Percentage of Satellite Portfolio: ${satellite3Percentage}%

Expected Annual Return: ${satellite3ExpectedReturn}%

Risk Level: ${satellite3RiskLevel}

`; } // Check if no satellites are defined but total investment is present if ((!satellite1Name || satellite1Percentage === 0) && (!satellite2Name || satellite2Percentage === 0) && (!satellite3Name || satellite3Percentage === 0) && totalInvestment > 0) { summaryHtml += `

No active satellite investments defined.

`; } else if (totalInvestment === 0) { summaryHtml += `

Please enter a Total Investment Amount to proceed.

`; } reviewSummaryDiv.innerHTML = summaryHtml; } /** * Calculates and displays the portfolio strategy results. */ function calculatePortfolio() { const totalInvestment = parseFloat(document.getElementById('totalInvestment').value); const corePercentage = parseFloat(document.getElementById('corePercentage').value); const coreExpectedReturn = parseFloat(document.getElementById('coreExpectedReturn').value); const coreRiskLevel = document.getElementById('coreRiskLevel').value; // Input validation if (isNaN(totalInvestment) || totalInvestment <= 0) { alert('Please enter a valid Total Investment Amount greater than 0.'); return; } if (isNaN(corePercentage) || corePercentage < 0 || corePercentage > 100) { alert('Please enter a valid Core Portfolio Percentage between 0 and 100.'); return; } let coreInvestment = totalInvestment * (corePercentage / 100); let satelliteInvestment = totalInvestment - coreInvestment; let portfolioComponents = []; portfolioComponents.push({ name: 'Core Portfolio', investment: coreInvestment, percentage: corePercentage, expectedReturn: coreExpectedReturn, risk: coreRiskLevel }); const satellites = [{ name: document.getElementById('satellite1Name').value.trim(), percentage: parseFloat(document.getElementById('satellite1Percentage').value) || 0, expectedReturn: parseFloat(document.getElementById('satellite1ExpectedReturn').value) || 0, risk: document.getElementById('satellite1RiskLevel').value }, { name: document.getElementById('satellite2Name').value.trim(), percentage: parseFloat(document.getElementById('satellite2Percentage').value) || 0, expectedReturn: parseFloat(document.getElementById('satellite2ExpectedReturn').value) || 0, risk: document.getElementById('satellite2RiskLevel').value }, { name: document.getElementById('satellite3Name').value.trim(), percentage: parseFloat(document.getElementById('satellite3Percentage').value) || 0, expectedReturn: parseFloat(document.getElementById('satellite3ExpectedReturn').value) || 0, risk: document.getElementById('satellite3RiskLevel').value }, ]; let totalSatellitePercentage = 0; satellites.forEach(s => { totalSatellitePercentage += s.percentage; }); if (totalSatellitePercentage > 0 && totalSatellitePercentage !== 100) { alert('The sum of Satellite Portfolio Percentages must be 100% or 0% if no satellites are desired. Currently it is ' + totalSatellitePercentage + '%.'); return; } satellites.forEach(s => { if (s.name && s.percentage > 0) { portfolioComponents.push({ name: s.name, investment: satelliteInvestment * (s.percentage / 100), percentage: (satelliteInvestment * (s.percentage / 100)) / totalInvestment * 100, expectedReturn: s.expectedReturn, risk: s.risk }); } else if (!s.name && s.percentage > 0) { alert('Please provide a name for all active Satellite Portfolio components.'); return; // Stop calculation if an unnamed satellite has a percentage } }); // Calculate overall expected return and risk let totalWeightedReturn = 0; let riskLevels = { 'Low': 0, 'Medium': 0, 'High': 0 }; portfolioComponents.forEach(comp => { totalWeightedReturn += comp.expectedReturn * (comp.investment / totalInvestment); riskLevels[comp.risk]++; }); // Determine overall risk level (simplified logic) let overallRisk = 'Medium'; // Default if (riskLevels['High'] > riskLevels['Low'] && riskLevels['High'] > riskLevels['Medium']) { overallRisk = 'High'; } else if (riskLevels['Low'] > riskLevels['High'] && riskLevels['Low'] > riskLevels['Medium']) { overallRisk = 'Low'; } // Display results document.getElementById('portfolioSummary').innerHTML = `

Your total investment of $${totalInvestment.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} will be allocated as follows:

Core Portfolio: $${coreInvestment.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} (${corePercentage}%)

Satellite Portfolio: $${satelliteInvestment.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} (${(100 - corePercentage).toFixed(2)}%)

