TradingView is introducing Portfolios – a brand-new product that brings real-life investing activity onto TradingView.
Designed for investors and traders of all levels, Portfolios lets TradingView users track trades, evaluate their strategy, and uncover opportunities to improve performance. Whether they are managing stocks, funds, crypto, or currencies, this tool helps them build and optimize a portfolio grounded in real transactions.
Portfolios are built from the ground up to reflect actual trades and cash flows, not just snapshots of positions.
This means every buy, sell, deposit, and withdrawal is included – giving traders a clearer picture of performance and strategy outcomes.
Key Features
- Start in seconds — Just upload your trading history or add transactions manually.
- Control investment performance — Compare your portfolio’s performance against indices or funds to see how your strategy is working.
- Measure potential — Identify top gainers and underperformers to find opportunities for growth.
- Manage diversification — Analyze your allocation by asset class, sector, or currency – and rebalance when needed.
- Assess risk and reward — Use built-in beta, Sharpe, and Sortino ratios to compare your portfolio’s behavior to the market.
By default, you can add up to 20 holdings per portfolio and track 2,000 transactions, even on a free account. And access up to 3 portfolios – 50 holdings each and 5,000 transactions per portfolio – with one of TradingView’s paid plans, if your strategy requires more data.
