DCA Investment Tracker Pro [tradeviZion]DCA Investment Tracker Pro: Educational DCA Analysis Tool
An educational indicator that helps analyze Dollar-Cost Averaging strategies by comparing actual performance with historical data calculations.
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💡 Why I Created This Indicator
As someone who practices Dollar-Cost Averaging, I was frustrated with constantly switching between spreadsheets, calculators, and charts just to understand how my investments were really performing. I wanted to see everything in one place - my actual performance, what I should expect based on historical data, and most importantly, visualize where my strategy could take me over the long term .
What really motivated me was watching friends and family underestimate the incredible power of consistent investing. When Napoleon Bonaparte first learned about compound interest, he reportedly exclaimed "I wonder it has not swallowed the world" - and he was right! Yet most people can't visualize how their $500 monthly contributions today could become substantial wealth decades later.
Traditional DCA tracking tools exist, but they share similar limitations:
Require manual data entry and complex spreadsheets
Use fixed assumptions that don't reflect real market behavior
Can't show future projections overlaid on actual price charts
Lose the visual context of what's happening in the market
Make compound growth feel abstract rather than tangible
I wanted to create something different - a tool that automatically analyzes real market history, detects volatility periods, and shows you both current performance AND educational projections based on historical patterns right on your TradingView charts. As Warren Buffett said: "Someone's sitting in the shade today because someone planted a tree a long time ago." This tool helps you visualize your financial tree growing over time.
This isn't just another calculator - it's a visualization tool that makes the magic of compound growth impossible to ignore.
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🎯 What This Indicator Does
This educational indicator provides DCA analysis tools. Users can input investment scenarios to study:
Theoretical Performance: Educational calculations based on historical return data
Comparative Analysis: Study differences between actual and theoretical scenarios
Historical Projections: Theoretical projections for educational analysis (not predictions)
Performance Metrics: CAGR, ROI, and other analytical metrics for study
Historical Analysis: Calculates historical return data for reference purposes
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🚀 Key Features
Volatility-Adjusted Historical Return Calculation
Analyzes 3-20 years of actual price data for any symbol
Automatically detects high-volatility stocks (meme stocks, growth stocks)
Uses median returns for volatile stocks, standard CAGR for stable stocks
Provides conservative estimates when extreme outlier years are detected
Smart fallback to manual percentages when data insufficient
Customizable Performance Dashboard
Educational DCA performance analysis with compound growth calculations
Customizable table sizing (Tiny to Huge text options)
9 positioning options (Top/Middle/Bottom + Left/Center/Right)
Theme-adaptive colors (automatically adjusts to dark/light mode)
Multiple display layout options
Future Projection System
Visual future growth projections
Timeframe-aware calculations (Daily/Weekly/Monthly charts)
1-30 year projection options
Shows projected portfolio value and total investment amounts
Investment Insights
Performance vs benchmark comparison
ROI from initial investment tracking
Monthly average return analysis
Investment milestone alerts (25%, 50%, 100% gains)
Contribution tracking and next milestone indicators
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📊 Step-by-Step Setup Guide
1. Investment Settings 💰
Initial Investment: Enter your starting lump sum (e.g., $60,000)
Monthly Contribution: Set your regular DCA amount (e.g., $500/month)
Return Calculation: Choose "Auto (Stock History)" for real data or "Manual" for fixed %
Historical Period: Select 3-20 years for auto calculations (default: 10 years)
Start Year: When you began investing (e.g., 2020)
Current Portfolio Value: Your actual portfolio worth today (e.g., $150,000)
2. Display Settings 📊
Table Sizes: Choose from Tiny, Small, Normal, Large, or Huge
Table Positions: 9 options - Top/Middle/Bottom + Left/Center/Right
Visibility Toggles: Show/hide Main Table and Stats Table independently
3. Future Projection 🔮
Enable Projections: Toggle on to see future growth visualization
Projection Years: Set 1-30 years ahead for analysis
Live Example - NASDAQ:META Analysis:
Settings shown: $60K initial + $500/month + Auto calculation + 10-year history + 2020 start + $150K current value
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🔬 Pine Script Code Examples
Core DCA Calculations:
// Calculate total invested over time
months_elapsed = (year - start_year) * 12 + month - 1
total_invested = initial_investment + (monthly_contribution * months_elapsed)
// Compound growth formula for initial investment
theoretical_initial_growth = initial_investment * math.pow(1 + annual_return, years_elapsed)
// Future Value of Annuity for monthly contributions
monthly_rate = annual_return / 12
fv_contributions = monthly_contribution * ((math.pow(1 + monthly_rate, months_elapsed) - 1) / monthly_rate)
// Total expected value
theoretical_total = theoretical_initial_growth + fv_contributions
Volatility Detection Logic:
// Detect extreme years for volatility adjustment
extreme_years = 0
for i = 1 to historical_years
yearly_return = ((price_current / price_i_years_ago) - 1) * 100
if yearly_return > 100 or yearly_return < -50
extreme_years += 1
// Use median approach for high volatility stocks
high_volatility = (extreme_years / historical_years) > 0.2
calculated_return = high_volatility ? median_of_returns : standard_cagr
Performance Metrics:
// Calculate key performance indicators
absolute_gain = actual_value - total_invested
total_return_pct = (absolute_gain / total_invested) * 100
roi_initial = ((actual_value - initial_investment) / initial_investment) * 100
cagr = (math.pow(actual_value / initial_investment, 1 / years_elapsed) - 1) * 100
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📊 Real-World Examples
See the indicator in action across different investment types:
Stable Index Investments:
AMEX:SPY (SPDR S&P 500) - Shows steady compound growth with standard CAGR calculations
Classic DCA success story: $60K initial + $500/month starting 2020. The indicator shows SPY's historical 10%+ returns, demonstrating how consistent broad market investing builds wealth over time. Notice the smooth theoretical growth line vs actual performance tracking.
