Position Dashboard + Buy/Sell Signals

17시간 전

Position Dashboard with Multi-Filter Buy/Sell Signals – A Comprehensive Portfolio Management Tool for TradingView

Overview
This indicator bridges the gap between your actual cryptocurrency portfolio and real‑time technical analysis on TradingView. Instead of toggling between exchange accounts and charts, you can now visualise your total position value directly on your favourite chart, monitor equivalent amounts in major coins, and receive high‑confidence buy/sell signals based on a robust multi‑condition filter. The tool is designed for traders who want a holistic view of their holdings while making data‑driven entry and exit decisions.

Functionality & Purpose
The script serves two complementary purposes:

Portfolio Dashboard

Enter your holdings for BTC, ETH, SOL, DOGE, ADA, AVAX, PEPE, and any other USD‑denominated assets.

Live prices are fetched from user‑defined tickers (e.g., BINANCE:BTCUSDT), and the total portfolio value is displayed in both USD and CNY.

Equivalent quantities of each coin (e.g., “your total portfolio is worth X BTC”) are calculated, giving you an intuitive sense of purchasing power across different assets.

A Bollinger Bands channel is applied to the total USD value, providing dynamic add (lower band) and reduce (upper band) reference levels. A simple text suggestion (“Add” / “Reduce” / “Hold”) summarises the current position relative to these bands.

Multi‑Filter Buy/Sell Signals

Rather than relying on a single noisy oscillator, the indicator combines several classic concepts to generate signals only when multiple conditions align:

Trend filter (price vs. a long‑term EMA) ensures signals align with the dominant direction.

EMA cross (price vs. a medium‑term EMA) captures momentum shifts.

RSI threshold (above/below 50) prevents counter‑trend entries and avoids overbought/oversold extremes.

Volume confirmation (optional) requires volume to exceed its 20‑period average, reducing false signals during low‑activity periods.

Confirmation bar count – you can require that all conditions persist for 1–5 consecutive bars before a signal is drawn, effectively filtering out short‑lived spikes.

All this information is neatly presented in a table anchored at the bottom centre of the chart, leaving the price action area unobstructed.

How It Works (Operational Logic)
Portfolio Value Calculation
User Inputs – You specify the quantity of each coin you hold (non‑integer values allowed) and optionally a lump sum for “other” USD assets.

Price Fetching – For each coin, the script requests the close price from the ticker you provide (e.g., BINANCE:BTCUSDT). The same is done for the USD/CNY exchange rate (primary: FX_IDC:USDCNY, fallback: FX_IDC:USDCNH).

Value Aggregation – totalUsd = Σ (quantity × price) + otherUsd. The CNY value is obtained by multiplying totalUsd by the current exchange rate.

Equivalent Quantities – totalUsd is divided by each coin’s price to show “your portfolio is worth X of coin Y”.

Add/Reduce Reference Lines
A simple Bollinger Bands calculation is performed on the totalUsd series over the user‑defined length and multiplier. Because the total value fluctuates with market prices, these bands adapt to volatility and give you objective levels for considering portfolio rebalancing.

Buy/Sell Signal Generation (on the main chart symbol)
The signal logic operates independently on the price of the symbol the chart is currently showing. It does not use the portfolio values for entries/exits – it only uses the chart’s own price, volume, and derived indicators. The rationale is that you may trade the symbol shown on the chart while still wanting to keep an eye on your overall portfolio in the same workspace.

Trend EMA – a long‑term average (default 200) defines the broader trend.

Signal EMA – a shorter average (default 50) reacts faster to price changes.

Cross Conditions – a golden cross (price crosses above the signal EMA) in an uptrend becomes a buy trigger; a death cross (price crosses below the signal EMA) in a downtrend becomes a sell trigger.

RSI Filter – buys are only considered if RSI is below 50 (avoiding overbought entries); sells if RSI is above 50 (avoiding oversold exits).

Volume Confirmation – when enabled, the bar’s volume must exceed its 20‑bar average.

Confirmation Counter – the composite condition must remain true for a user‑specified number of consecutive bars. This is the key to eliminating the majority of false starts and whip‑saws.

Once all criteria are met, a green triangle up (below the bar) or a red triangle down (above the bar) is plotted.

Dashboard Table
On the last bar, a 2‑column, 12‑row table is drawn. It contains:

Total USD value

Total CNY value

Equivalent quantities for BTC, ETH, SOL, DOGE, ADA, AVAX, PEPE

Add level (USD)

Reduce level (USD)

Current text advice

The table’s background is semi‑transparent black, ensuring readability without obscuring the chart.

