Create a Portfolio Chart?

3AMBH

Member
2019 Donor
HI, Looking for a way to create a candle chart that represents an entire portfolio of symbols for any given time period. Goal is to be able to see the portfolio the same way you view a single symbol. Seems to me it should be a function of TOS but I can not find it.

Thanks
 

rad14733

Well-known member
VIP
@3AMBH You are correct, there is nothing in Thinkscript that does what you are looking for automatically... Are you looking for a composite of a watchlist, your portfolio, or something else...???
 

mc01439

Well-known member
2019 Donor
VIP
HI, Looking for a way to create a candle chart that represents an entire portfolio of symbols for any given time period. Goal is to be able to see the portfolio the same way you view a single symbol. Seems to me it should be a function of TOS but I can not find it.

Thanks
What I do is (Symbol * shares + Symbol * shares) for each stock, commodity and FX in your portfolio. You may have a limit to how many symbols you can use This will show profit/loss for the day on a daily chart for the month to date on a monthly chart ect. Example (200*GLD + 200*MSFT + 200*MCD + 350*F + 150*MCD + 400*GDX) and so on.

If you are using futures you need to use unit size for each contract; example (25000*/HG + 50*/ES + 42000*/RB) and so on.
 
Last edited:

3AMBH

Member
2019 Donor
What I do is (Symbol * shares + Symbol * shares) for each stock, commodity and FX in your portfolio. You may have a limit to how many symbols you can use This will show profit/loss for the day on a daily chart for the month to date on a monthly chart ect. Example (200*GLD + 200*MSFT + 200*MCD + 350*F + 150*MCD + 400*GDX) and so on.

If you are using futures you need to use unit size for each contract; example (25000*/HG + 50*/ES + 42000*/RB) and so on.
I am a novice and do not understand where you or how you create the chart. .
 

mc01439

Well-known member
2019 Donor
VIP
I am a novice and do not understand where you or how you create the chart. .
Type your symbol and share count in the chart symbol input on your charts. Or copy and paste (Crtl V) the bold print to see an example 200*GLD + 200*MSFT + 200*MCD + 350*F + 150*MCD + 400*GDX
 

rad14733

Well-known member
VIP
You won't be able to add previously sold symbols because they will continue to render totals... You can use the Monitor panel for that, however... You're pushing the capabilities of Thinkorswim at the chart level... I have never checked but there may be features buried in the main panel somewhere that do more than I use TOS for...
 

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