Portfoliorepositioning — Indicators and Strategies

Portfolio Heat The "Portfolio Heat" indicator offers a visual representation of potential risk exposure for a portfolio across up to eight different symbols. It dynamically calculates three risk metrics based on current price, the number of shares owned, your designated stop loss, and total account size. Open Dollar Risk – the total dollar amount you will lose if your stop loss is hit. Open % of Portfolio Risk – the risk as a percentage of your total account size. Starting Capital Risk – the dollar amount risked based on the difference between the entry price and stop price. These metrics adjust in real-time, allowing you to monitor and manage risk more effectively. Open portfolio heat refers to how much you would lose if all your currently held stock positions hit their stop-losses, whether those stop-losses are below what you paid for them - referred to as your “cost basis” - at your cost basis (breakeven) or above your cost basis (in the money). Admittedly, it’s a pretty bad day when all your stops are hit at once, but as traders we need to prepare for the worst. To visualize what “open heat” looks like on a single stock position, please note the chart below: In the example above you can see that if you were to purchase 100 shares of this stock at a cost-basis of $18/share, and your stop-loss is placed at $15, if the current price of the stock is at $20 and the stock price drops to hit your stop-loss, it would result in a $500 total drawdown in your portfolio. Keep in mind this is just one stock position. Hypothetically, if you were even holding two stocks that had the above open heat, with a $10,000 account size, you could experience a 10% drawdown quite fast if the market corrects. The “Portfolio Heat” indicator is fully customizable allowing traders to select the number of positions in the portfolio, colors and a detailed or a summary view of risk. Note if entering a short position, you will enter the number of shares owned as a negative number.

Equity Trade Risk Manager Equity Trade Risk Manager is a simple indicator that helps you protect your portfolio by going into each trade risk first ! Equity Trade Risk Manager does this by calculating your ideal position size or ideal stop loss based on your account size, purchase price and risk tolerance. This ensures you are never risking more than your predetermined amount on each trade. Unlike most position size calculators, that will only tell traders how many shares to purchase, Equity Trade Risk Manger allows the trader to choose whether they want to calculate the ideal number of shares to purchase or where to set the trades stop loss based on the number of shares owned. Not only that, but knowing traders need to act fast, the indicator also gives the option to quickly use the current price and low of the day as an entry and stop. Lastly, your stop loss will be plotted onto the chart for a visual aid. Features: Dynamic Risk Settings: Account Customization: Input your account size to get metrics tailored to you. Calculation Choices: Decide if you want the tool to calculate the number of shares you should buy or where to set your stop-loss. Custom Risk Parameters: Use preset risk percentages or set your own to match your comfort level. Price Point Flexibility: Enter your entry and stop price or opt to use the current price and the low of the day. Interactive Display Settings: Customizable Interface: Adjust table positions, text size, and color schemes to match your trading dashboard aesthetic. On-Chart Stop-Loss Indication: Visualize your stop loss on the chart itself. Get a snapshot of your dollar risk, position size, shares to buy, and stop-loss.

Live PnL v1.0 Live P&L for multiple stocks, currencies, crypto and commodities can now be tracked for your favorite scripts, pair trading etc. This indicator gives provision to add up to 3 stocks/futures/currency with Buy and Sell, Quantity (can be lot size or any other) and Entry Price and set as default so that every time you put back this indicator you can monitor the live Profit / Loss figure. This indicator will help trade to evaluate and track tips/trades of experts on social media and Media platforms and check their accuracy themselves in an organized way. Apart from paper trading a trade or multiple positions ones combined together it also gives a feeler of combined Mark to live Market Drawdowns or Profitability.

