Advanced Portfolio Equity [The Quant Science]

Have you always dreamed of building investment portfolios on TradingView?
With our dedicated portfolio management suite, you can build investment portfolios and analyze advanced quantitative data directly on TradingView.

This specialized software allows you to build the equity curve of a buy & hold portfolio and compare its performance against a benchmark.


What is a buy & hold portfolio?
A buy & hold investment portfolio (Passive Investing) is a strategy in which an investor purchases financial assets (stocks, ETFs, bonds, cryptocurrencies, etc.) and holds them for the long term, regardless of market fluctuations. The goal is to benefit from long-term market growth, avoiding market timing and minimizing transaction costs.

Components
The software includes:

• Dashboard: An interactive UI that allows you to manage software parameters without writing source code.
  
• Visual Indicator: An advanced chart displaying the composition and performance of the portfolio.
  

How to build the portfolio equity?
1) Launch the software and set the capital.
Choose between fixed or custom capital. This value represents the total size of the portfolio. For example, setting Fixed $10,000 means the software will calculate performance based on a $10,000 portfolio.
2) Open the UI dashboard and configure portfolio costs.
Portfolio costs are applied as a percentage and can include spreads, opening and closing fees, commissions, and other expenses. Estimate your portfolio’s cost percentage and enter it in the Cost Configuration section.
3) Set the benchmark for your portfolio.
For example, BTC/USDT if you operate in the cryptocurrency sector, or NASDAQ if your portfolio mainly consists of U.S. tech stocks. The benchmark helps evaluate whether your portfolio is outperforming or underperforming compared to a specific market index or sector.
4) Configure the Asset Allocation.
Select the assets and define their percentage weight within the portfolio. The total portfolio weight must always sum to 100%. If the portfolio is overweighted or underweighted, the software will display an error notification.

What data does the software display?
1) Portfolio equity curve, highlighting growth and decline phases.


2) Equity comparison with the benchmark’s performance.


Additional Features
1) Change the timeframe to increase or decrease the indicator’s scale.




2) Adjust the date period analysis from the UI dashboard to focus on specific historical periods. This feature allows you to analyze how the portfolio behaves under different market conditions.

Performance Analysis by Period
2025 – Year to Date

2024-2025

2023-2024

2022-2023

2020-2025


How to select the ideal portfolio?
Choosing the ideal portfolio depends on many factors, many of which are personal and vary from investor to investor. However, from a quantitative perspective, an optimal portfolio should include a basket of assets that outperform the benchmark. Portfolios that generate slightly lower returns but with less severe drawdown compared to the benchmark may be the best choice for a portfolio manager seeking a lower-risk investment.

Advantages
1) High-quality data – By leveraging TradingView’s data providers, you can create portfolios with any asset available on the platform, tracking real-time prices from your chosen exchange or broker.
2) Fast & easy portfolio creation – Build investment portfolios effortlessly using a user-friendly UI dashboard without writing a single line of code.
3) Portfolio indicator – Beyond portfolio creation, TradingView’s advanced features allow you to use the portfolio as a quantitative analysis indicator with sophisticated visual tools.
4) Performance monitoring – Track your portfolio’s performance at a glance and compare it to the benchmark.

Limitations
1) Currently, the software supports portfolios with a maximum of 12 assets.
2) The software only supports spot assets – leverage and short positions are not included.

IMPORTANT!
The selected portfolio has been built for educational purposes only to demonstrate the software’s capabilities.

Who is this suite designed for?
This suite is tailored for traders and investors who need to create and analyze investment portfolios on TradingView using a quantitative approach.