ChartLists
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ChartLists are “online folders” that allow members to store up to 1000 charts in a single group. You must be a StockCharts member to use ChartLists. Basic members can only have one ChartList, while Extra members can have up to 250 different ChartLists and Pro members can have up to 500 different lists.
ChartLists allow you to group/organize/categorize collections of charts. A ChartList can contain the major market symbols, sector/industry symbols, international ETFs, your current holdings, watch lists, closed trades or any other collection of related charts that you can imagine.
Check out our ChartLists overview video below, or just read on to learn how to get the most out of ChartLists.
Extra and Pro members can make one of their ChartLists viewable to the public. These Public ChartLists are a great way to share your technical analysis expertise with other members.
StockCharts also provides many pre-created ChartLists that you can easily add to your account with just a few clicks. These are called ChartPacks.
Check out our video about creating new ChartLists, or read on for more details.
Note: Basic service level members are limited to one ChartList, and that ChartList cannot be removed. Therefore, information about creating/deleting ChartLists does not apply to Basic members.
Note: All accounts come with (at least) one pre-created ChartList called the “Default List.”
There are several ways to create a new ChartList and add it to your account:
From Your Dashboard, click the “New” button in the “Your ChartLists” area.
You can store the results from a Technical Scan in a new ChartList.
When creating a new ChartList, a dialog will display asking for the list name. A ChartList's name can contain up to 100 characters. Once the list has been created, you will be shown the new list in “Edit” view.
After you have created a ChartList, there are several ways to save a SharpChart into that ChartList:
Saved charts must be saved into a ChartList and must have a name. When saved charts are displayed in order, they are shown in alphabetic order by name.
Reminder: A maximum of 1000 charts can be saved to each ChartList. Once the ChartList has reached that limit, no more charts can be saved until some are removed from the list. A notification will be displayed on the SharpCharts Workbench and on ChartList views if you have reached this limit.
Check out our video about viewing the charts saved in your ChartLists, or read on for more details.
Once you have saved a chart into a ChartList, you can view it again either inside the SharpCharts Workbench, on Your Dashboard, or via any of the “ChartList Views” listed below.
To see a saved chart from within the SharpCharts Workbench, use the Chart dropdown above the current chart to select any saved charts from the current ChartList. (Use the “ChartList” dropdown to change the current ChartList.)
You can also click on the triangle buttons to the right of the “Chart” dropdown to quickly move one chart forward or backward within the current ChartList.
StockCharts Tip: Pressing the “Ctrl+>” and “Ctrl+<” keys on your keyboard will also move you forward and backward within the current ChartList.
You can choose to display mini summary views of up to two ChartLists and highlight up to three saved charts on Your Dashboard, using our ChartList Panels and Chart Panels features. These features can be enabled by clicking the “gears” icon at the top right of the dashboard, and making sure the “ChartList Panels” and/or “Chart Panels” options are selected.
ChartList Views are different ways of examining your saved charts. In some views, you can see the actual charts that you saved. For example, ChartBook view shows you each of your saved charts one at a time. Other views just use the main ticker symbols from each saved chart as input into a different analysis tool. For example, the Summary view shows you a table of all the ChartList's symbols on one page.
Note: You can access the Edit view directly by clicking the Edit List link.
Edit View allows you to change the name and properties of a ChartList. It also lets you do “bulk” operations on the charts in a ChartList. For example, you can use Edit View to change the ChartStyle of several charts simultaneously rather than editing them one at a time.
Check out our video about organizing the charts in your ChartLists, or read on for an overview and step-by-step instructions.
As mentioned above, saved charts are displayed in alphabetical order based on their name. You can control the order in which your charts appear by including a numeric code at the front of each chart's name. We recommend using a 4-digit code for organizing your charts. Be sure to include the starting zeros to ensure things sort correctly, e.g., “0000,” “0200,” “0950,” etc.
After installing the framework, you can create additional ChartLists which should be numbered such that they will be grouped within the appropriate area of the framework. This makes them easier to find later. For example, the 3000 area should be used for ChartLists that contain sector and industry analysis charts.
Note: Use of the StockCharts ChartList Framework is entirely optional. If you have a method for organizing ChartLists that works well for you, we recommend you continue using it. The framework is offered as a resource for people who do not have a ChartList organization method with which they are happy.
If you cannot remember which ChartList you saved a particular chart to, you can use our search functionality to look for it. Type the ticker symbol in the search box at the top right of any page on our site and press Enter.
ChartList Reports are a great way to monitor your ChartLists. Once you turn on ChartList Reports for one of your lists, you'll receive daily and/or weekly performance summaries of all the securities on that list in your email inbox. These reports can be used to monitor your portfolio(s), track your own unique set of market indexes, follow specific groups like the Dow Industries, and more.
In this deep-dive video from Grayson Roze, he shows us how he uses ChartLists in his own investing process.
As you will see below, the charts and ticker symbols within a ChartList can be accessed in different ways. They can also be used in and .
Learn More. |
If you are using any of the to view an existing list, you can also click the “New List” button at the top of the page.
ChartLists can be deleted using the Delete button at the top of any of the ChartList views. Multiple lists can be deleted at once from the Your ChartLists section of Your Dashboard. For more information on this process, please see the in the Support Center.
Use the “Save” or “Save As” links on the SharpCharts Workbench. ()
Click the “Save” button in the ChartNotes window. ()
Save the results of a Scan into a ChartList. ()
Use the “Edit View” commands to move or copy existing charts between ChartLists. ()
Learn More. |
The following views can be accessed from the 'View As' dropdown on for a given ChartList. When looking at a ChartList in a specific view, you can also switch to a different view using the dropdown at the top of the page. Click on a view name below for more information about using that view.
. A table view showing price, performance, SCTR, and optional technical/fundamental data for all of the ChartList's ticker symbols.
. Display your saved charts 5, 10, 25, 50, or 100 at a time, or scroll through an infinite feed of all the charts in your ChartList.
. Displays your saved charts one at a time.
. Displays a page for each ticker symbol in your ChartList.
. Displays a page showing mini-charts for all of the ChartList's ticker symbols on a single page.
. Displays an chart created from the ChartList's ticker symbols.
. Displays a for each ticker symbol in your ChartList.
. A table view showing price performance history for all of the ChartList's ticker symbols across multiple timeframes.
. Displays a for each ticker symbol in your ChartList.
. Displays a created from the ChartList's ticker symbols.
. A table view showing correlation of each of the ChartList's ticker symbols to another symbol of your choice.
. Allows you to edit/modify the ChartList's contents.
For more information and an in-depth video on editing your ChartLists and saved charts with Edit View, please see our article in the Support Center.
Step-By-Step Instructions.
The is an optional set of ChartLists designed to help organize your ChartLists. As you create more ChartLists, it is easy for your account to get “cluttered,” which makes it more challenging to find ChartLists later. The StockCharts ChartList Framework is one way to keep your ChartLists organized regardless of how many you create.
The framework consists of empty ChartLists that act as dividers for different groups of ChartLists. These are numbered to reflect the number of people who work with charts over time. Here is .
Cool Tip. Install the to keep your ChartLists organized.
When the search results page displays, it will search for Support Articles by default. Click the grey button for Support Articles and select My Saved Charts from the list instead. For detailed step-by-step instructions, check out .
For more information on setting up ChartList Reports for your own lists, please see our in the Support Center.
