Your ChartLists

The Your ChartLists page is the central location for managing, organizing, and accessing all of the ChartLists saved in your StockCharts account. From this page, you can quickly open ChartLists in different views, create new lists, and edit existing ones.

Learn More: ChartLists

Accessing the Your ChartLists Page

You can access the Your ChartLists page in multiple ways:

• From any page, click your name or the person icon in the upper-right corner and select Your ChartLists from the dropdown menu.

• From any page, select Your ChartLists from the Charts & Tools dropdown menu at the top of the page.

Once on the Your ChartLists page, use the SharpCharts and ACP Charts buttons at the top of the page to switch between viewing your SharpCharts ChartLists and ACP ChartLists.

Using the ChartLists Table

The Your ChartLists page displays a table with info on all the ChartLists saved in your account, including custom ChartLists, ChartPacks, and any special lists associated with your membership. This tabular overview of all your lists makes it easy to locate active watchlists, portfolios, and research lists at a glance.

Note: Any Read-Only ChartLists shared with your account will appear at the bottom of the table, beneath your custom saved lists.

Each row in the table represents one of your ChartLists and provides quick access to important information and actions.

The table contains the following columns:

• List Name: The name of the ChartList.

• View As: Open the ChartList in one of several available views (SharpCharts only).

• ChartList Reports: Enable Daily or Weekly ChartList Reports for the selected ChartList.

• Charts: The number of charts currently saved in the ChartList.

• Notes: Any saved notes associated with the ChartList.

• Last Modified: The date and time the ChartList was most recently updated (SharpCharts only).

• Actions: Quick links for editing (gears icon) or deleting (trash can icon) the ChartList.

Viewing a ChartList

To view the contents of a ChartList, click the list name or select one of the available options in the dropdown menu in the View As column.

Click the name of the list or select a view from the View As dropdown menu

Setting Your Default ChartList View

By default, clicking a ChartList name in the List Name column opens the list in Summary View, where you can see all the saved charts in your list at once.

If you would like to see your charts in a different view when you click on the ChartList name, you can change this behavior for your account by clicking the grey Default View button above the table.

Choose your preferred default ChartList view in the window that pops up, then click the green Save Preferences button. Now, when you click a ChartList's name in the List Name column, the list will be opened in your preferred view.

Learn More: ChartList Views

Creating a New ChartList

From the Your ChartLists page, you can create a new ChartList using the New List button above the table. If you specify one or more ticker symbols when creating the list, charts in your default ChartStyle will automatically be created for those ticker symbols and saved to your new ChartList when it is created.

Click the New List button to create a new ChartList

To create a new ChartList:

1. Click the green New List button above the table.

2. Enter a name for the new ChartList.

3. Optionally, enter one or more ticker symbols to add charts for those symbols to the list.

4. Click the Create New List button.

After creation, you can click the gears icon for your new list in the Actions column of the table. This will take you to the Edit View page, where you can add symbols and further customize the list.

Learn More: Edit View

Managing Multiple ChartLists with Edit Mode

Many members maintain dozens - or even hundreds - of ChartLists. To make navigation easier:

• Use Descriptive ChartList names.

• Group related ChartLists using a consistent naming convention.

• Regularly remove outdated or unused lists.

• Keep frequently used lists organized for quick access.

To edit multiple ChartLists at once, click the Edit button above the table.

Click the Edit button above the table to enter Edit Mode

When this button is clicked, the table will switch to Edit Mode, allowing you to take action on multiple ChartLists at once, including deleting selected lists, emptying (removing saved charts from) lists, or renaming lists.

Once in Edit Mode, you can empty, delete, or rename multiple lists

Deleting Multiple ChartLists

In Edit Mode, multiple ChartLists can be deleted from the table at once. This can be useful when clearing out old and unused lists, but use this feature with caution. Deleting the list also deletes any saved charts on that list.

To delete multiple ChartLists at once:

1. In the leftmost column of the table, check the box next to each ChartList you want to delete.

2. Click the red Delete button above the table.

3. Click Confirm in the confirmation box that pops up.

Emptying Multiple ChartLists

In Edit Mode, multiple ChartLists can emptied at once. Emptying a ChartList keeps the list itself, but deletes all the saved charts on that list. This can be useful with lists that hold charts temporarily (e.g. scheduled scan results); after you've reviewed the charts and no longer need them, they can be removed from the list with a single click.

To remove the saved charts on multiple ChartLists at once:

1. In the leftmost column of the table, check the box next to each ChartList you want to empty.

2. Click the Empty button above the table.

3. Click Confirm in the confirmation box that pops up.

Renaming Multiple ChartLists

ChartLists must be renamed one at a time, of course, since each list has a different name, but multiple lists can be renamed from one place in Edit Mode, making the process quick and easy if you have several list names to change.

To rename a ChartList in Edit Mode:

1. Click the pencil icon next to the ChartList you want to rename.

2. Edit the name.

3. Click the green Confirm button.

Signing Up For ChartList Reports

Sign up for ChartList Reports using the checkboxes in the ChartList Reports column

ChartList Reports allow you to receive scheduled email reports about the performance of the symbols saved to a specific ChartList. In the Your ChartLists table, you can quickly see which lists you have subscribed to ChartList Reports for, and make changes to those subscriptions.

Learn More: ChartList Reports

To enable reports for a ChartList:

1. Locate the ChartList in the table.

2. In the ChartList Reports column, check the box for either Daily or Weekly.

3. Choose when the reports should be delivered (e.g. at the US market close).

4. Click the green Confirm button.

5. To sign up for both Daily and Weekly reports for a ChartList, repeat the steps above but check the box for the other report frequency.

To cancel a ChartList Report, simply click the checkbox to clear the checkmark.

Note: Reports for the same ChartList must be sent at the same time; in other words, you can’t get your daily report at the India close and your weekly report for the same ChartList at the US close.