OPEN-SOURCE SCRIPT
Updated Portfolio-Übersicht (3 Assets)
Title: Portfolio Overview (3 Assets)
Description:
This simple indicator allows you to display a quick and clear portfolio overview of up to three different assets (stocks, ETFs, etc.) directly on your TradingView chart.
It is ideal for investors who want to keep an eye on their core positions without constantly switching to their broker.
Features:
Clear Table View: Displays all key metrics in a clean table at the bottom left of the chart.
Profit & Loss Calculation: Calculates the total purchase value, current value, and the resulting profit or loss for each position and the total portfolio.
Color-Coding: Profits are displayed in green and losses in red for immediate visual feedback.
Stable and Reliable: The code is intentionally kept simple to ensure stable functionality.
How to Use:
Add the indicator to your chart.
Open the indicator's settings (the gear icon).
For each of the three positions, enter the following data:
Symbol: The ticker symbol (e.g., NASDAQ:AAPL or GETTEX:EUNL).
Quantity: The number of shares you own.
Purchase Price: Your average purchase price per share.
The script will automatically update the table with the latest closing prices.
Description:
This simple indicator allows you to display a quick and clear portfolio overview of up to three different assets (stocks, ETFs, etc.) directly on your TradingView chart.
It is ideal for investors who want to keep an eye on their core positions without constantly switching to their broker.
Features:
Clear Table View: Displays all key metrics in a clean table at the bottom left of the chart.
Profit & Loss Calculation: Calculates the total purchase value, current value, and the resulting profit or loss for each position and the total portfolio.
Color-Coding: Profits are displayed in green and losses in red for immediate visual feedback.
Stable and Reliable: The code is intentionally kept simple to ensure stable functionality.
How to Use:
Add the indicator to your chart.
Open the indicator's settings (the gear icon).
For each of the three positions, enter the following data:
Symbol: The ticker symbol (e.g., NASDAQ:AAPL or GETTEX:EUNL).
Quantity: The number of shares you own.
Purchase Price: Your average purchase price per share.
The script will automatically update the table with the latest closing prices.
Release Notes
Portfolio Overview (3 Assets)1. What it Does
This script is a simple dashboard to track the performance of a small, static portfolio of up to three assets directly on your TradingView chart. It is designed for investors who want a quick, at-a-glance overview of their holdings without having to leave their charting environment.
It allows you to input the ticker symbol, the quantity you hold, and your average purchase price for each asset. The script then fetches the current price and calculates:
The total initial purchase value.
The current market value.
The unrealized profit or loss for each asset and for the total portfolio.
2. How to Use
Add the indicator to your chart.
Open the indicator's settings (the gear icon).
For each of the three assets, enter the correct ticker symbol (e.g., NASDAQ:AAPL), the Quantity you own, and your average Purchase Price.
The table will appear on your chart (bottom-left by default) displaying the results.
3. Important Notes
Tracking Tool Only: This is purely a monitoring tool. It does not provide any trading signals or financial advice.
No Fees Included: The profit/loss calculations are simplified and do not account for trading fees, commissions, taxes, or currency exchange rates.
Data Source: The current price is based on the 'close' price data provided by TradingView, which may have slight delays or differ from your real-time broker data.
Privacy: All the data you enter (symbols, quantity, prices) is stored locally in your browser and is not sent to the script author or any third party.
Disclaimer
This script is provided for educational and informational purposes only. It is not intended as, and should not be construed as, financial, investment, or brokerage advice.
The data displayed, including current prices and calculated profit/loss, is for informational purposes only and may not be perfectly accurate or reflect real-time market conditions. It should not be considered an official brokerage statement. The accuracy of the output depends entirely on the accuracy of the data you input.
Any financial decisions made based on the information provided by this tool are the sole responsibility of the user. The author is not responsible for any inaccuracies resulting from data delays, platform errors, or user input errors.
Use of this script is entirely at your own risk. The author assumes no liability for any financial losses or other damages resulting from the use of, or reliance on, the information provided by this tool.
Open-source script
In true TradingView spirit, the creator of this script has made it open-source, so that traders can review and verify its functionality. Kudos to the author! While you can use it for free, remember that republishing the code is subject to our House Rules.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Open-source script
In true TradingView spirit, the creator of this script has made it open-source, so that traders can review and verify its functionality. Kudos to the author! While you can use it for free, remember that republishing the code is subject to our House Rules.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.