The Investment Portfolio Tracker is an interactive tool designed to help users monitor and analyze their investment portfolio’s performance. Users can input details about their investments, such as asset names, quantities, purchase prices, current prices, and dividends, to calculate metrics like total value, returns, and allocation percentages. This tool provides a clear overview of the portfolio’s composition and performance, helping users make informed decisions about rebalancing or optimizing their investments.

With its modern design and intuitive interface, this tool is ideal for individual investors, financial advisors, and businesses who want to track and evaluate their portfolios effectively.

Key Features:

1. Interactive Input Fields : Users can input details about their investments, including asset names, quantities, purchase prices, current prices, and dividends.
2. Dynamic Calculation : The tool calculates metrics such as total value, total returns (absolute and percentage), and allocation percentages in real-time.
3. Visualization : A pie chart visualizes the portfolio’s asset allocation by percentage, while a bar chart shows individual asset returns.
4. PDF Download : A fully functional PDF download button generates a detailed report with the portfolio’s performance metrics and visualizations.
5. Modern Design : The tool is colorful, stylish, and modern, ensuring a visually appealing user experience.
6. Self-Contained : The tool operates within its own container, ensuring no interference with the page header or footer.

Use Cases:

1. Portfolio Monitoring : Track the performance of your investments over time.
2. Rebalancing : Identify underperforming or over-allocated assets to rebalance your portfolio.
3. Educational Purposes : Students and educators can use this tool to learn about portfolio management and asset allocation.
4. Financial Advisory : Financial advisors can leverage this tool to provide clients with clear insights into their investment performance.

How It Works:

1. Input Data : Users input details about their investments, including asset names, quantities, purchase prices, current prices, and dividends.
2. Calculation : The tool processes the inputs to calculate metrics such as total value, absolute returns, percentage returns, and allocation percentages.
3. Visualization : Results are displayed in an interactive and visually appealing format, including a pie chart for asset allocation and a bar chart for individual asset returns.
4. Download Report : Users can download a PDF report containing the portfolio’s performance metrics, breakdown, and visualizations.