RedK Portfolio Tracker Table Ver…: Free TradingView Indicator (Pine Script)

Add It to Your TradingView Chart

1Copy the scriptPress Copy script above, or the copy button on the code below.
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

308 lines of Pine Script v5 from pinescript/editors_picks/redk-portfolio-tracker-table-version.pine, published under MPL-2.0 (file header). Keep the author's credit and licence lines when you reuse it.

redk-portfolio-tracker-table-version.pine

// This source code is subject to the terms of the Mozilla Public License 2.0 at https://mozilla.org/MPL/2.0/
// © RedKTrader

//@version=5
indicator(title='RedK_Portfolio Tracker [Table Version]', shorttitle='Redk_PTable v7.0', overlay=true, scale=scale.none, format=format.volume)
// v7 change log
// optimize code & declaration and calculation of variables  

//=============================================================================================================================================
Get_qDiv(_symbol) =>
    qDiv    = request.dividends(_symbol, dividends.gross, ignore_invalid_symbol=true, currency= currency.USD)
    na(qDiv) ? 0 : qDiv

//=============================================================================================================================================
Get_price(_sym) =>
    _price = request.security(_sym, timeframe.period, close, barmerge.gaps_off)
    
//=============================================================================================================================================


ShowDiv     = input.bool(title='Show Dividends?         ',  defval=false, inline='settings')
TargetSet   = input.bool(title='Set Target?',               defval=false, inline='settings')
TargetValue = input.float(title='',                         defval=10000, inline='settings')

//================================================================================================================================================

p_1     = input.bool(title='Pos #01 ',  defval=true,    inline='#1', group='Portfolio Details:')
sym_1   = input.symbol(title='',        defval='MSFT',  inline='#1', group='Portfolio Details:')
qty_1   = input.float(title='Qty',      defval=1000,    inline='#1', group='Portfolio Details:')
cost_1  = input.float(title='Cost',     defval=100,     inline='#1', group='Portfolio Details:')

var val_1 = 0.0, var tvalue_1 = 0.0, var tcost_1 = 0.0, var PosPnL_1 = 0.0
if p_1
    val_1       := Get_price(sym_1)
    tvalue_1    := val_1 * qty_1
    tcost_1     := cost_1 * qty_1 
    PosPnL_1    := tvalue_1 - tcost_1 

//=======================================================================================

p_2     = input.bool(title='Pos #02 ',  defval=true,    inline='#2', group='Portfolio Details:')
sym_2   = input.symbol(title='',        defval='AAPL',  inline='#2', group='Portfolio Details:')
qty_2   = input.float(title='Qty',      defval=1000,    inline='#2', group='Portfolio Details:')
cost_2  = input.float(title='Cost',     defval=100,     inline='#2', group='Portfolio Details:')

var val_2 = 0.0, var tvalue_2 = 0.0, var tcost_2 = 0.0, var PosPnL_2 = 0.0
if p_2
    val_2       := Get_price(sym_2)
    tvalue_2    := val_2 * qty_2
    tcost_2     := cost_2 * qty_2 
    PosPnL_2    := tvalue_2 - tcost_2 

//=======================================================================================

p_3     = input.bool(title='Pos #03 ',  defval=true,    inline='#3', group='Portfolio Details:')
sym_3   = input.symbol(title='',        defval='INTC',  inline='#3', group='Portfolio Details:')
qty_3   = input.float(title='Qty',      defval=1000,    inline='#3', group='Portfolio Details:')
cost_3  = input.float(title='Cost',     defval=40,      inline='#3', group='Portfolio Details:')

var val_3 = 0.0, var tvalue_3 = 0.0, var tcost_3 = 0.0, var PosPnL_3 = 0.0
if p_3
    val_3       := Get_price(sym_3)
    tvalue_3    := val_3 * qty_3
    tcost_3     := cost_3 * qty_3 
    PosPnL_3    := tvalue_3 - tcost_3 

//=======================================================================================

p_4     = input.bool(title='Pos #04 ',  defval=false,   inline='#4', group='Portfolio Details:')
sym_4   = input.symbol(title='',        defval='MSFT',  inline='#4', group='Portfolio Details:')
qty_4   = input.float(title='Qty',      defval=100,     inline='#4', group='Portfolio Details:')
cost_4  = input.float(title='Cost',     defval=50,      inline='#4', group='Portfolio Details:')

var val_4 = 0.0, var tvalue_4 = 0.0, var tcost_4 = 0.0, var PosPnL_4 = 0.0
if p_4
    val_4       := Get_price(sym_4)
    tvalue_4    := val_4 * qty_4
    tcost_4     := cost_4 * qty_4 
    PosPnL_4    := tvalue_4 - tcost_4 

