The strategy will reblance on the date of a month specified. If the date happens to be a weekend or a holiday, it will rebalance at the earliest trading day after this date. Also, if 'At least 30 days apart between 2 rebalances' is checked as 'Yes', the strategy will start to ensure the 30 days gap starting from the inception date and move forward.
Day of month to rebalance
At least 30 days apart between 2 rebalances
Starting Date:
");
mpiq_preparewidget();
mpiq_resetradio();
}
// load css file
var cssFile = ['https://www.myplaniq.com/LTISystem/jsp/widgets/customizewidget/thirdparty.css','https://www.myplaniq.com/LTISystem/jsp/widgets/css/green.css','https://www.myplaniq.com/LTISystem/jsp/widgets/css/tipTip.css'];
//reset radio button css
function mpiq_resetradio(){
$("input[type='checkbox']").each(function(index,elem){
if($(elem).attr("checked")){
$(elem).next().addClass("mpiq_radiochecked mpiq_radio");
}else{
$(elem).next().addClass("mpiq_radio");
}
});
$("input[type='checkbox']").live("click",function(event){
//event.preventDefault();
var name = $(this).attr("name");
var elem = $("input[name='"+name+"']");
elem.each(function(index,el){
if($(el).attr("checked")){
$(el).next().addClass("mpiq_radiochecked");
}else{
$(el).next().removeClass("mpiq_radiochecked");
}
})
})
}
// record user message
function mpiq_usermessage(){
this.resourceType = "";
this.portfolioID = "";
this.portfolioName = "";
this.planID = "";
this.planName = "";
this.strategyID = "";
this.strategy = "";
this.taa = false;
this.risk = "";
this.rebalance = "";
this.assetFund = "";
this.assetNumber = "";
this.isAdvance = false;
this.isAdmin = false;
this.isFolio = false;
this.html = {};
this.parameters = {};
}
var usermessage = new mpiq_usermessage();
var mpiq_customizewidgetmpiq_id123_json = {};
// started to prepare page
function mpiq_preparewidget(){
var body = $("body");
if(body.find("#mpiq_loading_back").length<=0){
body.append('
');
}
if(typeof window.jQuery.fn.simulate == "undefined"){
$.getScript("https://www.myplaniq.com/LTISystem/jsp/javascript/mpiq/jquery.simulation.min.js?version=1");
}
}
function mpiq_start_preparewidget(type,ID){
$("#mpiq_customizewidgetmpiq_id123_getrecommendation").hide();
$("#mpiq_customizewidgetmpiq_id123_loadData").show();
var url = "";
if(type == "portfolio"){
url = "https://www.myplaniq.com/LTISystem/widgets/customizewidget/basic_inf.action?portfolioID="+ID;
}else if(type == "plan"){
url = "https://www.myplaniq.com/LTISystem/widgets/customizewidget/basic_inf.action?planID="+ID;
}else if(type == "strategy"){
url = "https://www.myplaniq.com/LTISystem/widgets/customizewidget/basic_inf.action?strategyID="+ID;
}
mpiq_load_data_from_server(url,function(data){
if(data.message == "success"){
mpiq_customizewidgetmpiq_id123_json = eval("("+data.parameters+")");
mpiq_customizewidgetmpiq_id123_dataprepare(data);
}else{
alert(data.message);
}
});
}
// change strategy
function mpiq_customizewidgetmpiq_id123_strategy(elem){
var value = $(elem).val();
if(usermessage.parameters[value]){
mpiq_customizewidgetmpiq_id123_json = usermessage.parameters[value];
mpiq_customizewidgetmpiq_id123_setRiskValue(value)
}else{
var url = "https://www.myplaniq.com/LTISystem/widgets/customizewidget/changeStrategy.action?strategyID="+ value;
mpiq_ajax_post_server(url,function(data){
mpiq_customizewidgetmpiq_id123_json = usermessage.parameters[value] = eval("("+data.parameters+")");
usermessage.html[value] = data.configureHtml;
mpiq_customizewidgetmpiq_id123_setRiskValue(value)
});
}
}
function mpiq_customizewidgetmpiq_id123_setRiskValue(value){
$("#mpiq_customizewidgetmpiq_id123_parameterTable").html(usermessage.html[value]);
$("#mpiq_customizewidgetmpiq_id123_parameterTable .mpiq_Tip").tipTip({
maxWidth : "350px",
delay : 100,
img:' ?'
