[FEATURE REQUEST] Export Portfolio Analysis as PDF

[merendamattia]

Description

Add functionality to export the complete portfolio analysis and recommendations as a PDF document. Currently, users can view their AI-generated portfolio recommendation on screen, but there is no way to save or download this analysis for offline reference or sharing.

Motivation

• Offline Access: Users may want to review their portfolio analysis later without reopening the application
• Sharing: PDF export allows users to easily share their portfolio recommendations with financial advisors, family members, or other stakeholders
• Documentation: Having a downloadable PDF serves as documentation of the analysis performed at a specific point in time
• Professional Use: PDF format is widely accepted and can be printed for records

Suggested implementation

Add a "Export as PDF" button that appears after the portfolio analysis is generated. The PDF should include:

1. Cover Page

   • User name (optional, for privacy)
   • Generation date and time
   • Agent version/model used

2. Financial Profile Summary

   • Income and savings information
   • Current investment status
   • Financial goals and risk profile

3. Portfolio Recommendation

   • Asset allocation breakdown (percentages)
   • Specific ETF recommendations with descriptions
   • Allocation strategy rationale

4. Risk Analysis

   • Risk assessment based on profile
   • Volatility expectations
   • PAC (Piano di Accumulo del Capitale) metrics if applicable

5. Disclaimers

   • Standard financial advisory disclaimers
   • Risk warnings

Technical approach:

• Use a library like reportlab or fpdf2 for PDF generation
• Create a PDF template that can be styled consistently
• Include charts/visualizations from the portfolio analysis
• Add timestamp and version information for audit trail

Further content

• Consider adding options for PDF customization (e.g., include/exclude certain sections)
• Implement a naming convention for downloaded files (e.g., portfolio_analysis_2025-11-01.pdf)
• Add a privacy notice informing users that PDFs may contain sensitive financial information
• Consider adding a "Save Analysis" feature to store analyses in a database or file system for future reference
• Potentially add email export capability as a future enhancement