PROTECTED SOURCE SCRIPT
Software Moats Index (US)
Software Moats Index (US) — v1.0
[EN]
Tracks three equal-weighted indices of US-listed software stocks grouped by competitive moat durability, inspired by the "Switching Costs vs Compounding Value" framework:
Durable (green): Datadog, CrowdStrike, ADP, Veeva, Zscaler, CoStar, Shopify
Eroding Quickly (red): DocuSign, UiPath, Monday.com
Eroding Slowly (orange): Atlassian, SAP, Salesforce, Workday
All three indices are rebased to 100 at a configurable start date (1Y / 6M / 3M / 2M / 1M / 2W / 1W / 1D), making it easy to compare relative performance across groups over any timeframe.
Each stock can be individually toggled on or off via the indicator settings, so you can customize the composition of each group.
Private companies (Epic Systems, Stripe, Zendesk) are excluded as they have no publicly traded stock.
How to read it:
A line above 100 means the group has gained value since the start date.
A line below 100 means the group has lost value.
Compare the three lines to see which moat category is outperforming.
14 stocks | 3 indices | Configurable start date | Customizable composition
:warning: This indicator is for informational and educational purposes only. It does NOT constitute investment advice or a recommendation to buy or sell any asset. Data may contain errors or omissions. Always consult a qualified financial advisor before making investment decisions. Eco Valores S.A. — ALyC n° 109/CNV.
[ES]
Sigue tres indices equiponderados de acciones de software en EEUU agrupadas por durabilidad de foso competitivo, inspirado en el marco "Costos de Cambio vs Valor Compuesto":
Durable (verde): Datadog, CrowdStrike, ADP, Veeva, Zscaler, CoStar, Shopify
Erosion Rapida (rojo): DocuSign, UiPath, Monday.com
Erosion Lenta (naranja): Atlassian, SAP, Salesforce, Workday
Los tres indices se rebasan a 100 en una fecha de inicio configurable (1A / 6M / 3M / 2M / 1M / 2S / 1S / 1D), facilitando la comparacion de rendimiento relativo entre grupos en cualquier periodo.
Cada accion puede activarse o desactivarse individualmente en la configuracion del indicador.
Empresas privadas excluidas: Epic Systems, Stripe, Zendesk.
14 acciones | 3 indices | Fecha de inicio configurable | Composicion personalizable
Durable (green)
SHOP
DDOG
CRWD
ADP
VEEV
ZS
CSGP
Eroding Quickly (red)
DOCU
PATH
MNDY
Eroding Slowly (orange)
TEAM
SAP
CRM
WDAY
:warning: Este indicador es solo para fines informativos y educativos. No constituye asesoramiento de inversion ni recomendacion de compra o venta. Los datos pueden contener errores u omisiones. Consulte siempre a un asesor financiero calificado antes de invertir. Eco Valores S.A. — ALyC n° 109/CNV.
[EN]
Tracks three equal-weighted indices of US-listed software stocks grouped by competitive moat durability, inspired by the "Switching Costs vs Compounding Value" framework:
Durable (green): Datadog, CrowdStrike, ADP, Veeva, Zscaler, CoStar, Shopify
Eroding Quickly (red): DocuSign, UiPath, Monday.com
Eroding Slowly (orange): Atlassian, SAP, Salesforce, Workday
All three indices are rebased to 100 at a configurable start date (1Y / 6M / 3M / 2M / 1M / 2W / 1W / 1D), making it easy to compare relative performance across groups over any timeframe.
Each stock can be individually toggled on or off via the indicator settings, so you can customize the composition of each group.
Private companies (Epic Systems, Stripe, Zendesk) are excluded as they have no publicly traded stock.
How to read it:
A line above 100 means the group has gained value since the start date.
A line below 100 means the group has lost value.
Compare the three lines to see which moat category is outperforming.
14 stocks | 3 indices | Configurable start date | Customizable composition
:warning: This indicator is for informational and educational purposes only. It does NOT constitute investment advice or a recommendation to buy or sell any asset. Data may contain errors or omissions. Always consult a qualified financial advisor before making investment decisions. Eco Valores S.A. — ALyC n° 109/CNV.
[ES]
Sigue tres indices equiponderados de acciones de software en EEUU agrupadas por durabilidad de foso competitivo, inspirado en el marco "Costos de Cambio vs Valor Compuesto":
Durable (verde): Datadog, CrowdStrike, ADP, Veeva, Zscaler, CoStar, Shopify
Erosion Rapida (rojo): DocuSign, UiPath, Monday.com
Erosion Lenta (naranja): Atlassian, SAP, Salesforce, Workday
Los tres indices se rebasan a 100 en una fecha de inicio configurable (1A / 6M / 3M / 2M / 1M / 2S / 1S / 1D), facilitando la comparacion de rendimiento relativo entre grupos en cualquier periodo.
Cada accion puede activarse o desactivarse individualmente en la configuracion del indicador.
Empresas privadas excluidas: Epic Systems, Stripe, Zendesk.
14 acciones | 3 indices | Fecha de inicio configurable | Composicion personalizable
Durable (green)
SHOP DDOG CRWD ADP VEEV ZS CSGP Eroding Quickly (red)
DOCU PATH MNDY Eroding Slowly (orange)
TEAM SAP CRM WDAY :warning: Este indicador es solo para fines informativos y educativos. No constituye asesoramiento de inversion ni recomendacion de compra o venta. Los datos pueden contener errores u omisiones. Consulte siempre a un asesor financiero calificado antes de invertir. Eco Valores S.A. — ALyC n° 109/CNV.
Protected script
This script is published as closed-source. However, you can use it freely and without any limitations – learn more here.
Eco Valores S.A.
Agente de Liquidación y Compensación (ALyC) n° 109/CNV
Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión (ACyDI FCI) n°45/CNV.
Miembro de A3 Mercados S.A., MAV S.A. y Bolsas y Mercados Argentinos S.A. (ByMA).
Agente de Liquidación y Compensación (ALyC) n° 109/CNV
Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión (ACyDI FCI) n°45/CNV.
Miembro de A3 Mercados S.A., MAV S.A. y Bolsas y Mercados Argentinos S.A. (ByMA).
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Protected script
This script is published as closed-source. However, you can use it freely and without any limitations – learn more here.
Eco Valores S.A.
Agente de Liquidación y Compensación (ALyC) n° 109/CNV
Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión (ACyDI FCI) n°45/CNV.
Miembro de A3 Mercados S.A., MAV S.A. y Bolsas y Mercados Argentinos S.A. (ByMA).
Agente de Liquidación y Compensación (ALyC) n° 109/CNV
Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión (ACyDI FCI) n°45/CNV.
Miembro de A3 Mercados S.A., MAV S.A. y Bolsas y Mercados Argentinos S.A. (ByMA).
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.