TradingView Portfolios: track your assets, know your trades
Tired of hand-writing your trades? To free up your time, we've designed Portfolios — your analytical hub to evaluate your strategy. It allows you to know exactly how profitable your trades and investments are, what gives you the most returns, and what is worth reallocating.
CONTENTS:
What are Portfolios
Trading and investing are ongoing processes with gains and losses. The first one is desired, the second one is inevitable, and the best way to keep control over these two outcomes is to track your portfolio closely.
A portfolio is simply the collection of all your financial investments — stocks, indices, funds, forex, or crypto. It's kind of a basket holding all the assets you've put your money into. Managing a portfolio means balancing your risk tolerance, investment goals, and time horizon. It can be challenging, and TradingView is here to help.
This tool lets you track all your investments in one clean interface. It provides you performance overview, holdings breakdown, transactions history, and analytical insights, giving you a clear picture of your investments' dynamics.
Portfolios help you see how your assets are doing at a glance by measuring your assets' performance against the benchmark you choose.
How to create a portfolio
When you log in to your TradingView account, you can start creating your portfolio. To do this, go to Portfolios in the "Products" menu.
Next, you can choose one of the three methods we support for creating your portfolio:
- Import transactions: Export a CSV or XLSX file
- Create it manually: Add your desired symbols one by one
- Add data from a watchlist: Choose the one you already have in your TradingView account
Currently, you can add up to three portfolios. Each of them will show you current cash equivalent, profitability, annualized yield, and number of assets included in this portfolio — holdings.
What to look for in your portfolio
On the main portfolio page, you can find all the essential data on your investments:
- Portfolio value: Shows your total portfolio worth of assets in the currency you chose when you created a portfolio. This can be national currencies or cryptocurrencies
- Unrealized gain: Reflects the amount of cash you would gain or lose if you close your current open positions
- Total gain: Combined realized and unrealized result of your portfolio. It accounts for all income and expenses
- Annualized yield: Weighted average annual return taking into account all cash flows
Then you'll see four tabs, each with different views on your portfolio performance.
! Tip: Each portfolio includes a Portfolio tips section — it shows you when and how to improve your portfolio to get clearer, more accurate stats.
Overview
Here, you'll get a bird's-eye view of the most crucial aspect of your investment approach.
In the portfolio change section, you'll see each day's portfolio value and relative returns. Here, you can switch between two views: a simple value line that shows how your portfolio's worth changes over time, or a combined view that includes both your portfolio's and the benchmark's performance, just select the "Value" or "Performance" tab.
Distribution section gives you a visual analysis of the asset distribution within the portfolio by the selected category:
- Assets: All the assets included in your portfolio
- Asset types: Stocks, crypto, forex, funds, or indices
- Sectors: Economic sectors of your assets, e.g., electronic technology, consumer services
- Currency: Fiat or cryptocurrencies in which your assets are traded
Daily gainers and losers show the best and worst-performing assets.
If you hold stocks, upcoming earnings and dividends will be displayed in the corresponding tabs.
Finally, in the News section, you can see the latest relevant news for these assets.
Holdings
Here you can find symbols which are included in your portfolio. You can switch between tabs to see fundamental or technical data on them, price-related information, risk, and performance.
In the settings, you can select the grouping principle (by currency, symbol type, sector, or exchange) and add a summary row.
There's also an option to display sold holdings, which will give you an even more detailed view of your assets.
In general, the Holdings page gives you a more granular view, similar to our screeners.
Transactions
In this tab, you can follow your transaction history. See orders with purchases and sales of the assets, commissions, and your deposits and withdrawals.
Analysis
Displays how your portfolio has performed across different time periods. Also, it gives you insights on the level of risk your portfolio has according to beta, Sharpe ratio, or Sortino ratio.
In the bottom part, you can find your holdings performance to assess each asset relative to others.
The bottom line
To build your wealth, it's crucial to track your assets. Portfolios are the location where your analysis comes to another level with various tools for assessing your profitability. It detects sectors and industries of your assets, gives you up-to-date news on them, and helps understand what aligns with your hard-worked-out trading, and investment strategy.
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