//=======================================================================================

p_5     = input.bool(title='Pos #05 ',  defval=false,   inline='#5', group='Portfolio Details:')
sym_5   = input.symbol(title='',        defval='MSFT',  inline='#5', group='Portfolio Details:')
qty_5   = input.float(title='Qty',      defval=100,     inline='#5', group='Portfolio Details:')
cost_5  = input.float(title='Cost',     defval=100,     inline='#5', group='Portfolio Details:')

var val_5 = 0.0, var tvalue_5 = 0.0, var tcost_5 = 0.0, var PosPnL_5 = 0.0
if p_5
    val_5       := Get_price(sym_5)
    tvalue_5    := val_5 * qty_5
    tcost_5     := cost_5 * qty_5 
    PosPnL_5    := tvalue_5 - tcost_5 

//=======================================================================================
p_6     = input.bool(title='Pos #06 ',  defval=false,   inline='#6', group='Portfolio Details:')
sym_6   = input.symbol(title='',        defval='MSFT',  inline='#6', group='Portfolio Details:')
qty_6   = input.float(title='Qty',      defval=100,     inline='#6', group='Portfolio Details:')
cost_6  = input.float(title='Cost',     defval=100,     inline='#6', group='Portfolio Details:')

var val_6 = 0.0, var tvalue_6 = 0.0, var tcost_6 = 0.0, var PosPnL_6 = 0.0
if p_6
    val_6       := Get_price(sym_6)
    tvalue_6    := val_6 * qty_6
    tcost_6     := cost_6 * qty_6 
    PosPnL_6    := tvalue_6 - tcost_6 

//=======================================================================================
p_7     = input.bool(title='Pos #07 ',  defval=false,   inline='#7', group='Portfolio Details:')
sym_7   = input.symbol(title='',        defval='MSFT',  inline='#7', group='Portfolio Details:')
qty_7   = input.float(title='Qty',      defval=100,     inline='#7', group='Portfolio Details:')
cost_7  = input.float(title='Cost',     defval=100,     inline='#7', group='Portfolio Details:')

var val_7 = 0.0, var tvalue_7 = 0.0, var tcost_7 = 0.0, var PosPnL_7 = 0.0
if p_7
    val_7       := Get_price(sym_7)
    tvalue_7    := val_7 * qty_7
    tcost_7     := cost_7 * qty_7 
    PosPnL_7    := tvalue_7 - tcost_7 

//=======================================================================================
p_8     = input.bool(title='Pos #08 ',  defval=false,   inline='#8', group='Portfolio Details:')
sym_8   = input.symbol(title='',        defval='MSFT',  inline='#8', group='Portfolio Details:')
qty_8   = input.float(title='Qty',      defval=100,     inline='#8', group='Portfolio Details:')
cost_8  = input.float(title='Cost',     defval=100,     inline='#8', group='Portfolio Details:')

var val_8 = 0.0, var tvalue_8 = 0.0, var tcost_8 = 0.0, var PosPnL_8 = 0.0
if p_8
    val_8       := Get_price(sym_8)
    tvalue_8    := val_8 * qty_8
    tcost_8     := cost_8 * qty_8 
    PosPnL_8    := tvalue_8 - tcost_8 

//=======================================================================================
p_9     = input.bool(title='Pos #09 ',  defval=false,   inline='#9', group='Portfolio Details:')
sym_9   = input.symbol(title='',        defval='MSFT',  inline='#9', group='Portfolio Details:')
qty_9   = input.float(title='Qty',      defval=10,      inline='#9', group='Portfolio Details:')
cost_9  = input.float(title='Cost',     defval=100,     inline='#9', group='Portfolio Details:')

var val_9 = 0.0, var tvalue_9 = 0.0, var tcost_9 = 0.0, var PosPnL_9 = 0.0
if p_9
    val_9       := Get_price(sym_9)
    tvalue_9    := val_9 * qty_9
    tcost_9     := cost_9 * qty_9 
    PosPnL_9    := tvalue_9 - tcost_9 

