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Build portfolio allocation visualization #8

@GuiBibeau

Description

@GuiBibeau

User Story

As a portfolio user, I want an allocation visualization so that I can quickly understand how concentrated or diversified my portfolio is.

Context

This is the first visualization ticket. The goal is to add a useful chart or allocation panel that complements the dashboard without requiring full historical analytics.

Acceptance Criteria

  • Portfolio allocation by asset is visualized in a clear chart or allocation module
  • Percentage allocation is shown for priced assets
  • Assets without price data are handled explicitly
  • The visualization is responsive and accessible
  • The implementation uses reusable data transformation logic
  • The chart degrades gracefully for edge cases like one asset or many tiny assets

Notes

  • A pie, donut, or bar visualization are all acceptable if justified well
  • Prioritize readability and accessibility over flashy visuals
  • This should set up future insights work, not block it

Out of Scope

  • Historical performance charts
  • Gain/loss tracking
  • Tax analytics

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Medium

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    area:frontendFrontend UI and React application workarea:portfolioPortfolio dashboard and user-facing asset viewsenhancementNew feature or requestfellowshipSpring 2026 fellowship project workphase:3-advanced-productAdvanced product features and polish

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