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DCA Cost Basis (with Lump Sum)

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DCA Cost Basis (with Lump Sum) — Pine Script v6

This indicator simulates a Dollar Cost Averaging (DCA) plan directly on your chart. Pick a start date, choose how often to buy (daily/weekly/monthly), set the per-buy amount, optionally add a one-time lump sum on the first date, and visualize your evolving average cost as a VWAP-style line.

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Features
  • Customizable DCA Plan — Set Start Date, buy Frequency (Daily / Weekly / Monthly), and Recurring Amount (in quote currency, e.g., USD).
  • Lump Sum Option — Add a one-time lump sum on the very first eligible date; recurring DCA continues automatically after that.
  • Cost Basis Line — Plots the live average price (Total Cost / Total Units) as a smooth, VWAP-style line for instant breakeven awareness.
  • Buy Markers — Optional triangles below bars to show when simulated buys occur.
  • Performance Metrics — Tracks:
    Total Invested (quote)
    Total Units (base)
    Cost Basis (avg entry)
    Current Value (mark-to-market)
    CAGR (Annualized) from first buy to current bar
  • On-Chart Summary Table — Displays Start Date, Plan Type (Lump + DCA or DCA only), Total Invested, and CAGR (Annualized).
  • Data Window Integration — All key values also appear in the Data Window for deeper inspection.


[br]
Why use it?
  • Visualize long-term strategies for Bitcoin, crypto, or stocks.
  • See how a lump sum affects your average entry over time.
  • Gauge breakeven at a glance and evaluate historical performance.


[br]
Note: This tool is for educational/simulation purposes. Results are based on bar closes and do not represent live orders or fees.
Notas de Lançamento
DCA Cost Basis (with Lump Sum) — Pine Script v6

Update 15/09/2025: Bug fixes.

This indicator simulates a Dollar Cost Averaging (DCA) plan directly on your chart. Pick a start date, choose how often to buy (daily/weekly/monthly), set the per-buy amount, optionally add a one-time lump sum on the first date, and visualize your evolving average cost as a VWAP-style line.

[br][br]
Features
  • Customizable DCA Plan — Set Start Date, buy Frequency (Daily / Weekly / Monthly), and Recurring Amount (in quote currency, e.g., USD).
  • Lump Sum Option — Add a one-time lump sum on the very first eligible date; recurring DCA continues automatically after that.
  • Cost Basis Line — Plots the live average price (Total Cost / Total Units) as a smooth, VWAP-style line for instant breakeven awareness.
  • Buy Markers — Optional triangles below bars to show when simulated buys occur.
  • Performance Metrics — Tracks:
    Total Invested (quote)
    Total Units (base)
    Cost Basis (avg entry)
    Current Value (mark-to-market)
    CAGR (Annualized) from first buy to current bar
  • On-Chart Summary Table — Displays Start Date, Plan Type (Lump + DCA or DCA only), Total Invested, and CAGR (Annualized).
  • Data Window Integration — All key values also appear in the Data Window for deeper inspection.


[br]
Why use it?
  • Visualize long-term strategies for Bitcoin, crypto, or stocks.
  • See how a lump sum affects your average entry over time.
  • Gauge breakeven at a glance and evaluate historical performance.


[br]
Note: This tool is for educational/simulation purposes. Results are based on bar closes and do not represent live orders or fees.

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