Charts¶

Chart.js chart data for client-side rendering.

`generate_projection_fan_chart`¶

Generate projection fan chart data for client-side rendering.

Parameter	Type	Default	Description
`initial_balance_cents`	int	required	Starting balance in cents
`expected_annual_return`	float	required	Expected annual return (e.g., 0.07 = 7%)
`time_horizon_months`	int	required	Number of months to project
`annual_volatility`	float	`0.15`	Annual volatility/std dev (e.g., 0.15 = 15%)
`monthly_contribution_cents`	int	`0`	Fixed monthly contribution in cents
`title`	string	`"Portfolio Projection"`	Chart title
`show_deposits_line`	bool	`true`	Show cumulative net deposits line on the chart
`inflation`	float	`0.0`	Annual inflation rate as decimal (e.g., 0.03 = 3%). When > 0, chart values are in today's purchasing power (real dollars).

Returns file URLs + compact inline summary. Full chart data is written

Generate account breakdown chart data for client-side rendering.

Parameter	Type	Default	Description
`initial_balances`	dict[str, int]	required	Dict mapping account names to initial balances in cents (e.g., {'401k': 10000000, 'Roth IRA': 5000000})
`expected_annual_return`	float	required	Expected annual return (e.g., 0.07 = 7%)
`time_horizon_months`	int	required	Number of months to project
`title`	string	`"Portfolio Breakdown by Account"`	Chart title
`show_total_line`	bool	`true`	Show total portfolio value line on top

Returns file URLs + compact inline summary. Full chart data is written

Generate allocation glide path chart data for client-side rendering.

Parameter	Type	Default	Description
`allocations`	list	required	List of allocation dicts with 'stocks_pct', 'bonds_pct', 'cash_pct' keys (must sum to 100)
`months`	list	required	List of month numbers corresponding to each allocation (e.g., [0, 120, 240, 360])
`title`	string	`"Asset Allocation Over Time"`	Chart title

Returns file URLs + compact inline summary. Full chart data is written

Generate scenario comparison chart data for client-side rendering.

Parameter	Type	Default	Description
`scenarios`	list	required	List of scenario dicts, each with: 'name' (str), 'initial_balance_cents' (int), 'expected_annual_return' (float), 'annual_volatility' (float), 'monthly_contribution_cents' (int, optional)
`time_horizon_months`	int	required	Number of months to project
`percentile`	int	`50`	Percentile to compare (default: 50 for median)
`title`	string	`"Scenario Comparison"`	Chart title
`inflation`	float	`0.0`	Annual inflation rate as decimal (e.g., 0.03 = 3%). When > 0, chart values are in today's purchasing power (real dollars).

Returns file URLs + compact inline summary. Full chart data is written