Embed stunning, minimalist charts directly into your banking or wealth management app. Designed for simplicity, our touch-first, lightweight charts provide a flawless mobile experience for retail investors.
Open the consumer demo
Full-screen wealth app — compare chart, allocation ring, watchlist sparklines. Also try the light banking route at /starters/fintech-integration/app-bank.
This page is your starting point: try the consumer demo, download a small React project, run it on your machine, then change whatever you want. Equities use static CSV fixtures; the live demo also supports a Crypto toggle with Binance data.
Get started in 5 steps
New to React or embedding charts in a banking app? Follow this path once. After that, extend the shell with your data feed and product chrome.
1
See the finished app
Open the consumer demo in another tab. This is what you are building — portfolio hero, compare chart, holdings, and asset detail. No install yet.
2
Download the starter project
Scroll to Starter code below and click Download ZIP. You get a ready-made Vite + React project with equity CSV fixtures — no need to clone this docs repo.
3
Install dependencies
Unzip the folder, cd into it, and run npm install. You need Node.js 18+.
4
Run it locally
Run npm run dev. Open the local URL (usually http://localhost:5173). The compare chart loads AAPL / VWCE / SPY from public/data/fintech-equity/.
5
Start changing things
Open src/App.tsx in your editor. Tweak colors, symbols, or portfolio layout — save and the page updates. Check snippets/ for chart setup, portfolio model, and shell components.
Prefer the browser? Use StackBlitz below — same workflow, no unzip step.
What already works vs what you add later
The starter is a consumer wealth UI with chart runtime and static equity fixtures. Toggle Crypto in the live demo for live Binance data — wire your own feed when you go to production.
In the starter ZIP
Works as soon as you run the project
No API keys for equities — CSV files ship in the zip under public/data/.
Download a zip, or copy a snippet into your own app. The zip includes src/App.tsx, src/equityDataLoader.ts, CSV fixtures in public/data/fintech-equity/, and extra examples in snippets/.
# After downloading and unzipping the starter from /starters/fintech-integration:
cd exeria-fintech-wealth
npm install
npm run dev
# Open the URL printed in the terminal (usually http://localhost:5173).
# Edit src/App.tsx — save and the browser refreshes.
# Equity CSV fixtures are in public/data/fintech-equity/
# Swap AAPL.csv / VWCE.csv / SPY.csv for your own historical data.
# ── Starting from scratch instead? ──
# npm create vite@latest my-wealth-app -- --template react-ts
# cd my-wealth-app
# npm install @efixdata/exeria-chart
# Copy snippets/ from the zip, then: npm run dev