Portfolio Tracking with Position P&L, Cash, Dividends, and Targets

Summary

This TradingView indicator illustrates a manual portfolio tracker built around up to ten configurable positions. For each enabled holding, the user supplies a symbol, quantity, and cost basis; the script retrieves current prices and estimates position value and unrealized profit or loss. It adds available cash to calculate portfolio value and initial capital, then presents aggregate measures such as returns on positions, portfolio P&L, and recent change.

Optional table sections include quarterly dividend estimates and progress toward a user-entered target. The script also exposes portfolio series as hidden plots and formats the results for chart display. This is a monitoring aid, not a portfolio optimizer or a complete accounting system. Its estimates depend on manually maintained quantities and costs and the price and dividend data available to TradingView. The supplied excerpt omits part of the table-building code, and it gives no independent validation, performance study, or treatment of fees, taxes, deposits, withdrawals, or corporate actions.

Key ideas

• Each enabled holding is valued from its configured quantity and retrieved market price.
• Position P&L is estimated by comparing current value with the entered cost basis.
• Cash is combined with position values to summarize portfolio value and P&L.
• Optional displays track quarterly dividends and progress toward a portfolio target.
• The indicator depends on user inputs and data availability, and does not provide full accounting.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.