Retirement Portfolio Dashboard

1. Set It Up
Paste the script into the Pine Script editor in TradingView

Add to chart (use a daily chart for any TSX ticker)

Configure the inputs on the right panel:

Choose your ETF tickers (default: VFV, XAW, XIC)

Enter your target allocations (U.S., Global, Canada, Cash)

Set your current portfolio value and contribution plan

Adjust your expected return and rebalance trigger

📊 2. What It Tracks
💼 Allocation Overview
Target vs. actual % for each asset class

CAD value of each component

Performance YTD based on Jan 2nd start

Drift % to see how far each asset has deviated

📈 Growth Forecast
Future value projection with contributions

Weighted return (based on typical historical returns)

Inflation-adjusted real return (assuming 2% inflation)

⚠ Rebalancing
If any drift exceeds your set threshold (e.g., 5%), the script:

Highlights the issue in red

Displays "⚠ Rebalance Suggested"

Triggers a TradingView alert if you've activated it

🔔 3. Set Up Alerts
Go to Alerts > Create Alert

Choose your script from the dropdown

Under Condition, select "Rebalance Alert"

Choose your desired alert type (popup, email, webhook, etc.)

✅ 4. How to Use It Effectively
Task What to Do
Monitor allocations Check dashboard weekly or monthly
Spot imbalances Use Drift % and Status (green/red)
Forecast retirement growth Adjust contributions, return rate, and horizon
Prepare to rebalance Use alerts when drift > threshold
Tune assumptions Change expected returns or inflation rate as needed

💡 Tips
You can edit return assumptions (e.g., make Global equity more conservative)

Use this on a “blank” ticker (like TSX:XIC) so you don't overlay the chart

Copy values from your broker or retirement account to update real allocations