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This repository contains simple templates and codes yet it automates much of the boring calculations done by investors. Commits will be continually be done to make it enhancive and more productive. This work is as a result of personal inspiration behind the struggles I come across when dealing with these kind of calculations.

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Investment Planner & Dashboard

A simple web application to help users plan investments, track current investments, and analyze profits and ROI. The app features also a day/night theme toggle.


Features

  • Planning Investments

    • Enter investment Amount and NAV (Net Asset Value).
    • Calculates expected profit based on your input.(11% fixed interest/year)
    • Stores planned investment data in Local Storage for later use.
  • Current Investments

    • Enter Shares, Deposited Money, and Withdrawals.
    • Calculates:
      • Actual money in account
      • Value of investment
      • Overall profit
      • ROI (Return on Investment)
    • Stores multiple submissions in Local Storage for comparison.
  • Day/Night Mode

    • Toggle between light and dark themes using a moon/sun icon.
    • Uses CSS variables for easy theme management.
  • Responsive Design

    • Works on both desktop and mobile screens.
    • Inputs, buttons, and tables scale correctly for small screens.

Technologies Used

  • HTML5 – Structure and content
  • CSS3 (with variables) – Styling and dark/light theme
  • JavaScript – Investment calculations, Local Storage, and theme toggle
  • Local Storage – Persist data between pages and sessions

Setup & Usage

  1. Clone or download the repository.
  2. Open invest_plan.html in your browser to start planning investments.
  3. Enter Amount and NAV, then submit to calculate expected profit.
  4. Navigate to current.html to:
    • Add Shares, Deposited Money, and Withdrawals.
    • Click Calculate to see Actual Money, Value of Investment, Overall Profit, ROI.
  5. Use the moon/sun button at the top to toggle Day/Night mode.
  6. Scroll down to see the Comparison Dashboard, which updates with each new investment.


Future Enhancements

  • Live update calculations without clicking "Calculate".
  • Graphical charts for investment growth and ROI trends.
  • Risk analysis and recommendations based on investment patterns.
  • Export data as CSV or PDF for record-keeping.

Author


License

This project is open-source and free to use for educational purposes.

About

This repository contains simple templates and codes yet it automates much of the boring calculations done by investors. Commits will be continually be done to make it enhancive and more productive. This work is as a result of personal inspiration behind the struggles I come across when dealing with these kind of calculations.

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