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Can you create a portfolio (entry price, shares, current % change) on TradingView?

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  • Unfortunately, we don't have this feature at the moment. We are going to add it in the future. There is no ETA.
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  • I'm using http://www.freestockcharts.com/ now because you can create a real time portfolio on it. However I like the charts better on Tradingview, so hope they get the portfolio feature soon!
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  • Yes please. I would like this feature too!. Please look at cryptocompare.com and see the kinds of things they are building Please look into creating a portfolio feature that includes that ability to track the stocks and cryptos and securities one is trading or investing. It is quite difficult to keep track of all of the things one is following with just watchlists.

    Once you start buying and selling, there is no where to track that in tradingview, that really helps manage the whole thing -- including notes. Its great to have notes - but they need to be useable. Take a look at airtable.com and see how they are creating highly editable databases. Maybe something like this could be used so that one can have any data they want, selected and added to columns and have notes against those securities, and track positions.

    There are plenty of examples of portfolio management from providers like Fidelity, Schwab, TD Ameritrade to use as an example for building out the portfolio management side of the platform. Thanks!
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  • Hopefully they will listen to us and build a real time portfolio so we can track our holdings. Right now I'm using http://www.freestockcharts.com/ because of their portfolio, but I like the chart look better on TradingView.
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  • This is one of the few features I would love to see implemented. I know how to draw entry positions on a chart, but I'm not really a fan of using it, it clutters up the page and makes it hard for me to read the bars.

    Having a portfolio tracker that I could enter the following:

    - action: buy, sell, sell short, buy to cover
    - number of Shares
    - execution price
    - commission (having a configured commission formula ie Interactive Brokers or just flat rate, margin rate, etc. would be great, but I can enter this manually, too)
    - automatic dividence/reinvestment calucations or manual entry/adjustment
    - cash / money market fund deposits so I can track my settlement account returns, too. Vanguard uses VMFXX for theirs, so maybe that can wait for future mutual fund data feed support.

    The outputs that would be nice to see would be:

    - Total and time based returns in dollars and percentages
    - Daily, weekly, 2-week, monthly, 3-month, 6-month, yearly, etc returns time frame
    - Alpha, beta, volatility measurements
    - Excess returns and sharpe ratios per instrument, per instrument group, per total portfolio against another instrument of user choice, perhaps against multiples (SPX, DJI, DXY, SOX, GDX, etc.)
    - instrument groups: I want to group my ETFs separately from my stocks, but I want to be able to do it manually (group by sector, group by fund class, etc)
    - Percentage of portfolio allocated to a particular instrument or instrument group
    - Automatic Kelly Criterion w/ multiplier (ex. half-Kelly) calcuation per instrument
    - Current and max drawdown in dollars and percentage, duration
    - Graphs of these various values

    Take a look at the way Quantopian does their algorithm performance and risk analysis chart for some of these features in action:
    https://www.quantopian.com/posts/new-...

    The allocation percentages and kelly criterion would be so immensely useful especially if it could show deviation from the kelly value and possibly recommend trades to scale to the recommendation value.

    I know TradingView can do this. You guys rock in so many ways and I notice the week by week touch ups on everything and continue to be impressed.
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