Portfolio SummaryThe stocks in my portfolio has very poor performance since the FED hiked the rate.
since the covid-19, i came to the stock market and buy a stock that i ever heard the name which i don't even know its fundamental.
Some stock, i bought them at the hilltop (and sell at the bottom, hehe).
Everyone is a genius in a bull market ; and now i realized i am gonna loss money.
I have to do something, so i looked for an indicator that allow me to manage my portfolio.
unfortunately, i cannot find one that fit me.
so i make this indicator.
How you can get the benefit from this indicator
This indicator will summarize the gain/loss since you bought the stock.
it also include the dividend.
So that you can see how much you gain and loss, and make a decision as you wish.
How to use it
1. Input some neccessary data like ticker/stock (up to 20 tickers, yeah i know, it is too much), share, average price which you can input manually or depend on your entry date.
2. The indicator will calculate gain/loss, dividend, % of your portfolio.
3. You can select how to display based on "Index" or "Market Value".
4. You can toggle on/off both label and table.
Disclaimer
This indicator may display inaccurate and need a lot of improvement.
pls use carefully.
if you have any suggestion, pls dont hersitate to comment below.
Enjoy.
Portfolio
Niteya Multi Ticker Dollar-Based Pricing Ver 1.3The main purpose of the indicator is to make a future price estimation based on the highest dollar-based price of the stock in the past, especially for stocks that exceed their past prices in chart currency terms. There should be no expectation that this prediction will necessarily come true.
A table with six columns and 19 rows (excluding the header) is created on the graph, positioned bottom and left.
The first column contains the ticker code, the second column contains the highest historical price of the stock in currency, the third column contains the past high price of the stock in USD, the fourth column contains the closing price, the fifth column contains the value obtained by multiplying the past highest USD price of the stock by the daily dollar price, and the sixth column is includes the rate of increase.
Using the indicator interface, you can select the ticker value in the first row of the table from among 22 different values via a selection box, and for the 18 rows below, you can directly type the ticker name.
* The currency of the chart must be compatible with the dollar conversion currency. For example, if the conversion currency is "USDTRY", the currency of the chart should be "TRY".
All stocks in the indicator are randomly selected. Investment information, stock selections, comments and recommendations herein are not within the scope of investment consultancy. Investment consultancy service is provided within the framework of investment consultancy agreement to be signed between brokerage houses, portfolio management companies, non-deposit banks and the customer.
Türkçe açıklama
Göstergenin temel amacı, özellikle grafik para birimi (TRY) bazında geçmiş fiyatlarının üzerine çıkmış hisselerde, hissenin geçmişteki en yüksek dolar bazlı fiyatını esas alarak, geleceğe yönelik bir fiyat tahmininde bulunmaktır. Bu tahminin mutlaka gerçekleşeceği beklentisi olmamalıdır.
Grafik üzerinde, üste ve ortalanmış olarak, altı sütun ve başlık kısmı hariç 19 satırlık bir tablo oluşturulmaktadır.
İlk sütun hisse kodunu, ikinci sütun hissenin geçmiş en yüksek fiyatını TRY olarak, üçüncü sütun hissenin geçmiş en yüksek fiyatını USD olarak, dördüncü sütun kapanış fiyatını, beşinci sütun hissenin geçmiş en yüksek USD fiyatının günlük dolar kuru ile çarpılarak elde edilen değeri, altıncı sütun ise artış oranını içerir.
Gösterge arayüzünü kullanarak, tablonun ilk satırındaki ticker (hisse) değerini 22 farklı değer arasından (BIST 100 ve 21 şirket) bir seçim kutusu yoluyla, altta yer alan 18 satır için ise, doğrudan hisse adını yazabilirsiniz.
* Grafiğin para birimi dolar çevrim kuru ile uyumlu olmalıdır. Örneğin, çevrim kuru "USDTRY" ise, grafiğin para birimi "TRY" olmalıdır.
