Leveraged Chart with Financing, Portfolio DCA & Normalization

Leveraged Investment Simulator with Portfolio DCA & Performance Metrics

Overview:
This indicator helps simulate leveraged investment strategies, incorporating financing costs, Dollar Cost Averaging (DCA), and performance metrics. Ideal for analyzing leveraged growth on price charts or managing portfolios with periodic contributions.

1. Key Features:
   • Dual Simulation Modes:
     - Chart Mode: Simulate leveraged growth directly on the price chart.
     - Portfolio Mode: Track portfolio performance with periodic DCA contributions.
     
     
   • Leverage & Financing Fees:
     - Adjustable leverage multiplier.
     - Annual financing fees to model borrowing costs.
     
     
   • Dollar Cost Averaging (DCA):
     - Set an initial investment and recurring deposit amounts.
     - Choose contribution frequency: Monthly, Quarterly, or Yearly.
     
     
   • Performance Metrics:
     - Sharpe Ratio: Evaluate risk-adjusted returns.
     - Sortino Ratio: Assess downside risk-adjusted performance.
     - Maximum Drawdown: Measure the largest decline from a peak.
     
     
   • Customizable Labels:
     - Enable or disable specific sections, such as portfolio details and risk metrics.
     

Inputs:

• Symbol selection (default: AAPL).
  
• Data timeframe (e.g., daily, weekly, monthly).
  
• Leverage multiplier and annual financing fees.
  
• Portfolio options: Initial investment, deposit amounts, and frequencies.
  
• Performance analysis options, including a customizable risk-free rate for Sharpe/Sortino ratios.
  
• Toggleable label sections for focused analysis.
  

How to Use:

1. Add the indicator to your chart.
   
2. Configure the inputs to match your strategy (e.g., leverage factor, financing rates, DCA settings).
   
3. Toggle on/off the label sections to display relevant metrics.
   
4. Analyze the results:
   
   • Chart Mode: Observe leveraged growth on the price chart.
     
   • Portfolio Mode: Track portfolio growth, contributions, and performance metrics.
     

Benefits:

• Simulate realistic scenarios with leverage, financing costs, and periodic investments.
  
• Assess performance with advanced metrics like Sharpe and Sortino Ratios.
  
• Identify risk with Maximum Drawdown analysis.
  
• Customize your view for clarity and focus.
  

This indicator is perfect for traders and investors looking to optimize leveraged strategies or manage portfolios with DCA contributions effectively.