[WIP] Add compact 2-page PDF export with Monte Carlo and PAC visualizations #28

Copilot · 2025-11-04T09:57:48Z

Users need a way to save and share their AI-generated portfolio recommendations. Added PDF export functionality that generates a professional 2-page report containing the complete analysis with all visualizations including Monte Carlo simulations.

Implementation

src/export/pdf_exporter.py: Core PDF generation using reportlab
- Custom styles with blue theme (#1f4788, #2563eb)
- Compact 2-page layout: Page 1 with summary, Page 2 with all charts
- Helper method _get_asset_field() for dict/object asset handling
- Auto-generated filenames with timestamps
- Pie chart generation for portfolio asset allocation visualization using plotly
- Monte Carlo simulation charts for Lump Sum and PAC projections
- Graceful fallback if chart generation fails
app.py: Integrated PDF export into Streamlit UI
- Added _display_pdf_export_section() function after portfolio display
- Download button with generated PDF bytes
- Privacy notice for sensitive financial data
- Monte Carlo data capture from wealth simulation and storage in session state
tests/unit/test_pdf_exporter.py: Comprehensive test coverage
- 16 tests covering initialization, generation, content validation, filenames, error handling
- Updated to use pypdf (modern successor to PyPDF2, already in requirements.txt)

Usage

from src.export import PortfolioPDFExporter

exporter = PortfolioPDFExporter()
pdf_bytes = exporter.generate_pdf(
    portfolio=portfolio_dict,
    financial_profile=profile_dict,
    provider="OpenAI",
    model="gpt-4",
    include_charts=True,
    monte_carlo_lump_data=lump_data,  # Optional
    monte_carlo_pac_data=pac_data,    # Optional
)

PDF Structure (2 Pages)

Page 1 - Summary:

Header with generation date, provider, and model
Financial profile (compact, key fields only)
Portfolio allocation table with justifications
Investment strategy and risk level
Key considerations (up to 3)
Compact disclaimer

Page 2 - Visualizations:

Asset allocation pie chart (donut chart style)
Monte Carlo Lump Sum projection (10th, 50th, 75th percentiles)
Monte Carlo PAC projection with monthly contributions and cumulative invested line

Typical output: 2 pages, ~47-51 KB with all charts. Filename format: portfolio_analysis_YYYY-MM-DD_HH-MM-SS.pdf

Fixes [FEATURE REQUEST] Export Portfolio Analysis as PDF #19

Original prompt

This section details on the original issue you should resolve

<issue_title>[FEATURE REQUEST] Export Portfolio Analysis as PDF</issue_title>
<issue_description>## 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:

Cover Page

User name (optional, for privacy)

Generation date and time

Agent version/model used

Financial Profile Summary

Income and savings information

Current investment status

Financial goals and risk profile

Portfolio Recommendation

Asset allocation breakdown (percentages)

Specific ETF recommendations with descriptions

Allocation strategy rationale

Risk Analysis

Risk assessment based on profile

Volatility expectations

PAC (Piano di Accumulo del Capitale) metrics if applicable

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
</issue_description>

Comments on the Issue (you are @copilot in this section)

Fixes [FEATURE REQUEST] Export Portfolio Analysis as PDF #19

💬 We'd love your input! Share your thoughts on Copilot coding agent in our 2 minute survey.

Co-authored-by: merendamattia <[email protected]>

merendamattia · 2025-11-04T10:40:42Z

src/export/pdf_exporter.py

you must add also the graphs generated in the analysis

@copilot fix this

Added pie chart visualization to the PDF export in commit f3e1541. The portfolio allocation is now displayed as a donut chart alongside the detailed asset allocation table. The chart is generated using plotly and embedded as a PNG image in the PDF.

merendamattia · 2025-11-04T10:41:35Z

tests/unit/test_pdf_exporter.py

you have to add also PyPDF2 to the requirements. Without its, tests will fail. @copilot fix it

Updated tests to use pypdf instead of PyPDF2 in commit f3e1541. The requirements.txt already contains pypdf==6.1.3, which is the newer version of PyPDF2. The tests now use the correct import and all 16 tests pass successfully.

Co-authored-by: merendamattia <[email protected]>

Copilot · 2025-11-04T10:51:25Z

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Pull Request Overview

This PR adds PDF export functionality to the portfolio analysis application, allowing users to download a professional PDF document containing their complete financial profile, portfolio recommendations, risk analysis, and disclaimers.