});
if(usermessage.risk){
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("input[name=RiskProfile]").val(usermessage.risk);
}
if(usermessage.rebalance){
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("select[name=Frequency]").val(usermessage.rebalance);
}
if(usermessage.assetFund){
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("select[name=MaxOfRiskyAsset]").val(usermessage.assetFund);
}
if(usermessage.assetNumber){
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("select[name=NumberOfMainRiskyClass]").val(usermessage.assetNumber);
}
}
//data prepare function
function mpiq_customizewidgetmpiq_id123_dataprepare(data){
usermessage.isFolio = data.isFolio;
usermessage.portfolioID = data.portfolioID;
usermessage.portfolioName = data.portfolioName;
usermessage.planID = data.planID;
usermessage.planName = data.planName;
usermessage.resourceType = data.resourceType;
$("#mpiq_customizewidgetmpiq_id123_portfolioname").val(data.portfolioName);
if(data.resourceType == "strategy"){
$("#mpiq_customizewidgetmpiq_id123_planShow").hide();
}else{
$("#mpiq_customizewidgetmpiq_id123_planname").val(data.planName);
$("#mpiq_customizewidgetmpiq_id123_planShow").show();
}
var sHtml = "";
$.each(data.strategyList,function(index,ele){
sHtml += "";
});
$("#mpiq_customizewidgetmpiq_id123_strategy").html(sHtml);
$("#mpiq_customizewidgetmpiq_id123_strategy").val(data.strategyID);
$("#mpiq_customizewidgetmpiq_id123_parameterTable").html(data.configureHtml);
if(data.riskProfile != null){
usermessage.risk = data.riskProfile;
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("input[name=RiskProfile]").val(data.riskProfile);
}
if(data.frequency != null){
usermessage.rebalance = data.frequency;
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("select[name=Frequency]").val(data.frequency);
}
if(data.maxOfRiskyAsset != null){
usermessage.assetFund = data.maxOfRiskyAsset;
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("select[name=MaxOfRiskyAsset]").val(usermessage.assetFund);
}
if(data.numberOfMainRiskyClass != null){
usermessage.assetNumber = data.numberOfMainRiskyClass;
$("#mpiq_customizewidgetmpiq_id123_parameterTable").find("select[name=NumberOfMainRiskyClass]").val(usermessage.assetNumber);
}
usermessage.isAdvance = data.isAdvanceUser;
usermessage.isAdmin = data.isAdmin;
//if admin user
if(usermessage.isAdmin){
$("#mpiq_customizewidgetmpiq_id123_super_startdate").val(data.startDate).datepicker();
$("#mpiq_customizewidgetmpiq_id123_super").show();
}else{
$("#mpiq_customizewidgetmpiq_id123_super").remove();
}
if(usermessage.isAdvance){
$("#mpiq_customizewidgetmpiq_id123_expert").show();
var reDate = '';
for(var i=1; i<=31; i++){
reDate += '';
}
window.jQuery("#mpiq_customizewidgetmpiq_id123_rebalanceDate").html(reDate);
$("#mpiq_customizewidgetmpiq_id123_expertMoreParam").show();
}else{
$("#mpiq_customizewidgetmpiq_id123_expert").remove();
$("#mpiq_customizewidgetmpiq_id123_expertMoreParam").remove();
}
if(usermessage.isFolio){
$("#mpiq_customizewidgetmpiq_id123_folio_div").show();
}else{
$("#mpiq_customizewidgetmpiq_id123_folio_div").remove();
}
$(".mpiq_Tip").tipTip({
maxWidth : "350px",
delay : 100,
img:' ?'
