Monday, September 28, 2020

Limitation of Portfolio functions on Thinkorswim

On Thinkorswim, we can use the Portfolio functions to show the information related to the currently selected account, such as Open Profit/Loss value for a specified symbol. It can be plot or label on chart.

Please contact us if you need to create any customized indicator to show Portfolio on chart

Currently, the following Portfolio functions are available:


Unlike other functions that we can use directly, you may need to enable it first, go to the "Advanced Features" setting which needs to be enabled: 
Ameritrade.com > Client Services > My Profile > General > 
Advanced Features

For example, if you added a label to show Open Profit/Loss value by using GetOpenPL function, you will always get 0 for the value, if it's not enabled.


Portfolio functions enable you to utilize figures specific to your own account in calculations. If applied to a symbol, the functions will not include its derivatives in the calculation.

The following limitations apply when using the GetAveragePrice, GetOpenPL, and GetQuantity functions:

  • They cannot be used on charts with a price type other than LAST (i.e., they won't work with MARK, ASK, or BID price types).
  • If applied to a futures product chart, they subscribe to the active contract data.

Note also that Portfolio functions can only be used with the following aggregation periods: 1 min, 2 min, 3 min, 4 min, 5 min, 10 min, 15 min, 20 min, 30 min, 1h, or 1 day. Time period for the aggregation of 1 day is limited to 1 year. 


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