MIL:VUAA (Vanguard S&P 500 UCITS) - Shows both data limitation and solution approaches
Data limitation example: VUAA shows "Manual (Auto Failed)" and "No Data" when default 10-year historical setting exceeds available data. The indicator gracefully falls back to manual percentage input while maintaining all DCA calculations and projections.
MIL:VUAA (Vanguard S&P 500 UCITS) - European ETF with successful 5-year auto calculation
Solution demonstration: By adjusting historical period to 5 years (matching available data), VUAA auto calculation works perfectly. Shows how users can optimize settings for newer assets. European market exposure with EUR denomination, demonstrating DCA effectiveness across different markets and currencies.
NYSE:BRK.B (Berkshire Hathaway) - Quality value investment with Warren Buffett's proven track record
Value investing approach: Berkshire Hathaway's legendary performance through DCA lens. The indicator demonstrates how quality companies compound wealth over decades. Lower volatility than tech stocks = standard CAGR calculations used.
High-Volatility Growth Stocks:
NASDAQ:NVDA (NVIDIA Corporation) - Demonstrates volatility-adjusted calculations for extreme price swings
High-volatility example: NVIDIA's explosive AI boom creates extreme years that trigger volatility detection. The indicator automatically switches to "Median (High Vol): 50%" calculations for conservative projections, protecting against unrealistic future estimates based on outlier performance periods.
NASDAQ:TSLA (Tesla) - Shows how 10-year analysis can stabilize volatile tech stocks
Stable long-term growth: Despite Tesla's reputation for volatility, the 10-year historical analysis (34.8% CAGR) shows consistent enough performance that volatility detection doesn't trigger. Demonstrates how longer timeframes can smooth out extreme periods for more reliable projections.
NASDAQ:META (Meta Platforms) - Shows stable tech stock analysis using standard CAGR calculations
Tech stock with stable growth: Despite being a tech stock and experiencing the 2022 crash, META's 10-year history shows consistent enough performance (23.98% CAGR) that volatility detection doesn't trigger. The indicator uses standard CAGR calculations, demonstrating how not all tech stocks require conservative median adjustments.
Notice how the indicator automatically detects high-volatility periods and switches to median-based calculations for more conservative projections, while stable investments use standard CAGR methods.
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📈 Performance Metrics Explained
Current Portfolio Value: Your actual investment worth today
Expected Value: What you should have based on historical returns (Auto) or your target return (Manual)
Total Invested: Your actual money invested (initial + all monthly contributions)
Total Gains/Loss: Absolute dollar difference between current value and total invested
Total Return %: Percentage gain/loss on your total invested amount
ROI from Initial Investment: How your starting lump sum has performed
CAGR: Compound Annual Growth Rate of your initial investment (Note: This shows initial investment performance, not full DCA strategy)
vs Benchmark: How you're performing compared to the expected returns
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⚠️ Important Notes & Limitations
Data Requirements: Auto mode requires sufficient historical data (minimum 3 years recommended)
CAGR Limitation: CAGR calculation is based on initial investment growth only, not the complete DCA strategy
Projection Accuracy: Future projections are theoretical and based on historical returns - actual results may vary
Timeframe Support: Works ONLY on Daily (1D), Weekly (1W), and Monthly (1M) charts - no other timeframes supported
Update Frequency: Update "Current Portfolio Value" regularly for accurate tracking
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📚 Educational Use & Disclaimer
This analysis tool can be applied to various stock and ETF charts for educational study of DCA mathematical concepts and historical performance patterns.
Study Examples: Can be used with symbols like AMEX:SPY , NASDAQ:QQQ , AMEX:VTI , NASDAQ:AAPL , NASDAQ:MSFT , NASDAQ:GOOGL , NASDAQ:AMZN , NASDAQ:TSLA , NASDAQ:NVDA for learning purposes.
EDUCATIONAL DISCLAIMER: This indicator is a study tool for analyzing Dollar-Cost Averaging strategies. It does not provide investment advice, trading signals, or guarantees. All calculations are theoretical examples for educational purposes only. Past performance does not predict future results. Users should conduct their own research and consult qualified financial professionals before making any investment decisions.
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© 2025 TradeVizion. All rights reserved.