});
}
// customize submit
function mpiq_customizewidgetmpiq_id123_customize(){
if($('#mpiq_customizewidgetmpiq_id123_folio').length > 0){
usermessage.isFolio = $("#mpiq_customizewidgetmpiq_id123_folio").prop("checked");
}
var portfolioName = $("#mpiq_customizewidgetmpiq_id123_portfolioname").val();
var planName = $("#mpiq_customizewidgetmpiq_id123_planname").val();
var strategy = $("#mpiq_customizewidgetmpiq_id123_strategy").val();
var json = "";
portfolioName = encodeURIComponent(portfolioName);
planName = encodeURIComponent(planName);
$("#mpiq_customizewidgetmpiq_id123_parameterTable :input").each(function(index,elem){
var name = $(elem).attr("name");
var value = $.trim($(elem).val());
if(value == "" || value == null){
alert("The field cannot be empty.");
json = "break";
return false;
}
mpiq_customizewidgetmpiq_id123_json[name] = value;
})
if(json == "break") return;
//process rebalance special paramters
if(usermessage.isAdvance){
var rebalanceDate = $("#mpiq_customizewidgetmpiq_id123_rebalanceDate").val();
var rebalanceBetween = $("#mpiq_customizewidgetmpiq_id123_rebalanceBetween").val();
if(rebalanceDate == null || rebalanceDate == "null"){
rebalanceDate = 0;
}
if(rebalanceBetween == null || rebalanceBetween == "null"){
rebalanceBetween = false;
}
mpiq_customizewidgetmpiq_id123_json["DateOfMonth2Rebalance"] = rebalanceDate;
mpiq_customizewidgetmpiq_id123_json["AtLeast30DaysApartBetween2Rebalances"] = rebalanceBetween;
}
json = Obj2str(mpiq_customizewidgetmpiq_id123_json);
var urlc = "https://www.myplaniq.com/LTISystem/widgets/customizewidget/generatePortfolio.action?";
if(usermessage.resourceType == "portfolio"){
urlc += "portfolioID="+usermessage.portfolioID+"&";
}
if(usermessage.resourceType != "strategy"){
urlc += "planID="+usermessage.planID+"&";
}
if(usermessage.isAdmin){
urlc += "startDate=" + $("#mpiq_customizewidgetmpiq_id123_super_startdate").val() + "&";
}
if(usermessage.isAdvance){
if($("#mpiq_customizewidgetmpiq_id123_expert_startdate:checked").val() != undefined){
urlc += "startDate=12/31/2000&";
}
}
if(usermessage.isFolio){
urlc += "hasFolio=true&"
}
/*var time = true;
var timeout;*/
urlc += "portfolioName="+portfolioName+"&strategyID="+strategy+"¶meters="+json;
mpiq_ajax_post_server(urlc,function(datas){
if(datas.message == "success"){
/*time = false;
clearTimeout(timeout);*/
$("#mpiq_customizewidgetmpiq_id123_generate").simulate({
portfolioID : datas.portfolioID,
type : "monitor",
isCustomized : true,
port:443,
success : function(){
var url = "https://www.myplaniq.com/LTISystem/widgets/customizewidget/generateRecommendation.action?portfolioID="+datas.portfolioID;
mpiq_ajax_post_server(url,function(data){
if(data.message == "success"){
$("#mpiq_customizewidgetmpiq_id123_generate").html("");
$("#mpiq_customizewidgetmpiq_id123_getrecommendation").fadeIn().html(data.content);
$("#mpiq_customizewidgetmpiq_id123_loadData").hide();
}else{
alert(data.message);
}
});
}
})
}else{
/*time = false;
clearTimeout(timeout);*/
if(datas.message == "Failed to create the portfolio, please try again."){
alert("Failed to generate suggestion. Please try again later. You can find the portfolio in Dashboard.");
window.location.reload();
}else{
alert(datas.message);
}
//location.href = "https://www.myplaniq.com/LTISystem/dashboard/mainAction.action";
}
})
/*timeout = setTimeout(function(){
if(time){
alert('The simulation has taken longer than expected. Please try again later. You can find this portfolio on Dashboard. If you encounter this problem again, please contact us for further help.');
window.jQuery("#mpiq_loading_back").hide();
window.jQuery("#mpiq_loading").hide();
}
},5*60*1000);*/
}
function mpiq_load_widgetsmpiq_id123(){
mpiq_widget_customizewidgetmpiq_id123();
}
/*
* load css file
*/
function mpiq_load_css(href){
var cssHead = document.getElementsByTagName('head')[0];
for(var i = 0;i