Portfolio Stress Testing Tool
(This tool assumes a diversified portfolio and applies broad market impacts. For precise asset-level analysis, a more complex tool with individual asset inputs would be needed.)
Please enter a valid initial portfolio value.
${scenario.description}
${scenario.impactPercent.toFixed(1)}%
$${projectedValue.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
-$${absoluteLoss.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
`;
scenariosContainer.appendChild(scenarioItem);
});
resultsSection.style.display = 'block';
}
runStressTestButton.addEventListener('click', runStressTest);
// --- PDF Download Functionality ---
downloadPdfButton.addEventListener('click', function() {
const { jsPDF } = window.jspdf;
const doc = new jsPDF();
doc.setFontSize(22);
doc.text(toolTitle.textContent, doc.internal.pageSize.getWidth() / 2, 20, { align: 'center' });
// Initial Value
doc.setFontSize(16);
doc.text("Initial Portfolio Value:", 15, 40);
doc.setFontSize(12);
doc.text(`$${parseFloat(initialPortfolioValueInput.value).toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`, 15, 50);
let yPos = 70;
// Stress Scenarios Results Table
doc.setFontSize(16);
doc.text("Projected Portfolio Values Under Stress:", 15, yPos);
yPos += 10;
const tableHeaders = ['Scenario', 'Description', 'Assumed Impact', 'Projected Value ($)', 'Estimated Loss ($)'];
const tableBody = [];
stressScenarios.forEach(scenario => {
const initialValue = parseFloat(initialPortfolioValueInput.value);
const impactFactor = 1 + (scenario.impactPercent / 100);
const projectedValue = initialValue * impactFactor;
const absoluteLoss = initialValue - projectedValue;
tableBody.push([
scenario.name,
doc.splitTextToSize(scenario.description, 60), // Wrap text for description
`${scenario.impactPercent.toFixed(1)}%`,
projectedValue.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 }),
`-${absoluteLoss.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`
]);
});
doc.autoTable({
startY: yPos,
head: [tableHeaders],
body: tableBody,
theme: 'grid',
styles: { fontSize: 9, cellPadding: 2, overflow: 'linebreak' },
headStyles: { fillColor: [52, 152, 219], textColor: [255, 255, 255] },
alternateRowStyles: { fillColor: [236, 240, 241] },
columnStyles: {
0: { cellWidth: 35 }, // Scenario Name
1: { cellWidth: 60 }, // Description
2: { cellWidth: 25, halign: 'center' }, // Assumed Impact
3: { cellWidth: 30, halign: 'right' }, // Projected Value
4: { cellWidth: 25, halign: 'right' } // Estimated Loss
},
margin: { top: 5, right: 15, bottom: 5, left: 15 },
didDrawPage: function (data) {
// Footer for page numbers
let str = "Page " + doc.internal.getNumberOfPages();
doc.setFontSize(10);
doc.text(str, data.settings.margin.left, doc.internal.pageSize.height - 10);
}
});
// Add explanatory note
yPos = doc.autoTable.previous.finalY + 15;
doc.setFontSize(10);
const disclaimerText = "Disclaimer: This tool provides simplified estimates for illustrative purposes based on predefined broad market impacts. Actual portfolio performance under stress can vary significantly based on specific asset holdings, correlations, and dynamic market conditions. It is not financial advice. Consult a professional financial advisor for personalized advice.";
const splitDisclaimer = doc.splitTextToSize(disclaimerText, doc.internal.pageSize.getWidth() - 30);
doc.text(splitDisclaimer, 15, yPos);
doc.save('Portfolio_Stress_Test_Results.pdf');
});
// Run initial test on load with default values
runStressTest();
});