//=======================================================================================
p_10    = input.bool(title='Pos #10',   defval=false,   inline='#10', group='Portfolio Details:')
sym_10  = input.symbol(title='',        defval='MSFT',  inline='#10', group='Portfolio Details:')
qty_10  = input.float(title='Qty',      defval=10,      inline='#10', group='Portfolio Details:')
cost_10 = input.float(title='Cost',     defval=100,     inline='#10', group='Portfolio Details:')

var val_10 = 0.0, var tvalue_10 = 0.0, var tcost_10 = 0.0, var PosPnL_10 = 0.0
if p_10
    val_10       := Get_price(sym_10)
    tvalue_10    := val_10 * qty_10
    tcost_10     := cost_10 * qty_10 
    PosPnL_10    := tvalue_10 - tcost_10 

//=======================================================================================

c_0     = input.bool(title='Cash (Avaiable to trade)',  defval=true,    inline='Cash', group='Portfolio Details:')
cash_0  = input.float(title='',                         defval=10000,   inline='Cash', group='Portfolio Details:')

var Cash    = c_0 ? cash_0 : 0

//================================================================================================================================================================


var numpos      = (p_1 ? 1 : 0) + (p_2 ? 1 : 0) + (p_3 ? 1 : 0) + (p_4 ? 1 : 0) + (p_5 ? 1 : 0) + (p_6 ? 1 : 0) + (p_7 ? 1 : 0) + (p_8 ? 1 : 0) + (p_9 ? 1 : 0) + (p_10 ? 1 : 0)

TotalValue      = tvalue_1 + tvalue_2 + tvalue_3 + tvalue_4 + tvalue_5 + tvalue_6 + tvalue_7 + tvalue_8 + tvalue_9 + tvalue_10
TotalPortfolio  = TotalValue + Cash

var TotalCost   = tcost_1 + tcost_2 + tcost_3 + tcost_4 + tcost_5 + tcost_6 + tcost_7 + tcost_8 + tcost_9 + tcost_10
var InitCapital = TotalCost + Cash

RetOnPositions  = PosPnL_1 + PosPnL_2 + PosPnL_3 + PosPnL_4 + PosPnL_5 + PosPnL_6 + PosPnL_7 + PosPnL_8 + PosPnL_9 + PosPnL_10
RetOnPos_pct    = RetOnPositions / TotalCost

TotalPnL        = TotalPortfolio - InitCapital

PortfolioChange = ta.change(TotalPortfolio)
PortfolioUp     = PortfolioChange > 0
PnLChange       = ta.change(TotalPnL)
PnLUp           = PnLChange > 0

// ===========================================================================

var c_up = color.new(color.blue, 50)
var c_dn = color.new(color.orange, 50)

plot(TotalPortfolio, 'TotalPortfolio', color=PortfolioUp ? c_up : c_dn, linewidth=3, style=plot.style_stepline, display=display.none)
plot(TotalPnL, 'Total P&L', color=PnLUp ? color.green : color.red, linewidth=3, style=plot.style_columns, display=display.none)

// ==============================================================================================================================================================
// Prepare Table
numformat = '$ #,###'  //"#.##"
pctformat = '#.## %'
//n           = bar_index
NL = '\n'
arrowup = '   ↗ ↗'
arrowdn = '   ↘ ↘'

var txt_sz1 = size.tiny
var txt_sz2 = size.small
var txt_sz3 = size.normal
var txt_sz4 = size.large
var txt_sz5 = size.huge
var txt_sz0 = size.auto
var tbl_pos1 = position.top_right
var tbl_pos2 = position.middle_right
var tbl_pos3 = position.bottom_right

ctable      = input.color(title='Table Color',  defval=#1111ff, inline='Table', group='Table:')
cframe      = input.color(title='Frame Color',  defval=#ffeb3b, inline='Table', group='Table:')
i_position  = input.string(title='Table Position:', defval=tbl_pos3, options=[tbl_pos1, tbl_pos2, tbl_pos3],                    inline='Table', group='Table:')
i_text_size = input.string(title='Text Size:',  defval=txt_sz0, options=[txt_sz0, txt_sz1, txt_sz2, txt_sz3, txt_sz4, txt_sz5], inline='Text',  group='Table:')
ctext       = input.color(title='Text color',   defval=#ffffff, inline='Text',  group='Table:')
ctitle      = input.color(title='Title Row',    defval=#000000, inline='BG',    group='Backgrounds:')
v_up        = input.color(title='Up BG',        defval=#2962ff, inline='BG',    group='Backgrounds:')
v_dn        = input.color(title='Down BG',      defval=#d32f2f, inline='BG',    group='Backgrounds:')

var NoValue     = int(na)  // nice trick to pass no value for label rows

var PTable  = table.new(position=i_position, columns=2, rows=23, bgcolor=ctable, frame_color=cframe, frame_width=2, border_color=ctitle, border_width=2)

