Portfolio Monitor - DolphinTradeBot1️⃣ Overview
▪️This indicator unifies the value of all your investments—whether stocks, currencies, or cryptocurrencies—in your chosen currency. This tool not only provides a clear snapshot of your overall portfolio performance but also highlights the individual growth of each asset with intuitive visualizations and an easy-to-understand performance report.
2️⃣ What sets this indicator apart
▪️is its ability to convert values from various currency pairs into any currency you choose. This means you can monitor your portfolio's performance against any currency pair you prefer, offering a flexible and comprehensive view of your investments.
3️⃣ How Is It Work ?
🔍The indicator can be analyzed under two main categories: visual representations and tables.
1- Visual representations ;
The indicator includes three different types of lines:
1. 1 - Reference Line → This represents the cost of all assets we hold, based on the selected date.
1. 2 - Total Assets Line → Displays the real-time value of all assets in our possession, including cash value, in the selected trading pair.
The area between the reference line is filled with green and red. The section above the reference line is represented in green, while the section below is shown in red.
1. 3 - Performance Lines → These visualize the performance of the assets, starting from the reference line and taking into account their weights in the portfolio. (Note: The lines are scaled for visualization purposes, so their absolute values should not be considered.)
"The names of the lines are shown in the image below."⤵️
2- Tables
The indicator includes three different types of tables:
2. 1 - Analysis Table : It provides a superficial overview of wallet statistics and values.
▪️TOTAL ASSETS → The current equivalent of all assets in the target currency
▪️CASH VALUE → The current value of the amount "Cash Value", in the target currency.
▪️PORTFOLIO VALUE → The total value of assets excluding Cash, in the target currency.
▪️POSTFOLIO COST → The cost of assets excluding Cash, in the target currency.
▪️PORTFOLIO ABSOLUTE RETURN → It shows the profit or loss relative to the cost of assets
▪️PORTFOLIO RETURN % →It shows the profit or loss relative to the cost of assets on a percentage basis
2. 2 - Performance Table : It displays the names of assets excluding Cash and their profit amounts, sorted from highest to lowest profit. If "Show as Percentage" is selected in the settings, it shows the percentage profit or loss relative to the cost. Profits are represented in green, while losses are represented in red.
"You can see the visual showing the tables below"⤵️
4️⃣How to Use ?
1- Choose the date on which the visualization will begin (📌The start date only affects the exchange rate used for calculating the reference line in the target currency.)
2- If you have cash holdings, enter the amount and specify the currency.
3- Select the currency in which your portfolio value will be displayed.(Default value is USD)
4- To set up your portfolio;
SYMBOLS - QUANTITY - PURCHASE PRICE
Enter the symbols of your assets - the number of units you hold - and their cost levels.
5- If you have cash, be sure to include your cash balance. If you also hold other currencies, enter them as separate assets with their corresponding quantities and purchase prices.
6- If you want to see the percentage returns of the assets in the performance table relative to their cost, select the "Show as Percent" option.
7- If you want to see the performance visuals of the assets, click on the "Show Asset Performance" option.
You can find an image of the settings section where the numbers above are used as references below.⤵️
📌 NOTE → By default, a few assets and their values have been pre-added in the initial settings. This is to ensure that you don’t see an empty screen when adding the indicator to the chart. Please remember to enter your own assets and values. The default settings are only provided as an example.
Indicator
