From TradersList Editors
From TradersList Editors
Gain quick insights into your investment progress by viewing detailed monthly and yearly return statistics for strategic planning.
Gain quick insights into your investment progress by viewing detailed monthly and yearly return statistics for strategic planning.
Monthly Returns Indicator for TradingView: Track and Display Investment Performance by Month
Monthly Returns Indicator for TradingView: Track and Display Investment Performance by Month

by iravan on TradingView

by iravan on TradingView
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🤖
Monthly Returns is a free TradingView indicator that displays monthly and yearly investment returns in a table, including maximum, minimum and average returns as well as standard deviations, providing a statistical summary of performance.
Monthly Returns is a free TradingView indicator that displays monthly and yearly investment returns in a table, including maximum, minimum and average returns as well as standard deviations, providing a statistical summary of performance.

Get on TradingView
This indicator is available on TradingView web charting platform. Signing up for a free account is required, no downloads.

Get on TradingView
This indicator is available on TradingView web charting platform. Signing up for a free account is required, no downloads.
🔑
Open Source
Listing has publically available source code that can be audited and modified as needed.
🔑
Open Source
Listing has publically available source code that can be audited and modified as needed.
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Free Access
All features of this listing are fully free to use with no pricing tiers. Simply start using.
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Free Access
All features of this listing are fully free to use with no pricing tiers. Simply start using.
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Trusted Publisher
Publisher of this listing is well recognized in social channels and receives overwhelmingly positive feedback.
🥇
Trusted Publisher
Publisher of this listing is well recognized in social channels and receives overwhelmingly positive feedback.
✅
Robust Theory
Concepts and theories mentioned in listing are based on generally approved and well established notions.
✅
Robust Theory
Concepts and theories mentioned in listing are based on generally approved and well established notions.
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Popular Topic
Concepts and theories mentioned in listing are popular topics in web search
🌐
Popular Topic
Concepts and theories mentioned in listing are popular topics in web search
Published by iravan on TradingView
Published by iravan on TradingView
Visualizing Performance Over Time
The Monthly Returns indicator organizes historical performance into a color-coded table showing returns for each month of each year. At a glance, traders can identify which months tend to be strong or weak for a given asset - useful for spotting seasonal tendencies in stocks, ETFs or indices.
Statistical Metrics Included
Beyond raw monthly figures, the table includes maximum, minimum and average returns for each month across the full history. Standard deviations are also calculated, helping traders quantify volatility. For instance, if January shows a high average return but also a high standard deviation, the edge may not be reliable.
Visualizing Performance Over Time
The Monthly Returns indicator organizes historical performance into a color-coded table showing returns for each month of each year. At a glance, traders can identify which months tend to be strong or weak for a given asset - useful for spotting seasonal tendencies in stocks, ETFs or indices.
Statistical Metrics Included
Beyond raw monthly figures, the table includes maximum, minimum and average returns for each month across the full history. Standard deviations are also calculated, helping traders quantify volatility. For instance, if January shows a high average return but also a high standard deviation, the edge may not be reliable.
Applying Seasonality to Trading Decisions
Seasonality is a well-documented market phenomenon. The "Sell in May" effect or the Santa Claus rally are classic examples. This indicator lets traders validate such patterns on any ticker. If a stock historically rallies 80% of Novembers, that statistical edge can inform position sizing or timing.
Portfolio Review and Benchmarking
Investors can also use this tool to review their own portfolio's performance patterns over time. Comparing an asset's monthly return profile against a benchmark like the S&P 500 helps identify whether outperformance is consistent or concentrated in certain periods of the year.
Applying Seasonality to Trading Decisions
Seasonality is a well-documented market phenomenon. The "Sell in May" effect or the Santa Claus rally are classic examples. This indicator lets traders validate such patterns on any ticker. If a stock historically rallies 80% of Novembers, that statistical edge can inform position sizing or timing.
Portfolio Review and Benchmarking
Investors can also use this tool to review their own portfolio's performance patterns over time. Comparing an asset's monthly return profile against a benchmark like the S&P 500 helps identify whether outperformance is consistent or concentrated in certain periods of the year.
Macro performance in a single sheet
Macro performance in a single sheet
This indicator organizes historical returns into a color-coded table showing performance by month and year. Maximum, minimum and average returns are calculated alongside standard deviations, giving traders a statistical summary for spotting seasonal patterns.
This indicator organizes historical returns into a color-coded table showing performance by month and year. Maximum, minimum and average returns are calculated alongside standard deviations, giving traders a statistical summary for spotting seasonal patterns.
Uncover Statistical Patterns
Analyze monthly return distributions to identify which months historically produce the strongest or weakest performance for any asset.
Analyze Seasonal Market Behavior
Validate seasonal effects like the Santa Claus rally or summer slowdowns by examining actual return data across multiple years.
Inform Directional Bias
Use historical monthly win rates and average returns to guide position sizing and timing decisions based on statistical tendencies.
Common Questions About Monthly Return Analysis
Common Questions About Monthly Return Analysis
Monthly return tables reveal seasonal patterns in asset performance. These questions address how to read the statistical output, validate seasonality patterns and apply them to trading decisions.
Monthly return tables reveal seasonal patterns in asset performance. These questions address how to read the statistical output, validate seasonality patterns and apply them to trading decisions.
What statistics does the monthly returns table include?
Beyond raw monthly figures, the table includes maximum, minimum and average returns for each month across the full history. Standard deviations are also calculated, helping quantify whether seasonal edges are reliable.
How do I identify reliable seasonal patterns?
Look for months with consistently positive or negative average returns and low standard deviations. A high average return with high standard deviation may not be reliable because the edge lacks consistency.
How can I apply seasonality to actual trades?
If a stock historically rallies 80% of Novembers, that statistical edge can inform position sizing or timing. Use seasonal data as a directional filter that adds confluence to your technical setups.
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Web sentiment
Web sentiment
On the web, users generally feel positive about Monthly Returns, appreciating its powerful tools and community features, though they note some minor issues with pricing and real-time data access.
On the web, users generally feel positive about Monthly Returns, appreciating its powerful tools and community features, though they note some minor issues with pricing and real-time data access.
Source: Online Discussion
Source: Online Discussion
Source: Online Discussion
✍️
✍️
TradersList Reviews (4)
TradersList Reviews (4)
TradersList Community has given this listing three stars, indicating decent trust and value for traders' toolkit. Make sure you understand functionality before using.
TradersList Community has given this listing three stars, indicating decent trust and value for traders' toolkit. Make sure you understand functionality before using.
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Source: TradersList Reviews
Source: TradersList Reviews

