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Historical Quality Score Dashboard

Independent 1-100 Quality & Risk Scoring for up to 38 Symbols

Every symbol earns its own absolute 1-100 Quality Score from fixed historical criteria — CAGR, Sharpe, drawdown, volatility, momentum, consistency and trend — never a relative ranking against the group. Read the whole watchlist's historical profile in one black-and-green dashboard, complete with a separate Historical Probability Score, plain-English rating and decision label per row.

ToolTack Historical Quality Score Dashboard on a TradingView chart of the SPDR S&P 500 ETF (SPY). Two black-and-green dashboard tables list dozens of symbols with columns for Price, CAGR, Total Return, Volatility, Sharpe, Sortino, Drawdown, Calmar, 12-month Momentum, Positive-period percentage, Trend, a colour-coded Quality score from 1 to 100, a Historical Probability score, a Rating (Strong, Moderate, Weak, Poor) and a Decision label, plus a Vs Bench column comparing each symbol to SPY.
Historical Quality Score Dashboard scoring 38 symbols against fixed historical thresholds. Each row carries an independent 1-100 Quality score (colour-banded), a Historical Probability score, a rating and a decision label — with optional benchmark comparison. Sorting only re-orders rows; it never changes a score.

01 Quick Summary

The Historical Quality Score Dashboard is an invite-only TradingView indicator built around one principle: score each symbol on its own merits, not against its neighbours. It pulls historical data for up to 38 symbols, measures each one against fixed thresholds for return, risk-adjusted performance, drawdown, volatility, momentum, consistency and trend, and prints an absolute 1-100 Quality Score per row. Because the thresholds never move, a weak group can never make a single symbol "look strong".

TypeMulti-symbol historical quality & risk scorer
PlatformTradingView (invite-only)
UniverseUp to 38 symbols · fully customisable
TimeframesDaily · Weekly · Monthly calculation
ScoringAbsolute & fixed — not a ranking
Best ForWatchlist triage, research & review

02 Overview

Most screeners rank symbols against each other, so the "best" name in a poor list still floats to the top. This dashboard does the opposite: it computes a battery of historical metrics for each symbol independently, then maps each metric onto a fixed point scale. The seven components sum to a Quality Score capped at 100, so the number means the same thing for every symbol, on every chart, in every market.

What it is — and is not: The scores describe a symbol's past return and risk profile against fixed criteria. They are educational and for research only — not financial advice, not a forecast. The "Historical Probability Score" is a historical setup-quality score, never a prediction of future returns. Markets change regime, so a high score means "strong historical profile", never "future winner".

All metrics are computed in each symbol's own context with no lookahead, on your chosen calculation timeframe. You can score over the full price history (Since inception), from a custom start year, or over a rolling lookback window. The default universe spans mega-cap leaders, sector ETFs and broad indices — AAPL, MSFT, NVDA, AMZN, QQQ, SPY, the SPDR sectors and more — but every slot is editable, so you can drop in any basket TradingView can chart.

03 Key Features

Absolute, Fixed-Threshold Scoring

Every 1-100 Quality Score comes from fixed historical thresholds, not a relative ranking. A weak peer group can never inflate a single symbol's score — the number is comparable across any chart or market.

Seven-Component Quality Score

CAGR (20), Sharpe (20), Max Drawdown (15), Volatility (10), Momentum (15), Consistency (10) and Trend (10) sum to a 100-point cap — each weight is visible and editable in the script.

Full Risk & Return Metric Set

Per symbol: Price, CAGR, Total Return, annualised Volatility, Sharpe, Sortino, Max Drawdown, Calmar, 3/6/12-month momentum, positive-period ratio and a 0-10 trend score.

Historical Probability Score

A separate 1-100 setup-quality blend weighted toward consistency and trend, then momentum, Sharpe and drawdown — a historical read on setup quality, never a forecast of returns.

Flexible Calculation Window

Choose Daily, Weekly or Monthly bars, and measure Since inception, from a Custom start year, or over a rolling Lookback of N years. Minimum-bar guards mark thin histories as Not Rated.

Rating & Decision Labels

Each row gets a plain-English rating (Excellent / Strong / Moderate / Weak / Poor) and a decision label (e.g. Strong Watchlist, Neutral / Review, Avoid Based on History) for instant triage.

Optional Benchmark Comparison

Add a "Vs Bench" column (Full display) that tags each symbol Outperf / Similar / Underperf against a benchmark such as SPY, using CAGR, Sharpe and drawdown together.