Gösterge içinde yer alan tüm hisseler rastgele seçilmiştir. Buradaki yatırım bilgileri, hisse seçimleri, yorum ve tavsiyeleri yatırım danışmanlığı kapsamında değildir. Yatırım danışmanlığı hizmeti, aracı kurumlar, portföy yönetim şirketleri, mevduat kabul etmeyen bankalar ile müşteri arasında imzalanacak yatırım danışmanlığı sözleşmesi çerçevesinde sunulmaktadır.
Portfolio Laboratory [Kioseff Trading]Hello!
This script looks to experiment with historical portfolio performance. However, a hypothetical cash balance is not used; weighted percentage increases and decreases are used.
You can select up to 10 assets to include in the portfolio. Long and short positions are possible.
Show in the image are the portfolio's weight, the total return of the portfolio and the total return of the asset on the chart over the selected timeframe.
Shown in the image above are the constituents of the portfolio, which can include any asset, the weighted percentage gain/loss of the constituents in addition to 10 major indices and their respective total percentage gain/loss over the timeframe.
Shown in the image above are the dividend yield % of the portfolio and relevant portfolio metrics - ex-post calculations are applied and are predicated on simple returns.
Shown in the image above is a portfolio of all short positions; portfolio calculations adjusted to the modifications.
Also shown is a change in the index the portfolio is calculated against. I have been asked a few times to include NIFTY 50 in my scripts - I made sure this was achieved, lol!
Show in the image is a performance line of performance of percentage increases/decreases for the index calculated against, the asset on the chart, and the portfolio.
All lines start simultaneously on the selected start date at the close price of the session for the asset on your chart.
However, the right-hand scale, whether displaying price or percent, cannot be used to assess the performance of each line - they are useful for visualization only and can extend below zero on a low-priced asset. Calculations will not execute correctly when selecting a start date prior to any asset in the portfolio's first trading session; calculations do not begin on the first bar of the asset on your chart.
I decided to code the script this way so statistics remain fixed when moving from asset to asset!
To compensate for this limitation, I included a label plot and background color change at the first session in which all assets in the portfolio had at least one bar of price data. You can adjust the calculation start date to the date portrayed on the label to test al possible price data!
The statistics table, and the performance lines, can be hidden in the user input section.
I plan on putting a bit more work into this script. I have some ideas on what to include; however, any input is greatly appreciated! If there's something you would like me to include please let me know.
@scheplick mentioned me in a script he recently coded:
My inspiration came from his script! I thank him for that!
Period Dollar Cost Average BacktesterHere is a simple script to calculate the profits and other dollar cost average strategy statistics. This strategy was created to avoid asset price volatility, so the pump and dump scheme does not affect the portfolio. By dividing the investment amount into periods, the investor doesn’t need to analyze the market, fundamental analysis, or anything. The goal is to increase the asset holdings and avoid fast and robust price movements.
This indicator has some configurations.
Amount to buy: the amount to buy at each time
Broker fee %: the fee percentage that the broker has for spot trade
Frequency: the frequency of the investments. Example: 1 Day means that every day, it will buy an amount of the asset
Starting Date: when the indicator will start the investment simulation
Ending Date: when the indicator will end the investment simulation
InfoCell With/Height: it relates to the panel for view purposes. Change the values to fit better on your screen.
This indicator has three lines:
Total Invested (green): total amount invested at the end of the period
Total Net Profit (pink): total profit by converting the amount of the asset bought at the latest closing price
Holding Profits (yellow): the amount that would be in the portfolio if the investor had invested all the capital in a signal trade at the beginning of the period.
The statistics panel has some information to help you understand buying the asset in one or more trades. So, besides those three lines that were mentioned above, here are the other statistics:
Entry Price: The price of the asset when the first investment was made
Gross Profit: Total amount of profit, not excluding the losses
Gross Losses: Total amount of losses, not excluding the profits
Profit Factor: The Gross Profit divided by the Gross Loss. A value above 1 means it’s profitable.
Profit/Trades: Net profit per trade. This includes the broker fees.
