Pattern Recognition-Based Investment Strategy Generator

Step 1: Define Your Investment Profile

Optional. Used for illustrative purposes in the report if provided.

Step 2: Select Asset Preferences & Investment Pattern

Your Personalized Investment Strategy Report

Strategy Overview

Strategy Name: ---

Core Principle: ---

User Profile Summary

Risk Tolerance: ---

Investment Horizon: ---

Suggested Asset Allocation

Allocation details will appear here.

Key Actions & Focus

  • ---

Important Considerations & Potential Risks

  • ---

This generated strategy is for illustrative and informational purposes only and does not constitute financial advice. All investments carry risk.

No asset classes were selected or an allocation could not be determined.

'; } reportKeyActionsEl.innerHTML = ''; data.actions.forEach(action => { const li = document.createElement('li'); li.textContent = action; reportKeyActionsEl.appendChild(li); }); if(data.actions.length === 0) reportKeyActionsEl.innerHTML = '
  • No specific actions generated.
  • '; reportConsiderationsEl.innerHTML = ''; data.considerations.forEach(consideration => { const li = document.createElement('li'); li.textContent = consideration; reportConsiderationsEl.appendChild(li); }); if(data.considerations.length === 0) reportConsiderationsEl.innerHTML = '
  • No specific considerations noted.
  • '; } if (generateStrategyBtn) { generateStrategyBtn.addEventListener('click', () => { const strategyData = generateStrategy(); displayStrategy(strategyData); if (tabs[2]) tabs[2].click(); }); } if (downloadPdfBtn) { downloadPdfBtn.addEventListener('click', () => { if (!currentStrategyData) { alert("Please generate a strategy first."); return; } // ** CORRECTED JSPDF LIBRARY CHECK ** if (typeof window.jspdf === 'undefined' || typeof window.jspdf.jsPDF === 'undefined') { alert('Error: The jsPDF library (window.jspdf.jsPDF) could not be found. Please check your internet connection or the CDN link for the library.'); return; } const jsPDFConstructor = window.jspdf.jsPDF; // This is the jsPDF constructor const tempDoc = new jsPDFConstructor(); // Create a temporary instance if (typeof tempDoc.autoTable !== 'function') { alert('Error: The jsPDF-AutoTable plugin (doc.autoTable) could not be found. Please ensure it is loaded after the main jsPDF library and check your internet connection or the CDN link for the plugin.'); return; } // ** END OF CORRECTED CHECK ** const doc = new jsPDFConstructor(); // Create the actual document for use const pageHeight = doc.internal.pageSize.height; const pageWidth = doc.internal.pageSize.width; const margin = 15; let yPos = 20; const primaryColorPDF = getComputedStyle(document.documentElement).getPropertyValue('--primary-color').trim(); const textColorPDF = getComputedStyle(document.documentElement).getPropertyValue('--text-color').trim(); doc.setFontSize(18); doc.setTextColor(primaryColorPDF); doc.text("Investment Strategy Report", pageWidth / 2, yPos, { align: 'center' }); yPos += 12; doc.setFontSize(14); doc.setTextColor(primaryColorPDF); doc.text("Strategy Overview", margin, yPos); yPos += 7; doc.setFontSize(10); doc.setTextColor(textColorPDF); doc.text(`Strategy Name: ${currentStrategyData.name || 'N/A'}`, margin + 5, yPos); yPos += 6; const principleLines = doc.splitTextToSize(`Core Principle: ${currentStrategyData.principle || 'N/A'}`, pageWidth - (2 * margin) - 5); doc.text(principleLines, margin + 5, yPos); yPos += principleLines.length * 5 + 4; doc.setFontSize(14); doc.setTextColor(primaryColorPDF); doc.text("User Profile Summary", margin, yPos); yPos += 7; doc.setFontSize(10); doc.setTextColor(textColorPDF); doc.text(`Risk Tolerance: ${riskToleranceEl.options[riskToleranceEl.selectedIndex].text}`, margin + 5, yPos); yPos += 6; doc.text(`Investment Horizon: ${investmentHorizonEl.options[investmentHorizonEl.selectedIndex].text}`, margin + 5, yPos); yPos += 6; if (currentStrategyData.amount) { doc.text(`Hypothetical Amount: $${currentStrategyData.amount.toLocaleString('en-US')} USD`, margin + 5, yPos); yPos += 6; } yPos += 4; doc.setFontSize(14); doc.setTextColor(primaryColorPDF); doc.text("Suggested Asset Allocation", margin, yPos); yPos += 7; doc.setFontSize(10); doc.setTextColor(textColorPDF); const allocationData = Object.entries(currentStrategyData.allocation) .filter(([, percentage]) => percentage > 0) .map(([asset, percentage]) => { const assetName = asset.replace('_', ' ').replace(/\b\w/g, l => l.toUpperCase()); return [assetName, `${percentage}%`]; }); if (allocationData.length > 0) { doc.autoTable({ startY: yPos, head: [['Asset Class', 'Percentage']], body: allocationData, theme: 'grid', headStyles: { fillColor: primaryColorPDF, textColor: '#ffffff' }, margin: { left: margin, right: margin } }); yPos = doc.lastAutoTable.finalY + 10; } else { doc.text("No specific asset allocation could be determined based on selections.", margin + 5, yPos); yPos += 10; } function addSectionWithList(title, items) { if (yPos + 20 > pageHeight - margin) { doc.addPage(); yPos = 20; } doc.setFontSize(14); doc.setTextColor(primaryColorPDF); doc.text(title, margin, yPos); yPos += 7; doc.setFontSize(10); doc.setTextColor(textColorPDF); if (items && items.length > 0) { items.forEach(item => { if (yPos + 10 > pageHeight - margin) { doc.addPage(); yPos = 20; } const itemLines = doc.splitTextToSize(`• ${item}`, pageWidth - (2 * margin) - 10); doc.text(itemLines, margin + 5, yPos); yPos += itemLines.length * 5 + 2; }); } else { doc.text("N/A", margin + 5, yPos); yPos += 6; } yPos += 4; } addSectionWithList("Key Actions & Focus", currentStrategyData.actions); addSectionWithList("Important Considerations & Potential Risks", currentStrategyData.considerations); if (yPos + 20 > pageHeight - margin) { doc.addPage(); yPos = 20; } doc.setFontSize(8); doc.setTextColor(120); const disclaimerText = "This generated strategy is for illustrative and informational purposes only and does not constitute financial advice. Consult with a qualified financial advisor before making investment decisions. All investments carry risk."; const disclaimerLines = doc.splitTextToSize(disclaimerText, pageWidth - (2*margin)); doc.text(disclaimerLines, margin, yPos); yPos += disclaimerLines.length * 4 + 5; doc.setFontSize(8); doc.setTextColor(150); doc.text(`Report generated on: ${new Date().toLocaleDateString()} ${new Date().toLocaleTimeString()}`, margin, pageHeight - 10); doc.save("Investment_Strategy_Report.pdf"); }); } // Initialize if (tabs.length > 0 && tabContents.length > 0) { let isActiveSet = false; tabs.forEach(tab => { if (tab.classList.contains('active')) isActiveSet = true; }); if (!isActiveSet) { tabs[0].classList.add('active'); tabContents[0].classList.add('active'); } currentStrategyTabIndex = Array.from(tabs).findIndex(tab => tab.classList.contains('active')); updateNavButtons(); } else { console.error("Strategy generator tabs or content areas not found."); } });
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