Display-Only Sorting & Layout

Sort rows by Quality, CAGR, Sharpe, lowest drawdown, 12M momentum or Historical Probability for convenience — scores stay independent. Compact / Full views, Large/Normal/Small sizing and a split left-right table keep long lists readable.

04 How to Use the Dashboard

1

Add it to TradingView

Open the Indicators menu → Invite-Only Scripts → select Tooltack — Historical Quality Score Dashboard and apply it to any chart. The split left/right dashboard tables populate automatically on the last bar.

2

Enter your symbols

In the Symbols (edit here) group, type tickers into one box separated by commas or new lines. Use full TradingView symbols where needed (e.g. NASDAQ:AAPL, NYSE:BRK.B). Up to 38 are used; extras are ignored.

3

Set the calculation window

Pick a Calculation timeframe (Monthly is lightest and recommended for 38 symbols) and a Start mode: Since inception, Custom start year, or Lookback years. Set the risk-free rate used in Sharpe and Sortino if you want to override the 4% default.

4

Choose your display

Use Display mode (Compact or Full) and Dashboard mode (Standard or Lightweight) to control how many columns show. Set Dashboard size to Large, Normal or Small and pick how many symbols to display (10/20/30/38).

5

Read scores top-down

Start with the colour-banded Quality column — green is high, red is low. Cross-check the Rating and Decision, then drill into the supporting metrics (CAGR, Sharpe, Drawdown, Momentum) to understand why a symbol scored the way it did.

6

Add a benchmark & sort

Turn on Show benchmark comparison (Full display) to add the Vs Bench column against SPY or your own benchmark. Use the Sort mode to re-order rows for convenience — remember sorting is display-only and never changes a score.

05 Understanding the Quality Score

The Quality Score is a simple sum of seven independent components, each capped at a fixed number of points. The thresholds below are the script defaults and are all editable in the code.

CAGR · 20 pts

Compound annual growth over the window. Higher growth bands earn more points, with negative growth scoring zero.

Sharpe · 20 pts

Return per unit of volatility above the risk-free rate. Stronger risk-adjusted return lifts the band.

Max Drawdown · 15 pts

Worst peak-to-trough decline in the window. Shallower drawdowns score higher; deep ones score zero.

Volatility · 10 pts

Annualised standard deviation of returns. Calmer return streams earn more points.

Momentum · 15 pts

Built from positive 3/6/12-month returns plus a bonus for strong 12-month momentum.

Consistency · 10 pts

Share of positive periods over the window — rewards steady, repeatable gains.

Trend · 10 pts

Price above key moving averages, an up-sloping 50/200 relationship, and proximity to a 52-period high.

Bands & Ratings

85+ Excellent, 70+ Strong, 55+ Moderate, 40+ Weak, below 40 Poor. Thin histories show as Not Rated.

Hist Prob (separate)

A distinct 1-100 setup-quality blend (consistency & trend weighted highest) — historical setup quality, not a forecast.

06 Workflow Ideas

Educational examples only — combine with fundamentals, valuation and macro context, and always test before using real capital.

Watchlist Triage

Sort by Quality, Skim the Bands

Sort by Quality Score and scan the colour bands first. The green (Excellent / Strong) rows become a research shortlist; the red (Poor) rows are candidates to investigate or set aside — all on absolute, comparable criteria.

Risk-First Screen

Drawdown & Volatility Filter

Sort by lowest drawdown, then read the Volatility and Sharpe columns. Names that pair a high Quality score with shallow drawdown and a strong Sharpe have historically delivered smoother return paths.

Momentum Cross-Check

High Score + 12M Momentum

Among the top-quality rows, favour those with positive 12-month momentum and a high Trend score. Use the Hist Prob column as a second opinion on overall setup quality before any deeper work.

Benchmark Context

Outperf vs the Index

Turn on the benchmark comparison and look for rows tagged Outperf against SPY. Pairing a strong absolute Quality score with index outperformance frames a symbol relative to the broad market too.

Regime Review

Compare Windows

Run the dashboard over a long Since-inception window, then over a shorter rolling Lookback. Symbols whose scores hold up across both windows have been less dependent on a single past regime.

Consistency Hunt

High Pos % Names

Sort by Quality, then read the Pos % column. A high positive-period ratio alongside a strong Consistency contribution highlights symbols whose historical gains were steady rather than lumpy.

Reminder: these are educational frameworks, not trade recommendations. Scores are based on fixed historical criteria and describe the past only. Historical performance does not guarantee future results — combine the dashboard with fundamentals, valuation and macro context, and test any idea before risking real capital.