Investment
Employee Portfolio Generator [By MUQWISHI]▋ INTRODUCTION :
The “Employee Portfolio Generator” simplifies the process of building a long-term investment portfolio tailored for employees seeking to build wealth through investments rather than traditional bank savings. The tool empowers employees to set up recurring deposits at customizable intervals, enabling to make additional purchases in a list of preferred holdings, with the ability to define the purchasing investment weight for each security. The tool serves as a comprehensive solution for tracking portfolio performance, conducting research, and analyzing specific aspects of portfolio investments. The output includes an index value, a table of holdings, and chart plots, providing a deeper understanding of the portfolio's historical movements.
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▋ OVERVIEW:
● Scenario (The chart above can be taken as an example) :
Let say, in 2010, a newly employed individual committed to saving $1,000 each month. Rather than relying on a traditional savings account, chose to invest the majority of monthly savings in stable well-established stocks. Allocating 30% of monthly saving to AMEX:SPY and another 30% to NASDAQ:QQQ , recognizing these as reliable options for steady growth. Additionally, there was an admired toward innovative business models of NASDAQ:AAPL , NASDAQ:MSFT , NASDAQ:AMZN , and NASDAQ:EBAY , leading to invest 10% in each of those companies. By the end of 2024, after 15 years, the total monthly deposits amounted to $179,000, which would have been the result of traditional saving alone. However, by sticking into long term invest, the value of the portfolio assets grew, reaching nearly $900,000.
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▋ OUTPUTS:
The table can be displayed in three formats:
1. Portfolio Index Title: displays the index name at the top, and at the bottom, it shows the index value, along with the chart timeframe, e.g., daily change in points and percentage.
2. Specifications: displays the essential information on portfolio performance, including the investment date range, total deposits, free cash, returns, and assets.
3. Holdings: a list of the holding securities inside a table that contains the ticker, last price, entry price, return percentage of the portfolio's total deposits, and latest weighted percentage of the portfolio. Additionally, a tooltip appears when the user passes the cursor over a ticker's cell, showing brief information about the company, such as the company's name, exchange market, country, sector, and industry.
4. Indication of New Deposit: An indication of a new deposit added to the portfolio for additional purchasing.
5. Chart: The portfolio's historical movements can be visualized in a plot, displayed as a bar chart, candlestick chart, or line chart, depending on the preferred format, as shown below.
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▋ INDICATOR SETTINGS:
Section(1): Table Settings
(1) Naming the index.
(2) Table location on the chart and cell size.
(3) Sorting Holdings Table. By securities’ {Return(%) Portfolio, Weight(%) Portfolio, or Ticker Alphabetical} order.
(4) Choose the type of index: {Assets, Return, or Return (%)}, and the plot type for the portfolio index: {Candle, Bar, or Line}.
(5) Positive/Negative colors.
(6) Table Colors (Title, Cell, and Text).
(7) To show/hide any of selected indicator’s components.
Section(2): Recurring Deposit Settings
(1) From DateTime of starting the investment.
(2) To DateTime of ending the investment
(3) The amount of recurring deposit into portfolio and currency.
(4) The frequency of recurring deposits into the portfolio {Weekly, 2-Weeks, Monthly, Quarterly, Yearly}
(5) The Depositing Model:
● Fixed: The amount for recurring deposits remains constant throughout the entire investment period.
● Increased %: The recurring deposit amount increases at the selected frequency and percentage throughout the entire investment period.
(5B) If the user selects “ Depositing Model: Increased % ”, specify the growth model (linear or exponential) and define the rate of increase.
Section(3): Portfolio Holdings
(1) Enable a ticker in the investment portfolio.
(2) The selected deposit frequency weight for a ticker. For example, if the monthly deposit is $1,000 and the selected weight for XYZ stock is 30%, $300 will be used to purchase shares of XYZ stock.
(3) Select up to 6 tickers that the investor is interested in for long-term investment.
Please let me know if you have any questions
ROI Levels IndicatorROI Levels Indicator 📈💰
Description: The "ROI Levels Indicator" helps you visualize key Return on Investment (ROI) levels directly on your chart, making it easier to track your profit milestones! 🚀 This tool allows you to enter your entry price, and it calculates levels from 100% up to 1000% ROI, each with a spread to represent potential support and resistance zones. The levels are visually represented by red rectangles to help identify zones where the market might react. This is a great way for traders to easily understand profit-taking points and psychological price levels!
Features:
🛠️ Custom Entry Price: Set your own entry price to start calculating ROI levels.
📊 Multiple ROI Levels: Levels from 100% to 1000%, with a customizable spread for visual clarity.
🔴 Visual Representation: Each level is marked with a full-screen-width rectangle and label, making it easy to track.
🚨 Entry Price Plot: A red dashed line marks your entry price for easy reference.
How to Use:
Enter Your Price: Use the "Entry Price" input field to specify the entry price of your trade.
Spread Adjustment: Adjust the spread percentage if you want more or less tolerance around each ROI level.
View the Levels: The script automatically plots 100% to 1000% ROI levels. Each level is represented by a red rectangle and labeled on the right side for quick identification.
Track Profit Zones: Use the plotted ROI levels to identify key profit-taking areas or potential zones of support and resistance.
