tv-portfolio-extract

tv-portfolio-extract — dump every tab of a TV paper portfolio

MCP server: tradesdontlie/tradingview-mcp — the mcp__tradingview-desktop__* tool family.

Scrapes all five Paper Trading tabs for one account into structured JSON. Feeds /tv-portfolio-review. For driving the JS reliably use /tv-eval-bridge (MCP tool direct, or base64). Account switching: /tv-account-switch.

The five tabs

The Paper Trading panel has a tab strip: Positions · Orders · Order history · Balance history · Trading journal.

Each tab renders its own table. The plan: switch to the target account, then for each tab — click the tab header, wait, scrape the table.

Step 1 — switch + verify account

Per /tv-account-switch. Verify the account name before scraping — wrong account = wrong data. Record the verified name.

Step 2 — per-tab scrape

For each of the five tab labels, click the tab then read the table. Generic scraper — captures the header row + every data row as cell-text arrays, so it works regardless of which columns a given tab shows:

mcp__tradingview-desktop__ui_evaluate(expression=`(function(TAB){
  // click the tab header by exact text
  var tabEl=[].slice.call(document.querySelectorAll('*')).find(function(e){
    return !e.children.length && e.textContent.trim()===TAB;});
  if(tabEl){var t=tabEl;for(var i=0;i<4;i++){try{t.click();}catch(e){}t=t.parentElement;if(!t)break;}}
  // scrape the visible table
  var rows=document.querySelectorAll('table tr'), out=[], hdr=null;
  for(var r=0;r<rows.length;r++){
    var cells=rows[r].querySelectorAll('th,td');
    if(!cells.length)continue;
    var vals=[].slice.call(cells).map(function(c){return c.textContent.trim();});
    if(vals.some(function(v){return v;})){
      if(!hdr && rows[r].querySelector('th')){hdr=vals;}
      else out.push(vals);
    }
  }
  return JSON.stringify({tab:TAB,header:hdr,rows:out,n:out.length});
})('TAB_LABEL')`)

Run it 5×, substituting TAB_LABEL = Positions, Orders, Order history, Balance history, Trading journal. Put a short wait between the click and the scrape if a tab lazy-loads.

Positions tab also expose via the dedicated reader (/tv-positions-read) if you need the symbol-regex-filtered, TP/SL-audited form — but the generic scraper above is fine for a full dump.

Step 2.5 — closed trades (the "Order history" trap)

Verified 2026-05-16: clicking the "Order history" tab via a broad text search frequently surfaces the open-positions table again (same columns, an Unrealized PnL column) — NOT the realized closed-trade list. Same class of bug as the History-tab shadowing in /tv-debug. So a naive scrape of "Order history" gives you positions, not closures.

To get realized closes (e.g. everything since a date):

1. Confirm which table you scraped. If the rows carry Unrealized PnL and match the Positions tab, you got positions — not history. A real closed-trade row has a close time + realized PnL, no "unrealized".
2. Apply the panel's own filter. Inside Order history look for a date-range control or a "Closed" / "Filled" sub-toggle and set it before scraping. The bottom-bar may also expose a separate History tab with its own count badge — scrape that, not the button that re-renders Positions.
3. CSV export is the reliable path. TV's account menu (the ⚙/⋯ near the account name) has an export — it dumps the complete realized P/L. For a full multi-week closure history, export the CSV and parse it; do not fight the DOM.
4. The audit ledger is the cross-check. audit_dashboard/data/dashboard_data.json::picks.recent_closed already holds realized outcomes with source_system labels — many of the FOREX/equity closes are there. Use it to corroborate TV's closed list.

Record in the dump which method produced order_history / closed_trades so the reviewer knows whether it is real closures or a positions-shadow.

Step 3 — write the dump

Write one JSON file per portfolio under reports/tv_portfolio_<ACCOUNT>_<UTCDATE>/dump.json:

{
  "account": "HYROTRADER",
  "extracted_utc": "2026-05-...",
  "positions":      {"header": [...], "rows": [[...], ...]},
  "orders":         {"header": [...], "rows": [...]},
  "order_history":  {"header": [...], "rows": [...]},
  "balance_history":{"header": [...], "rows": [...]},
  "trading_journal":{"header": [...], "rows": [...]}
}

Also capture the account summary strip (Account balance, Equity, Realized PnL, Unrealized PnL, Account margin, Available funds) — it sits above the tabs:

mcp__tradingview-desktop__ui_evaluate(expression=`(function(){
  var labels=['Account balance','Equity','Realized PnL','Unrealized PnL',
              'Account margin','Available funds','Margin buffer'];
  var o={};
  labels.forEach(function(l){
    var le=[].slice.call(document.querySelectorAll('*')).find(function(e){
      return !e.children.length && e.textContent.trim()===l;});
    if(le){var sib=le.parentElement;o[l]=(sib?sib.textContent.replace(l,'').trim():'');}
  });
  return JSON.stringify(o);
})()`)

Step 4 — all portfolios

To sweep every book: loop the account list (THEWINNERS, SCALPER, TESTER, TRUSTOURSCORE, BROKIE, zerounderscore, HYROTRADER, … — read the dropdown for the live set), running Steps 1-3 per account. One dump file per portfolio.

Failure modes

Companion skills

• /tv-portfolio-review — analyze the dump (pick-source classification, close candidates, lessons)
• /tv-account-switch · /tv-positions-read · /tv-eval-bridge