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.
Management
Status Symbol HUD***THIS IS NOT A TECHNICAL INDICATOR*****
***THIS IS A HUD (HEADS UP DISPLAY)*******
***TV MADE ME CHOOSE AN INDICATOR CATEGORY****
This is a Status HUD designed to be overlaid your live chart to help you keep track of important information regarding your current position as well as provide 'quick-glimpse' tools and information to help you make quicker, more informed decisions in the moment.
The HUD consist of a small label plotted to the right side of price action keeping your viewing area clean and clear.
The following inputs allow you to customize the information to suit your needs;
AE
This is the Average Entry of your trade. It is assumed that you have calculated this out on your own using external methods. If this is for a single buy-in/buy-out trade, this will just be your entry price
R
This is the percentage of your balance that you currently have in the open trade. This number also needs to be computed using external sources. If you are only interested in keeping track of the status of a single position as an isolated trade apart from your entire balance, you would enter 1 here.
AX
If you are scaling or laddering in and out of a position, this is how you would keep track of your average exit price, This also needs to be calculated externally.
BAL
Input your total balance here if this trade is used against your larger portfolio, this allows for live %PNL calculations on your balance as a whole.
SL
This the real price % you are comfortable allowing price to drop before exiting the position. Currently, the HUD does not calculate SL for you so you will need to calculate your own SL based on your portfolio risk and enter that number here. Future versions will have this baked in, however.
Fees
This is assumed to be a 'one-way' fee. For my personal use I am normally the taker, and my fees are relatively constant. Put in the one-way fee here and the HUD will double that number when necessary to account for 'round-trip' break even points and more accurate SL and target plots.
SPEC
The HUD also has a small selection of 'speculative' tools that can assist in quick information gathering and decision making. By selecting the first check box, this will show or hide the spec dialogue. This spec information appears in the same label as the main info.
Adjusted Average Entry Projection
One powerful feature of the HUD is that by inputting the amount of your next buy-in, you can see a live indicator showing the approximate location that your new average entry will be. This can be very helpful when trying to decide if it is worth employing DCA strategies or if you should simply cut and run.
STEP is a variable that plots the small grey lines above your entry. These are 5 targets, evenly spaced according to this variable. The default is 50, which means the grey target lines show you the price points equivalent to $50, $100, $150, $200, and $250 profit. These targets are fairly accurate when accounting for fees as well, meaning that the $50 target painted here is a REAL $50 with all fees covered!
By selecting the Spec SL box you will show/hide the speculative stop loss projection. This is a small black cross that prints under the current price. This represents your described SL as a function of current price. In other words, if you were to take a new trade at the current price, it shows you where your desired stop will be. This projection is an estimate and does NOT account for fees. It also will NOT work with DCA strategies. It is currently ONLY for new trades. Once you have entered a trade, it is better to turn this off. Future updates will include dynamic projections that account for fees. ;)
HUD Offset is the number of candles forward you wish to displace the HUD interface. If set to 0, the info box will be directly over the current candle.
The info that is on the HUD is as follows;
% = total %the trade has moved since your entry
PNL = Your personal PNL on balance
PNL (line 2) = Your personal PNL as real dollars
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MU = the makeup required for a negative trade. This calculates how far UP price must travel to make up the current lost percent. Because the makeup % is not always intuitively related to the loss percent, this can sometimes be handy. For instance, if price is down 20% from entry, you will need almost 26% increase from current price to reach your break even point.
Visual Tools that are plotted are as follows;
Green line = Trade Entry
Red line = SL
Purple Line = Break-even point for fees
Grey lines = profit targets based on 'STEP' increment
Risk ManagementThis indicator helps the trader to calculate the size of the buy or sell in relation to the accepted risk. The calculation includes the risk and the fees paid for the purchase, sale or stop.
The trader needs to enter his capital, the risk accepted in the trade and the fees charged by the broker. Inform the entry price and your stop loss .
You can change to trade on the sale and show your entry and stop loss on the chart.
The indicator will do the calculation and inform the percentage of gain or loss.