Pro Tip: Use these levels as reference points to decide when to scale out of positions or manage risk effectively! 🎯
Happy trading, and may your ROI always be on the rise! 📈🔥
Portfolio Index Generator [By MUQWISHI]▋ INTRODUCTION:
The “Portfolio Index Generator” simplifies the process of building a custom portfolio management index, allowing investors to input a list of preferred holdings from global securities and customize the initial investment weight of each security. Furthermore, it includes an option for rebalancing by adjusting the weights of assets to maintain a desired level of asset allocation. The tool serves as a comprehensive approach for tracking portfolio performance, conducting research, and analyzing specific aspects of portfolio investment. The output includes an index value, a table of holdings, and chart plotting, providing a deeper understanding of the portfolio's historical movement.
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▋ OVERVIEW:
The image can be taken as an example of building a custom portfolio index. I created this index and named it “My Portfolio Performance”, which comprises several global companies and crypto assets.
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▋ OUTPUTS:
The output can be divided into 4 sections:
1. Portfolio Index Title (Name & Value).
2. Portfolio Specifications.
3. Portfolio Holdings.
4. Portfolio Index Chart.
1. Portfolio Index Title, displays the index name at the top, and at the bottom, it shows the index value, along with the chart timeframe, e.g., daily change in points and percentage.
2. Portfolio Specifications, displays the essential information on portfolio performance, including the investment date range, initial capital, returns, assets, and equity.
3. Portfolio Holdings, a list of the holding securities inside a table that contains the ticker, average entry price, last price, return percentage of the portfolio's initial capital, and customized weighted percentage of the portfolio. Additionally, a tooltip appears when the user passes the cursor over a ticker's cell, showing brief information about the company, such as the company's name, exchange market, country, sector, and industry.
4. Index Chart, display a plot of the historical movement of the index in the form of a bar, candle, or line chart.
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▋ INDICATOR SETTINGS:
Section(1): Style Settings
(1) Naming the index.
(2) Table location on the chart and cell size.
(3) Sorting Holdings Table. By securities’ {Return(%) Portfolio, Weight(%) Portfolio, or Ticker Alphabetical} order.
(4) Choose the type of index: {Equity or Return (%)}, and the plot type for the index: {Candle, Bar, or Line}.
(5) Positive/Negative colors.
(6) Table Colors (Title, Cell, and Text).
(7) To show/hide any indicator’s components.
Section(2): Performance Settings
(1) Calculation window period: from DateTime to DateTime.
(2) Initial Capital and specifying currency.
(3) Option to enable portfolio rebalancing in {Monthly, Quarterly, or Yearly} intervals.
Section(3): Portfolio Holdings
(1) Enable and count security in the investment portfolio.
(2) Initial weight of security. For example, if the initial capital is $100,000 and the weight of XYZ stock is 4%, the initial value of the shares would be $4,000.
(3) Select and add up to 30 symbols that interested in.
Please let me know if you have any questions.
Index Generator [By MUQWISHI]▋ INTRODUCTION :
The “Index Generator” simplifies the process of building a custom market index, allowing investors to enter a list of preferred holdings from global securities. It aims to serve as an approach for tracking performance, conducting research, and analyzing specific aspects of the global market. The output will include an index value, a table of holdings, and chart plotting, providing a deeper understanding of historical movement.
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▋ OVERVIEW:
The image can be taken as an example of building a custom index. I created this index and named it “My Oil & Gas Index”. The index comprises several global energy companies. Essentially, the indicator weights each company by collecting the number of shares and then computes the market capitalization before sorting them as seen in the table.
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▋ OUTPUTS:
The output can be divided into 3 sections:
1. Index Title (Name & Value).
2. Index Holdings.
3. Index Chart.
1. Index Title , displays the index name at the top, and at the bottom, it shows the index value, along with the daily change in points and percentage.
2. Index Holdings , displays list the holding securities inside a table that contains the ticker, price, daily change %, market cap, and weight %. Additionally, a tooltip appears when the user passes the cursor over a ticker's cell, showing brief information about the company, such as the company's name, exchange market, country, sector, and industry.
3. Index Chart , display a plot of the historical movement of the index in the form of a bar, candle, or line chart.
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▋ INDICATOR SETTINGS:
(1) Naming the index.
(2) Entering a currency. To unite all securities in one currency.
(3) Table location on the chart.
(4) Table’s cells size.
(5) Table’s colors.
(6) Sorting table. By securities’ (Market Cap, Change%, Price, or Ticker Alphabetical) order.
(7) Plotting formation (Candle, Bar, or Line)
(8) To show/hide any indicator’s components.
(9) There are 34 fields where user can fill them with symbols.
Please let me know if you have any questions.
SIP SmartlyIntroduction:
The SIP Smartly indicator is designed to mimic the behavior of a systematic investment plan, a popular investment strategy where a fixed quantity of an asset is purchased at regular intervals, typically monthly. In this case, we're applying this concept to trading by specifying a start date, a fixed purchase quantity, and certain conditions for buying.
Indicator Components:
User Inputs:
1. Start Date Inputs:
startyear, startmonth, startday: These inputs allow you to specify the year, month, and day when the SIP strategy begins.
