This app is designed to help users determine their ideal investment portfolio allocation based on their personal financial preferences and risk tolerance. It presents a series of ten questions that users must answer, which cover various aspects of their financial situation, investment goals, and attitudes towards risk. After completing the questionnaire, users receive a personalized recommendation for their portfolio allocation, detailing the percentage of equity, debt, and other investments they should consider. To use the app, users simply navigate to the main page where they will find the "Investment Portfolio Questionnaire." They can start answering the questions one by one, with the ability to go back to previous questions if needed. As they progress through the questionnaire, a progress bar indicates how far along they are. Once all questions are answered, users can view their results, which include a visual representation of their recommended portfolio allocation in the form of a pie chart, along with an explanation of what their allocation means in terms of risk tolerance. The app is built using TypeScript and React, leveraging various libraries and components for UI elements, such as buttons, cards, and progress indicators. The questionnaire logic is managed through React state, and the portfolio allocation is calculated based on predefined questions and options that specify the allocation percentages for equity, debt, and other assets. Key features of the app include: - A user-friendly interface that guides users through the questionnaire. - Dynamic progress tracking to enhance user experience. - A results page that visually represents the recommended portfolio allocation using a pie chart. - Detailed explanations of the implications of the recommended allocation based on user responses. - The ability to restart the questionnaire for users who wish to reassess their investment strategy. Overall, this app serves as a valuable tool for individuals looking to make informed decisions about their investment portfolios based on their unique financial situations and goals.
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Last Updated April 25, 2025