Investable Assets Value Calculator
Mar 19, 2024
v.0
Calculates the value added to investable assets through various financial planning strategies, using the same category percentage values as the original calculator.

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Javascript, HTML, CSS Code

                <html>
<head>
<script type="text/javascript"> window.addEventListener('error', function(event) { var message = JSON.parse(JSON.stringify(event.message)); var source = event.filename; var lineno = event.lineno; var colno = event.colno; var error = event.error; window.parent.postMessage({ type: 'iframeError', details: { message: message, source: source, lineno: lineno, colno: colno, error: error ? error.stack : '' } }, '*'); }); window.addEventListener('unhandledrejection', function(event) { window.parent.postMessage({ type: 'iframePromiseRejection', details: { reason: event.reason } }, '*'); }); </script>

<meta charset="utf-8">
<meta name="viewport" content="width=device-width,initial-scale=1">
<title>Investable Assets Value Calculator</title>
<meta name="description" content="Calculates the value added to investable assets through various financial planning strategies, including an optional advisory fee and number of years working with a financial advisor. Ensures the output table with all categories is always shown.">
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@400;700&display=swap" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<style>
body { font-family: 'Poppins', sans-serif; }
.container { max-width: 800px; margin: auto; padding: 20px; }
.input-group { margin-bottom: 20px; }
.input-group label { display: block; margin-bottom: 5px; }
input, button { width: 100%; padding: 8px; margin-bottom: 10px; border: 1px solid black; }
table { width: 100%; border-collapse: collapse; }
th, td { padding: 8px; text-align: left; border-bottom: 1px solid #ddd; }
</style>

<link rel="canonical" href="https://calculator.tools/app/investable-assets-value-calculator-1432/">
<meta charset="utf-8">

</head>
<body>
<div class="container">
<h1>Investable Assets Value Calculator</h1>
<p>Enter your total investable assets and number of years working with a financial advisor to calculate the value added by different financial planning categories over the specified period. The calculator now focuses solely on investable assets without considering an advisory fee.</p>
<div class="input-group">
<label for="assets">Total Investable Assets</label>
<input type="number" id="assets" placeholder="Enter amount">
</div>
<div class="input-group">
<label for="yearsAdvisory">Number of Years with Advisor (optional)</label>
<input type="number" id="yearsAdvisory" placeholder="Enter number of years" value="1">
</div>
<button onclick="calculate()">Calculate</button>
<div id="results">
<table>
<tr><th>Category</th><th>Value Added (One Year)</th></tr>
<tr><td>Cash Flow Planning</td><td>$0.00</td></tr>
<tr><td>Goal Planning</td><td>$0.00</td></tr>
<tr><td>Tax Planning</td><td>$0.00</td></tr>
<tr><td>Investment Planning</td><td>$0.00</td></tr>
<tr><td>Retirement Planning</td><td>$0.00</td></tr>
<tr><td>Insurance Planning</td><td>$0.00</td></tr>
<tr><td>Behavioral Planning</td><td>$0.00</td></tr>
<!-- Removed advisory fee row -->
<tr class='total'><td>Net Annual Quantitative Value (after fees)</td><td>$0.00</td></tr>
</table>
</div>
</div>
<script>
function calculate() {
const assets = document.getElementById('assets').value;
const yearsAdvisory = document.getElementById('yearsAdvisory').value || 1;
const categories = {
'Cash Flow Planning': 1.2,
'Goal Planning': 0.75,
'Tax Planning': 1.5,
'Investment Planning': 0.75,
'Retirement Planning': 1,
'Insurance Planning': 0.65,
'Behavioral Planning': 0.75
};
let totalValueAdded = 0;
Object.keys(categories).forEach(category => {
const valueAdded = assets * (categories[category] / 100);
totalValueAdded += valueAdded;
// Update existing rows
document.querySelector(`#results table tr td:contains('${category}') + td`).textContent = `$${valueAdded.toLocaleString(undefined, {minimumFractionDigits: 2, maximumFractionDigits: 2})}`;
});

// Update Net Annual Quantitative Value after fees
document.querySelector("#results table tr.total td + td").textContent = `$${totalValueAdded.toLocaleString(undefined, {minimumFractionDigits: 2, maximumFractionDigits: 2})}`;
}
</script>
<script type="text/javascript"> var localStoragePrefix = "ct-1432"; var lastSave = 0; function saveLocal(data) { if (Date.now() - lastSave < 1000) { return; } let cookie = localStoragePrefix + "=" + JSON.stringify(data) + "; path=" + window.location.pathname + "'; SameSite=Strict"; cookie += "; expires=" + new Date(Date.now() + 1000 * 60 * 60 * 24 * 365 * 1000).toUTCString(); document.cookie = cookie; lastSave = Date.now(); } function loadLocal() { var cookiePrefix = localStoragePrefix + "="; var cookieStart = document.cookie.indexOf(cookiePrefix); if (cookieStart > -1) { let cookieEnd = document.cookie.indexOf(";", cookieStart); if (cookieEnd == -1) { cookieEnd = document.cookie.length; } var cookieData = document.cookie.substring(cookieStart + cookiePrefix.length, cookieEnd); return JSON.parse(cookieData); } } </script>
<script type="text/javascript"> window.addEventListener('load', function() { var observer = new MutationObserver(function() { window.parent.postMessage({height: document.documentElement.scrollHeight || document.body.scrollHeight},"*"); }); observer.observe(document.body, {attributes: true, childList: true, subtree: true}); window.parent.postMessage({height: document.documentElement.scrollHeight || document.body.scrollHeight},"*"); }); </script>
</body>
</html>

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