2. buyQty:
This input allows you to specify the quantity of the security to purchase in each SIP installment.
What is Standard SIP ?
A Standard Systematic Investment Plan (SIP) is an investment strategy where individuals consistently invest a fixed amount of money at regular intervals, such as monthly or quarterly, in mutual funds or stocks. This approach promotes disciplined and long-term investing, taking advantage of rupee-cost averaging, where more shares are purchased when prices are low and fewer when prices are high. SIPs are designed for individuals seeking gradual wealth accumulation over time while mitigating the impact of market volatility through consistent, automated investments.
Logic of the Smart SIP Indicator:
Dynamic Quantity: The Smart SIP indicator allows you to invest a fixed quantity of a security at regular intervals based on technical analysis conditions. This is different from a standard SIP, where you typically invest a fixed amount of money.
Technical Analysis Driven: The Smart SIP indicator employs technical analysis indicators, such as multiple moving averages and uses the crossover of a higher MA with a lower MA which indicates a possible trend reversal, to determine Buy signals based on price trends. In contrast, a standard SIP doesn't consider technical factors but rather involves regular investments regardless of market conditions.
Adaptability: Unlike a standard SIP, which follows a predetermined investment schedule, the Smart SIP can adapt to changing market conditions. It triggers Buy actions only when specific technical conditions are met, providing a more flexible and responsive approach to investing or trading.
Market Value Tracking: The Smart SIP continuously tracks the market value of the invested quantity in real-time. This allows you to monitor the performance of your SIP investments dynamically, considering market fluctuations. In a standard SIP, you typically track the overall portfolio value without real-time adjustments.
Alert Notifications: The Smart SIP can send alert notifications when Buy conditions are met. This feature ensures timely execution of trades when favorable market conditions align with the technical criteria. In a standard SIP, you usually follow a fixed investment schedule without real-time alerting.
In summary, the unique logic of the Smart SIP indicator lies in its adaptability, technical analysis-driven approach, and real-time tracking and alerting features, making it well-suited for trading in financial markets while still following the concept of a systematic investment plan.
How to Use the SIP Smartly Indicator:
Start Date Selection:
Input your desired start date using the startyear, startmonth, and startday parameters. This is the date when your SIP strategy will begin.
Buy Quantity Setting:
Set the buyQty input to the quantity of the security you want to purchase in each SIP installment.
Alerts:
The indicator can trigger alerts when Buy conditions are met. These alerts can be configured to notify you when it's time to make a SIP installment.
Risk Management and Considerations:
Confirmation: While the SIP Smartly indicator provides insights, use it alongside other technical and fundamental analysis tools for confirmation before making trading decisions.
Backtesting: Before using this indicator in live trading, conduct thorough backtesting on historical data to evaluate its performance under different market conditions.
Position Sizing: Determine your position size and risk management rules based on the quantity purchased in each SIP installment.
Market Awareness: Stay informed about market conditions and news events that could impact price movements. This indicator is a tool to aid your trading strategy, not a standalone solution.
Conclusion:
The SIP Smartly Indicator offers a systematic approach to trading by simulating a SIP strategy. By inputting your start date and desired buy quantity, you can follow a disciplined investment approach in your trading. Remember to customize the inputs to match your trading preferences and risk tolerance.
Disclaimer: This indicator is provided for educational purposes and should be used with caution. Trading involves risks, and you should thoroughly test any strategy before applying it in live trading.
Invest-Long : Script for quick checks before investingA simple script to verify RSI, SMAs, VWMA, and Pivots on Daily, Weekly, and Monthly time frames.
In case if you are not interested in SMA's or want to add different cheks -- simply copy the script to local and edit.
Happy investing.
Add the script to any chart and table values remain the same irrespective of current chart resolution, as it checks on Daily, Weekly, and Monthly time frames.
The table has multiple columns.
1st column checks on RSI value on all 3 timeframes. Ideally, look for all green and D>W>M
2nd Column: Check current Close is above 20 SMA and 50 SMA on Daily / Weekly / Monthly time frames
3rd Column: Check SMA 13> SMA 34, SMA 34 > SMA 55 and SMA 20 > SMA 50 on Daily / Weekly time frames
4th Column: Check Current close is above Weekly Pivot and Monthly Pivot. And also verify Close is above 4 Week High.
5th Column: Verify Close is above Daily VWMA. Also Daily VWMA is > Weekly VWMA and Weekly > Monthly.
// Similarly you can add more checks based on different time frames
Feel free to trouble me incase if need help.
Correlation with Matrix TableCorrelation coefficient is a measure of the strength of the relationship between two values. It can be useful for market analysis, cryptocurrencies, forex and much more.
Since it "describes the degree to which two series tend to deviate from their moving average values" (1), first of all you have to set the length of these moving averages. You can also retrieve the values from another timeframe, and choose whether or not to ignore the gaps.
After selecting the reference ticker, which is not dependent from the chart you are on, you can choose up to eight other tickers to relate to it. The provided matrix table will then give you a deeper insight through all of the correlations between the chosen symbols.
Correlation values are scored on a scale from 1 to -1
A value of 1 means the correlation between the values is perfect.
