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Description
Currently, the tool provides visual feedback via the GUI, but users lack a way to "export" their findings for offline review or record-keeping. I am looking to implement a "Generate PDF Report" button that creates a professional, modular summary of the current portfolio analysis.
Proposed Functionality The goal is to create a report_generator.py module that pulls data from the existing analysis engines (FF5 Regression, Monte Carlo, Portfolio Optimization) and formats them into a clean PDF document.
Key Components to Include in the PDF:
- Header: Portfolio Name, Date of Analysis, and "Quant Lab Alpha" branding.
- Summary Table: Key metrics like CAGR, Sharpe Ratio, Max Drawdown, and Volatility.
- Factor Exposure Block: A table or chart showing the Fama-French Five-Factor coefficients (SmB, HmL, etc.).
- Visuals: Exporting current Matplotlib plots (Efficient Frontier or Monte Carlo paths, P16/50/84 values) directly into the PDF.
- Disclaimer: A standard "Not Financial Advice" footer.
Technical Requirements:
- Library: Preferably ReportLab or fpdf2.
- Modular Design: The generator should be a standalone class/function where we can pass a dictionary of results. This ensures that as we add new models (like Carbon risk or Trend), we can easily add new "sections" to the PDF.
- GUI Integration: A "Save as PDF" button added to the main dashboard or results window.
Helpful Resources:
- Existing data structures can be found in simulations/portfolio_module.py, which could generally keep a pre-computed copy of all the analyses.
- We should ensure the PDF is saved using a standard filedialog to let the user pick the destination.
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