`; const tableBody = document.querySelector('#detailedAllocationTable tbody'); tableBody.innerHTML = ''; // Clear previous results portfolioComponents.forEach(comp => { const row = tableBody.insertRow(); row.insertCell().textContent = comp.name; row.insertCell().textContent = `$${comp.investment.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`; row.insertCell().textContent = `${comp.percentage.toFixed(2)}%`; row.insertCell().textContent = `${comp.expectedReturn.toFixed(2)}%`; row.insertCell().textContent = comp.risk; }); document.getElementById('overallExpectedReturn').textContent = `${totalWeightedReturn.toFixed(2)}%`; document.getElementById('overallRiskLevel').textContent = overallRisk; resultsDiv.style.display = 'block'; downloadPdfBtn.style.display = 'block'; } /** * Generates and downloads a PDF of the portfolio summary. */ function downloadPdf() { const { jsPDF } = window.jspdf; const doc = new jsPDF(); const totalInvestment = parseFloat(document.getElementById('totalInvestment').value) || 0; const corePercentage = parseFloat(document.getElementById('corePercentage').value) || 0; const satelliteInvestmentPercentage = (100 - corePercentage).toFixed(2); const overallExpectedReturn = document.getElementById('overallExpectedReturn').textContent; const overallRiskLevel = document.getElementById('overallRiskLevel').textContent; doc.setFontSize(22); doc.setTextColor(44, 62, 80); /* #2c3e50 */ doc.text("Core-Satellite Portfolio Strategy Summary", doc.internal.pageSize.width / 2, 20, { align: 'center' }); doc.setDrawColor(52, 152, 219); /* #3498db */ doc.setLineWidth(1.5); doc.line(20, 25, doc.internal.pageSize.width - 20, 25); doc.setFontSize(14); doc.setTextColor(51, 51, 51); /* #333 */ let y = 40; doc.text(`Total Investment Amount: $${totalInvestment.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`, 20, y); y += 10; doc.text(`Core Portfolio Allocation: ${corePercentage}%`, 20, y); y += 10; doc.text(`Satellite Portfolio Allocation: ${satelliteInvestmentPercentage}%`, 20, y); y += 20; doc.setFontSize(16); doc.setTextColor(44, 62, 80); /* #2c3e50 */ doc.text("Detailed Allocation", 20, y); y += 5; doc.setLineWidth(0.5); doc.line(20, y, doc.internal.pageSize.width - 20, y); y += 5; const tableData = []; const tableRows = document.querySelectorAll('#detailedAllocationTable tbody tr'); tableRows.forEach(row => { const rowData = []; row.querySelectorAll('td').forEach(cell => { rowData.push(cell.textContent); }); tableData.push(rowData); }); doc.autoTable({ head: [ ['Component', 'Allocation ($)', 'Allocation (%)', 'Expected Return (%)', 'Risk Level'] ], body: tableData, startY: y, theme: 'striped', styles: { font: 'Helvetica', fontSize: 10, cellPadding: 3, textColor: 51, lineColor: 221, lineWidth: 0.1, }, headStyles: { fillColor: [52, 152, 219], /* #3498db */ textColor: 255, fontStyle: 'bold', }, alternateRowStyles: { fillColor: [242, 242, 242], /* #f2f2f2 */ }, didDrawPage: function(data) { // Footer let pageCount = doc.internal.number; doc.setFontSize(10); doc.text('Page ' + pageCount, doc.internal.pageSize.width - 20, doc.internal.pageSize.height - 10, { align: 'right' }); } }); y = doc.autoTable.previous.finalY + 15; doc.setFontSize(14); doc.setTextColor(44, 62, 80); /* #2c3e50 */ doc.text(`Overall Portfolio Expected Annual Return: ${overallExpectedReturn}`, 20, y); y += 10; doc.text(`Overall Portfolio Risk Level: ${overallRiskLevel}`, 20, y); doc.save('Core-Satellite_Portfolio_Summary.pdf'); } // Event Listeners tabButtons.forEach(button => { button.addEventListener('click', function() { const tabId = this.dataset.tab; showTab(tabId); if (tabId === 'review-calculate') { populateReviewSummary(); } }); }); prevTabBtn.addEventListener('click', prevTab); nextTabBtn.addEventListener('click', nextTab); calculateBtn.addEventListener('click', calculatePortfolio); downloadPdfBtn.addEventListener('click', downloadPdf); // Initial tab display showTab(tabNames[0]); });