07 Best Tools to Combine With

The Quality Score frames what has had a strong historical profile. It becomes far more useful when paired with tools that tell you where price is now and what to do about it. Stacking complementary ToolTack utilities turns a static score into a structure-aware research workflow.

Trend Screener

Confirm that a high-quality symbol is also trending the right way now before acting on a historical score.

Market Structure (FibWeave)

Time entries on top-quality names using BOS / CHoCH and Fibonacci zones for higher-conviction setups.

Support & Resistance

Layer key levels onto strong-rated symbols to find lower-risk entries and logical invalidation points.

Momentum (RSI / MACD)

Cross-check the momentum and trend components with live momentum oscillators on the active chart.

VWAP / Anchored VWAP

Use VWAP as a mean and target reference once the dashboard has surfaced a candidate worth watching.

Risk Management Tools

Standardise position sizing and stops across the watchlist so quality reads translate into a consistent plan.

08 Easy Setup Guide

Get all 28+ tools activated in 4 simple steps.

1

Go to Your Dashboard

After purchasing your plan, log in to your ToolTack account and navigate to your personal dashboard. This is your command centre for managing your subscription and tools.

2

Update Your TradingView Username

Enter your exact TradingView username in the designated field. Make sure it matches your TradingView profile exactly — this is how access is granted.

3

Wait for Activation

The ToolTack team will activate the tools on your TradingView account within 24 hours. You will receive a confirmation email once activation is complete.

4

Access Your Tools

Open TradingView → Indicators → Invite-Only Scripts. Your ToolTack indicators, screeners, dashboards and strategies will be ready to add to your charts.

09 Who It Is For

Watchlist & portfolio researchers Swing & position traders triaging ideas Investors comparing risk-adjusted history Sector & ETF rotation traders Index and basket builders Crypto traders adapting the universe Beginners learning return & risk metrics Pros standardising a quality screen

Why Subscribe to ToolTack

One subscription unlocks the full ToolTack library — indicators, screeners, dashboards and strategies built specifically for TradingView workflows. Activate with your TradingView username and access everything from a single dashboard.

10 Frequently Asked Questions

Is the Quality Score a ranking of my symbols against each other?

No. Each symbol is scored independently against fixed historical thresholds, so the score is absolute. A weak group cannot make one symbol look strong, and the same score means the same thing on any chart. Sorting only re-orders rows for display — it never changes a score.

What is the difference between the Quality Score and the Historical Probability Score?

The Quality Score is the 100-point sum of seven components (CAGR, Sharpe, drawdown, volatility, momentum, consistency, trend). The Historical Probability Score is a separate 1-100 blend weighted toward consistency and trend — a read on historical setup quality, not a forecast of future returns.

How many symbols can I add, and how do I enter them?

Up to 38. Type them into the single Symbols box separated by commas or new lines, using full TradingView symbols where needed (for example NASDAQ:AAPL or NYSE:BRK.B). Any symbols beyond 38 are ignored.

Which calculation timeframe should I use?

You can choose Daily, Weekly or Monthly. Monthly is the lightest on TradingView and is recommended when scoring the full set of 38 symbols, since the script makes one data request per ticker in every mode.

Why does a symbol show "Not Rated" or "Insufficient Data"?

Each timeframe has a minimum-bars requirement (for example 36 monthly bars by default). If a symbol's available history is too short, or its data is invalid, it is flagged rather than scored — so a thin history can never produce a misleadingly confident number.

Can these scores tell me what to buy?

No. The scores are based on fixed historical criteria and describe the past only. They are educational and for research, not financial advice or a forecast. Markets change regime, so a high score means a strong historical profile — combine it with fundamentals, valuation and macro context.

Does the dashboard slow down my chart?

It makes one data request per symbol on every bar, so the initial load can take a few seconds with a full 38-symbol list and the table renders on the last bar. Using the Monthly timeframe, the Lightweight or Compact display, and showing fewer symbols all keep it lean.

Disclaimer. This user guide is for educational purposes only. The Historical Quality Score Dashboard is designed to support market research and analysis workflow. Scores are based on fixed historical criteria; historical performance does not guarantee future results. The tool does not provide financial advice, investment advice, or guaranteed trading results, and the "Historical Probability Score" is a historical setup score, not a forecast of future returns. Score quality depends on the underlying data, chosen timeframe and window. Users should test all tools on historical data and in a simulator before using real capital, and combine scores with fundamentals, valuation and macro context. Trading and investing involve risk of loss.