ChartBook View

ChartBook View shows each chart in your ChartList, one chart at a time. This feature provides a great way to quickly cycle through the charts in your ChartList while making minor edits to the charts and the ChartList itself.

Accessing ChartBook View

From Your Dashboard, select ChartBook from the View As dropdown next to the ChartList you wish to view. Alternatively, you can switch to ChartBook format from other ChartList formats, such as Summary, GalleryView, or CandleGlance, by selecting ChartBook from the View List As dropdown.

Using ChartBook View

Above the chart, you can use the “Select List” dropdown to choose a different ChartList to display. To view the ChartList in a different format, such as CandleGlance or Seasonality view, use the “View List As” dropdown at the top of the page. Edit List, Delete List, and New List buttons to the right allow you to edit or delete this ChartList, or create a brand new ChartList.

ChartBook View Navigation

Use the “Select Chart” dropdown on the grey navigation bar above the chart to display a specific chart in the ChartList. The arrow buttons on either side of this dropdown allow you to cycle through the ChartList's charts quickly. Clicking directly on the chart will also take you to the next chart on the list.

Chart Sizing Options

Below the navigation bar is an “Auto-Size Charts” checkbox. When this box is checked, the charts in the view will automatically shrink so that the entire chart fits in your browser window. This is great for viewing charts on mobile devices.

When the box is unchecked, the charts will remain full size in the view regardless of the size of your browser window, meaning you may need to scroll from side to side to see the whole chart.

Note: To annotate your charts from within ChartBook View, the “Auto-Size Charts” checkbox must be unchecked.

The Actions Menu

For additional functionality, click the “Actions” button to the right of the chart's title. From this menu, you can:

• Edit Chart Settings. Loads the chart in the SharpCharts Workbench.

• Annotate. Loads ChartNotes so you can annotate your chart. Remember, the “Auto-Size Charts” checkbox must be unchecked in order to annotate.

• Delete. Deletes the chart from your ChartList.

• Additional Charts. Links in this section allow you to display the chart as a SharpChart, P&F Chart, GalleryView Chart, Seasonality Chart, or PerfChart.

• More Resources. Links show you historical data, recent data adjustments and a selection of articles that mention the main ticker symbol for the chart.

Editing the ChartList

While Edit View provides the most comprehensive set of editing tools for your ChartList, some editing can be done directly from the ChartBook view:

• Click on the chart's title directly above the chart to edit it. Click the “Save” button once you've made your changes.

• Add or edit comments for the chart by clicking in the box directly below the chart. Click the “Save” button once you've made your changes.

• Add or edit notes for the entire ChartList by clicking in the “ChartList Notes” box at the bottom of the screen. Click the “Save” button once you've made your changes.

For more editing functionality, use the Edit List button at the top of the screen to load the ChartList in Edit View.

The Delete List and New List buttons can be used to delete the current ChartList and create a new ChartList, respectively.