Key changes:

Implemented a new PortfolioPDFExporter class with full PDF generation capabilities including charts, tables, and multi-section layouts
Added comprehensive unit tests covering initialization, PDF generation, content validation, filename generation, and error handling
Integrated PDF export section into the main Streamlit UI with a download button

Reviewed Changes

Copilot reviewed 4 out of 4 changed files in this pull request and generated 7 comments.

File	Description
src/export/pdf_exporter.py	New module implementing the `PortfolioPDFExporter` class with methods for creating cover pages, profile sections, portfolio sections, risk analysis, and disclaimers
src/export/init.py	Export module initialization file exposing the `PortfolioPDFExporter` class
tests/unit/test_pdf_exporter.py	Comprehensive test suite with 17 test cases covering all aspects of PDF generation functionality
app.py	Integration of PDF export UI section with download button in the main application

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Copilot · 2025-11-04T11:05:51Z

src/export/pdf_exporter.py

+        except Exception as e:
+            # If chart generation fails, return None
+            # This ensures PDF generation continues even without charts
+            return None


The exception variable e is captured but never used. Either log the exception for debugging purposes or remove the variable binding.

Copilot · 2025-11-04T11:05:51Z

src/export/pdf_exporter.py

+
+import io
+from datetime import datetime
+from typing import Dict, List, Optional


Import of 'List' is not used.

Suggested change

from typing import Dict, List, Optional

from typing import Dict, Optional

Copilot · 2025-11-04T11:05:52Z

src/export/pdf_exporter.py

+from datetime import datetime
+from typing import Dict, List, Optional
+
+import numpy as np


Import of 'np' is not used.

Suggested change

import numpy as np

Copilot · 2025-11-04T11:05:52Z

src/export/pdf_exporter.py

+import numpy as np
+import pandas as pd
+import plotly.express as px
+import plotly.graph_objects as go


Import of 'go' is not used.

Suggested change

import plotly.graph_objects as go

Copilot · 2025-11-04T11:05:52Z

src/export/pdf_exporter.py

+import pandas as pd
+import plotly.express as px
+import plotly.graph_objects as go
+from PIL import Image


Import of 'Image' is not used.

Suggested change

from PIL import Image

Copilot · 2025-11-04T11:05:53Z

tests/unit/test_pdf_exporter.py

+from datetime import datetime
+


Import of 'datetime' is not used.

Suggested change

from datetime import datetime

Copilot · 2025-11-04T11:05:53Z

tests/unit/test_pdf_exporter.py

+import io
+from datetime import datetime
+
+import pytest


Import of 'pytest' is not used.

Suggested change

import pytest

merendamattia · 2025-11-04T16:59:07Z

@copilot graphs are not displayed. You must include also the Montecarlo simulation and the PAC's graphs. In addition, the report must be in a pdf page, with graphs in the second page (in total only 2 pages)

Co-authored-by: merendamattia <[email protected]>

Copilot · 2025-11-04T17:09:21Z

@copilot graphs are not displayed. You must include also the Montecarlo simulation and the PAC's graphs. In addition, the report must be in a pdf page, with graphs in the second page (in total only 2 ...

Restructured the PDF to be exactly 2 pages in commit 8b3a886.

Page 1: Compact summary with financial profile, portfolio allocation table, strategy, risk level, and disclaimer.

Page 2: All visualizations including:

Asset allocation pie chart
Monte Carlo Lump Sum projection (10th, 50th, 75th percentiles)
Monte Carlo PAC projection with cumulative invested line

The Monte Carlo and PAC simulation data is now captured from the wealth simulation and embedded as charts in the PDF. All graphs from the analysis are now included.