Recovery Factor: The Net profit divided by the relative drawdown. The higher the recovery factor, the faster the recovery of a loss
Total Asset Bought: The amount of the asset that was bought at the end of the investment plan
Absolute Drawdown: The total amount of losses that made the account balance go below its initial value
Relative Drawdown: The max drawdown that occurred, no matter the account balance amount
Total Trades: number of times the investment was made in the selected period
Total Fee: total Fee that was spent on the total investment
Total Winning Trades: the total amount of winning trades. A trade is considered a winner if the net profit is up compared with the latest investment.
Total Losing Trades: the total amount of losing trades. A trade is considered a loser if the net profit is down compared to the latest investment.
Max consecutive wins: the max amount of consecutive winning trades
Max consecutive losses: the max amount of consecutive losing trades
The chart above uses the default configuration of the indicator. Placed on the BTCUSD market, taking the time range of January 1st, 2018 to January 1st, 2022, 4 years. Buying a BTC amount with 10 USDT every day in that period would generate a more than 500% profit. Compared to the profit amount by just holding the count, which was close to 350% profit, the dollar cost average by period would be much more profitable.
[LanZhu] - Bursa Index/Sector Trend With PortfolioDescription
Hi all, this is a simple indicator that shows trend of both KLCI and sectors of Bursa . The sector finding is using my Bursa_Sector library. Besides, I have also included portfolio tracker which is by Mohamed3nan in this script.
Usage
Top Trend - Malaysia KLCI Index Trend
Bottom Trend - Any Bursa Sector Trend
Portfolio Table - Copy from Portfolio Tracker by Mohamed3nan
Portfolio Tracker [Anan]█ OVERVIEW
A simple Portfolio Tracker to track your Profit/Loss for any ticker in any market (stock, futures, index, forex, crypto, fund, dr.).
You just need to input (Asset / Quantity / Avg. Buy/Sell Price) and the script will calculate everything.
Also, you can use it for paper trading, or even what-if cases..
█ FEATURES
- Up to 10 positions
- Track your position real-time price and 24H change %
- Calculate your position current value
- Calculate your position cost value
- Calculate Profit/Loss
- Calculate Profit/Loss %
- Change every color in the table as you like.
Portfolio Backtester Engine█ OVERVIEW
Portfolio Backtester Engine (PBTE). This tool will allow you to backtest strategies across multiple securities at once. Allowing you to easier understand if your strategy is robust. If you are familiar with the PineCoders backtesting engine , then you will find this indicator pleasant to work with as it is an adaptation based on that work. Much of the functionality has been kept the same, or enhanced, with some minor adjustments I made on the account of creating a more subjectively intuitive tool.
█ HISTORY
The original purpose of the backtesting engine (`BTE`) was to bridge the gap between strategies and studies . Previously, strategies did not contain the ability to send alerts, but were necessary for backtesting. Studies on the other hand were necessary for sending alerts, but could not provide backtesting results . Often, traders would have to manage two separate Pine scripts to take advantage of each feature, this was less than ideal.
The `BTE` published by PineCoders offered a solution to this issue by generating backtesting results under the context of a study(). This allowed traders to backtest their strategy and simultaneously generate alerts for automated trading, thus eliminating the need for a separate strategy() script (though, even converting the engine to a strategy was made simple by the PineCoders!).
Fast forward a couple years and PineScript evolved beyond these issues and alerts were introduced into strategies. The BTE was not quite as necessary anymore, but is still extremely useful as it contains extra features and data not found under the strategy() context. Below is an excerpt of features contained by the BTE:
"""
More than `40` built-in strategies,
Customizable components,
Coupling with your own external indicator,
Simple conversion from Study to Strategy modes,
Post-Exit analysis to search for alternate trade outcomes,
Use of the Data Window to show detailed bar by bar trade information and global statistics, including some not provided by TV backtesting,
Plotting of reminders and generation of alerts on in-trade events.
"""
Before I go any further, I want to be clear that the BTE is STILL a good tool and it is STILL very useful. The Portfolio Backtesting Engine I am introducing is only a tangental advancement and not to be confused as a replacement, this tool would not have been possible without the `BTE`.
