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Portfolio Performance

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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.
Notes de version
Small fixes

Clause de non-responsabilité

Les informations et les publications ne sont pas destinées à être, et ne constituent pas, des conseils ou des recommandations en matière de finance, d'investissement, de trading ou d'autres types de conseils fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.