No stock allocation or sector data provided.

'; } this.generateObservations(); this.elements.analysisResultsSection.style.display = 'block'; }, renderSimpleBarChart: function(data, container, title, isAccent = false) { if (!container) return; let chartHtml = `

${title}

'; container.innerHTML = chartHtml; }, generateObservations: function() { if (!this.elements.observationsContainer) return; let observationsHtml = '

Observations & Points to Consider

'; let hasObservations = false; // Asset Allocation Observations for (const assetClass in this.assetAllocations) { if (this.assetAllocations[assetClass] > 60) { observationsHtml += `
• Your portfolio has a significant allocation (${this.assetAllocations[assetClass].toFixed(1)}%) to ${assetClass}. Consider if this level of concentration aligns with your overall investment strategy and risk tolerance.
`; hasObservations = true; } } if (this.assetAllocations['Cash/Equivalents'] && this.assetAllocations['Cash/Equivalents'] > 25) { observationsHtml += `
• A notable portion (${this.assetAllocations['Cash/Equivalents'].toFixed(1)}%) of your portfolio is in Cash/Equivalents. While providing liquidity, ensure this aligns with your long-term growth objectives.
`; hasObservations = true; } // Stock Sector Allocation Observations const stockAllocationVal = this.assetAllocations['Stocks'] || 0; if (stockAllocationVal > 0 && Object.keys(this.sectorAllocations).length > 0) { for (const sector in this.sectorAllocations) { if (this.sectorAllocations[sector] > 35) { // Threshold for sector concentration observationsHtml += `
• Within your stock portfolio, there's a notable concentration (${this.sectorAllocations[sector].toFixed(1)}%) in the ${sector} sector. Diversification across various sectors can help manage sector-specific risks.
`; hasObservations = true; } } if (Object.keys(this.sectorAllocations).length < 3 && Object.keys(this.sectorAllocations).length > 0) { observationsHtml += `
• Your stock portfolio appears to be concentrated in only a few sectors. Broader sector diversification is often recommended.
`; hasObservations = true; } } else if (stockAllocationVal > 0 && Object.keys(this.sectorAllocations).length === 0) { observationsHtml += `
• You've allocated to Stocks, but no sector breakdown was provided. Analyzing sector diversification is important for managing equity risk.
`; hasObservations = true; } if (!hasObservations) { observationsHtml += '
• Your provided allocations do not trigger specific concentration alerts based on the predefined thresholds in this tool.
'; } observationsHtml += '
• This analysis is based on the allocation percentages you provided. Diversification principles often involve spreading investments across various asset classes, and within equities, across different sectors, geographies, and individual securities to manage risk.
'; observationsHtml += '

'; this.elements.observationsContainer.innerHTML = observationsHtml; }, generatePDF: async function() { if (!window.jspdf || !window.html2canvas) { alert('PDF generation library is not loaded.'); return; } if (this.elements.analysisResultsSection.style.display === 'none') { alert('Please analyze your portfolio first before downloading the PDF.'); return; } const pdfExportContainer = document.createElement('div'); pdfExportContainer.classList.add('pda-pdf-export-content'); pdfExportContainer.style.width = '800px'; // For html2canvas rendering consistency let pdfHtml = `

Portfolio Diversification Analysis

`; // Asset Allocation Data & Chart pdfHtml += `

Asset Allocation

`; // Stock Sector Allocation Data & Chart (if applicable) const stockAllocationVal = this.assetAllocations['Stocks'] || 0; if (stockAllocationVal > 0 && Object.keys(this.sectorAllocations).length > 0) { pdfHtml += `

Stock Sector Allocation (of ${stockAllocationVal.toFixed(1)}% Stocks)

`; } // Observations const observationsClone = this.elements.observationsContainer.cloneNode(true); observationsClone.querySelector('h4').remove(); // Remove the h4, use section H2 pdfHtml += `

Observations & Points to Consider

`; pdfHtml += ``; pdfExportContainer.innerHTML = pdfHtml; document.body.appendChild(pdfExportContainer); try { const canvas = await html2canvas(pdfExportContainer, { scale: 1.5, useCORS: true, logging: false }); document.body.removeChild(pdfExportContainer); const imgData = canvas.toDataURL('image/png'); const { jsPDF } = window.jspdf; const pdf = new jsPDF({ orientation: 'p', unit: 'pt', format: 'a4' }); const pdfWidth = pdf.internal.pageSize.getWidth(); const pdfHeight = pdf.internal.pageSize.getHeight(); const imgProps = pdf.getImageProperties(imgData); const imgWidth = pdfWidth - 40; const imgHeight = (imgProps.height * imgWidth) / imgProps.width; let heightLeft = imgHeight; let position = 20; pdf.addImage(imgData, 'PNG', 20, position, imgWidth, imgHeight); heightLeft -= (pdfHeight - 40); while (heightLeft > 0) { position = heightLeft - imgHeight; // Adjust for next page pdf.addPage(); pdf.addImage(imgData, 'PNG', 20, position, imgWidth, imgHeight); heightLeft -= (pdfHeight - 40); } pdf.save('Portfolio_Diversification_Analysis.pdf'); } catch (error) { console.error("Error generating PDF:", error); alert("An error occurred while generating the PDF."); if (document.body.contains(pdfExportContainer)) document.body.removeChild(pdfExportContainer); } } }; document.addEventListener('DOMContentLoaded', function() { pdaApp.init(); });