█ THE PROBLEM
Most strategies built in Pine are limited by one thing. Data. Backtesting should be a rigorous process and researchers should examine the performance of their strategy across all market regimes; that includes, bullish and bearish markets, ranging markets, low volatility and high volatility. Depending on your TV subscription The Pine Engine is limited to 5k-20k historical bars available for backtesting, which can often leave the strategy results wanting. As a general rule of thumb, strategies should be tested across a quantity of historical bars which will allow for at least 100 trades. In many cases, the lack of historical bars available for backtesting and frequency of the strategy signals produces less than 100 trades, rendering your strategy results inconclusive.
█ THE SOLUTION
In order to be confident that we have a robust strategy we must test it across all market regimes and we must have over 100 trades. To do this effectively, researchers can use the Portfolio Backtesting Engine (PBTE).
By testing a strategy across a carefully selected portfolio of securities, researchers can now gather 5k-20k historical bars per security! Currently, the PTBE allows up to 5 securities, which amounts to 25k-100k historical bars.
█ HOW TO USE
1 — Add the indicator to your chart.
• Confirm inputs. These will be the most important initial values which you can change later by clicking the gear icon ⚙ and opening up the settings of the indicator.
2 — Select a portfolio.
• You will want to spend some time carefully selecting a portfolio of securities.
• Each security should be uncorrelated.
• The entire portfolio should contain a mix of different market regimes.
You should understand that strategies generally take advantage of one particular type of market regime. (trending, ranging, low/high volatility)
For example, the default RSI strategy is typically advantageous during ranging markets, whereas a typical moving average crossover strategy is advantageous in trending markets.
If you were to use the standard RSI strategy during a trending market, you might be selling when you should be buying.
Similarily, if you use an SMA crossover during a ranging market, you will find that the MA's may produce many false signals.
Even if you build a strategy that is designed to be used only in a trending market, it is still best to select a portfolio of all market regimes
as you will be able to test how your strategy will perform when the market does something unexpected.
3 — Test a built-in strategy or add your own.
• Navigate to gear icon ⚙ (settings) of strategy.
• Choose your options.
• Select a Main Entry Strat and Alternate Entry Strat .
• If you want to add your own strategy, you will need to modify the source code and follow the built-in example.
• You will only need to generate (buy 1 / sell -1/ neutral 0) signals.
• Select a Filter , by default these are all off.
• Select an Entry Stop - This will be your stop loss placed at the trade entry.
• Select Pyamiding - This will allow you to stack positions. By default this is off.
• Select Hard Exits - You can also think of these as Take Profits.
• Let the strategy run and take note of the display tables results.
• Portfolio - Shows each security.
• The strategy runs on each asset in your portfolio.
• The initial capital is equally distributed across each security.
So if you have 5 securities and a starting capital of 100,000$ then each security will run the strategy starting with 20,000$
The total row will aggregate the results on a bar by bar basis showing the total results of your initial capital.
• Net Profit (NP) - Shows profitability.
• Number of Trades (#T) - Shows # of trades taken during backtesting period.
• Typically will want to see this number greater than 100 on the "Total" row.
• Average Trade Length (ATL) - Shows average # of days in a trade.
• Maximum Drawdown (MD ) - Max peak-to-valley equity drawdown during backtesting period.
• This number defines the minimum amount of capital required to trade the system.
• Typically, this shouldn’t be lower than 34% and we will want to allow for at least 50% beyond this number.
• Maximum Loss (ML) - Shows largest loss experienced on a per-trade basis.
• Normally, don’t want to exceed more than 1-2 % of equity.
• Maximum Drawdown Duration (MDD) - The longest duration of a drawdown in equity prior to a new equity peak.
• This number is important to help us psychologically understand how long we can expect to wait for a new peak in account equity.
• Maximum Consecutive Losses (MCL) - The max consecutive losses endured throughout the backtesting period.
• Another important metric for trader psychology, this will help you understand how many losses you should be prepared to handle.
