Portfolio Tracker ARJO (V-01)

Portfolio Tracker ARJO (V-01)

This indicator is a user-friendly portfolio tracking tool designed for TradingView charts. It overlays a customizable table on your chart to monitor up to 15 stocks or symbols in your portfolio. It calculates real-time metrics like current market price (CMP), gains/losses, and stoploss breaches, helping you stay on top of your investments without switching between multiple charts. The table uses color-coding for quick visual insights: green for profits, red for losses, and highlights breached stoplosses in red for alerts. It also shows portfolio-wide totals for overall performance.

Key Features

1. Supports up to 15 Symbols: Enter stock tickers (e.g., NSE:RELIANCE or BSE:TCS) with details like buy price, date, units, and stoploss.
   

• Symbol: The stock ticker and description.
  
• Buy Date: When you purchased it.
  
• Units: Number of shares/units held.
  
• Buy Price: Your entry price.
  
• Stop Loss: Your set stoploss level (highlighted in red if breached by CMP).
  
• CMP: Current market price (fetched from the chart's timeframe).
  
• % Gain/Loss: Percentage change from buy price (color-coded: green for positive, red for negative).
  
• Gain/Loss: Total monetary gain/loss based on units.
  

1. Optional Timeframe Columns: Toggle to show % change over 1 Week (1W), 1 Month (1M), 3 Months (3M), and 6 Months (6M) for historical performance.
   

1. Portfolio Summary: At the top of the table, see total % gain/loss and absolute gain/loss for your entire portfolio.
   

1. Visual Customizations: Adjust table position (e.g., Top Right), size, colors for positive/negative values, and intensity cutoff for gradients.
   

1. Benchmark Index-Based Header: The title row's background color reflects NIFTY's weekly trend (green if above 10-week SMA, red if below) for market context.
   

1. Benchmark Index-Based Header: The title row's background color reflects NIFTY's weekly trend (green if above 10-week SMA, red if below) for market context.
   

How to Use It: Step-by-Step Guide
* Add the Indicator to Your Chart: Search for "Portfolio Tracker ARJO (V-01)" in TradingView's indicator library and add it to any chart (preferably Daily timeframe for accuracy).
Input Your Portfolio Symbols:
* Open the indicator settings (gear icon).
*In the "Symbol 1" to "Symbol 15" groups, fill in:
Symbol: Enter the ticker (e.g., NSE:INFY).
Year/Month/Day: Select your buy date (e.g., 2024-07-01).
Buy Price: Your purchase price per unit.
Stoploss: Your exit price if things go south.
Units: How many shares you own.
*Only fill what you need—leave extras blank. The table auto-adjusts to show only entered symbols.

Customize the Table (Optional):

*In "Table settings":
Choose position (e.g., Top Right) and size (% of chart).
Toggle "Show Timeframe Columns" to add 1W/1M/3M/6M performance.
*In "Color settings":
Pick colors for positive (green) and negative (red) cells.
Set "Color intensity cutoff (%)" to control how strong the colors get (e.g., 10% means changes above 10% max out the color).

Interpret the Table on Your Chart:
*The table appears overlaid—scan rows for each symbol's stats.
*Look at colors: Greener = better gains; redder = bigger losses.
*Check CMP cell: Red means stoploss breached—consider selling!
*Portfolio Gain/Loss at the top gives a quick overall health check.

For Best Results:
*Use on a Daily chart to avoid CMP errors (the script will warn if on Weekly/Monthly).
*Refresh the chart or wait for a new bar if data doesn't update immediately.
*For Indian stocks, prefix with NSE: or BSE: (e.g., BSE:RELIANCE).
*This is for tracking only—not trading signals. Combine with your strategy.
*If no symbols show, ensure inputs are valid (e.g., buy price > 0, valid date).

Finally, this tool makes it quite easy for beginners to track their portfolios, while also giving advanced traders powerful and customizable insights. I'd love to hear your feedback—happy trading!