cjsmalik

Tabular Portfolio by CJS V1

This is a useful indicator that sits on top of the charts, in the right hand bottom corner and shows the current price, profit or loss in value and percent of upto 20 scrips fed in, in a Tabular form using tables feature.
Allows to mark a/c id also if you have multiple broker or individual accounts.
Colors are customisable.
Stocks get updated no matter what is your current selected scrip.
Gives total investment and total PnL also in percent.
Useful to monitor your portfolio status in once screen and while you are looking at charts.
Give feedback for improvement or issues, if any.
Credits to RedKTrader from where the idea was picked up.

Move visual order to front, if the charts and other indicators overlap the table view.
Release Notes: This is a useful indicator that sits on top of the charts, in the right hand bottom corner and shows the current price, profit or loss in value and percent of upto 20 scrips fed in, in a Tabular form using tables feature.
Allows to mark a/c id also if you have multiple broker or individual accounts.
Colors are customisable.
Stocks get updated no matter what is your current selected scrip.
Gives total investment and total PnL also in percent.
Useful to monitor your portfolio status in once screen and while you are looking at charts.
Give feedback for improvement or issues, if any.
Credits to RedKTrader from where the idea was picked up.

Move visual order to front, if the charts and other indicators overlap the table view.
Release Notes: - Some bugs removed.
- Total PnL in case of short entries was wrong - corrected.

Added the following features:
1. A target price field added. The line turns blue when this target is achieved, signalling to book profit.
2. If no target is defined, there is a global profit, which when achieved, the line turns blue to signal to book profit. (only for those where target price is zero)
3. Amount invested in each scrip is shown (for Cash segment). For FnO, do your own judgement whether you consider to consider Margin / premium as invested amount or not. Basically shows total exposure.
4. Totals show bookable current profit of all positive PnLs in blue field (marked "P=" and total loss of all negative PnL in red field (marked "L=". Net PnL was as such being shown.
Release Notes: with a data populated image...
Open-source script

In true TradingView spirit, the author of this script has published it open-source, so traders can understand and verify it. Cheers to the author! You may use it for free, but reuse of this code in a publication is governed by House Rules. You can favorite it to use it on a chart.

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Comments

There is a new version V4 available. Many more features. Suggest to switch to that.
Interesting feature is that it has alert.

Search for Portfolio Table by CJS V4
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This is awesome, is there any way to load historical balance / position data into defval for specific date ranges... this is great for a current snapshot but would be 10/10 if it could handle historic positions to properly benchmark performance
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very nice idea sir...if you can pls add 3 more columns for current day change, profit and percentage.
really appreciate your idea..
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cjsmalik ssvsraja
@ssvsraja, Thanks. Will see and revert.
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