EquitiesDashboardIntermediate

Quality STOCKS Score Dashboard

A multi-symbol research dashboard that assigns each of up to 38 tickers an independent 1–100 Quality Score from fixed historical thresholds

Historical Quality Score Dashboard is a TradingView research tool that scores up to 38 symbols in one indicator. Each symbol receives an independent 1–100 Quality Score based on fixed historical return, risk, drawdown, momentum, consistency, and trend criteria. The score is built from seven components: CAGR, Sharpe ratio, maximum drawdown, volatility, momentum, consistency, and trend. A second Historical Probability Score summarizes the strength of the historical setup using consistency, trend, momentum, Sharpe, and drawdown. The dashboard includes ratings, watchlist decisions, benchmark comparison, color-coded tables, and confirmed-bar logic with no lookahead.

Overview

Historical Quality Score Dashboard is a multi-symbol TradingView tool that scores up to 38 tickers using fixed historical criteria. Each symbol is rated independently, so the score does not change based on the other symbols in the list. The 1–100 Quality Score combines CAGR, Sharpe ratio, drawdown, volatility, momentum, consistency, and trend. A second Historical Probability Score summarizes the strength of the historical setup without predicting future returns. The dashboard includes ratings, watchlist decisions, benchmark comparison, sorting options, and confirmed-bar calculations with no lookahead.

Who It's For

Historical Quality Score Dashboard is built for investors and analysts who want to compare watchlists using one consistent historical rulebook. It helps long-term investors, swing investors, and portfolio managers review stocks, ETFs, sectors, indices, crypto, and other assets. The tool suits systematic researchers who prefer fixed, transparent scoring thresholds instead of relative or opaque rankings. It is useful for finding low-drawdown, high-consistency profiles across different markets. Educators and students can also use it as a clear example of return, risk, momentum, and trend metrics shown side by side.

Why It's Useful

Historical Quality Score Dashboard makes multi-symbol research faster, cleaner, and more consistent. It scores return, risk, drawdown, momentum, consistency, and trend using the same fixed rules for every symbol. Each ticker receives a 1–100 Quality Score and a Historical Probability Score without being distorted by the rest of the watchlist. Plain-language ratings, watchlist decisions, and benchmark comparison turn the metrics into a clear research takeaway. Transparent thresholds, no-lookahead calculations, and a “not a forecast” framework make it a practical starting point for disciplined analysis.

Use Cases

Watchlist quality screening across up to 38 symbols at once
Ranking-free absolute scoring of individual symbols
Comparing stocks, ETFs, sectors, and indices on one scale
Multi-asset comparison across stocks, crypto, forex, and futures
Identifying low-drawdown high-consistency profiles
Risk-adjusted return assessment using Sharpe and Sortino
Drawdown and Calmar-based resilience analysis
Momentum screening using 3-month, 6-month, and 12-month returns
Trend-health checks against the 50, 100, and 200 moving averages
Long-term CAGR and total-return comparison
Benchmark-relative review against SPY or a custom index
Since-inception versus rolling-window historical analysis
Custom start-year regime studies
Portfolio candidate shortlisting and pruning
Sector and thematic basket evaluation
Filtering out symbols with insufficient history
Education on return and risk metrics computed side by side
Quick monthly or weekly portfolio health reviews
Pre-screening before deeper fundamental research
Building a repeatable transparent quality-rating workflow

Quality Stocks Score Dashboard — User Manual

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Setup Guide

Subscribers see the full step-by-step setup guide here. Subscribe to unlock.

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FAQ

What does this tool do?+

It scores up to 38 symbols at once and gives each one an independent 1–100 Quality Score based on fixed historical criteria covering return, risk, drawdown, momentum, consistency, and trend. Alongside the Quality Score it shows a Historical Probability Score, a plain-language rating and decision, a full set of underlying metrics, an optional benchmark comparison, and a colour-coded status table — all rendered in a single dashboard pane

Are the scores a ranking against the other symbols?+

No. Every score is absolute, not relative. Each symbol is measured against fixed numeric thresholds that do not change based on the rest of the list, so adding, removing, or re-ordering symbols never alters any individual score. The sort options only re-order rows for display convenience; they are not a ranking and do not affect the numbers.

How is the 1–100 Quality Score calculated?+

It is a simple sum of seven independent components, each with its own point cap: CAGR (up to 20), Sharpe ratio (20), maximum drawdown (15), volatility (10), momentum (15), consistency (10), and trend (10). The caps add to 100, and the final total is clamped between 1 and 100. All thresholds and caps are exposed in the code so you can adjust them to your own preferences.

What is the Historical Probability Score?+

It is a second 1–100 reading that blends the same building blocks with set weights — consistency and trend at 25% each, momentum at 20%, and Sharpe and drawdown at 15% each — to summarize the overall quality of a symbol’s historical setup. It is a historical setup score, not a forecast of future returns.

Which markets and symbols does it support?+

It is fully multi-asset. Any instrument TradingView can chart with usable price history works, including stocks, ETFs, indices, crypto, forex, futures, and commodities. Enter full TradingView symbols where needed (for example NASDAQ:AAPL or NYSE:BRK.B); the dashboard strips the exchange prefix for the display name.

Which timeframe should I use?+

You can calculate on Daily, Weekly, or Monthly bars. Monthly is the lightest on TradingView and is recommended when scoring a full list of 38 symbols. Daily and Weekly give finer detail at a higher request load. The timeframe you choose drives every metric, including the annualization of volatility and the momentum lookbacks.

What do the start modes do?+

Since inception scores each symbol from its first available price. Custom start year begins from the first bar of a year you choose. Lookback years uses a rolling window of N years (default 10). The start mode controls the history window every metric is measured over, so it has a large effect on CAGR, drawdown, and the other long-horizon numbers

What do the ratings and decisions mean?+

Scores of 85+ are rated Excellent (Top Quality Watchlist), 70–84 Strong (Strong Watchlist), 55–69 Moderate (Neutral / Review), 40–54 Weak (Weak Setup), and below 40 Poor (Avoid Based on History). These labels translate the numeric score into an at-a-glance takeaway and are colour-coded from green through to red on a black background.

Why does a symbol show “Not Rated” or “Insufficient Data”?+

A symbol is only scored once it passes validation: a valid ticker, the core metrics available, and at least the minimum number of bars for the timeframe (252 daily, 104 weekly, or 36 monthly by default). Invalid symbols or those with too little history are flagged rather than scored on thin data, so a low-confidence reading is never presented as a real score.

What does the benchmark comparison show?+

When enabled (Full display only, default SPY), a “Vs Bench” column reports whether each symbol historically Outperformed, Underperformed, or was Similar to the benchmark, judged together on compound growth, Sharpe ratio, and drawdown. It uses one extra data request and is intended as quick context, not a standalone verdict.

Does the dashboard repaint or use future data?+

No. Every metric is computed on confirmed historical bars with no lookahead and no future data, and the dashboard is drawn on the last bar. Results are stable and reproducible for a given history window and set of settings.

Does a high score predict future returns?+

No. The scores are based on fixed historical criteria and describe a symbol’s past return and risk profile only. Markets change regime, and a strong historical profile is never a guarantee of future performance. The dashboard is an educational and research tool, not financial advice, and is best combined with fundamentals, valuation, and macro context.