A value of 0 means that there is no correlation at all.
A value of -1 indicates that the correlation is perfectly opposite.
For a better view at a glance, eight level colors are available and it is possible to modify them at will. You can even change level ranges by setting their threshold values. The background color of the matrix's cells will change accordingly to all of these choices.
The default threshold values, commonly used in statistics, are as follows:
None to weak correlation: 0 - 0.3
Weak to moderate correlation: 0.3 - 0.5
Moderate to high correlation: 0.5 - 0.7
High to perfect correlation: 0.7 - 1
Remember to be careful about spurious correlations, which are strong correlations without a real causal relationship.
(1) www.tradingview.com
Diversified Investment EMA Cross Strategy SimulatorThis simulating indicator proves that even if you use a simple strategy, you can reduce your risk by diversifying your investments.
The strategy itself is simple.(only long)
Buy when 50 days EMA crosses over 200 days EMA.
Sell when 50 days EMA crosses under 200 days EMA.
Or, stop loss when the asset falls by 2% (eg).
Using this simple strategy on an asset is just a test of your luck.
However, this capital change graph shows that risk can be reduced by diversifying investment into eight assets rather than one asset.
Options
Total Assets Capital Change represents the sum of capital changes for 8 assets. The gray line is the initial capital.
Each Asset Capital Change represents all eight asset capital changes. In this case, the gray line is displayed as the initial capital divided by 8.
The rest of the options show a graph of capital change for each asset, showing when buys and sells occurred.
And set the start date, initial capital, stop loss %, and commission.
And select the 8 assets you want to invest in and you are ready to go. To effectively reduce risk, uncoupled assets would be better if possible.
The table in the lower right shows the selected asset and color.
Please enjoy the simulation.
TrendTracers Bitcoin Stock to Flow ModelFor the best results, make sure to view this indicator on a bitcoin chart with a very long history (e.g. BNC:BLX)!
This model treats Bitcoin as being comparable to commodities such as gold, silver or platinum. These are known as ‘store of value’ commodities because they retain value over long time frames due to their relative scarcity. It is difficult to significantly increase their supply i.e. the process of searching for gold and then mining it is expensive and takes time. Bitcoin is similar because it is also scarce. In fact, it is the first-ever scarce digital object to exist. There are a limited number of coins in existence and it will take a lot of electricity and computing effort to mine the remaining coins still to be mined, therefore the supply rate is consistently low.
The stock-to-flow model predicts value changes in a straightforward manner. It compares an asset’s current stock to the rate of new production, or how much is produced in a year.
Calculation:
Take bitcoin production in a period, divide it by that period and then multiply by 365 to get the estimated yearly production and then calculate the stock to flow.
yearlyFlow = ((stockChange) / period ) * 365
stockToFlow = (stock - missingBitcoins) / yearlyFlow
Model Value = -1.84ᵉ * stockToFlow³.³⁶ (mathematical model to calculate the model price)
For more information about the calculations followed: stats.buybitcoinworldwide.com
Features:
Works on the Daily, Weekly and Monthly Timeframe.
Allows you to adjust between a 10-day period and a 463-day period.
Has the option to account for missing bitcoins, lets you adjust the amount of missing bitcoins.
The ability to toggle a standard deviation of the Model Value with a multiplier of 1, 2 or 3
Displays a Stock to Flow Deviation Ratio: If the Deviation Ratio is close to 0 it means the price of Bitcoin is close to the Model Value Line(or Stock to Flow Ratio). If the Deviation Ratio is close to 1 or -1, it means the price of bitcoin is near the selected deviation levels.
You can toggle between the Overlay version and the Oscillator version, default is on Oscillator version. If you want to switch: Untick Oscillator mode in the indicator settings, click on the three dots and select "move to existing pane above". Then click on the three dots again and select Pin to scale A. Done!
As a bonus: Now you can toggle a "1-year Realized Price" graph, while it's not officially part of the Stock to Flow Model it does share similar technicals about supply and scarcity. The 1-year Realized Price is the realized market cap divided by total amount of generated coins.
I just noticed that, while the color gradient function is pretty cool, it does not allow for end users to customize their colors after applying this indicator to their chart. Sorry!
Period Dollar Cost Average BacktesterHere is a simple script to calculate the profits and other dollar cost average strategy statistics. This strategy was created to avoid asset price volatility, so the pump and dump scheme does not affect the portfolio. By dividing the investment amount into periods, the investor doesn’t need to analyze the market, fundamental analysis, or anything. The goal is to increase the asset holdings and avoid fast and robust price movements.
This indicator has some configurations.
Amount to buy: the amount to buy at each time
Broker fee %: the fee percentage that the broker has for spot trade
Frequency: the frequency of the investments. Example: 1 Day means that every day, it will buy an amount of the asset
Starting Date: when the indicator will start the investment simulation
Ending Date: when the indicator will end the investment simulation
InfoCell With/Height: it relates to the panel for view purposes. Change the values to fit better on your screen.
