Stock Portfolio Organizer
The ultimate porfolio management solution.
WiseTrader Toolbox
#1 Selling Amibroker Plugin featuring:
Summary of Holdings for Amibroker (AFL)
The module will display a list of your holdings and associated statistics.
It uses string manipulations and gfx formulas to display the data in a graphics title statement.
Total value of the holdings may be plotted.
Not mine. Found on the web somewhere.
Similar Indicators / Formulas
Indicator / Formula
// BEANS.afl KSC 09/20/2008 // =============== Use Notes ==================== // To use, Apply Indicator as this is a plotted result using the // Gfx graphics routines. // If you put the pole anywhere earlier than the BuyDate for a holding, // the BuyPrice will be a large and incorrect number. // ============================================== // =============== Holdings======================= // Add as many holdings as you want, formatted as: // Hx = "Symbol,Shares,DateofPurchase,BuyPrice"; // Example: H1 = "SPY,500,06/04/2008,148.50 "; // Omit share price to automatically use EOD price. // Avoid spaces after and before commas. // Enter TotalSymbolCount to match the number of Holdings H1 = "SPY,100,06/04/2007,148.50"; H2 = "GLD,100,06/05/2008,86.00"; H3 = "OAKBX,100,11/05/2007"; H4 = "PSPFX,100,03/10/2008"; H5 = "BEARX,100,05/21/2008"; TotalSymbolCount = 5; // =============== End of Holdings================== // ============== Initialize ======================= Title = ""; CellHeight = Param( "CellHeight", 20, 10, 30, 1 ); CellWidth = Param( "CellWidth", 90, 70, 110, 1 ); PlotSpace = Param( "PlotSpace", 50, 20, 80, 1 ); // Toggle ShowPlot to plot the Total value of the holdings ShowPlot = ParamToggle( "ShowPlot", "No|Yes" ); SymList = ""; ShrList = ""; DatList = ""; BuyList = ""; // ============== Prepare Strings ================= for ( i = 1; i < totalSymbolCount + 1; i++ ) { list = VarGetText( "H" + NumToStr( i, 1.0, 0 ) ); if ( i == 1 ) { comma = ""; } else { comma = ","; } SymList += comma + StrExtract( list , 0 ); ShrList += comma + StrExtract( list, 1 ); DatList += comma + StrExtract( list, 2 ); BuyList += comma + StrExtract( list, 3 ); } // Uncomment next line to see the strings //Title = "\n\n\n\n\n\n\n\n\n\n\n\n\n" + SymList + "\n" + ShrList + "\n" + DatList + "\n" + BuyList; // ============== Functions for display =========== function PrintInCell( string, row, Col, TxtColor ) { GfxSetTextColor( TxtColor ); GfxDrawText( string, Col * CellWidth, row * CellHeight, ( Col + 1 ) * CellWidth, ( row + 1 ) * CellHeight, 0 ); } // Converts a date to DateNum. dat is the date in mm/dd/yyyy format (enclose in quotes) function DateToDateNum( dat ) { firstbreak = StrFind( dat, "/" ); mont = StrToNum( StrLeft( StrLeft( dat, firstbreak ) , firstbreak - 1 ) ); fragment = StrRight( dat, StrLen( dat ) - firstbreak ); secbreak = StrFind( fragment, "/" ); daa = StrToNum( StrLeft( StrLeft( fragment, secbreak ) , secbreak - 1 ) ); yeer = StrToNum( StrRight( fragment, StrLen( fragment ) - secbreak ) ); yerr = IIf( yeer <= 99 AND yeer > 25, yeer + 1900, IIf( yeer <= 25, yeer + 2000, yeer ) ); DatNum = ( yerr - 1900 ) * 10000 + mont * 100 + daa; return DatNum; } function DateToBar( dn ) { return LastValue( ValueWhen( DateNum() == dn, BarIndex() ) ); } // ===================== Gfx Printing of Title ============================== GfxSelectFont( "Courior New", CellHeight / 2 ); GfxSetBkMode( 1 ); // ===================== Headers for columns ================================ CellWidth = 400; DateSelect = NumToStr( SelectedValue( DateTime() ), formatDateTime ); TopHL = "BEANS Module for " + StrFormat( DateSelect ); Colorx = colorBlack; PrintInCell( TopHL, 0, 0, colorx ); CellWidth = 90; PrintInCell( "Fund", 1, 0, colorx ); PrintInCell( "BuyDate", 1, 1, colorx ); PrintInCell( "BuyPrice", 1, 2, colorx ); PrintInCell( "Shares", 1, 3, colorx ); PrintInCell( "BuyVal", 