From TradersList Editors
From TradersList Editors
Analyze your portfolio's performance effortlessly with in-depth stats and trend visuals for informed, data-driven investment decisions.
Analyze your portfolio's performance effortlessly with in-depth stats and trend visuals for informed, data-driven investment decisions.
Portfolio Performance Indicator for TradingView: Calculate and Visualize Multi-Asset Returns
Portfolio Performance Indicator for TradingView: Calculate and Visualize Multi-Asset Returns

by QuantNomad on TradingView

by QuantNomad on TradingView
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Portfolio Performance is a free TradingView Indicator that computes your portfolio’s performance using various performance metrics and returns over different periods of time.
Portfolio Performance is a free TradingView Indicator that computes your portfolio’s performance using various performance metrics and returns over different periods of time.

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.
💸
Free Access
All features of this listing are fully free to use with no pricing tiers. Simply start using.
💸
Free Access
All features of this listing are fully free to use with no pricing tiers. Simply start using.
✅
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.
🌐
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 QuantNomad on TradingView
Published by QuantNomad on TradingView
Multi-Metric Performance Dashboard
Portfolio Performance calculates key metrics like total return, annualized return, Sharpe ratio and maximum drawdown directly on TradingView. This gives investors a comprehensive view of how their portfolio has performed without needing to export data to a spreadsheet or third-party analytics tool.
Returns Across Multiple Timeframes
The indicator displays returns over daily, weekly, monthly, quarterly and annual periods. This multi-timeframe view helps investors understand whether recent performance is part of a broader trend or an anomaly. A portfolio up 5% this month but down 10% over six months tells a very different story than consistent gains.
Multi-Metric Performance Dashboard
Portfolio Performance calculates key metrics like total return, annualized return, Sharpe ratio and maximum drawdown directly on TradingView. This gives investors a comprehensive view of how their portfolio has performed without needing to export data to a spreadsheet or third-party analytics tool.
Returns Across Multiple Timeframes
The indicator displays returns over daily, weekly, monthly, quarterly and annual periods. This multi-timeframe view helps investors understand whether recent performance is part of a broader trend or an anomaly. A portfolio up 5% this month but down 10% over six months tells a very different story than consistent gains.
Risk-Adjusted Performance Measurement
Raw returns alone do not tell the full story. The Sharpe ratio, for instance, measures return per unit of risk. A portfolio returning 20% annually with low volatility is more attractive than one returning 25% with extreme swings. This indicator surfaces these risk-adjusted metrics to guide better investment decisions.
Benchmarking and Continuous Improvement
By tracking portfolio performance over time, investors can identify what works and what does not. If drawdowns consistently occur in certain market conditions, the data helps refine the strategy. Comparing metrics against a benchmark like the S&P 500 or a relevant index adds further perspective on relative performance.
Risk-Adjusted Performance Measurement
Raw returns alone do not tell the full story. The Sharpe ratio, for instance, measures return per unit of risk. A portfolio returning 20% annually with low volatility is more attractive than one returning 25% with extreme swings. This indicator surfaces these risk-adjusted metrics to guide better investment decisions.
Benchmarking and Continuous Improvement
By tracking portfolio performance over time, investors can identify what works and what does not. If drawdowns consistently occur in certain market conditions, the data helps refine the strategy. Comparing metrics against a benchmark like the S&P 500 or a relevant index adds further perspective on relative performance.
Build a portfolio and benchmark it
Build a portfolio and benchmark it
This indicator calculates portfolio performance metrics including total return, annualized return, Sharpe ratio and maximum drawdown. Returns are displayed across multiple timeframes to reveal whether recent results align with longer-term trends.
This indicator calculates portfolio performance metrics including total return, annualized return, Sharpe ratio and maximum drawdown. Returns are displayed across multiple timeframes to reveal whether recent results align with longer-term trends.
Analyze Performance Metrics
Review returns, volatility and risk-adjusted measures like Sharpe ratio to evaluate how effectively the portfolio generates returns.
Construct and Refine Allocations
Track how different holdings contribute to overall performance and adjust weights based on measured results over time.
Benchmark Against Market Indices
Compare portfolio metrics to benchmarks to understand whether performance comes from skill or simply market exposure.
Common Questions About Portfolio Performance Tracking
Common Questions About Portfolio Performance Tracking
Measuring portfolio performance requires multiple metrics beyond simple return. Here are common questions about interpreting performance analytics.
Measuring portfolio performance requires multiple metrics beyond simple return. Here are common questions about interpreting performance analytics.
What does the Sharpe ratio tell me about my portfolio?
The Sharpe ratio measures return per unit of risk taken. A higher Sharpe indicates better risk-adjusted performance. A portfolio returning 15% with low volatility may have a higher Sharpe than one returning 20% with extreme swings.
Why track maximum drawdown?
Maximum drawdown shows the largest peak-to-trough decline in portfolio value. This metric reveals the pain you experienced during the worst period. Even profitable strategies may be difficult to follow if drawdowns are too severe.
How do I compare my performance against a benchmark?
Load both your portfolio and a benchmark like SPY on the indicator. Compare returns over identical periods to see whether your active decisions added value beyond simply holding the index. Risk-adjusted comparisons matter most.
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Web sentiment
Web sentiment
Traders feel positive about Portfolio Performance, praising its real-time updates, customization, and alert features for enhanced risk management and decision-making.
Traders feel positive about Portfolio Performance, praising its real-time updates, customization, and alert features for enhanced risk management and decision-making.
Source: Online Discussion
Source: Online Discussion
Source: Online Discussion
✍️
✍️
TradersList Reviews (3)
TradersList Reviews (3)
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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⭐️
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Source: TradersList Reviews
Source: TradersList Reviews

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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)
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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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TradersList
Discover trading edge
Join Telegram
Weekly listings
Join Telegram
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
Join Telegram
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

