Investment Portfolio Optimizer

Define your risk profile and generate a model portfolio allocation.

Assess Your Risk Tolerance

Select the profile that best describes you:

Investment Details

Initial Investment ($)

Time Horizon (Years)

Asset Allocation

Total: 100%

Portfolio Growth Projection

Generated on: ${new Date("2025-09-11").toLocaleDateString()}

Based on your ${portfolioData.riskProfile} risk profile, the following model portfolio is recommended for an initial investment of $${portfolioData.initialInvestment.toLocaleString()} over ${portfolioData.timeHorizon} years.

Recommended Asset Allocation

Asset Class	Allocation	Initial Value
Stocks	${portfolioData.allocation.stocks}%	$${(portfolioData.initialInvestment * portfolioData.allocation.stocks / 100).toLocaleString()}
Bonds	${portfolioData.allocation.bonds}%	$${(portfolioData.initialInvestment * portfolioData.allocation.bonds / 100).toLocaleString()}
Real Estate	${portfolioData.allocation.realEstate}%	$${(portfolioData.initialInvestment * portfolioData.allocation.realEstate / 100).toLocaleString()}

Growth Projection

`; const pdfTemplate = document.getElementById('pdf-template'); pdfTemplate.innerHTML = reportHtml; pdfTemplate.classList.remove('invisible'); // Render charts on hidden canvases new Chart(document.getElementById('pdf-allocation-chart').getContext('2d'), { type: 'doughnut', data: allocationChartInstance.data, options: { animation: { duration: 0 }, plugins: { legend: { position: 'right' } } } }); new Chart(document.getElementById('pdf-projection-chart').getContext('2d'), { type: 'line', data: projectionChartInstance.data, options: { animation: { duration: 0 }, maintainAspectRatio: false } }); setTimeout(async () => { try { const { jsPDF } = window.jspdf; const canvas = await html2canvas(pdfTemplate.querySelector('.pdf-report-container'), { scale: 2 }); const imgData = canvas.toDataURL('image/png'); const pdf = new jsPDF({ orientation: 'p', unit: 'pt', format: 'a4' }); const pdfWidth = pdf.internal.pageSize.getWidth(); const pdfHeight = (canvas.height * pdfWidth) / canvas.width; pdf.addImage(imgData, 'PNG', 0, 0, pdfWidth, pdfHeight); pdf.save('Investment_Strategy_Report.pdf'); } catch(e) { console.error('PDF Generation Error:', e); } finally { downloadPdfBtn.disabled = false; downloadPdfBtn.textContent = 'Download Strategy Report'; pdfTemplate.classList.add('invisible'); pdfTemplate.innerHTML = ''; } }, 500); } downloadPdfBtn.addEventListener('click', generatePdfReport); // --- INITIALIZATION --- switchTab(0); });