1, 4, colorx ); PrintInCell( "CurPrice", 1, 5, colorx ); PrintInCell( "CurValue", 1, 6, colorx ); PrintInCell( "1d%", 1, 7, colorx ); PrintInCell( "1d$Gain", 1, 8, colorx ); PrintInCell( "Tot%Chg", 1, 9, colorx ); PrintInCell( "21dROC", 1, 10, colorx ); PrintInCell( "63dROC", 1, 11, colorx ); // ================== Core section to print and calculate Title information============= // Note: if you rearrange columns, change headers to match // -------------- Extract Symbols, Dates, and Shares from string lists------------------ kk = 2; FTot = 0; GainDol1dTot = 0; ValatBuyTot = 0; for ( i = 0; ( sym = StrExtract( SymList, i ) ) != ""; i++ ) { // Loop // Set Ticker/Trade Environment. SetForeign( sym ); Dat = StrExtract( DatList, i ); Dat1 = StrToDateTime( Dat ); BuyDate = DateToDateNum( Dat ); BuyBar = DatetoBar( BuyDate ); BuyPr = StrExtract( BuyList, i ); if ( BuyPr != "" ) { BuyPr2 = StrToNum( BuyPr ); } else { BuyPr2 = ValueWhen( DateTime() == Dat1, C, 1 ); } Shr = StrExtract( ShrList, i ); ValatBuy = BuyPr2 * StrToNum( Shr ); ValToday = C * StrToNum( Shr ); GainPC = 100 * ( C - BuyPr2 ) / BuyPr2; GainDol1d = StrToNum( Shr ) * ( C - Ref( C, -1 ) ); Ftot = Ftot + ValToday; GainDol1dTot = GainDol1dTot + GainDol1d; ValatBuyTot = ValatBuyTot + ValatBuy; Color1 = colorBlack; if ( LastValue( ROC( C, 1 ) >= 0 ) ) { Color2 = colorGreen; } else { Color2 = colorRed; } if ( LastValue( ROC( C, 21 ) >= 0 ) ) { Color3 = colorGreen; } else { Color3 = colorRed; } if ( LastValue( ROC( C, 63 ) >= 0 ) ) { Color4 = colorGreen; } else { Color4 = colorRed; } Colorx = colorBlack; PrintInCell( StrFormat( sym ), i + kk, 0, color1 );//Col1:Sym PrintInCell( StrFormat( Dat ), i + kk, 1, color1 );//Col2:BuyDate PrintInCell( StrFormat( "$" + "%01.2f", BuyPr2 ), i + kk, 2, color1 );//Col3:BuyPrice PrintInCell( StrFormat( "%01.0f", StrToNum( Shr ) ), i + kk, 3, color1 );//Col4:Shares PrintInCell( StrFormat( "$" + "%01.0f", ValatBuy ), i + kk, 4, color1 );//Col5:ValatBuy PrintInCell( StrFormat( "$" + "%01.2f", C ), i + kk, 5, color1 );//Col5:PriceToday PrintInCell( StrFormat( "$" + "%01.0f", ValToday ), i + kk, 6, color1 );//Col6:ValueToday PrintInCell( StrFormat( "%01.2f", ROC( C, 1 ) ) + "%", i + kk, 7, color2 );//Col6:1dROC PrintInCell( StrFormat( "$" + "%01.0f", GainDol1d ), i + kk, 8, color2 );//Col8:1dGain$ PrintInCell( StrFormat( "%01.1f", GainPC ) + "%", i + kk, 9, color2 );//Col7:Tot%Change PrintInCell( StrFormat( "%01.2f", ROC( C, 21 ) ) + "%", i + kk, 10, color3 );//Col9:21dROC PrintInCell( StrFormat( "%01.2f", ROC( C, 63 ) ) + "%", i + kk, 11, color4 );//Col9:63dROC RestorePriceArrays(); }// End Loop FTot1dROC = ROC( Ftot, 1 ); TotChg = 100 * ( FTot - ValatBuyTot ) / ValatBuyTot; FTot21 = ROC( Ftot, 21 ); Ftot63 = ROC( Ftot, 63 ); if ( LastValue( Ftot1dROC >= 0 ) ) { Color5 = colorGreen; } else { Color5 = colorRed; } if ( LastValue( GainDol1dTot >= 0 ) ) { Color6 = colorGreen; } else { Color6 = colorRed; } if ( LastValue( TotChg >= 0 ) ) { Color7 = colorGreen; } else { Color7 = colorRed; } if ( LastValue( Ftot21 >= 0 ) ) { Color8 = colorGreen; } else { Color8 = colorRed; } if ( LastValue( Ftot63 >= 0 ) ) { Color9 = colorGreen; } else { Color9 = colorRed; } PrintInCell( StrFormat( "$" + "%01.0f", ValatBuytot ), i + kk + 1, 4, color1 ); PrintInCell( StrFormat( "%01.0f", Ftot ), i + kk + 1, 6, color1 ); PrintInCell( StrFormat( "%01.1f", FTot1dROC ) + "%", i + kk + 1, 7, color5 ); PrintInCell( StrFormat( "$" + "%01.0f", GainDol1dTot ), i + kk + 1, 8, color6 ); PrintInCell( StrFormat( "%01.1f", TotChg ) + "%", i + kk + 1, 9, color7 ); PrintInCell( StrFormat( "%01.1f", Ftot21 ) + "%", i + kk + 1, 10, color8 ); PrintInCell( StrFormat( "%01.1f", Ftot63 ) + "%", i + kk + 1, 11, color9 ); if ( ShowPlot != 0 ) { Plot( Ftot, "", 1, 1 ); } GraphXSpace = PlotSpace;
1 comments
Leave Comment
Please login here to leave a comment.
Back
error