AI-Based Multi-Manager Fund Selection Tool
Desired Asset Allocation (%)
Total allocation must equal 100%!
Adjust the sliders to assign importance (weights from 1 to 100) to each fund selection criterion. Higher numbers mean more importance.
Top Recommended Funds:
Click "Run AI Selection" to see recommendations.
Multi-Manager Portfolio Summary:
| Metric | Value |
|---|---|
| Initial Capital | |
| Target Equity Allocation | |
| Target Bond Allocation | |
| Target Alternatives Allocation | |
| Weighted Avg. 5-Yr Return | |
| Weighted Avg. Expense Ratio | |
| Weighted Avg. Manager Tenure |
AI-Based Multi-Manager Fund Selection Report
Portfolio Setup
| Parameter | Value |
|---|---|
| Initial Investment Capital | |
| Risk Tolerance | |
| Investment Horizon | |
| Number of Funds to Select |
Desired Asset Allocation
| Asset Class | Allocation (%) |
|---|---|
| Equity | |
| Bonds | |
| Alternatives |
Fund Criteria Weighting
| Criterion | Weight (1-100) |
|---|---|
| Historical Performance (5-Year Annualized Return) | |
| Expense Ratio | |
| Manager Tenure (Years) | |
| ESG Score | |
| Volatility (Standard Deviation) | |
| Liquidity (Daily/Weekly/Monthly) |
Top Recommended Funds
Multi-Manager Portfolio Summary
| Metric | Value |
|---|
Note: This report provides hypothetical fund selections and simulated portfolio summaries based on user-defined criteria. It does not constitute financial advice or real-time market data. Past performance is not indicative of future results.
No funds recommended. Adjust criteria or run selection.
'; } else { let fundsHtml = '| Rank | Fund Name | Asset Class | 5-Yr Return | Exp. Ratio | Mgr. Tenure | ESG Score | Volatility | Liquidity |
|---|---|---|---|---|---|---|---|---|
| ${index + 1} | ${fund.name} | ${fund.assetClass} | ${fund.fiveYearReturn.toFixed(2)}% | ${fund.expenseRatio.toFixed(2)}% | ${fund.managerTenure} yrs | ${fund.esgScore} | ${fund.volatility.toFixed(2)}% | ${fund.liquidity} |
No funds were recommended based on the current criteria.
'; } else { const recommendedFundsTable = recommendedFundsContainer.querySelector('table'); if (recommendedFundsTable) { pdfRecommendedFundsDiv.innerHTML = recommendedFundsTable.outerHTML; // Adjust table styles for PDF const pdfTable = pdfRecommendedFundsDiv.querySelector('table'); if (pdfTable) { pdfTable.classList.add('pdf-table'); // Apply PDF specific table styles } } else { pdfRecommendedFundsDiv.innerHTML = 'Error capturing recommended funds table.
'; } } // Clone and populate portfolio summary table for PDF const pdfPortfolioSummaryBody = document.getElementById('pdfPortfolioSummaryResults').getElementsByTagName('tbody')[0]; pdfPortfolioSummaryBody.innerHTML = portfolioSummaryResultsTbody.innerHTML; const pdfSummaryTable = document.getElementById('pdfPortfolioSummaryResults'); if (pdfSummaryTable) { pdfSummaryTable.classList.add('pdf-table'); // Apply PDF specific table styles } // Show the hidden pdfContent div temporarily for html2canvas const pdfContentDiv = document.getElementById('pdfContent'); pdfContentDiv.style.display = 'block'; const { jsPDF } = window.jspdf; const doc = new jsPDF('p', 'pt', 'a4'); // 'p' for portrait, 'pt' for points, 'a4' size // Capture the content as an image using html2canvas await html2canvas(pdfContentDiv, { scale: 2, // Increase scale for better resolution useCORS: true, // Enable cross-origin image loading (if any) logging: false // Disable logging for cleaner console }).then(canvas => { const imgData = canvas.toDataURL('image/png'); const imgWidth = doc.internal.pageSize.getWidth(); // A4 width in points const pageHeight = doc.internal.pageSize.getHeight(); // A4 height in points const imgHeight = canvas.height * imgWidth / canvas.width; let heightLeft = imgHeight; let position = 0; // Add image to PDF, potentially across multiple pages doc.addImage(imgData, 'PNG', 0, position, imgWidth, imgHeight); heightLeft -= pageHeight; while (heightLeft >= 0) { position = heightLeft - imgHeight; doc.addPage(); doc.addImage(imgData, 'PNG', 0, position, imgWidth, imgHeight); heightLeft -= pageHeight; } doc.save('Multi_Manager_Fund_Selection_Report.pdf'); }); // Hide the pdfContent div again pdfContentDiv.style.display = 'none'; } // --- Initialization --- showTab('portfolio-setup'); // Show the first tab on load validateAllocation(); // Initial validation check for allocation sum generateHypotheticalFunds(); // Generate initial set of hypothetical funds on load });