OPEN-SOURCE SCRIPT

Capital Accumulation Plan (CAP) Simulator 2.0

Aktualisiert
Description:
This indicator serves as a simulation tool for the Capital Accumulation Plan (CAP). The CAP is an investment strategy involving regular contributions of a fixed amount at consistent intervals, regardless of market fluctuations. This simulator allows you to visualize how your invested capital might grow over time, considering a fixed monthly investment in a given financial instrument.

How to Use:
Customize the monthly investment amount, the day of the month for the investment, and the simulation period. Also, input the percentage of taxation on potential dividends and the Total Expense Ratio (TER) of the financial instrument. The indicator calculates the portfolio value over time, the invested capital, and the average cost. If applicable, it also calculates the dividend amounts over time and the corresponding taxes to be paid.

The indicator displays how these metrics would change over time following the PAC strategy.

Important Notes:
Apply exclusively to the daily chart; a fix for the chosen day absence will be implemented shortly.
Versionshinweise
Description:
This indicator serves as a simulation tool for the Capital Accumulation Plan (CAP). The CAP is an investment strategy involving regular contributions of a fixed amount at consistent intervals, regardless of market fluctuations. This simulator allows you to visualize how your invested capital might grow over time, considering a fixed monthly investment in a given financial instrument.


How to Use:
Customize the monthly investment amount, the day of the month for the investment, and the simulation period. Also, input the percentage of taxation on potential dividends and the Total Expense Ratio (TER) of the financial instrument. The indicator calculates the portfolio value over time, the invested capital, and the average cost. If applicable, it also calculates the dividend amounts over time and the corresponding taxes to be paid.
If on the day chosen to buy the asset the market was closed then it is the first available day immediately after that date

The indicator displays how these metrics would change over time following the PAC strategy.

Important Notes:
Apply exclusively to the daily chart;
educationalPortfolio management

Open-source Skript

Ganz im Sinne von TradingView hat dieser Autor sein/ihr Script als Open-Source veröffentlicht. Auf diese Weise können nun das Script auch andere Trader verstehen und prüfen. Vielen Dank an den Autor! Sie können das Script kostenlos verwenden. Die Nutzung dieses Codes in einer Veröffentlichung wird in unseren Hausregeln reguliert. Sie können es als Favoriten auswählen, um es in einem Chart zu verwenden.

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