Investment Horizon Planning Tool

Investment Horizon Planning Tool

No Investment Plan

Complete your details and goals to generate a personalized investment timeline.

${goal.years} Yrs

`; }); // Add marker for retirement if (retirementHorizon > 0) { const leftPercent = (retirementHorizon / totalYears) * 100; timelineHtml += `

Retirement

${retirementHorizon} Yrs

`; } timelineHtml += `
`; resultsContainer.innerHTML = timelineHtml; initialMessage.classList.add('hidden'); resultsContainer.classList.remove('hidden'); pdfButtonContainer.classList.remove('hidden'); }; downloadPdfBtn.addEventListener('click', () => { if (!lastPlanData) return; const { jsPDF } = window.jspdf; const { currentAge, retirementAge, retirementHorizon, goals } = lastPlanData; const doc = new jsPDF({ orientation: 'p', unit: 'pt', format: 'a4' }); const pageW = doc.internal.pageSize.getWidth(); const margin = 50; let y = 0; // PDF Header doc.setFillColor('#f0fdf4'); // green-50 doc.rect(0, 0, pageW, 70, 'F'); doc.setFont('helvetica', 'bold'); doc.setFontSize(22); doc.setTextColor('#065f46'); // emerald-800 doc.text('Personal Investment Plan', margin, 45); y = 100; // Profile Summary doc.autoTable({ startY: y, body: [ ['Current Age', `${currentAge}`], ['Target Retirement Age', `${retirementAge}`], ['Retirement Horizon', `${retirementHorizon} Years`], ], theme: 'plain', styles: { fontSize: 11 } }); y = doc.autoTable.previous.finalY + 30; // Timeline Visualization doc.setFont('helvetica', 'bold'); doc.setFontSize(14); doc.setTextColor('#1f2937'); doc.text('Investment Timeline', margin, y); y += 30; const timelineY = y; const timelineWidth = pageW - margin * 2; doc.setDrawColor('#d1d5db'); doc.setLineWidth(2); doc.line(margin, timelineY, margin + timelineWidth, timelineY); const totalYears = Math.max(retirementHorizon, ...goals.map(g => g.years)) + 2; const addMarker = (years, label, color) => { const xPos = margin + (years / totalYears) * timelineWidth; doc.setDrawColor(color); doc.setLineWidth(3); doc.line(xPos, timelineY - 10, xPos, timelineY + 10); doc.setFontSize(9); doc.setTextColor('#374151'); doc.text(label, xPos, timelineY - 25, { align: 'center' }); doc.setFontSize(8); doc.setTextColor('#6b7280'); doc.text(`${years} Yrs`, xPos, timelineY - 15, { align: 'center' }); }; goals.forEach(goal => addMarker(goal.years, goal.name, '#059669')); if (retirementHorizon > 0) addMarker(retirementHorizon, 'Retirement', '#ef4444'); y += 40; // Goals Table doc.setFont('helvetica', 'bold'); doc.setFontSize(14); doc.setTextColor('#1f2937'); doc.text('Financial Goals Summary', margin, y); y += 20; const getRiskProfile = (years) => { if (years <= 3) return 'Conservative'; if (years <= 10) return 'Balanced'; return 'Aggressive Growth'; }; const tableBody = goals.map(g => [ g.name, `${g.years} Years`, `$${g.amount.toLocaleString()}`, getRiskProfile(g.years) ]); doc.autoTable({ startY: y, head: [['Goal', 'Time Horizon', 'Target Amount', 'Suggested Approach']], body: tableBody, theme: 'striped', headStyles: { fillColor: '#047857' }, }); // Footer const date = `Plan Generated: ${new Date().toLocaleDate-String('en-US')}`; doc.setFontSize(9); doc.setTextColor('#9ca3af'); doc.text(date, pageW / 2, doc.internal.pageSize.getHeight() - 20, { align: 'center' }); doc.save('Investment_Horizon_Plan.pdf'); }); // Initialize with default goals createGoalElement(); document.querySelector('.goal-name').value = 'House Down Payment'; document.querySelector('.goal-years').value = 5; document.querySelector('.goal-amount').value = 50000; createGoalElement(); document.querySelectorAll('.goal-name')[1].value = 'Child\'s College Fund'; document.querySelectorAll('.goal-years')[1].value = 15; document.querySelectorAll('.goal-amount')[1].value = 150000; showTab(0); });
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