Synergy of Components
While the portfolio dashboard and the buy/sell signals are logically independent, they work together to give you a complete picture:

The dashboard tells you where you stand – how much capital is deployed, its distribution, and whether the total value is historically high or low relative to its own volatility (via the Bollinger Bands).

The signals tell you when to act on the chart symbol – a potential entry or exit point based on proven technical principles.

The add/reduce levels offer a macro perspective: if the total portfolio value is far above its upper band, it might be a sensible time to take some profits, even if the chart symbol itself hasn’t generated a sell signal yet. Conversely, a total value below the lower band could encourage bargain hunting.

By integrating both views, you avoid the common pitfall of focusing only on a single coin while losing sight of your overall risk exposure.

How to Use the Indicator
Add the indicator to any TradingView chart (preferably a cryptocurrency pair).

Input your holdings in the “Inputs” tab:

Enter the exact quantities you own of BTC, ETH, SOL, DOGE, ADA, AVAX, PEPE.

If you hold other assets not listed, sum their USD value and enter it under “Other Positions Value (USD)”.

Verify price sources – the default tickers point to Binance USDT pairs. Adjust them if your broker uses different symbols (e.g., BITFINOX:BTCUSD).

Adjust signal parameters to suit your trading style:

EMA lengths, RSI levels, volume confirmation toggle, and confirmation bars.

Start with the defaults and experiment on historical data to find settings that match your risk tolerance.

Observe the table at the bottom centre of your chart – all portfolio metrics update in real time.

Watch for buy/sell arrows – they appear only when the multi‑filter conditions are satisfied, giving you potential trade ideas for the symbol on screen.

What Makes This Indicator Original?
Unified Dashboard + Signals – Most indicators either track a portfolio or give signals; this one does both in a clean, non‑intrusive layout.

Multi‑Layer Filtering – The combination of trend, cross, RSI, volume, and consecutive‑bar confirmation is deliberately chosen to reduce noise without sacrificing responsiveness. The confirmation‑bar parameter alone lets you fine‑tune the trade‑off between timeliness and reliability.

Adaptive Add/Reduce Levels – By applying Bollinger Bands to the total portfolio value, the indicator provides a custom rebalancing guide that adjusts to market volatility – a feature rarely seen in public scripts.

User‑Configurable Price Sources – You are not locked into a single exchange; the tickers can point to any TradingView‑supported symbol, making the tool exchange‑agnostic.

Bottom‑Centred Table – The placement respects your chart real estate while keeping all critical numbers visible at a glance.

Important Considerations & Disclaimer
No Performance Guarantees – The signals are derived from historical price patterns and common technical indicators. They are not a promise of future profits. Always conduct your own analysis and consider risk management.

Data Reliability – The script relies on the availability and accuracy of the price feeds you specify. If a ticker becomes invalid, the corresponding value will show as N/A.

Parameter Optimisation – The default values are reasonable starting points, but every trader and market behaves differently. Use the strategy tester or back‑testing features in TradingView to evaluate how the signals would have performed in the past with your chosen settings.

Portfolio Values ≠ Trading Capital – The total portfolio value displayed includes all entered holdings, whether or not you intend to trade them. Do not confuse this with your active trading account balance.

Use as a Decision‑Support Tool – This indicator is designed to assist, not replace, your own judgment. Markets can be unpredictable; always use stop‑losses and position sizing.

By merging real‑time portfolio tracking with technically sound entry/exit signals, this indicator offers a practical solution for traders who want to keep one eye on their overall exposure and the other on the next potential move. Its modular design and extensive configurability make it suitable for both beginners and experienced traders alike.

14시간 전

릴리즈 노트

Since the previous version, the following key updates have been made to the indicator:

Added three new coins to the portfolio tracker: BNB, XRP, and LINK. You can now enter your holdings for these coins, and their real‑time values are included in the total portfolio calculation.

Introduced automatic tracking of the portfolio’s all‑time high (ATH). The indicator now displays the distance from the current total value to the historical peak, in both USD and CNY. This provides an instant measure of drawdown.

Expanded the dashboard table from 12 to 17 rows to accommodate the new coins and the ATH distance rows, while maintaining a clear bottom‑centered layout.

All existing functionality remains – the multi‑filter buy/sell signals, Bollinger Bands‑based add/reduce levels, and equivalent quantities for all supported coins are still fully operational.

These enhancements make the tool even more comprehensive for managing a diversified crypto portfolio directly on your TradingView chart.