eFinancialPlanner  V1.0 (proof of concept)
Personal Financial Planning based on Maslowian Portfolio Theory
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t_personalize_Eng_UK.h File Reference

Go to the source code of this file.

Functions

void init_personalize ()
 

Variables

const string t_personalize1 = "<p>For Accurate advice, fill out this form very carefully.</p><p><b>NOTE</b>: make sure to save changes in each section before moving on to another section! Otherwise those changes will be lost!</p></p>"
 
const string t_personalize_concepts
 
const string t_personalize_scoring
 
const string t_Knowledge = "knowledge"
 
const string t_Experience = "Experience"
 
const string t_Desirability = "Desirability"
 
const string t_Max_Exp = "Maximum Exposure"
 
const string t_info_curr = "this is your base currency (all amounts in other currencies will be converted to this one (NOT ACTIVE YET!!)"
 
const string t_info_bdate = "Your birthdate is necessary to allow you to enter a goal by only providing your age at which you want to attain this goal."
 
const string t_info_simtill = "this is the age till which simulations will run. Be realistic here, sure one will want to become 200 years old, but it does not make sense to simulate too long in the future."
 
const string t_reload = "Reload Initial "
 
unordered_map< string,
unordered_map< string, string > > 
t_personalize
 

Function Documentation

void init_personalize ( )

Definition at line 36 of file t_personalize_Eng_UK.h.

Variable Documentation

const string t_Desirability = "Desirability"

Definition at line 23 of file t_personalize_Eng_UK.h.

const string t_Experience = "Experience"

Definition at line 22 of file t_personalize_Eng_UK.h.

const string t_info_bdate = "Your birthdate is necessary to allow you to enter a goal by only providing your age at which you want to attain this goal."

Definition at line 27 of file t_personalize_Eng_UK.h.

const string t_info_curr = "this is your base currency (all amounts in other currencies will be converted to this one (NOT ACTIVE YET!!)"

Definition at line 26 of file t_personalize_Eng_UK.h.

const string t_info_simtill = "this is the age till which simulations will run. Be realistic here, sure one will want to become 200 years old, but it does not make sense to simulate too long in the future."

Definition at line 28 of file t_personalize_Eng_UK.h.

const string t_Knowledge = "knowledge"

Definition at line 21 of file t_personalize_Eng_UK.h.

const string t_Max_Exp = "Maximum Exposure"

Definition at line 24 of file t_personalize_Eng_UK.h.

unordered_map<string, unordered_map<string, string> > t_personalize

Definition at line 35 of file t_personalize_Eng_UK.h.

const string t_personalize1 = "<p>For Accurate advice, fill out this form very carefully.</p><p><b>NOTE</b>: make sure to save changes in each section before moving on to another section! Otherwise those changes will be lost!</p></p>"

Definition at line 1 of file t_personalize_Eng_UK.h.

const string t_personalize_concepts
Initial value:
= "<h2>On Setting the Limits for Each Asset Class</h2> \
<p>Here you can use your past experience, knowledge and desirability to set limits for all asset classes. Please bear in mind that \
<ul><li>the sum of the weights should be at least 100% (best make sure that there is significantly more freedom),</li> \
<li>Also bear in mind that each limitation is moving your portoflio farther away from being optiomal: even if you don't like an asset class, it can be a very valuable diversification to your portoflio. Our system will only select asset classes if if they fit in the portfolio (reduce the risk of not reaching your goal).</li></ul> \
<p>You can use the following concepts to allow the system to suggest some limits:</p> \
<ul><li><b>experience:</b> assesses whether you have used these asset class in the past. If you used these asset class in your own portfolio, at work in your actual or previous job and especially if you used to trade frequently high volumes, you might rate yourself high on this.</li> \
<li><b>knowledge:</b> do you understand what these financial asset class do? Did they appear in your education (high school, university). Do you understand how they behave? Score yourself high if you know very well what these asset class do, how they behave and how they can be risky.</li> \
<li><b>desirability:</b> regardless of how much you know about this asset class, you might still not like them too much. Rate this low if you don't like the asset class</li> \
</ul> \
"

Definition at line 2 of file t_personalize_Eng_UK.h.

const string t_personalize_scoring
Initial value:
= "<p>Use the folowing scale to rate your knowledge, experience and desirability of having an asset class in your portfolio</p> \
<ul><li><b>1</b>: none / not at all</li> \
<li><b>2</b>: a little</li> \
<li><b>3</b>: average</li> \
<li><b>4</b>: much</li> \
<li><b>5</b>: all / best / very good</li> \
</ul> \
"

Definition at line 12 of file t_personalize_Eng_UK.h.

const string t_reload = "Reload Initial "

Definition at line 34 of file t_personalize_Eng_UK.h.