Portfolio Value
$${calculations.totalValue.toLocaleString('en-US', {minimumFractionDigits: 2})}
Average Yield
${calculations.portfolioYield.toFixed(2)}%
`;
const sortedIncome = Object.entries(calculations.incomeByStock).sort((a, b) => b[1] - a[1]);
document.getElementById('summary-table-container').innerHTML = `
Details
| Ticker | Annual Income | % of Total |
${sortedIncome.map(([ticker, income]) => `
| ${ticker} |
$${income.toLocaleString('en-US', {minimumFractionDigits: 2})} |
${(income / calculations.totalAnnualDividend * 100).toFixed(1)}% |
`).join('')}
`;
const ctx = document.getElementById('income-chart').getContext('2d');
if (incomeChartInstance) incomeChartInstance.destroy();
incomeChartInstance = new Chart(ctx, {
type: 'pie',
data: {
labels: sortedIncome.map(([ticker]) => ticker),
datasets: [{ data: sortedIncome.map(([, income]) => income), backgroundColor: CHART_COLORS }]
},
options: { responsive: true, plugins: { legend: { position: 'bottom' } } }
});
}
function renderCalendar() {
const container = document.getElementById('calendar-container');
const upcomingEvents = portfolio.holdings
.map(h => ({ ticker: h.ticker, ...MOCK_STOCK_DATA[h.ticker] }))
.filter(d => d.nextPayDate)
.sort((a, b) => new Date(a.nextPayDate) - new Date(b.nextPayDate));
if (upcomingEvents.length === 0) {
container.innerHTML = '
No upcoming dividend payments found for your holdings.
';
return;
}
container.innerHTML = `
| Payment Date | Ex-Dividend Date | Ticker |
${upcomingEvents.map(e => `
| ${new Date(e.nextPayDate).toLocaleDateString('en-US', {month: 'long', day: 'numeric', year: 'numeric'})} |
${new Date(e.nextExDate).toLocaleDateString('en-US', {month: 'long', day: 'numeric', year: 'numeric'})} |
${e.ticker} |
`).join('')}
`;
}
function addStock() {
const tickerInput = document.getElementById('ticker-input');
const sharesInput = document.getElementById('shares-input');
const ticker = tickerInput.value.trim().toUpperCase();
const shares = parseFloat(sharesInput.value);
if (!ticker || !shares || shares <= 0) {
alert('Please enter a valid ticker and number of shares.');
return;
}
if (!MOCK_STOCK_DATA[ticker]) {
alert(`Stock ticker "${ticker}" not found in our database.`);
return;
}
const existing = portfolio.holdings.find(h => h.ticker === ticker);
if (existing) {
existing.shares += shares;
} else {
portfolio.holdings.push({ ticker, shares });
}
tickerInput.value = '';
sharesInput.value = '';
renderHoldingsTable();
}
function removeStock(ticker) {
portfolio.holdings = portfolio.holdings.filter(h => h.ticker !== ticker);
renderHoldingsTable();
}
addStockBtn.addEventListener('click', addStock);
// --- PDF GENERATION ---
async function generatePdfReport() {
downloadPdfBtn.disabled = true;
downloadPdfBtn.textContent = 'Generating...';
const pdfTemplate = document.getElementById('pdf-template');
const sortedIncome = Object.entries(calculations.incomeByStock).sort((a, b) => b[1] - a[1]);
const reportHtml = `
ANNUAL DIVIDEND
$${calculations.totalAnnualDividend.toLocaleString(undefined, {minimumFractionDigits: 2})}
PORTFOLIO VALUE
$${calculations.totalValue.toLocaleString(undefined, {minimumFractionDigits: 2})}
PORTFOLIO YIELD
${calculations.portfolioYield.toFixed(2)}%
Income Distribution
| Ticker | Annual Income | % of Total |
${sortedIncome.map(([t, i]) => `| ${t} | $${i.toLocaleString(undefined,{minimumFractionDigits:2})} | ${(i / calculations.totalAnnualDividend * 100).toFixed(1)}% |
`).join('')}
Portfolio Holdings
| Ticker | Shares | Value | Annual Income |
${portfolio.holdings.map(h => {
const d = MOCK_STOCK_DATA[h.ticker];
return `| ${h.ticker} | ${h.shares} | $${(h.shares * d.price).toLocaleString()} | $${(h.shares * d.annualDividend).toLocaleString(undefined,{minimumFractionDigits:2})} |
`
}).join('')}
`;
pdfTemplate.innerHTML = reportHtml;
pdfTemplate.classList.remove('invisible');
new Chart(document.getElementById('pdf-income-chart').getContext('2d'), { type: 'pie', data: incomeChartInstance.data, options: { animation: { duration: 0 }, plugins: { legend: { display: 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('Dividend_Report.pdf');
} catch(e) { console.error('PDF Generation Error:', e); } finally {
downloadPdfBtn.disabled = false;
downloadPdfBtn.textContent = 'Download Dividend Report';
pdfTemplate.classList.add('invisible');
pdfTemplate.innerHTML = '';
}
}, 500);
}
downloadPdfBtn.addEventListener('click', generatePdfReport);
// --- INITIALIZATION ---
switchTab(0);
renderHoldingsTable();
});