Schwab Lot Plotter - Plot Lots on TradingView charts for Schwab positions

Automatically generate TradingView Pine Script indicators from Schwab transaction CSV files to visualize your purchase lots across multiple stocks.

• Multi-Symbol Support: Single indicator works for all your stocks
• Purchase Lot Visualization: Blue gradient labels show lot sizes at purchase dates
• Average Cost Lines: Purple horizontal lines with text labels
• Summary Table: Overview of all symbols and their data
• Automatic Updates: Regenerate when you add new CSV files

1. Add your CSV files to the data/ directory

   • Files should be named like AAP.csv, KSS.csv, etc.
   • Use Schwab's standard transaction export format

2. Generate the Pine Script:

   python generate.py

3. Copy to TradingView:

   • Copy schwab-purchase-lots.pine to TradingView's Pine Editor
   • Add the indicator to a chart
   • The indicator automatically shows data for the current symbol if there was an associated csv file for that symbol

• Blue Labels: Purchase lots with gradient colors (darker = larger lots)
• Blue Lines: Average cost per share with text labels
• Summary Table: All symbols, lots, shares, and average costs

Schwab-Tv-Blotter/
├── data/                          # Your CSV files go here
│   ├── AAP.csv
│   ├── KSS.csv
│   └── ...
├── output_pine.py               # Main generator script
├── generate.py                  # Quick generation script
├── schwab-purchase-lots.pine # Generated Pine Script
└── README.md

Your Schwab CSV files should have these columns:

• Open Date: Purchase date (MM/DD/YYYY)
• Quantity: Number of shares
• Price: Purchase price per share
• Cost/Share: Cost basis per share

# Quick generation
python generate.py

# Custom options
python output_pine.py --data-dir data --output my_script.pine

1. Add new CSV files to data/ directory
2. Run python generate.py
3. Copy the updated Pine Script to TradingView

Stock symbols in the following markets/exchanges

• NYSE
• NASDAQ
• AMEX
• ARCA

• Python 3.6+
• Schwab CSV export files
• TradingView account

• some tax lots don't get plotted for some reason, I ran into this issue when there were only 2 lots on a ticker. Um, this is fixed now? Keep an eye out for this just in case.
• Make label size proportional to the full position. The bucket approach has several limitations.
• Only works on daily timeframe, would be nice if this could aggregate dynamically per the timeframe
• I'm sure I'm forgetting other features that I was too impatient to resolve.

• No labels visible: Check that you're viewing the correct symbol chart
• CSV parsing errors: Ensure your CSV files match Schwab's export format
• Missing data: Verify CSV files are in the data/ directory

CRITICAL: Your Pine Script contains your actual purchase data!

The generated Pine Script files contain your real financial transaction data including:

• Purchase prices and quantities
• Purchase dates and cost basis
• Total investment amounts per symbol
• Portfolio composition and position sizes

• Publish Pine Scripts to GitHub - They contain your financial data
• Share Pine Scripts publicly on TradingView - Others can see your positions
• Post Pine Scripts on forums or social media - Your data becomes public
• Upload to public repositories - Even if you think it's "anonymized"
• Share screenshots showing your actual purchase lots and costs

• Keep Pine Scripts private - Only use them on your own TradingView account
• Use .gitignore - Prevents accidental commits of generated files
• Delete old Pine Scripts - Remove files you no longer need
• Check before sharing - Verify no financial data is included
• Use demo data - For public examples, use fake transaction data

• Regular cleanup: Delete old Pine Script files periodically
• Local only: Keep your CSV files and generated scripts on your local machine
• Backup safely: If backing up, use encrypted storage
• Monitor sharing: Be careful when sharing TradingView charts that show your indicators

If you want to share your work publicly, create a separate version with:

• Fake stock symbols (DEMO, TEST, etc.)
• Random purchase prices and quantities
• No real financial data

Remember: Your financial data is valuable and private. Protect it like you would protect your bank account information!

MIT License - feel free to modify and distribute.