Smart Beta AI-Generated ETF Tracker (Simulated)

Step 1: Define Your Smart Beta ETF Criteria

Select Smart Beta Factors (AI will prioritize these):

AI-Generated Smart Beta ETF Profile (Simulated)

ETF Overview

Simulated Ticker: ---

Simulated ETF Name: ---

Investment Strategy/Objective (Conceptual): ---

Key Smart Beta Factor Exposures (Simulated)

  • ---

Simulated Performance Metrics (Illustrative)

MetricValue (USD)
------

Top 5 Hypothetical Holdings (Illustrative)

Company (Simulated)SymbolSectorWeight
---

Simulated Asset & Sector Allocation

Asset Allocation: ---

This ETF profile is AI-generated (simulated) for illustrative purposes only and does not represent a real financial product or investment advice.

No sector data to display.

'; } } if (generateProfileBtn) { generateProfileBtn.addEventListener('click', () => { configErrorEl.style.display = 'none'; configErrorEl.textContent = ''; const selectedFactors = Array.from(document.querySelectorAll('input[name="smartFactor"]:checked')).map(cb => cb.value); const riskProfile = document.getElementById('etfRiskProfile').value; const baseIndexKey = document.getElementById('etfBaseIndex').value; currentEtfProfileData = generateAiEtfProfile(selectedFactors, riskProfile, baseIndexKey); displayEtfProfile(currentEtfProfileData); if (tabs && tabs[1]) tabs[1].click(); }); } if (downloadPdfBtn) { downloadPdfBtn.addEventListener('click', () => { if (!currentEtfProfileData) { alert("Please generate an ETF profile first."); return; } if (typeof window.jspdf === 'undefined' || typeof window.jspdf.jsPDF === 'undefined') { alert('Error: jsPDF library (window.jspdf.jsPDF) could not be found.'); return; } const jsPDFConstructor = window.jspdf.jsPDF; const tempDoc = new jsPDFConstructor(); if (typeof tempDoc.autoTable !== 'function') { alert('Error: jsPDF-AutoTable plugin could not be found.'); return; } const doc = new jsPDFConstructor('p', 'pt', 'a4'); const pageWidth = doc.internal.pageSize.getWidth(); const margin = 40; let yPos = margin; const primaryColorPDF = getComputedStyle(document.documentElement).getPropertyValue('--primary-color').trim(); const textColorPDF = getComputedStyle(document.documentElement).getPropertyValue('--text-color').trim(); function checkNewPage(neededHeight) { if (yPos + neededHeight > doc.internal.pageSize.getHeight() - margin) { doc.addPage(); yPos = margin; } } function addCenteredTitle(text) { checkNewPage(30); doc.setFontSize(18); doc.setTextColor(primaryColorPDF); doc.text(text, pageWidth / 2, yPos, { align: 'center' }); yPos += 30; } function addSectionTitle(text) { checkNewPage(25); doc.setFontSize(14); doc.setTextColor(primaryColorPDF); doc.text(text, margin, yPos); yPos += 20; } function addParagraph(text, indent = 0) { checkNewPage(20); // Approx height for a short paragraph doc.setFontSize(10); doc.setTextColor(textColorPDF); const lines = doc.splitTextToSize(text, pageWidth - (2 * margin) - indent); doc.text(lines, margin + indent, yPos); yPos += lines.length * 12 + 10; } function addKeyValue(key, value) { checkNewPage(20); doc.setFontSize(10); doc.setTextColor(textColorPDF); doc.setFont(undefined, 'bold'); doc.text(key + ":", margin, yPos); doc.setFont(undefined, 'normal'); const valueLines = doc.splitTextToSize(String(value), pageWidth - (2 * margin) - (margin + 70)); // 70 is approx key width doc.text(valueLines, margin + 110, yPos); yPos += valueLines.length * 12 + 5; } addCenteredTitle("AI-Generated Smart Beta ETF Profile (Simulated)"); addSectionTitle("ETF Overview"); addKeyValue("Simulated Ticker", currentEtfProfileData.ticker); addKeyValue("Simulated Name", currentEtfProfileData.name); addParagraph("Investment Strategy: " + currentEtfProfileData.strategy); addSectionTitle("Configuration Summary"); addKeyValue("Selected Factors", currentEtfProfileData.inputs.selectedFactors.join(', ') || "General Focus"); addKeyValue("Risk Profile", currentEtfProfileData.inputs.riskProfile.charAt(0).toUpperCase() + currentEtfProfileData.inputs.riskProfile.slice(1)); addKeyValue("Base