Investor Risk Profile Calculator
About this app
An interactive tool to determine your investment risk profile and suggest portfolio allocation.
Investor Risk Profile Calculator
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Source
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Investor Risk Profile Calculator</title>
<meta name="description" content="An interactive tool to determine your investment risk profile and suggest portfolio allocation.">
<meta name="keywords" content="Investment, Risk Assessment, Portfolio Allocation, Financial Tool">
<style>
body {
font-family: 'Roboto', sans-serif;
background: linear-gradient(135deg, #e0eafc, #cfdef3);
color: #333;
display: flex;
align-items: center;
justify-content: center;
height: 100vh;
margin: 0;
padding: 20px;
box-sizing: border-box;
}
.container {
background: #fff;
border-radius: 10px;
box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);
overflow: hidden;
max-width: 600px;
width: 100%;
}
.progress-bar {
background: #f0f0f0;
padding: 10px;
position: relative;
}
.progress-bar::after {
content: '';
display: block;
height: 5px;
background: #4caf50;
width: 0%;
transition: width 0.3s ease-in-out;
}
.questionnaire {
padding: 20px;
}
.question {
margin-bottom: 20px;
}
.question label {
display: block;
margin-bottom: 5px;
}
.options {
margin-bottom: 20px;
}
.options input {
margin-right: 5px;
}
button {
background-color: #5cb85c;
color: white;
border: none;
padding: 10px 20px;
border-radius: 5px;
cursor: pointer;
font-size: 16px;
}
button:disabled {
background-color: #ccc;
cursor: not-allowed;
}
.result {
display: none;
text-align: center;
padding: 20px;
}
.result p {
font-size: 18px;
margin: 10px 0;
}
@media screen and (max-width: 768px) {
body {
padding: 10px;
}
}
</style>
</head>
<body>
<div class="container">
<div class="progress-bar" id="progressBar"></div>
<div class="questionnaire" id="questionnaire">
<!-- Questions will be dynamically added here -->
</div>
<div class="result" id="result">
<p id="profileType"></p>
<p id="allocationSuggestion"></p>
</div>
</div>
<script>
const questions = [
{ text: "What is your investment goal?", options: [{text: "Preserve my wealth", risk: 2}, {text: "Balance growth with safety", risk: 6}, {text: "Maximize growth", risk: 10}] },
{ text: "How experienced are you with investments?", options: [{text: "Beginner", risk: 3}, {text: "Intermediate", risk: 7}, {text: "Expert", risk: 11}] },
// Additional questions go here...
];
const questionnaire = document.getElementById('questionnaire');
const progressBar = document.getElementById('progressBar').style;
const result = document.getElementById('result');
const profileType = document.getElementById('profileType');
const allocationSuggestion = document.getElementById('allocationSuggestion');
let currentQuestionIndex = 0;
let totalRisk = 0;
function renderQuestion() {
if (currentQuestionIndex < questions.length) {
const question = questions[currentQuestionIndex];
let questionHTML = `<div class="question"><label>${question.text}</label>`;
question.options.forEach((option, index) => {
questionHTML += `<div class="options"><input type="radio" name="question${currentQuestionIndex}" id="option${index}" value="${option.risk}"><label for="option${index}">${option.text}</label></div>`;
});
questionHTML += '</div>';
questionnaire.innerHTML = questionHTML;
progressBar.width = (currentQuestionIndex + 1) / questions.length * 100 + '%';
} else {
displayResult();
}
}
function nextQuestion(selectedRisk) {
totalRisk += parseInt(selectedRisk);
currentQuestionIndex++;
renderQuestion();
}
function displayResult() {
questionnaire.style.display = 'none';
result.style.display = 'block';
let profile = "Conservative";
if (totalRisk > 30) profile = "Balanced";
if (totalRisk > 60) profile = "Growth";
if (totalRisk > 90) profile = "Aggressive";
profileType.textContent = `Your Risk Profile: ${profile}`;
allocationSuggestion.textContent = 'Based on your risk profile, we suggest a portfolio allocation that is...'; // Add logic for allocation suggestion
}
questionnaire.addEventListener('click', (e) => {
if (e.target.type === 'radio') {
nextQuestion(e.target.value);
}
});
renderQuestion();
</script>
</body>
</html>
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