# Stock Management
**Stock Management** turns TradingView into a portfolio command center.\
Investors can:
* Track up to 20 positions in real time
* Convert everything into one reporting currency
* View PnL, PnL%, daily performance, and volatility
* See recommended allocations based on risk
* Track dividends, ex-dates, pay-dates, and estimated payouts
* Understand sector exposure, concentration risk, and portfolio balance
All displayed clearly through on-chart tables and dashboards.
## Settings Documentation
The Stock Management (Zeiierman) system provides a configurable interface that allows users to customize how their portfolio data is displayed, calculated, and organized. Each setting controls a specific part of the portfolio table, summary table, or data inputs.
### 1. User Currency
Purpose:\
Select the currency in which all portfolio metrics are displayed.
Effect:\
Changing the user currency updates:
* Individual stock Value
* Profit & Loss (absolute)
* Summary table Portfolio Value
* Summary table Profit & Loss
This setting ensures users can view the portfolio in their preferred currency regardless of the underlying market currency.
### 2. Visibility Controls (1–10)
These toggles allow users to hide or show specific metrics in the main portfolio table.
The metrics include:
1. Tickers
2. Sector
3. Price
4. Paid
5. Shares
6. Stock Value
7. Stock Weight
8. Profit & Loss
9. Profit & Loss %
10. Today %
Enabling or disabling these checkboxes updates which columns are displayed.
### 3. Recommended Portfolio Allocation
Purpose:\
Adds an allocation model designed to provide a more balanced, risk-adjusted portfolio structure.
Features:
* Displays recommended weights, shares, and value for each holding.
* Users can input a custom capital amount.
* If a value is entered, the allocation is calculated using this amount.
* If set to 0, the system uses the current portfolio value as the capital base.
This feature helps investors to optimize their holdings based on risk-adjusted returns weighting.
### 4. Table Header Customization
Allows full control over header color styling for the main table. Users can assign colors individually to different headers for easier visual differentiation.
### 5. Table Order
Purpose: Manages both the order and inclusion of table columns.
How it works: Enter the metric numbers separated by commas to define the table structure.\
For example: 1,3,6,7 → displays Tickers, Price, Stock Value, and Stock Weight in that order.
Only metrics included in this list will appear in the table.
### 6. Dividend Information
When enabled, the system adds dividend data to the table:
* Amount
* Ex-Date
* Pay-Date
If no dividend is declared, the system shows: *“No dividend decided yet.”*
Dividend Amount Calculation: payout per share × shares held
This helps users track expected income and dividend timelines.
### 7. Summary Table
Displays a summary section containing high-level portfolio metrics.\
Customization options include:
* Color settings
* Location within the layout
* Visibility toggle
This provides a quick overview of total portfolio value, gains, and other aggregate metrics.
### 8. Tickers and Holdings
This section is where users input or enable their portfolio holdings.
Each row contains:
* A Ticker field
* Shares (left input box)
* Paid per share (right input box)
These values are used to calculate stock value, PnL, and other metrics throughout the system.
### 9. Save Defaults Settings
Located in the bottom-left corner.
**Function:** Users can save all current settings—including holdings, visibility preferences, ordering, and color choices—by selecting Save as default.
These saved preferences automatically load the next time the system is opened.