Chonky Floating R:RVisualize the floating R:R of an active position.
Input the stop loss and target to return live R:R
Position Size CalculatorThis is a script to help you determine your position sizing. I've attempted to make it as easy to use as possible.
Do you have a set 'R' that you risk per trade? Simply check the box for manual R and enter your risk amount.
If you do not have a set amount to risk, you can input your portfolio size and your percentage to risk per trade.
You'll select long or short and then input your entry and stop. If you do not enter a target then the reward will read NaN for Not a Number.
By default, calculations are done in USD. If you are using a different base currency to calculate positions, risk, or profits, simply un-check that box near the bottom of the inputs. You can also re-color the label or move the label around.
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.
W5T Roller CoasterOur new Roller Coaster indicator is perfect for trading Stocks, Futures, Forex, Commodities, & Cryptocurrencies.
The Roller Coaster is a Stochastic/MACD Cross with Special EMA Points of Control for both Long and Short trades.
Our algorithm works everything out behind the scenes, keeping your chart clean.
With the purchase of our indicator, you will have access to:
Entry Price
Stop Loss Price
Trade Management
Trailing Stop Positions
Get in early on a Trend, or Trade Long & Short as an instrument moves with a range
Check out our signature to learn more!
(15) Trade Risk Reduction VS-132TRR calculates the volatility of your stock. This is just the magnitude of each days price fluctuations, or what technicians refer to as the True Range. TRR averages the True Range (ATR) over three different time periods.
Why three? You want a sensitive indicator that reflect both the long term historical volatility of the equity as well as what that volatility is right now. Obviously the most recent trading days are the most important. The three ATR periods and their weighting factors are:
1) We use a 251 day period which equates to 1 trading year because we want to know what the historical volatility is. This one year period is not weighted.
2) We utilize a 21 day period because the most recent weeks tells us what the stock volatility has been over the previous calendar month. This is weighted by a factor of 2.
3) Finally, we utilize the last weeks data, Last 5 days, (L5D) to provide us with the stocks movement in the most recent trading days. This is weighted by a factor of 4.
The total of ATR251*(1) + ATR21*(2) + ATR5*(4) is then divided by the total of all factors (7).
This results in the Weighted Average True Range that the Trade Risk Reduction utilizes to produce the dynamic bands on your charts as well as power the Risk and Stop loss calculators. These indicate where this indicator is currently recommending you place stops. In the Format options of the application you are provided with the ability to adjust these band. Keep in mind that each stock will act in it's own unique and characteristic way. Looking closely at the stock's historical data, both in longer and shorter time periods should provide you with some insight into the normal variations and fluctuations of this particular equity. Below EBAY provides an example of this.
Access this Genie indicator for your Tradingview account, through our web site. (Links Below) This will provide you with additional educational information and reference articles, videos, input and setting options and trading strategies this indicator excels in.
TAILSThis script confirms how to manage the trade. We use this alongside our other trading tools in Level 3.
Combo Month-to-Month % Return (July - December)This tool acts as Month-to-Month % Return but in Combo mode. Allows to compare the asset's monthly performances across the preferred years. It works everywhere but better in use on the daily timeframe.
Combo Month-to-Month % Return (January - June)This tool acts as Month-to-Month % Return but in Combo mode. Allows to compare the asset's monthly performances across the preferred years. It works everywhere but better in use on the daily timeframe.
Add More Usual 5 MAsAdd 5 more usual emas. Maintains coherence of the temporal framework that is being observed.
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.
[RS]Function Martingale Multiplier - MA Crossover Bias V1EXPERIMENTAL:
WARNING: Martingale is subject to HUGE drawdown spikes, use at your own risk!
updated function to also double(aply multiplier) on even trades, example with a MA's crossover.
[RS]Function Martingale Multiplier V0EXPERIMENTAL:
WARNING:Martingale is susceptible to huge drawdown spikes, use at your own risk.
simple functions for martingale wins and losses, multiplier can be adjusted manually to increase/decrease performance/drawdown.