// fill table
// =====================================================================================================================
f_FillRow(_table, _row, _label, _value, _vFormat) =>
    TitleRow = na(_value) ? true : false
    l_color = TitleRow ? ctitle : ctable
    v_color = TitleRow ? ctitle : _value >= 0 ? v_up : v_dn
    _ValueText = TitleRow ? '' : str.tostring(_value, _vFormat)

    table.cell(_table, 0, _row, _label, bgcolor=l_color, text_color=ctext, text_size=i_text_size, text_halign=TitleRow ? text.align_right : text.align_left)

    table.cell(_table, 1, _row, _ValueText, bgcolor=v_color, text_color=ctext, text_size=i_text_size, text_halign=text.align_right)
// =====================================================================================================================

var i = -1

if barstate.islast

// ***********************************************************************************************************************************************************
// one-time calc moved to this section
    
    cash_pct    = Cash / TotalPortfolio
    
    PnLpct      = TotalPnL / InitCapital  // Note: no divide by 100 as the percentage is built into the number formatting
    Gainpct     = PnLChange / TotalPortfolio[1]
    
    Total_qDiv = 0.0, qDiv_Yield = 0.0
    if ShowDiv 
        qdiv_1  = p_1 ? Get_qDiv(sym_1) * qty_1 : 0
        qdiv_2  = p_2 ? Get_qDiv(sym_2) * qty_2 : 0
        qdiv_3  = p_3 ? Get_qDiv(sym_3) * qty_3 : 0
        qdiv_4  = p_4 ? Get_qDiv(sym_4) * qty_4 : 0
        qdiv_5  = p_5 ? Get_qDiv(sym_5) * qty_5 : 0
        qdiv_6  = p_6 ? Get_qDiv(sym_6) * qty_6 : 0
        qdiv_7  = p_7 ? Get_qDiv(sym_7) * qty_7 : 0
        qdiv_8  = p_8 ? Get_qDiv(sym_8) * qty_8 : 0
        qdiv_9  = p_9 ? Get_qDiv(sym_9) * qty_9 : 0
        qdiv_10 = p_10 ? Get_qDiv(sym_10) * qty_10 : 0
        
        Total_qDiv  := qdiv_1 + qdiv_2 + qdiv_3 + qdiv_4 + qdiv_5 + qdiv_6 + qdiv_7 + qdiv_8 + qdiv_9 + qdiv_10
        qDiv_Yield  := Total_qDiv / InitCapital

    // Target stuff
    Target          = TargetSet ? TargetValue : 0
    Target_pct      = Target / InitCapital
    PnL_v_Tgt_pct   = TargetSet ? TotalPnL / Target : 0         //watch out for Div/0   -- this is normal PnL percent of target
    PnL_v2_Tgt_pct  = TargetSet ? TotalPnL / Target - 1 : 0     // This is "variance to target" - so it only shows 0 when we actually hit the target 

// ***********************************************************************************************************************************************************


    i += 1,     f_FillRow(PTable, i, 'Summary', NoValue, '')
    i += 1,     f_FillRow(PTable, i, '# Active Positions   ', numpos, '')
    i += 1,     f_FillRow(PTable, i, 'Cost of Positions    ', TotalCost, numformat)
    i += 1,     f_FillRow(PTable, i, 'Cash in Account      ', Cash, numformat)
    i += 1,     f_FillRow(PTable, i, 'Initial Capital      ', InitCapital, numformat)

    i += 1,     f_FillRow(PTable, i, 'Performance', NoValue, '')
    i += 1,     f_FillRow(PTable, i, 'Value of Positions   ', TotalValue, numformat)
    i += 1,     f_FillRow(PTable, i, 'Return on Positions (PnL $) ', RetOnPositions, numformat)
    i += 1,     f_FillRow(PTable, i, 'Return on Positions % ', RetOnPos_pct, pctformat)
    i += 1,     f_FillRow(PTable, i, 'Total Potfolio (NetWorth) ', TotalPortfolio, numformat)
    i += 1,     f_FillRow(PTable, i, 'PnL % of Potfolio         ', PnLpct, pctformat)
    i += 1,     f_FillRow(PTable, i, 'Cash % of Portfolio  ', cash_pct, pctformat)