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✅
🏅
Interest Rate and GDP Dashboard by toodegrees is a TradingView Indicator that aggregates interest rates and GDP data from major Central Banks into one view for timely nsights into key economic metrics.

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by iravan

Free
TradingView Indicator
Top 40 constituents of S&P 500 Index
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🌐
✅
Top 40 constituents of S&P 500 Index is a free TradingView Indicator presenting real-time candle data for the top 40 S&P 500 stocks side-by-side, highlighting broad market breadth and depth in a given time frame.

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by jdehorty

Free
TradingView Indicator
Machine Learning: Lorentzian Classification
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✅
🏅
Machine Learning: Lorentzian Classification is an Indicator that uses the Lorentzian Distance Classifier machine learning algorithm to categorize historical price data for predicting future price movements.

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by sbtnc

Free
TradingView Indicator
Tops & Bottoms - Time of Day Report
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🌐
✅
Tops & Bottoms - Time of Day Report is an Indicator that tracks and reports daily market tops and bottoms by time of day, analyzing their timing and frequency for statistical edge based on simple time periods.

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by iravan

Free
TradingView Indicator
Equity Bond Currency Dashboard
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🌐
✅
Equity Bond Currency Dashboard is a TradingView Indicator that visualizes demand-flow between equities, bonds and currencies across six countries, allowing track of institutional money flows and visuals for interconnected market dynamics.

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by KioseffTrading

Free
TradingView Indicator
Fundamentals Graphing [Kioseff Trading]
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✅
🏅
Fundamentals Graphing [Kioseff Trading] is a TradingView indicator that displays essential fundamental metrics for up to 40 stocks. It allows users to compare various key financial metrics like earnings and revenue for easy benchmarking.

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by Zeiierman

Free
TradingView Indicator
Day/Week/Month Metrics (Zeiierman)
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🌐
✅
Day/Week/Month Metrics (Zeiierman) is a TradingView indicator that computes daily, weekly and monthly performance. This indicator displays edge metrics, depicting how often an asset is likely to be bullish or bearish in a given time period.

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by KioseffTrading

Free
TradingView Indicator
Monte Carlo Simulation - Your Strategy [Kioseff Trading]
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🌐
✅
🏅
Monte Carlo Simulation - Your Strategy by Kioseff Trading is a free TradingView indicator that leverages Monte Carlo simulations to analyze the variability and potential outcomes of your inputted trading strategies or the assets displayed on your chart. Calculate your luck factor using this indicator.

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by KioseffTrading

Free
TradingView Indicator
The Next Pivot [Kioseff Trading]
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🌐
🏅
The Next Pivot [Kioseff Trading] is a TradingView indicator that employs similarity measures to compare historical price sequences with current data, formulating potential paths for future price action.

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by KioseffTrading

Free
TradingView Indicator
(Quartile Vol.; Vol. Aggregation; Range US Bars; Gaps) [Kioseff]
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🏅
The (Quartile Vol.; Vol. Aggregation; Range US Bars; Gaps) [Kioseff] Indicator is a TradingView tool that analyzes price action and volume by breaking volume into aggregated quartiles for noise filtered price and volume analysis.
![TradingView chart interface displaying the Seasonality [TFO] statistics indicator panel showing average asset performance across daily, monthly and quarterly timeframes based on a 252-day trading calendar.](https://framerusercontent.com/images/nvPXFfuC5h7lkcLmxaOhlHbStb8.png?width=4098&height=2304)
🤖
by tradeforopp

Free
TradingView Indicator
Seasonality [TFO]
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🌐
✅
🏅
Seasonality [TFO] is a TradingView indicator that analyzes an asset's average performance across daily, monthly, and quarterly timeframes. It uses a 252-trading day calendar, aggregating daily data into 21-day months and 63-day quarters for gauging seasonal trends.

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by KioseffTrading

Free
TradingView Indicator
Crypto Terminal [Kioseff Trading]
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🌐
🏅
Crypto Terminal [Kioseff Trading] is a TradingView indicator that uses on-chain data to provide real-time cryptocurrency statistics directly on your Tradingview charts.
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Disclaimer
Our goal is to achieve greater transparency, guidance and safety in trading and investing by providing means to discover, research and discuss trading/investing related sites/services.
Content provided on this site is not financial advice, meant for educational purposes only. TradersList does not endorse or guarantee any result for listed sites/services. Do your own research.
Read full disclaimer
TradersList
Discover trading edge
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Disclaimer
Our goal is to achieve greater transparency, guidance and safety in trading and investing by providing means to discover, research and discuss trading/investing related sites/services.
Content provided on this site is not financial advice, meant for educational purposes only. TradersList does not endorse or guarantee any result for listed sites/services. Do your own research.
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