• Profit to Maximum Drawdown (P:MD) - A ratio for the average profit to the maximum drawdown.
• The higher the ratio is, the better. Large profits and small losses contribute to a good PMD.
• This metric allows us to examine the profit with respect to risk.
• Profit Loss Ratio (P:L) - Average profit over the average loss.
• Typically this number should be higher in trend following systems.
• Mean reversion systems show lower values, but compensate with a better win %.
• Percent Winners (% W) - The percentage of winning trades.
• Trend systems will usually have lower win percentages, since statistically the market is only trending roughly 30% of the time.
• Mean reversion systems typically should have a high % W.
• Time Percentage (Time %) - The amount of time that the system has an open position.
• The more time you are in the market, the more you are exposed to market risk, not to mention you could be using that money for something else right?
• Return on Investment (ROI) - Your Net Profit over your initial investment, represented as a percentage.
• You want this number to be positive and high.
• Open Profit (OP) - If the strategy has any open positions, the floating value will be represented here.
• Trading Days (TD) - An important metric showing how many days the strategy was active.
• This is good to know and will be valuable in understanding how long you will need to run this strategy in order to achieve results.
█ FEATURES
These are additional features that extend the original `BTE` features.
- Portfolio backtesting.
- Color coded performance results.
- Circuit Breakers that will stop trading.
- Position reversals on exit. (Simulating the function of always in the market. Similar to strategy.entry functionality)
- Whipsaw Filter
- Moving Average Filter
- Minimum Change Filter
- % Gain Equity Exit
- Popular strategies, (MACD, MA cross, supertrend)
Below are features that were excluded from the original `BTE`
- 2 stage in-trade stops with kick-in rules (This was a subjective decision to remove. I found it to be complex and thwarted my use of the `BTE` for some time.)
- Simple conversion from Study to Strategy modes. (Not possible with multiple securities)
- Coupling with your own external indicator (Not really practical to use with multiple securities, but could be used if signals were generated based on some indicator which was not based on the current chart)
- Use of the Data Window to show detailed bar by bar trade information and global statistics.
- Post Exit Analysis.
- Plotting of reminders and generation of alerts on in-trade events.
- Alerts (These may be added in the future by request when I find the time.)
█ THANKS
The whole PineCoders team for all their shared knowledge and original publication of the BTE and Richard Weismann for his ideas on building robust strategies.
═════════════════════════════════════════════════════════════════════════
RedK Portfolio Tracker [Table Version]RedK Portfolio Tracker is a simple tool that enables a trader to monitor and track a portfolio of up to 10 holdings (+ free cash) in real time - directly on the chart
Now that we have tables in Pine, this is a table version of my previously published Portfolio Tracker
- The table works better in visualizing the various table elements (title row, column labels..etc), and is more flexible in allowing color coding of gain/loss. for many traders, myself included, these simple visual signals are valuable in helping timely trading decisions.
I'll come back and improve this script as i'm really enjoying the ability to track things this way - if you liked this and want to receive the updates, please flag / favorite it below and you'll get notified when i publish new versions.
Some new features for the table version:
- ability to change default color of various table elements (text, default background, title background, gain/loss color, border..etc)
- ability to change the text size to suit your monitor and visual preference
- ability to change table position
The "portfolio-specific" inputs are similar to the previous version - we get the ability to enter up to 10 positions, entry price and qty, then also add the free cash
- also a change from prior version, this table will plot by default on the price chart, but will have no scale - the portfolio ploy itself will also show (blue/orange stepping line) but the PnL plot will be hidden by default -- how we plot the portfolio & P/L is possibly one of the areas for improvements for next versions - also thinking of other adding valuable data i track in my own trading, like the quarterly dividends for the held positions .. we'll see - this is just a start
hope some will find this useful. feel free to comment.
Tabular Portfolio by CJS V1This is a useful indicator that sits on top of the charts, in the right hand bottom corner and shows the current price, profit or loss in value and percent of upto 20 scrips fed in, in a Tabular form using tables feature.
Allows to mark a/c id also if you have multiple broker or individual accounts.
