Component library

Dashboard

• <RebalanceTradeList>

  financeDataListDashboard

  Ordered list of proposed rebalance trades with buy/sell/hold chips, formatted amounts, optional weight before/after, and optional turnover footer.

  When to use: Use after an allocation drift review to show the concrete trades required to return to target. Keep amounts pre-formatted strings (currency or % of NAV).

  Often with: AllocationDriftChartSimpleDataTableDataTable

  Preview

  Proposed rebalance trades

  To restore policy weights as of 31 May 2026

  • Sell

    MSCI World ETF

    Trim overweight global equity sleeve

    £420,000

    22.1% → 20.0%

  • Buy

    Sterling IG credit fund

    £280,000

    23.4% → 25.0%

  • Hold

    Private equity co-invest

    Within tolerance; no trade required

    —

  Estimated turnover3.2% of NAV

  Prop	Type	Notes
  title	string	Optional. Section heading.
  description	string	Optional. Muted subheading.
  trades	{ asset: string; action: "buy" | "sell" | "hold"; amount: string; weightBefore?: string; weightAfter?: string; note?: string }[]	Required. Proposed trades in execution order.
  turnoverLabel	string	Optional. Footer label, e.g. "Estimated turnover".
  turnoverValue	string	Optional. Footer value; shown only when both turnover props are set.

  Examples

  <RebalanceTradeList
    title="Proposed rebalance trades"
    description="To restore policy weights as of 31 May 2026"
    trades={[
      { asset: "MSCI World ETF", action: "sell", amount: "£420,000", weightBefore: "22.1%", weightAfter: "20.0%", note: "Trim overweight global equity sleeve" },
      { asset: "Sterling IG credit fund", action: "buy", amount: "£280,000", weightBefore: "23.4%", weightAfter: "25.0%" },
      { asset: "Private equity co-invest", action: "hold", amount: "—", note: "Within tolerance; no trade required" }
    ]}
    turnoverLabel="Estimated turnover"
    turnoverValue="3.2% of NAV"
  />