Symbol Info Helper is an informational utility script that displays metadata about the currently selected instrument directly on the main price chart. It gathers built-in symbol properties including ticker identifier, description, instrument type, point value,
Indicator · Pine Script v6 · On the chart
Portfolio Performance Summary
A Thai-language indicator that builds a portfolio summary from user-entered holdings and shows it as tables and a small chart on the price chart.
GitHub stars1on the repository
Pine versionv6current
Lines of code641
Settings40inputs
LicenceNone stated
Last update1 year ago29 Apr 2025
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 Summary compares portfolio return against a benchmark symbol, groups results by period such as quarter, and supports an initial capital, optional rebalancing and dividend adjustment. A reference rate symbol is used for risk adjusted figures. Colours, table size and position are adjustable.
- Portfolio versus benchmark comparison
- Detail, risk and return tables
- Optional rebalancing and dividend adjustment
- Initial capital and date range inputs
- Period grouping by quarter
Details
Published by
lumduan on GitHub
Type
Draws
On the price chart
Category
Markets
Timeframes
H4 and above
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.
Settings
The inputs you can change from the gear icon on the chart. Defaults are the author's.
| Setting | Type | Default | Variable |
|---|---|---|---|
| ตำแหน่งตาราง | string | Top Right | in_table_pos |
| ขนาดตาราง | string | Small | in_table_size |
| สีหัวข้อ | color | #525252 | tBgCol |
| สีพื้นหลังตาราง | color | #7c7c7c | cBgCol |
| สีตัวอักษร | color | color.white | txtCol |
| สีค่าตัวเลขบวก | color | color.green | UpCol |
| สีค่าตัวเลขลบ | color | color.red | DnCol |
| ตารางรายละเอียด | bool | true | showRS |
| ตารางความเสี่ยงและผลตอบแทน | bool | true | showPP |
| ตารางผลตอบแทนของพอร์ต | bool | true | showPI |
| ตำแหน่งวางกราฟ | string | Bottom Left | in_plot_pos |
color | color.gray | pltCol |
Show all 40 settings
| Setting | Type | Default | Variable |
|---|---|---|---|
| ค่าอ้างอิง (Benchmark) | color | color.rgb(207, 139, 29) | bnchCol |
| Portfolio | color | color.rgb(0, 88, 220) | prtfCol |
| ความสูงกราฟ | float | 0.8 | barHigh |
| ความกว้างกราฟ | float | 1.0 | barWdth |
| แบ่งช่วงเวลาแบบ | string | ไตรมาส | period |
| กราฟของผลตอบแทนเทียบกับค่าอ้างอิง | bool | true | showPB |
| วันที่ เริ่ม | time | timestamp("02 JAN 2020") | sTime |
| วันที่ สิ้นสุด | time | timestamp("01 DEC 2050") | eTime |
| เงินลงทุนเริ่มต้น (Initial Capital) | float | 100000 | cptl |
| ค่ามาตรฐานอ้างอิง (Benchmark) | symbol | SET | s00 |
| ปรับสมดุลพอร์ตทุก (Rebalance) | bool | false | reblMrk |
| rebl | string | ไตรมาส | rebl |
| รวมเงินปันผล (Adjust Stock Price for Dividends) | bool | true | adjst |
| ผลตอบแทนปราศจากความเสี่ยง (Risk Free) | symbol | TH10Y | riskFree |
| 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 |
| w01 | float | 10 | w01 |
| w02 | float | 10 | w02 |
| w03 | float | 10 | w03 |
| w04 | float | 10 | w04 |
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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