Colors are customisable.
Stocks get updated no matter what is your current selected scrip.
Gives total investment and total PnL also in percent.
Useful to monitor your portfolio status in once screen and while you are looking at charts.
Give feedback for improvement or issues, if any.
Credits to RedKTrader from where the idea was picked up.
Move visual order to front, if the charts and other indicators overlap the table view.
RedK_Portfolio Tracker v2: few enhancements and display optionsThis is an update for the PTracker v1 that I published couple of days ago. wanted to publish this as a separate script to get a chance to show how the new Portfolio Summary Infobox can be displayed on the price chart as an option. In my opinion, that info box is the most important element in this tool and that's the piece i was most looking for.
quick note here: you can track your portfolio (if not so many positions) by entering something like (without the brackets) in TradingView's chart symbol area - TradingView will resolve these symbols and chart the total -- there's a nice post by our friend @boji1 about this in a lot more details - however, that wouldn't show the stats that i need to look at to track my portfolio on daily basis.
i also made couple of other enhancements, like adding the ability to include "free cash" in the portfolio - While this free cash value will impact the Total P/L and P/L %, as part of the overall portfolio (and the denominator), it will not impact the "cost of positions" or the (current) "value of positions" -- also "Cash" will not count towards the total 10 positions that we can track with this tool.
Using Portfolio Tracker as a floating panel on the price chart
====================================================
By default, when the Portfolio Tracker is added to the chart, it will occupy its own lower panel like the picture above.
if your charts are already busy (like mine :)) - you most probably already have a couple of lower studies and it's crowded there.
in this case, you can use the Object Tree tool after adding the PTracker, to drag it onto the price panel, or you can also do that by right-clicking on the infobox and choose to move up to the price panel.
when you do that, remember to also use the Style settings of PTracker to hide both Portfolio and PnL plots, and choose Scale = no scale - this way you get the infobox to work like a floating panel on the price chart
here's a screenshot that shows this scenario - also shows how the infobox color can be easily changed from the PTracker settings to suit your chart background and for best visibility
i hope this is useful in your trading - i look forward to @TradingView team surprising us with a real portfolio tracking capability soon :)
good luck.
Multi-Asset PortfolioWith thanks to luminaryfi for this indicator calculates basic metrics and statistics for a multi-asset portfolio. Note that returns are plotted after being multiplied by 100 in order allow the series to be visible against the other statistics.
Portfolio Log Returns - SeriesPlot a series of your portfolio! Merely calculate the (constant) weights (ensuring that they sum to one) and plug in along with the corresponding symbols in order to visualize your portfolio returns as a series. Experimenting before settling on a portfolio? Calculate your theoretical weights using tools online for mean-variance optimization, Black-Litterman allocation, or the like!
Alpha & BetaAlpha & Beta Indicators for Portfolio Performance
β = Σ Correlation (RP, RM) * (σP/σM)
α P = E(RP) –
Where,
RP = Portfolio Return (or Investment Return)
RM = Market Return (or Benchmark Index)
RF = Risk-Free Rate
How to use the Indicator
RM = SPX (Default)
The Market Return for the indicator has the options of $SPX, $NDX, or $DJI (S&P 500, Nasdaq 100, Dow 30)
RF = FRED: DTB3
The Risk-Free Rate in the Indicator is set to the 3-Month Treasury Bill: Secondary Market Rate
The Default Timeframe is 1260 or 5-Years (252 Trading Days in One Year)
RP = The symbol you enter
HOWEVER , you can determine your portfolio value by following the following directions below.
Note: I am currently working on an indicator that will allow you to insert the weights of your positions.
Complete Portfolio Analysis Directions
You will first need...
a) spreadsheet application - Google Sheets is Free, but Microsoft Excel will convert ticker symbols to Stocks and Retrieve Data.
b) your current stock tickers, quantity of shares, and last price information
In the spreadsheet,
In the first column list the stock tickers...
AMZN
AAPL
TSLA
In the second column list the quantity of shares you own...