This indicator has three lines:
Total Invested (green): total amount invested at the end of the period
Total Net Profit (pink): total profit by converting the amount of the asset bought at the latest closing price
Holding Profits (yellow): the amount that would be in the portfolio if the investor had invested all the capital in a signal trade at the beginning of the period.
The statistics panel has some information to help you understand buying the asset in one or more trades. So, besides those three lines that were mentioned above, here are the other statistics:
Entry Price: The price of the asset when the first investment was made
Gross Profit: Total amount of profit, not excluding the losses
Gross Losses: Total amount of losses, not excluding the profits
Profit Factor: The Gross Profit divided by the Gross Loss. A value above 1 means it’s profitable.
Profit/Trades: Net profit per trade. This includes the broker fees.
Recovery Factor: The Net profit divided by the relative drawdown. The higher the recovery factor, the faster the recovery of a loss
Total Asset Bought: The amount of the asset that was bought at the end of the investment plan
Absolute Drawdown: The total amount of losses that made the account balance go below its initial value
Relative Drawdown: The max drawdown that occurred, no matter the account balance amount
Total Trades: number of times the investment was made in the selected period
Total Fee: total Fee that was spent on the total investment
Total Winning Trades: the total amount of winning trades. A trade is considered a winner if the net profit is up compared with the latest investment.
Total Losing Trades: the total amount of losing trades. A trade is considered a loser if the net profit is down compared to the latest investment.
Max consecutive wins: the max amount of consecutive winning trades
Max consecutive losses: the max amount of consecutive losing trades
The chart above uses the default configuration of the indicator. Placed on the BTCUSD market, taking the time range of January 1st, 2018 to January 1st, 2022, 4 years. Buying a BTC amount with 10 USDT every day in that period would generate a more than 500% profit. Compared to the profit amount by just holding the count, which was close to 350% profit, the dollar cost average by period would be much more profitable.
Volatility ContractionVolatility Contraction is a strong trading setup for Positional Traders. It works on following time frame: Daily, Weekly and Monthly.
TEWY - Magic Strength Indicator (SI)Detail about this indicator
1. This indicator is used to identify the trend based on the momentum of the counter selected.
2. This indicator is calculated three different metrics for selected script and it's Parent/Main Index as NSE:NIFTY (default) and Sector Index. Keep in mind below point
a) Parent/Main index is set to default NSE:NIFTY, though there is option to provide your own custom parent index e.g. US30, US 100'
B) Sector Index is identified automatically for set to predefined stocks and rest ate set to default NIFTY 500. Again you have option to change it to your preference
3. I have used the rate of change and RSI of it to calculate momentum for script, it's parent index and sector index.
4. I would typically use this indicator to see momentum on the Monthly and Weekly first and daily timeframe to get proper entry.
5. Also please try to stay in the long position only unless you understand the consequences for shorting a stock . why? because the imminent nature of the market is to go upward only.
6. Please try to keep base inputs as defaults, though it allows you to change input parameters
Let's understand this indicator
• On the tor right corner you would see three different numbers. 1st number is SI of the underlying Ticker. 2nd number is SI for the Sector Index and 3rd is for Parent Index SI.
• If selected ticker is outperforming it's parent index the you see one green "▲" and if ticker is also outperforming it's sector index then you would see two green "▲▲". Same on the downside.
• I would only take long position if selected ticker is at least outperforming Parent index, that means at least one green "▲".
• I would take exit from the position if I see no more green "▲".
Always respect RISKS and follow stop loss. In market stop loss is the only friend of yours.
I have given a sample illustrational image below, which should help you understand this indicator.
Best of luck
The DD investThe script tells me when to invest in the stock.
Split ur money into 3 piles. Each must be bigger than the previous one.
Buy with the first pile when the chart touches the middle line (SMA200).
Buy with the second pile when the chart touches the bottom line (lowest price of 200 weeks).
Buy with the third pile when the chart goes significantly below the bottom line (lowest price of 200 weeks).
Watch only the W1 chart (!!!).
Circles on the chart indicate places where you should buy (examples).
Consider selling half of the holding when the chart touches the top line (the highest price of 200 weeks).
Hold the rest much longer then you plan to ;)
Multi ROIThis is really, really, really basic.
Its just 10 ROIs - Return On Investment- plots for the following periods:
1 week
1 month
1/2 year
1 year
2 year
3 year
4 year
5 year
6 year
7 year
It is meant for 1 day bars. Of course it will work anywhere and you can change the settings to fit your purposes but I thought these were the most useful periods.
Valuation Bands - Customized Bollinger BandsValuation Bands are supposed to be used for taking INVESTMENT decisions. Hence best time frames to use these bands are Daily & Weekly.
These bands are an attempt to represent a stock's valuation in terms of its pricing. Obviously, there is no relation between actual valuation determined through Fundamental Analysis.
The bands have been created by modifying Bollinger band settings. There are 3 bands Over-Valuation Band, Average Valuation Band & Under Valuation Band.
OVER VALUATION BAND
- Do not create fresh positions near or above this band
- If the price is trading above the band; hold onto your investment unless there is closing below this band.
- If the price closes below this band; wait for a reversal sign to create a fresh entry.
AVERAGE VALUATION BAND
- Create a new or keep adding more to your existing positions as the price approaches this band.