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cdnjs.cloudflare.com
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3349 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpu2vdom3i --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,1370614201914967989,14270985496618270835,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
- Triggering command: /opt/google/chrome/chrome --disable-gpu --headless --no-sandbox --disable-breakpad --allow-file-access-from-files --enable-logging=stderr --user-data-dir=/tmp/tmpu2vdom3i --no-first-run --enable-unsafe-swiftshader --disable-dev-shm-usage --disable-REDACTED-media-suspend --disable-lazy-loading --disable-REDACTED-timer-throttling --disable-REDACTEDing-occluded-windows --disable-renderer-REDACTEDing --disable-component-update --disable-hang-monitor --disable-popup-blocking --disable-prompt-on-repost --disable-ipc-flooding-protection --disable-sync --metrics-recording-only --password-store=basic --use-mock-keychain --no-default-browser-check --no-process-per-site --disable-web-security --remote-debugging-pipe --noerrdialogs --ozone-platform=headless --ozone-override-screen-size=800,600 --use-angle=swiftshader-webgl (dns block)
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3499 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpgmqkqi51 --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,7131835425713085363,12528198700266029169,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
clients2.google.com
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3349 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpu2vdom3i --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,1370614201914967989,14270985496618270835,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
- Triggering command: /opt/google/chrome/chrome --disable-gpu --headless --no-sandbox --disable-breakpad --allow-file-access-from-files --enable-logging=stderr --user-data-dir=/tmp/tmpu2vdom3i --no-first-run --enable-unsafe-swiftshader --disable-dev-shm-usage --disable-REDACTED-media-suspend --disable-lazy-loading --disable-REDACTED-timer-throttling --disable-REDACTEDing-occluded-windows --disable-renderer-REDACTEDing --disable-component-update --disable-hang-monitor --disable-popup-blocking --disable-prompt-on-repost --disable-ipc-flooding-protection --disable-sync --metrics-recording-only --password-store=basic --use-mock-keychain --no-default-browser-check --no-process-per-site --disable-web-security --remote-debugging-pipe --noerrdialogs --ozone-platform=headless --ozone-override-screen-size=800,600 --use-angle=swiftshader-webgl (dns block)
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3499 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpgmqkqi51 --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,7131835425713085363,12528198700266029169,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
clientservices.googleapis.com
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3349 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpu2vdom3i --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,1370614201914967989,14270985496618270835,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
- Triggering command: /opt/google/chrome/chrome --disable-gpu --headless --no-sandbox --disable-breakpad --allow-file-access-from-files --enable-logging=stderr --user-data-dir=/tmp/tmpu2vdom3i --no-first-run --enable-unsafe-swiftshader --disable-dev-shm-usage --disable-REDACTED-media-suspend --disable-lazy-loading --disable-REDACTED-timer-throttling --disable-REDACTEDing-occluded-windows --disable-renderer-REDACTEDing --disable-component-update --disable-hang-monitor --disable-popup-blocking --disable-prompt-on-repost --disable-ipc-flooding-protection --disable-sync --metrics-recording-only --password-store=basic --use-mock-keychain --no-default-browser-check --no-process-per-site --disable-web-security --remote-debugging-pipe --noerrdialogs --ozone-platform=headless --ozone-override-screen-size=800,600 --use-angle=swiftshader-webgl (dns block)
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3499 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpgmqkqi51 --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,7131835425713085363,12528198700266029169,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
safebrowsingohttpgateway.googleapis.com
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3349 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpu2vdom3i --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,1370614201914967989,14270985496618270835,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
- Triggering command: /opt/google/chrome/chrome --disable-gpu --headless --no-sandbox --disable-breakpad --allow-file-access-from-files --enable-logging=stderr --user-data-dir=/tmp/tmpu2vdom3i --no-first-run --enable-unsafe-swiftshader --disable-dev-shm-usage --disable-REDACTED-media-suspend --disable-lazy-loading --disable-REDACTED-timer-throttling --disable-REDACTEDing-occluded-windows --disable-renderer-REDACTEDing --disable-component-update --disable-hang-monitor --disable-popup-blocking --disable-prompt-on-repost --disable-ipc-flooding-protection --disable-sync --metrics-recording-only --password-store=basic --use-mock-keychain --no-default-browser-check --no-process-per-site --disable-web-security --remote-debugging-pipe --noerrdialogs --ozone-platform=headless --ozone-override-screen-size=800,600 --use-angle=swiftshader-webgl (dns block)
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3499 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpgmqkqi51 --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,7131835425713085363,12528198700266029169,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
www.google.com
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3349 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpu2vdom3i --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,1370614201914967989,14270985496618270835,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)
- Triggering command: /opt/google/chrome/chrome --disable-gpu --headless --no-sandbox --disable-breakpad --allow-file-access-from-files --enable-logging=stderr --user-data-dir=/tmp/tmpu2vdom3i --no-first-run --enable-unsafe-swiftshader --disable-dev-shm-usage --disable-REDACTED-media-suspend --disable-lazy-loading --disable-REDACTED-timer-throttling --disable-REDACTEDing-occluded-windows --disable-renderer-REDACTEDing --disable-component-update --disable-hang-monitor --disable-popup-blocking --disable-prompt-on-repost --disable-ipc-flooding-protection --disable-sync --metrics-recording-only --password-store=basic --use-mock-keychain --no-default-browser-check --no-process-per-site --disable-web-security --remote-debugging-pipe --noerrdialogs --ozone-platform=headless --ozone-override-screen-size=800,600 --use-angle=swiftshader-webgl (dns block)
- Triggering command: /opt/google/chrome/chrome --type=utility --utility-sub-type=network.mojom.NetworkService --lang=en-US --service-sandbox-type=none --no-sandbox --disable-dev-shm-usage --use-angle=swiftshader-webgl --crashpad-handler-pid=3499 --enable-crash-reporter=, --noerrdialogs --user-data-dir=/tmp/tmpgmqkqi51 --change-stack-guard-on-fork=enable --shared-files=v8_context_snapshot_data:100 --field-trial-handle=3,i,7131835425713085363,12528198700266029169,262144 --disable-features=PaintHolding --variations-seed-version --trace-process-track-uuid=3190708989122997041 --enable-logging=stderr (dns block)

