📊 Portafoglio con Breakeven, Commissioni e Net ROI (5 titoli)

17 sie

📊 Portfolio with Breakeven, Commissions & Net ROI (up to 5 Assets)

This script displays a detailed portfolio performance table directly on your chart.
It supports up to 5 tickers with customizable inputs for entry price, quantity, and commissions.

Features:

Up to 5 assets, individually enabled/disabled.

Breakeven price with commissions (fixed or %).

Displays: price, entry, qty, cost, value, gross P/L, taxes (26%), net P/L, and ROI%.

Table position customizable.

Color-coded results for quick P/L and ROI visualization.

📌 Suitable for traders who need a precise overview of portfolio performance, accounting for fees and taxes.

18 sie

Informacje o Wersji

📊 Portfolio with Breakeven and Net ROI (Header & Rows Color)

This Pine Script™ for TradingView allows you to monitor up to 5 tickers inside a dynamic table, showing in real time prices, costs, profits, and return on investment (ROI).
It is designed to provide a clear overview of your portfolio directly on the chart, with extensive options for color customization and calculation parameters.

🔹 Key Features
- Multi-ticker table (up to 5 symbols) with the ability to enable/disable each asset.
- Customizable Breakeven text color (independent from the rest of the table).
- Automatic calculations of:
- Current price
- Entry price
- Breakeven price (including commissions)
- Quantity
- Total cost (including entry commissions)
- Current position value
- Gross Profit/Loss
- CGT taxation (set individually per ticker)
- Net Profit/Loss after taxes
- Net ROI (%)
- Configurable commissions for both entry and exit:
- Fixed
- Percentage of trade value
- Full color customization:
- Header background and text
- Row background and text
- Border color and thickness
- Dedicated breakeven color

🔹 Table Settings
- Positionable in 9 areas of the chart (top/middle/bottom × left/center/right).
- Colors adjustable via the settings panel.
- Predefined columns:
1. Ticker
2. Price
3. Breakeven
4. Buy
5. Qty
6. Cost
7. Value
8. P/L
9. CGT
10. P/L Net
11. Net ROI

🔹 Purpose of the Script
To provide a portfolio monitoring dashboard directly on your chart, useful for traders and investors who want to keep track of:
- The real-time situation of their positions
- Net ROI after costs and taxes
- Breakeven levels for each symbol

The script is designed for practical and flexible use, with a clear visualization thanks to advanced color management and the tabular layout.

wczoraj

Informacje o Wersji

Here are only the changes between the two scripts:

✅ 1. Pine Script Version Update

From version=5 → to version=6

✅ 2. Removal of "CGT" column

The CGT (Capital Gain Tax) column has been removed in the new script (v6).

✅ 3. Removal of "P/L" gross column

In version 6, only the Net P/L is shown, not the gross P/L (P/L column).

✅ 4. Removal of "Tax" column

The separate Tax column has been removed. Tax calculation is now included directly in Net P/L.

✅ 5. Reduced number of columns

From 11 columns → to 9 columns:

Removed: P/L, CGT, Tax

Kept: Ticker, Price, Breakeven, Buy, Qty, Cost, Value, Net P/L, Net ROI

✅ 6. Abbreviated Ticker

In version 6, the abbreviated ticker is displayed (e.g., NVDA instead of NASDAQ:NVDA).

✅ 7. Added getShortTicker() function

New function to abbreviate tickers (exchange:symbol → symbol).

✅ 8. Improved breakeven() function

Now it only takes commissions into account and no longer adds CGT or taxes.

✅ 9. Customizable colors for "Net P/L" and "ROI"

The colors of Net P/L and ROI change based on the result (green for gain, red for loss), using the new function plColor() also for ROI.

✅ 10. Dynamic table position with switch

In v6, the table position is managed by a switch with the value table_pos.

✅ 11. Table creation only if barstate.islast

Optimization: the table is created/updated only on the last bar to improve performance.

✅ 12. Dynamic number of table rows

The table in v6 can have up to 6 rows, but rows are managed dynamically based on selected tickers (row += 1 only if useX is active).