Portfolio Tracker For Stocks & Crypto This is a portfolio tracker that will track individual, overall and daily profit/loss for up to 12 assets. You can set the size of your buys and price of your buys for accurate, up to date profit and loss data right on your chart. It works on all markets and timeframes. HOW TO USE Go into the indicator settings and you will see all of the available settings. The first is the ability to turn the tracker info table on or off from the chart, so it saves your portfolio info but let’s you remove it from the chart while trading. Second is the option to move the position of the info table to suit your preference. Next we get into setting up your portfolio tickers, order size and price. Each ticker lets you set which stock/crypto you bought, then set how much you purchased and then what price you purchased them at. Go through and set up all of your assets and then turn off any tickers that you don’t need. Once that is all done, your portfolio will be shown on the chart with all the data. FEATURES Top Section The portfolio tracker has 2 sections. The top section shows each ticker in your portfolio individually with the following data: - Ticker Name - Weight of that asset compared to your total portfolio in % - Current value of that position in $ - Profit or loss value from purchase price in % - Todays change in value from yesterday’s close in % The $ Value, PnL % and Today % will all change colors from green to red depending if they are in profit or not. Bottom Section The bottom section of the tracker will give you info for your portfolio as a whole. It has the following data: - Total cost of your entire portfolio in $ - Current value of your entire portfolio in $ - Current profit or loss of your entire portfolio in $ - Current profit or loss of your entire portfolio in % - Todays change of your entire portfolio value compared to yesterday’s close in % The $ Value, PnL $, PnL % and Today % will all change colors from green to red depending if they are in profit or not.

Portfolio Performance This indicators will help you to compute portfolio performance and display results with a stats table and a nice monthly chart. In this script you can do following: Compose portfolio with up to 15 instruments Change Initial capital / date range / rebalancing period Compare portfolio performance with a benchmark Compute basic stats Compute instruments contribution Display monthly performance of portfolio and benchmark Change style for almost everything you see on your chart Hope it will be useful for you! Thanks to @MUQWISHI for helping me coding it. Disclaimer Please remember that past performance may not be indicative of future results. Due to various factors, including changing market conditions, the strategy may no longer perform as well as in historical backtesting. This post and the script don’t provide any financial advice.

Portfolio Performance - Effects of Rebalancing Function: - Can be used to evaluate the performance of a portfolio containing 2 assets over a set time interval - Shows the % return of the portfolio over the time interval defined by the user - Includes a threshold rebalancing algorithm to show the effects that rebalancing has on the portfolio over the long term - Created to evaluate of the performance of portfolios containing different weightings of stocks and bonds over time assuming that the user would rebalance the portfolio when asset weights crossed a threshold Instructions: - To be used with dividends adjustments turned on - Add this script to a symbol. e.g. AMEX:SPY - Click the chart to define the entry time and the exit time. i.e. the time interval - Define the initial investment of the portfolio. Default setting is $100,000 - Define the second asset to be included in the portfolio. e.g. BATS:AGG - The strategy comes pre-populated with a portfolio that has a weight of 80% asset 1 and 20% asset 2. i.e. 80% AMEX:SPY and 20% BATS:AGG if the symbols mentioned above were chosen - The 7 lines show the weighted % return of each portfolio over the time period defined by the user - Each line (except the blue) is the return based on a different rebalancing threshold. The default settings are 1%, 2.5%, 5%, 10%, 15%, 20%, 30% - The blue line is the % return of a portfolio that was made up of 100% asset 1 over the time interval. i.e. 100% AMEX:SPY - Asset weights and rebalancing thresholds are adjustable via the settings - Each plot can be turned on and turned off via a tick box in the settings

Rebalancing This script gives you an approximation of the APR you can get when using the technique of Rebalancing. Further discription are embeded in the script. HOW TO USE: - Start date: Choose start date - Settings: Change settings to your own needs - Base currency: Select Base currency - Portfolio: Select the coins (MAX 9 pcs.) you want to use in your portfolio for the rebalancing algoritm - Click "Data Window" to see the APR (appr.) Markets: It can be used to all markets. NOTE: Some Exchanges don't go very far back in the past and for this reason this may have impact on this Indicator. Make sure the coins you selected are available at the Exchange you select in the settings section. If you dont do this, the script generates an error.