OPEN-SOURCE SCRIPT
已更新 Portfolio Heat
The "Portfolio Heat" indicator offers a visual representation of potential risk exposure for a portfolio across up to eight different symbols. It dynamically calculates three risk metrics based on current price, the number of shares owned, your designated stop loss, and total account size.
These metrics adjust in real-time, allowing you to monitor and manage risk more effectively.
Open portfolio heat refers to how much you would lose if all your currently held stock positions hit their stop-losses, whether those stop-losses are below what you paid for them - referred to as your “cost basis” - at your cost basis (breakeven) or above your cost basis (in the money). Admittedly, it’s a pretty bad day when all your stops are hit at once, but as traders we need to prepare for the worst. To visualize what “open heat” looks like on a single stock position, please note the chart below:
In the example above you can see that if you were to purchase 100 shares of this stock at a cost-basis of $18/share, and your stop-loss is placed at $15, if the current price of the stock is at $20 and the stock price drops to hit your stop-loss, it would result in a $500 total drawdown in your portfolio. Keep in mind this is just one stock position. Hypothetically, if you were even holding two stocks that had the above open heat, with a $10,000 account size, you could experience a 10% drawdown quite fast if the market corrects.
The “Portfolio Heat” indicator is fully customizable allowing traders to select the number of positions in the portfolio, colors and a detailed or a summary view of risk.
Note if entering a short position, you will enter the number of shares owned as a negative number.
- Open Dollar Risk – the total dollar amount you will lose if your stop loss is hit.
- Open % of Portfolio Risk – the risk as a percentage of your total account size.
- Starting Capital Risk – the dollar amount risked based on the difference between the entry price and stop price.
These metrics adjust in real-time, allowing you to monitor and manage risk more effectively.
Open portfolio heat refers to how much you would lose if all your currently held stock positions hit their stop-losses, whether those stop-losses are below what you paid for them - referred to as your “cost basis” - at your cost basis (breakeven) or above your cost basis (in the money). Admittedly, it’s a pretty bad day when all your stops are hit at once, but as traders we need to prepare for the worst. To visualize what “open heat” looks like on a single stock position, please note the chart below:
In the example above you can see that if you were to purchase 100 shares of this stock at a cost-basis of $18/share, and your stop-loss is placed at $15, if the current price of the stock is at $20 and the stock price drops to hit your stop-loss, it would result in a $500 total drawdown in your portfolio. Keep in mind this is just one stock position. Hypothetically, if you were even holding two stocks that had the above open heat, with a $10,000 account size, you could experience a 10% drawdown quite fast if the market corrects.
The “Portfolio Heat” indicator is fully customizable allowing traders to select the number of positions in the portfolio, colors and a detailed or a summary view of risk.
Note if entering a short position, you will enter the number of shares owned as a negative number.
版本注释
Added ability for up to 10 stocks.版本注释
Added ability to show entry and stop levels on portfolio holdings. 版本注释
Update includes two new features.- Position size for each position / total exposure of overall portfolio
- Ability to add a starting portfolio value to compare performance vs risk
版本注释
Update to show exposure in summary view版本注释
Update hides the input settings from the status bar to avoid overlapping onto price action.版本注释
Option added for a compact view to be used on mobile. Same information displayed as the summary view, just smaller. 版本注释
update to allow data to be read by other indicators版本注释
Option to change the data text background color. 版本注释
Update to automatically sort detailed view alphabetically. 版本注释
Update includes the option to show 2 risk multiples on the chart of a current holding. 版本注释
Small update to allow R multiples to be shown on price scale if desired. 版本注释
update for up to 20 symbols. 版本注释
R Multiple lines now will be removed once the stop is moved above a long entry price or below a short entry price. Also updated compact mode to have an even more compact mode without the $ risk. 版本注释
small update to fix typo版本注释
Now includes the option to track sales. Each position can have up to 3 different sales that will be accounted for. Open profits and secured profits are also tracked as risk updates when sales happen. 版本注释
Made the compact more even more compact版本注释
Bug fix in compact mode版本注释
You can now include secured profits in the Open % Heat calculation. When enabled, the calculation takes the current drawdown percentage and subtracts any secured profits, adjusting the open heat to reflect those gains. This allows you to track when secured profits offset or surpass the remaining open heat.If this option is turned off, Open % Heat will display the total drawdown from current prices to your stop losses without factoring in secured profits.
版本注释
Small update to the order of the compact layout版本注释
Option to show 'Open % Safe' added. This is the difference between open profit and risk, letting you know how much you are keeping if the stop loss is hit.版本注释
New Additions:- Track up to 30 symbols
- % off portfolio high
- Show value of portfolio if all stops are hit
- Calculate average expected daily range of total portfolio
- Track new risk by selecting the day of purchase
开源脚本
本着TradingView的真正精神，此脚本的创建者将其开源，以便交易者可以查看和验证其功能。向作者致敬！虽然您可以免费使用它，但请记住，重新发布代码必须遵守我们的网站规则。
Trusted Pine programmer. Send me a message for script development.
免责声明
这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。
开源脚本
本着TradingView的真正精神，此脚本的创建者将其开源，以便交易者可以查看和验证其功能。向作者致敬！虽然您可以免费使用它，但请记住，重新发布代码必须遵守我们的网站规则。
Trusted Pine programmer. Send me a message for script development.
免责声明
这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。