Portfolio Tracker For Stocks & Crypto
This is a portfolio tracker that will track individual, overall and daily profit/loss for up to 12 assets. You can set the size of your buys and price of your buys for accurate, up to date profit and loss data right on your chart. It works on all markets and timeframes.
How To Use
Go into the indicator settings and you will see all of the available settings. The first is the ability to turn the tracker info table on or off from the chart, so it saves your portfolio info but let’s you remove it from the chart while trading. Second is the option to move the position of the info table to suit your preference.
Next we get into setting up your portfolio tickers, order size and price. Each ticker lets you set which stock/crypto you bought, then set how much you purchased and then what price you purchased them at.
Go through and set up all of your assets and then turn off any tickers that you don’t need. Once that is all done, your portfolio will be shown on the chart with all the data.
The portfolio tracker has 2 sections. The top section shows each ticker in your portfolio individually with the following data:
– Ticker Name
– Weight of that asset compared to your total portfolio in %
– Current value of that position in $
– Profit or loss value from purchase price in %
– Todays change in value from yesterday’s close in %
The $ Value, PnL % and Today % will all change colors from green to red depending if they are in profit or not.
The bottom section of the tracker will give you info for your portfolio as a whole. It has the following data:
– Total cost of your entire portfolio in $
– Current value of your entire portfolio in $
– Current profit or loss of your entire portfolio in $
– Current profit or loss of your entire portfolio in %
– Todays change of your entire portfolio value compared to yesterday’s close in %
The $ Value, PnL $, PnL % and Today % will all change colors from green to red depending if they are in profit or not.
We recommend pairing this tracker with some other indicators so you can decide on good times to exit positions. Some of our favorites are our Buy Sell Indicator, Buy Sell Signal Scanner, Scalper Ribbon, 1 Minute Scalping Indicator and our Higher Timeframe Price Action Scanner. If you want to run an automated bot to trade for you, check out our 3Commas Bot DCA Backtester + Signals and backtest your strategy for free. Another good indicator that will help you time your exits better is our Combined Moving Averages With Squeeze & Volume Spikes.