Portfolio Performance: Free TradingView Indicator (Pine Script)

Add It to Your TradingView Chart

1Copy the scriptPress Copy script above. It reads the file straight from GitHub.
2Open the Pine EditorOpen a TradingView chart and choose Pine Editor at the bottom of the screen.
3Paste over the templateCreate a new indicator, select all of the template text and paste. Press Save and give it a name.
4Add it to the chartPress Add to chart, then adjust the settings with the gear icon next to its name.

Source Code

The code stays on GitHub. The author has not published this script under an open licence, so ForexR does not show its code. Copy script reads the file straight from GitHub into your clipboard, so you can still try it on your own chart. Ask the author before reusing the code anywhere else.

Overview

Portfolio Performance displays performance metrics, specification details, and asset allocations directly on the price chart using customizable on-screen tables. The script supports capital simulation, dividend adjustments, periodic rebalancing options, and visual rate-of-return comparison bars across selectable intervals such as weekly, monthly, quarterly, or yearly horizons.

Portfolio and benchmark return comparison
On-chart multi-table dashboard display
Periodic rebalancing settings
Dividend adjustment support
Configurable reporting intervals and table styles

Details

Published by

regalouisei on GitHub

Type

Indicator, Pine Script v5

Draws

On the price chart

Markets

Stocks, Indices

Timeframes

Any timeframe

Risk Notes

No repainting, lookahead or stacked entries were found in its code or README. That says nothing about how well it works: test it first.

File

pinescript/editors_picks/portfolio-performance.pine

Repository

github.com/regalouisei/collect-tradingview. See its other scripts in the library

Settings

The inputs you can change from the gear icon on the chart. Defaults are the author's.

Setting	Type	Default	Variable
Table Location	`string`	`Top Right`	`in_table_pos`
Size	`string`	`Small`	`in_table_size`
Title	`color`	`#696969`	`tBgCol`
Cell	`color`	`#A9A9A9`	`cBgCol`
Text	`color`	`color.white`	`txtCol`
Up	`color`	`color.green`	`UpCol`
Down	`color`	`color.red`	`DnCol`
Show Specification Table?	`bool`	`true`	`showRS`
Show Portfolio Performance Table?	`bool`	`true`	`showPP`
Show Instrument Portfolio Table?	`bool`	`true`	`showPI`
Plot Location	`string`	`Bottom Center`	`in_plot_pos`
	`color`	`color.gray`	`pltCol`

Show all 40 settings

Setting	Type	Default	Variable
Benchmark	`color`	`color.olive`	`bnchCol`
Portfolio	`color`	`color.teal`	`prtfCol`
Bar Height	`float`	`0.22`	`barHigh`
Bar Width	`float`	`1.10`	`barWdth`
Report Period	`string`	`Monthly`	`period`
Show Rate Return of Change Plot?	`bool`	`true`	`showPB`
From Date	`time`	`timestamp("02 JAN 2020")`	`sTime`
From Date	`time`	`timestamp("01 DEC 2050")`	`eTime`
Initial Capital	`float`	`100000`	`cptl`
Benchmark	`symbol`	`NASDAQ:QQQ`	`s00`
Rebalance	`bool`	`false`	`reblMrk`
rebl	`string`	`Quarterly`	`rebl`
Adjust Stock Price for Dividends?	`bool`	`true`	`adjst`
u01	`bool`	`true`	`u01`
u02	`bool`	`true`	`u02`
u03	`bool`	`true`	`u03`
u04	`bool`	`true`	`u04`
u05	`bool`	`true`	`u05`
u06	`bool`	`true`	`u06`
u07	`bool`	`true`	`u07`
u08	`bool`	`true`	`u08`
u09	`bool`	`true`	`u09`
u10	`bool`	`true`	`u10`
u11	`bool`	`false`	`u11`
u12	`bool`	`false`	`u12`
u13	`bool`	`false`	`u13`
u14	`bool`	`false`	`u14`
u15	`bool`	`false`	`u15`

Third-party code. ForexR did not write, test or endorse this script, and the summary above was generated automatically from its code and README. Indicators describe the past, and a strategy's backtest can look better than live trading, especially when a script repaints. Check it in the Strategy Tester and on a demo account before you rely on it.

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