000.00 buffer under these assumptions.
Forecasts use illustrative scheduled receipts and payments, adjusted by the sliders. They show month-end cash, so a shortfall within a month may not appear.
Recorded monthly cash movements. Both bars show positive amounts; net cashflow is money in minus money out.
View data for Bank money in & out
| month | Money in | Money out |
|---|---|---|
| Mar 26 | £28,500.00 | £25,100.00 |
| Apr 26 | £31,200.00 | £26,800.00 |
| May 26 | £26,800.00 | £28,900.00 |
| Jun 26 | £34,600.00 | £29,300.00 |
| Jul 26 | £32,800.00 | £30,600.00 |
| Aug 26 | £36,500.00 | £31,900.00 |
Recent bank activity
Replay sample receipts and payments dated 31 August using the controls above. Each event updates the bank balance, August totals, both charts, and the forecast.
Rent & operations
28 Aug · Paid
−£11,300.00
Software & subscriptions
27 Aug · Paid
−£1,600.00
Payroll
25 Aug · Paid
−£19,000.00
Project invoices
15 Aug · Received
+£18,500.00
Client retainers
5 Aug · Received
+£18,000.00
Rent & operations
28 Jul · Paid
−£10,000.00
Latest 6 of 30 sample transactions. Simulation only; no bank connection.
Monthly cashflow report
Opening cash + money in − money out = closing cash. Forecast rows use your current assumptions.
| Month / status | Opening | Money in | Money out | Net cashflow | Closing |
|---|---|---|---|---|---|
| Mar 26Recorded | £42,000.00 | £28,500.00 | £25,100.00 | +£3,400.00 | £45,400.00 |
| Apr 26Recorded | £45,400.00 | £31,200.00 | £26,800.00 | +£4,400.00 | £49,800.00 |
| May 26Recorded | £49,800.00 | £26,800.00 | £28,900.00 | −£2,100.00 | £47,700.00 |
| Jun 26Recorded | £47,700.00 | £34,600.00 | £29,300.00 | +£5,300.00 | £53,000.00 |
| Jul 26Recorded | £53,000.00 | £32,800.00 | £30,600.00 | +£2,200.00 | £55,200.00 |
| Aug 26Recorded | £55,200.00 | £36,500.00 | £31,900.00 | +£4,600.00 | £59,800.00 |
| Sept 26Forecast | £59,800.00 | £38,000.00 | £33,500.00 | +£4,500.00 | £64,300.00 |
| Oct 26Forecast | £64,300.00 | £34,000.00 | £35,000.00 | −£1,000.00 | £63,300.00 |
| Nov 26Forecast | £63,300.00 | £42,500.00 | £34,750.00 | +£7,750.00 | £71,050.00 |
Reactive chart examples
Dynamic data
Use Start simulation or Add transaction in the cashflow example to replay sample bank events. Incoming and outgoing transactions update the ledger, summary values, bars, recorded balance, forecast, and monthly report together. Pause stops the feed; Reset demo restores the original data and assumptions.
Update your records
The example appends each transaction to a Vue ref after checking its stable ID. Use your API or event subscription in place of the sample feed.
Derive each view
Computed values aggregate the same records for summaries and charts. Forecasts start from the latest bank balance and use separate planned cash movements.
Pass reactive rows
Charts redraw when their rows change. Keep series keys stable and clean up polling or subscriptions when leaving the view, as the demo does with its timer.
Build your finance view
Keep balances and returns consistent
Total value includes investments and cash. Each period compares its opening value with the current total, and the chart uses those same endpoints. These sample portfolios have no deposits or withdrawals during the reporting periods. When connecting real accounts, supply cash-flow-adjusted returns from your service, preserve currency and valuation timestamps, and treat a missing opening balance as unavailable.
Open the investment portfolio block