quick note here: you can track your portfolio (if not so many positions) by entering something like [MSFT * 1000 + AAPL * 1000 + INTC * 2000 ] (without the brackets) in TradingView's chart symbol area - TradingView will resolve these symbols and chart the total -- there's a nice post by our friend @boji1 about this in a lot more details - however, that wouldn't show the stats that i need to look at to track my portfolio on daily basis.
i also made couple of other enhancements, like adding the ability to include "free cash" in the portfolio - While this free cash value will impact the Total P/L and P/L %, as part of the overall portfolio (and the denominator), it will not impact the "cost of positions" or the (current) "value of positions" -- also "Cash" will not count towards the total 10 positions that we can track with this tool.
Using Portfolio Tracker as a floating panel on the price chart
- By default, when the Portfolio Tracker is added to the chart, it will occupy its own lower panel like the picture above.
- if your charts are already busy (like mine :)) - you most probably already have a couple of lower studies and it's crowded there.
- in this case, you can use the Object Tree tool after adding the PTracker, to drag it onto the price panel, or you can also do that by right-clicking on the infobox and choose to move up to the price panel.
- when you do that, remember to also use the Style settings of PTracker to hide both Portfolio and PnL plots, and choose Scale = no scale - this way you get the infobox to work like a floating panel on the price chart
here's a screenshot that shows this scenario - also shows how the infobox color can be easily changed from the PTracker settings to suit your chart background and for best visibility
i hope this is useful in your trading - i look forward to @TradingView team surprising us with a real portfolio tracking capability soon :)
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.