5
10
0.20
In the third column insert the last price
Excel: Three tickers will automatically give you the option to "Convert to Stocks",
after conversion, click once on cell and click the small tab in the upper right-hand of the highlighted cell.
Click the tab and a menu pops up
Find "Price", "Price Extended-Hours", or "Previous Close"...
$3,284.72
$497.48
$2,049.98
Next, multiply the number of shares by the price (Stock Market Value)
Excel: in fourth column type "=(B1*C1)", "=(B2*C2)", "=(B3*C3)"...
= $16,423.60
= $4,974.80
= $410.00
add the three calculated numbers together or click "ΣAutoSum" (Portfolio Market Value)
= $21,808.40
Last, divide the market value of AMZN ($16,423.60) by the Portfolio Market Value ($21,808.40) for each of the stocks.
= 0.7531
= 0.2281
= 0.0188
These values are the weight of the stock in your portfolio.
Go back to TradingView
Enter into the "search box" the following...
AMZN*0.7531 + AAPL*0.2281 + TSLA*0.0188
and click Enter
Now you can use the "Alpha & Beta" Indicator to analyze your entire portfolio!
n4ly's Portfolio ToolThank to user bnh for the idea (Hershey's Portfolio Watch)
A script that shows the total or return on current assets in real time.
You can view all your assets in one currency.
Please refer to the comments in the script and modify them. A little script knowledge is required.
Depending on the number of registered items, it may take some time.
- English translated from Papago
bnh님께 아이디어를 얻었습니다. (Hershey's Portfolio Watch)
현재 자산 합계 또는 수익을 실시간으로 보여주는 스크립트입니다.
모든 자산을 하나의 통화로 묶어서 볼 수 있습니다.
스크립트 내부의 주석을 참고해서 수정하여 사용해 주세요. 약간의 스크립트 지식이 필요합니다.
등록된 항목 수에 따라 다소 긴 시간이 소요될 수 있습니다.
Portfolio and Risk Management: Gold Based Net Growth CoefficientHello, if our topic is stocks, whatever signal we get, we have to divide and reduce the risk.
Apart from the risk, we need inflation-free figures to detect a clear growth.
Gold is one of the most successful tools to beat inflation in this regard in the historical context.
When the economy is good, we have to beat both commodities and inflation.
For this purpose, I found it appropriate to develop a net growth factor free from gold growth.
Investors need several stocks with a high growth rate and as much risk-free as possible.
Personally, I think that the science of portfolio and risk management will last a lifetime and should continue.
I think this subject is a research and development subject.(R & D)
My research and publications on this matter will continue publicly.
I wish everyone a good day.
NOTE : You can determine the return in the time period you want to look back by adjusting the period in the rate you want from the menu.
The standard value is 200 days. (1 year)
Gold-Stocks RatioA historic risk-off flag.
When the Gold-Stocks Ratio is above the 200 week moving average, investors may fair better holding gold and avoiding equities, as was the case for the last 20 years.
ZEC/ETH/XMR/DASH PORTFOLIO KRAKENPortfolio chart with total value.
I will try to optimize it, maybe add % option if I findout how ;p
Or maybe a normalization would be good, idk.
Cheers!
Altcoin PortfolioTrack your altcoin portfolio balance in Fiat currency.
Make sure to open the data window to the right of your charts, it makes everything alot easier to read at a glance.
To learn more about customizing this script to fit your portfolio, watch the video here: youtu.be
To get more cool scripts and up-to-date information about Autoview, join us in slack slack.with.pink
As per the usual, we hope this script helps with your trading venture.
Good luck, and happy trading.
Hershey's Portfolio WatchThanks to user rwestbury for the idea!
Watch the profit in dollars of your portfolio in REAL TIME, love it!
Put this in a window that doesn't change often, for it takes long to initially load.
I use it in my window where I monitor the US index SPY.
Edit and add as many symbols as you want below, you should be able to figure it out.
Just add symbol, number of shares and price.
I'll improve on this later, like trim the code down with function calls, etc.
Good trading!
Brian Hershey