  
  Free Indicator

Portfolio Tracker for TradingView

Portfolio Tracker is a free TradingView indicator that tracks real-time profit and loss for up to 12 assets directly on your chart. Enter each ticker, order size, and purchase price, and the table shows individual PnL, portfolio weight, and daily change with color-coded green/red values.

Built by Lane Dotson · Last updated November 3, 2022 · View on TradingView →

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WHAT IT DOES

Core Features

A real-time portfolio tracking table that shows individual and total profit/loss, portfolio weight and daily change for up to 12 assets, all color-coded directly on your chart.

Individual Asset Tracking (Top Section)

The top section of the tracker shows each asset in your portfolio individually with the following data: ticker name, portfolio weight as a percentage of your total holdings, current dollar value of that position, profit or loss from your purchase price in percentage, and today’s change compared to yesterday’s close in percentage. The dollar value, PnL % and Today % all change color from green to red depending on whether they are in profit or not.

Total Portfolio Summary (Bottom Section)

The bottom section gives you a portfolio-wide view with: total cost of your entire portfolio in dollars, current value of your entire portfolio in dollars, current profit or loss in dollars, current profit or loss in percentage, and today’s change of your entire portfolio value compared to yesterday’s close in percentage. The dollar value, PnL $, PnL % and Today % all change color from green to red depending on profitability.

Easy Setup

Go into the indicator settings and set each ticker, how much you purchased and at what price. Turn off any tickers you don’t need. Once configured, the tracker table appears on your chart with all data updating in real time. The table can be toggled on or off to save your portfolio info while keeping the chart clean during trading, and the table position is adjustable.

INTERPRETATION GUIDE

How to Set Up Your Portfolio

Step 1: Open Settings

Go into the indicator settings. The first option lets you toggle the tracker table on or off. It saves your portfolio data even when hidden. The second option lets you move the table position.

Step 2: Configure Each Asset

For each of the 12 available slots, set the ticker symbol (stock, crypto, etc.), the amount you purchased and the price you purchased at. Turn off any tickers you don’t need.

Reading the Table

Green values - That metric is in profit (positive PnL, positive daily change).
Red values - That metric is at a loss (negative PnL, negative daily change).
Weight % - How much of your total portfolio that asset represents.
Today % - How much that asset or the total portfolio has changed since yesterday's close.

CONFIGURATION

Settings Overview

The tracker has a simple setup, configure each asset and control the table display.

Main Settings

Setting	Default	Description
Ticker (per slot)	Varies	The stock, crypto or other asset to track. Up to 12 slots available.
Order Size (per slot)	1	How much of that asset you purchased (number of shares or coins).
Purchase Price (per slot)	Varies	The price you purchased the asset at. Used to calculate PnL.
Ticker On/Off (per slot)	On	Toggle each individual asset on or off in the tracker.
Table On/Off	On	Toggle the entire tracker table on or off. Portfolio data is saved even when hidden.
Table Position	Top Right	Move the tracker table to different areas on the chart.

GOOD TO KNOW

Important Notes & Limitations

⚠ The tracker supports a single entry per asset. If you have multiple buys at different prices for the same ticker, you'll need to calculate your average cost basis and enter that as the purchase price.

⚠ Maximum of 12 assets. If you hold more than 12 positions, you'll need to prioritize which ones to track.

⚠ This is a display/tracking tool only. It does not connect to any brokerage or execute trades.

FREE ON TRADINGVIEW

Portfolio Tracker is Free to Use

Add it to your TradingView charts and start tracking your portfolio profit and loss in real time today. No subscription required.

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✓ No Account Required

✓ All Future Updates

COMMON QUESTIONS

Frequently Asked Questions

Up to 12 assets. Each slot lets you set the ticker, order size and purchase price. Turn off any slots you don't need.

Yes. Each slot can be set to any ticker. Stocks, crypto, futures, forex or any other market available on TradingView. You can mix and match across all 12 slots.

Today % shows how much each asset (and the total portfolio) has changed since yesterday's close. It updates in real time and turns green when positive and red when negative.

Yes. Toggle the table off in the settings to hide it from the chart. Your portfolio data is saved and will reappear when you turn it back on.

No. This is a manual tracking tool. You enter your positions and the tracker calculates PnL from current market prices. It does not connect to any brokerage or execute trades.

CHANGELOG

Release Notes

    November 3, 2022
  

Initial Release

First public release of the Portfolio Tracker with individual and total PnL tracking for up to 12 assets, portfolio weight, daily change and color-coded values.

What's Included

• Up to 12 assets with configurable ticker, order size and purchase price

• Individual asset data: ticker name, portfolio weight %, current $ value, PnL % and daily change %

• Total portfolio summary: total cost, current value, PnL $ and %, daily change %

• Color-coded green/red values, toggleable display and adjustable table position

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