// Downloaded From https://www.WiseStockTrader.com
// 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;