@get-asset/react

AssetSnapshotCard

Styled card showing the period's revenue and expense side by side with the resulting net profit and its change versus the prior period. Period defaults to the AssetProvider's year/month — pass a month to show that month vs. the previous month, omit it to show the full year vs. the previous year.

Preview

Snapshot

2026
$47,000.00
Net profit for 2026
↑ 24%
from previous period
Expense
Revenue
-$78,000.00
$125,000.00

Required scopes

The access token used by AssetProvider must include this scope for this primitive to fetch data successfully:

  • report:read

API reference

Root props

PropTypeDefaultDescription
yearnumberFiscal year to report on. Falls back to the AssetProvider's year.
monthnumber | nullMonth (1-12). When set the card shows that month vs. the previous month; null explicitly forces a whole-year range. Falls back to the AssetProvider's month (default: no month).
revenuenumberOverride fetched revenue. Skips the API call.
expensenumberOverride fetched expense.
previousNetProfitnumberOverride fetched prior-period net profit (used for the change tone).
state"loading" | "error" | "empty"Force a specific state for testing.
lockedbooleanGate the report for a viewer who isn't entitled to it. Activates the SDK's Locked state: the summary renders blurred and inert as a teaser behind a lock and the upgrade CTA. No live fetch runs while locked — the teaser shows built-in placeholder data (a `revenue`/`expense` override still wins).
upsell{ title?, description?, ctaLabel?, onUpgrade? }Customize the locked state's copy and action. `ctaLabel` and `onUpgrade` are the tenant's upgrade wording and handler; `title` / `description` default per report.
classNamestringForwarded to the outer card element.

States

Loading

Snapshot

2026
Net profit for 2026
from previous period
Expense
Revenue
Success

Snapshot

2026
$47,000.00
Net profit for 2026
↑ 24%
from previous period
Expense
Revenue
-$78,000.00
$125,000.00
EmptyNo revenue or expenses recorded.

Snapshot

2026
Connect your financial accounts to see your profit and loss summary here.
Error

Snapshot

2026
LockedViewer isn't entitled to the report — a built-in placeholder teaser renders blurred behind the upgrade prompt. Pass `upsell` to customize the copy and wire `onUpgrade`.

Snapshot

2026
Unlock your business snapshot

See your revenue, expenses, and net profit at a glance on a paid plan.