    i += 1,     f_FillRow(PTable, i, 'Last Bar', NoValue, '')
    i += 1,     f_FillRow(PTable, i, '$ Gain    ', PnLChange, numformat)
    i += 1,     f_FillRow(PTable, i, '% Gain    ', Gainpct, pctformat)

    if ShowDiv and Total_qDiv > 0
        i += 1,     f_FillRow(PTable, i, 'Dividends', NoValue, '')
        i += 1,     f_FillRow(PTable, i, '$ Qtrly Dividends    ', Total_qDiv, numformat)
        i += 1,     f_FillRow(PTable, i, '% Qtrly Div Yield    ', qDiv_Yield, pctformat)

    if TargetSet and Target > 0
        i += 1,     f_FillRow(PTable, i, 'Target Tracker', NoValue, '')
        i += 1,     f_FillRow(PTable, i, 'Portfolio Target', Target, numformat)
        i += 1,     f_FillRow(PTable, i, 'Target % of Capital ', Target_pct, pctformat)
        i += 1,     f_FillRow(PTable, i, 'PnL % of Target    ', PnL_v_Tgt_pct, pctformat)
        i += 1,     f_FillRow(PTable, i, 'PnL % var to Target    ', PnL_v2_Tgt_pct, pctformat)

//=============================================================================================================================================

Overview

RedK Portfolio Tracker Table Version fetches live prices and dividend data for configured asset positions, calculating individual position values, total cost basis, and unrealized profit or loss. Users can set custom quantities, entry cost prices, optional target profit thresholds, and toggle dividend reporting. It draws a summary table in an overlay pane to provide real-time portfolio tracking without switching charts.

Multi-asset position tracking
Real-time PnL and valuation calculation
Optional dividend data integration
Target value tracking
On-chart summary table display

Details

Published by

regalouisei on GitHub

Code credit

RedKTrader, as written in the script's header

Type

Indicator, Pine Script v5

Draws

On the price chart

Markets

Stocks

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/redk-portfolio-tracker-table-version.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
Show Dividends?	`bool`	`false`	`ShowDiv`
Set Target?	`bool`	`false`	`TargetSet`
TargetValue	`float`	`10000`	`TargetValue`
Pos #01	`bool`	`true`	`p_1`
sym_1	`symbol`	`MSFT`	`sym_1`
Qty	`float`	`1000`	`qty_1`
Cost	`float`	`100`	`cost_1`
Pos #02	`bool`	`true`	`p_2`
sym_2	`symbol`	`AAPL`	`sym_2`
Qty	`float`	`1000`	`qty_2`
Cost	`float`	`100`	`cost_2`
Pos #03	`bool`	`true`	`p_3`

Show all 40 settings

Setting	Type	Default	Variable
sym_3	`symbol`	`INTC`	`sym_3`
Qty	`float`	`1000`	`qty_3`
Cost	`float`	`40`	`cost_3`
Pos #04	`bool`	`false`	`p_4`
sym_4	`symbol`	`MSFT`	`sym_4`
Qty	`float`	`100`	`qty_4`
Cost	`float`	`50`	`cost_4`
Pos #05	`bool`	`false`	`p_5`
sym_5	`symbol`	`MSFT`	`sym_5`
Qty	`float`	`100`	`qty_5`
Cost	`float`	`100`	`cost_5`
Pos #06	`bool`	`false`	`p_6`
sym_6	`symbol`	`MSFT`	`sym_6`
Qty	`float`	`100`	`qty_6`
Cost	`float`	`100`	`cost_6`
Pos #07	`bool`	`false`	`p_7`
sym_7	`symbol`	`MSFT`	`sym_7`
Qty	`float`	`100`	`qty_7`
Cost	`float`	`100`	`cost_7`
Pos #08	`bool`	`false`	`p_8`
sym_8	`symbol`	`MSFT`	`sym_8`
Qty	`float`	`100`	`qty_8`
Cost	`float`	`100`	`cost_8`
Pos #09	`bool`	`false`	`p_9`
sym_9	`symbol`	`MSFT`	`sym_9`
Qty	`float`	`10`	`qty_9`
Cost	`float`	`100`	`cost_9`
Pos #10	`bool`	`false`	`p_10`

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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