OPEN-SOURCE SCRIPT

Retirement Portfolio Dashboard

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1. Set It Up
Paste the script into the Pine Script editor in TradingView

Add to chart (use a daily chart for any TSX ticker)

Configure the inputs on the right panel:

Choose your ETF tickers (default: VFV, XAW, XIC)

Enter your target allocations (U.S., Global, Canada, Cash)

Set your current portfolio value and contribution plan

Adjust your expected return and rebalance trigger

📊 2. What It Tracks
💼 Allocation Overview
Target vs. actual % for each asset class

CAD value of each component

Performance YTD based on Jan 2nd start

Drift % to see how far each asset has deviated

📈 Growth Forecast
Future value projection with contributions

Weighted return (based on typical historical returns)

Inflation-adjusted real return (assuming 2% inflation)

⚠ Rebalancing
If any drift exceeds your set threshold (e.g., 5%), the script:

Highlights the issue in red

Displays "⚠ Rebalance Suggested"

Triggers a TradingView alert if you've activated it

🔔 3. Set Up Alerts
Go to Alerts > Create Alert

Choose your script from the dropdown

Under Condition, select "Rebalance Alert"

Choose your desired alert type (popup, email, webhook, etc.)

✅ 4. How to Use It Effectively
Task What to Do
Monitor allocations Check dashboard weekly or monthly
Spot imbalances Use Drift % and Status (green/red)
Forecast retirement growth Adjust contributions, return rate, and horizon
Prepare to rebalance Use alerts when drift > threshold
Tune assumptions Change expected returns or inflation rate as needed

💡 Tips
You can edit return assumptions (e.g., make Global equity more conservative)

Use this on a “blank” ticker (like TSX:XIC) so you don't overlay the chart

Copy values from your broker or retirement account to update real allocations

Penafian

Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.