Universe", currentEtfProfileData.inputs.baseIndexKey); addSectionTitle("Key Smart Beta Factor Exposures (Simulated)"); const factorExposureData = Object.entries(currentEtfProfileData.factorExposures).map(([factor, exposure]) => [factor, exposure]); checkNewPage(factorExposureData.length * 15 + 30); // Estimate table height doc.autoTable({ startY: yPos, head: [['Factor', 'Exposure Level']], body: factorExposureData, theme: 'grid', headStyles: { fillColor: primaryColorPDF, textColor: '#ffffff' }, margin: { left: margin, right: margin } }); yPos = doc.lastAutoTable.finalY + 20; addSectionTitle("Simulated Performance Metrics (Illustrative)"); const perfData = Object.entries(currentEtfProfileData.performance).map(([key, val]) => [key, val]); checkNewPage(perfData.length * 15 + 30); doc.autoTable({ startY: yPos, head: [['Metric', 'Value (USD)']], body: perfData, theme: 'grid', headStyles: { fillColor: primaryColorPDF, textColor: '#ffffff' }, margin: { left: margin, right: margin } }); yPos = doc.lastAutoTable.finalY + 20; addSectionTitle("Top 5 Hypothetical Holdings (Illustrative)"); const holdingsData = currentEtfProfileData.topHoldings.map(h => [h.n, h.s, h.sec, h.w]); checkNewPage(holdingsData.length * 15 + 30); doc.autoTable({ startY: yPos, head: [['Company', 'Symbol', 'Sector', 'Weight']], body: holdingsData, theme: 'grid', headStyles: { fillColor: primaryColorPDF, textColor: '#ffffff' }, margin: { left: margin, right: margin } }); yPos = doc.lastAutoTable.finalY + 20; addSectionTitle("Simulated Asset & Sector Allocation"); addKeyValue("Asset Allocation", currentEtfProfileData.assetAllocation); if (sectorChartInstance) { try { const chartImage = sectorChartInstance.toBase64Image(); const chartMaxHeight = 180; const chartMaxWidth = pageWidth - (2 * margin) - 100; checkNewPage(chartMaxHeight + 20); const imgProps = doc.getImageProperties(chartImage); let imgWidth = imgProps.width; let imgHeight = imgProps.height; if (imgWidth > chartMaxWidth) { const r = chartMaxWidth / imgWidth; imgWidth = chartMaxWidth; imgHeight *= r; } if (imgHeight > chartMaxHeight) { const r = chartMaxHeight / imgHeight; imgHeight = chartMaxHeight; imgWidth *= r; } doc.addImage(chartImage, 'PNG', margin + 50, yPos, imgWidth, imgHeight); yPos += imgHeight + 20; } catch (e) { addParagraph("Sector chart could not be rendered in PDF."); } } else { addParagraph("Sector allocation chart not available."); } doc.setFontSize(8); doc.setTextColor(150); const disclaimer = "This ETF profile is AI-generated (simulated) for illustrative purposes only and does not represent a real financial product or investment advice. Past simulated performance is not indicative of future results. All investments carry risk."; checkNewPage(40); const disclaimerLines = doc.splitTextToSize(disclaimer, pageWidth - (2*margin)); doc.text(disclaimerLines, margin, yPos); yPos += disclaimerLines.length * 10 + 5; checkNewPage(20); doc.text(`Report generated on: ${new Date().toLocaleDateString()} ${new Date().toLocaleTimeString()}`, margin, doc.internal.pageSize.getHeight() - (margin/2)); doc.text("Simulated Smart Beta ETF Tool", pageWidth - margin, doc.internal.pageSize.getHeight() - (margin/2), { align: 'right' }); doc.save("AI_SmartBeta_ETF_Factsheet.pdf"); }); } // Initialize if (tabs && tabContents && tabs.length > 0 && tabContents.length > 0) { let isActiveSet = false; tabs.forEach(tab => { if (tab.classList.contains('active')) isActiveSet = true; }); if (!isActiveSet && tabs[0] && tabContents[0]) { tabs[0].classList.add('active'); tabContents[0].classList.add('active'); } currentEtfTabIndex = Array.from(tabs).findIndex(tab => tab.classList.contains('active')); updateNavButtons(); // Initial call to set nav button visibility } else { console.error("Smart Beta ETF Tool: Tabs or tab content areas not found during initialization."); } });
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