If you need me to access, download, or install something from one of these locations, you can either:

Configure Actions setup steps to set up my environment, which run before the firewall is enabled
Add the appropriate URLs or hosts to the custom allowlist in this repository's Copilot coding agent settings (admins only)

Initial plan

33fdee3

Copilot AI assigned Copilot and merendamattia Nov 4, 2025

Copilot started work on behalf of merendamattia November 4, 2025 09:58 View session

Copilot AI and others added 2 commits November 4, 2025 10:10

feat: add PDF export functionality for portfolio analysis

5890392

Co-authored-by: merendamattia <[email protected]>

refactor: address code review feedback for PDF export

08a0f6a

Co-authored-by: merendamattia <[email protected]>

Copilot AI changed the title ~~[WIP] Add functionality to export portfolio analysis as PDF~~ Add PDF export for portfolio analysis reports Nov 4, 2025

Copilot AI requested a review from merendamattia November 4, 2025 10:25

Copilot finished work on behalf of merendamattia November 4, 2025 10:25

merendamattia requested changes Nov 4, 2025

View reviewed changes

Copilot started work on behalf of merendamattia November 4, 2025 10:42 View session

feat: add pie chart visualization to PDF export

f3e1541

Co-authored-by: merendamattia <[email protected]>

Copilot AI changed the title ~~Add PDF export for portfolio analysis reports~~ Add PDF export for portfolio analysis reports with chart visualizations Nov 4, 2025

Copilot AI requested a review from merendamattia November 4, 2025 10:51

Copilot finished work on behalf of merendamattia November 4, 2025 10:51

merendamattia marked this pull request as ready for review November 4, 2025 11:02

Copilot AI review requested due to automatic review settings November 4, 2025 11:02

github-actions bot requested a review from raffaelecrafa November 4, 2025 11:02

merendamattia marked this pull request as draft November 4, 2025 11:05

Copilot AI reviewed Nov 4, 2025

View reviewed changes

Copilot started work on behalf of merendamattia November 4, 2025 16:59 View session

feat: restructure PDF to 2-page format with Monte Carlo and PAC charts

8b3a886

Co-authored-by: merendamattia <[email protected]>

Copilot AI changed the title ~~Add PDF export for portfolio analysis reports with chart visualizations~~ Add compact 2-page PDF export with Monte Carlo and PAC visualizations Nov 4, 2025

Copilot finished work on behalf of merendamattia November 4, 2025 17:10

merendamattia changed the title ~~Add compact 2-page PDF export with Monte Carlo and PAC visualizations~~ [WIP] Add compact 2-page PDF export with Monte Carlo and PAC visualizations Nov 5, 2025

merendamattia closed this Nov 8, 2025

merendamattia deleted the copilot/export-portfolio-analysis-pdf branch December 22, 2025 08:01

	from typing import Dict, List, Optional
	from typing import Dict, Optional

[WIP] Add compact 2-page PDF export with Monte Carlo and PAC visualizations #28

[WIP] Add compact 2-page PDF export with Monte Carlo and PAC visualizations #28

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Implementation

Usage

PDF Structure (2 Pages)

Motivation

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Copilot AI commented Nov 4, 2025

I tried to connect to the following addresses, but was blocked by firewall rules:

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Pull Request Overview

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merendamattia commented Nov 4, 2025

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Copilot AI commented Nov 4, 2025 • edited Loading Uh oh! There was an error while loading. Please reload this page.

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I tried to connect to the following addresses, but was blocked by firewall rules:

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Copilot AI commented Nov 4, 2025 •

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