- It is recommended to exit if this band is broken & wait for fresh entry.
UNDER VALUATION BAND
- Look for a fresh investment opportunity after there is closing above this band
- Do not create fresh positions unless there are clear reversal signs.
You can use this indicator along with REKAB & RECAT to confirm entry points.
TM24_INVESTMENT_TOOLTM24_INVESTMENT_TOOL helps to identify following Things for Intraday Position on 60 Minutes + timeframe along with Buy or sell signal.
1. Market Trend (Different Timeframe)
2. Price Direction
3. Area of Support & Resistance
4. Price Momentum
Terminology Use ==> Black from Bottom for - Buy, Red from Top for - Sale Signal, and Numbers are to show time frame indication there is presence of buyer or seller like 30 for buy signal on 30 minute time frame etc.
Display and Interpretation ==> Buy Sale Signal in Digit with 15-30-60-D-W-M for different time frames.
any value signal ending with * shows breakout of support/ resistance and value signal starting with * shows entry to a momentum zone.
Green Mark with Triangle Up shows trend of that timeframe in positive and value shows upside possible direction on that timeframe vice versa for red signal with down triangle
Use market structure, chart pattern, trend lines for more support..
Time frame ==> Use proper Signal with 60 minute, 120 minute time frame
What to Identify ==> Overall Trend for the Swing
How to Use ==>
See how and order buildup is seen and current order position. Also area for volatility and expected movement in price direction
Note: - Use market structure, chart pattern, trend lines and price action parameter for more confirmation.
Entry ==>
Let’s wait the proper area of support or resistance ( Area of Value in case of trend pattern use)
Exit ==>
SL of swing high/low out of market structure with proper risk management and target with proper Risk/ Reward Ratio
Use the Below Contacts to Access this Indicator
Multi Time Frame - Trade Entry PointsThis is Beta version of the Indicator and works on Multi Time Frame Analysis
As part of the Indicator there are 5 Choices that the user can set up
Show Intraday Trades - This works for Intraday Trades - when the resolution is kept to less than 1 hour
Show Short Team Trades - This works well when the resolution is kept to 1 Day - Good for swing Trades spanning over a few days
Show Long Term Trades - This works well when the resolution is kept to 1 Day or Week - Good for Investments
Show SMA20 - Will show the user the Simple Moving Average 20 based on the resolution selected
Show DMA20 - Will show the user the Daily Moving Average 20 based on the resolution selected
Buy Entry Points - Would be shown as a Green Arrow below the bar
Sell/Short Entry Points - Would be shown as a Red Arrow Above the bar
Visual Checks - It is always recommended to exit the trade it it touches SMA20
Stop Loss - That should be done by following ones risk appetite , Ideally the open/close of the previous candle should be the stop loss for the buy/sell
but everyone has their own Risk Management Strategies based on the capital deployed.
Disclaimer : There could be scenarios when the candle is shown as a buy or sell and then the candle turns into opposite direction red/green .
In such scenarios , Please refer to the just preceding candle and if this candle is moving into positive direction (forming green candle) only then buy ,
Similarly Sell/Short only if this candle is forming a red candle
SBER IVA - Investment Volume Analysis v1.0IVA or Investment Volume Analysis indicator checks for accumulation and distribution by the investors and highlights the levels as below:
Red levels - Distribution is ON
What to do? Either minimize the investment or book profit
If price is above Red levels, it is highly likely to be a trap or manipulated move, even best moves at times can be trap.
Blue levels - Accumulation is ON
What to do? Either initiate investment or increase the exposure as per your risk appetite
If price is below Blue levels, it is highly likely to be a trap or manipulated move, even best moves at times can be trap.
Advanced usage:
With SBER EMA48 channel - If price breakout of the channel and accumulation IVA zone, then it is considered both value and volume investment.
Investment Bottom IndicatorWant to know when the market has reached near bottom in selloff or bearish trend?
You now have a perfect indicator for that - "Investment Bottom Indicator"
How to use?
Chart Setup-
Step 1- Add your index symbol
Step 2- Change the time frame to weekly (candle sticks)
Step 3- Add William %R - settings: Period- 52, Close
Step 4- Add this indicator - Investment Bottom Indicator
Analysis-
When the William %R value is below -80 & Investment Bottom Indicator value is above 80 : this indicates that the market is near its bottom and if you have not yet started investing yet, this is the right time before the market flies off (in very few weeks/months) & you miss the bus!
Investment_TradersStreamHello Guys here we are introducing another important tool, in that you can anticipate when to enter Market for Long term Investment and when to Exit you Positions from Long term Investments. We introduced some of uniq indicators that helps to calculate the Risk. Those are Exhaust Candle, Time or Price correction of stock after a strong movement special Moving average to calculate monthly Trend and one of the popular indicator to know that how much movement happened in a stock from a mean line (Bollinger Band). Please comment below for any information.......
Return on Investment (ROI)Return on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment in a particular asset.
This tool provides a %-based ROI that can be calculated starting from a specific date or across the entire history of an instrument.
Don't forget to toss a coin to your witcher (see the requisites below)
