Members Dashboard
The Dashboard is the heart and soul of your StockCharts account.
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The Dashboard is the heart and soul of your StockCharts account.
Last updated
Was this helpful?
When you log in to your StockCharts.com account, the first page you'll see is Your Dashboard. You can also access it at any time by clicking the Your Dashboard link at the top of any page.
Your Dashboard is your starting point and is designed to do the following:
Provide easy access to the most important tools and features.
Provide a brief overview of market action.
Allow you to quickly access your saved scans, scheduled scans, and custom alerts.
Allow you to quickly access your saved ChartLists.
Your Dashboard is broken up into several different panels. Let's look in more detail at the different panels.
You'll find the Member Tools in the top-left panel of Your Dashboard. From this panel you can quickly link to many of the top tools and features in StockCharts. Want to see your custom alerts, create an RRG chart, or dig into the Sector Summary? You'll find a link to it in Member Tools.
Note: We've packed so much good stuff in here that it can't fit on one screen, so be sure to hover over the list and scroll down to see all the tools available.
The Market Overview panel provides a quick snapshot of the stock market action. The mini-chart shows you the intraday price action for two full trading days. A dashed line on the chart shows you where the previous day's closing value occurred. You can compare the close to today's trading action.
By default, the chart shows you the action for the Dow Jones Industrial Average, but you can click on any of the indexes listed in the table next to the chart, to see the chart for that index. Use the tabs above the chart to change the display between equity indexes and other types of securities, including bonds, commodities, and cryptocurrencies.
The table next to the chart shows you gain/loss for each of the indexes and securities listed. When the market is open, the gain/loss is for the current day's price action. When the market is closed, it is for the price action on the most recent trading day.
You can have up to four data panels on Your Dashboard, which can be customized to show reports of stocks making a move in their respective markets, important technical signals covering entire markets, and more. The data on these panels is updated frequently when the markets are open.
One of these Data Panels is visible by default. You can add three additional Data Panels to your dashboard by clicking on the “gears” icon at the top right of the dashboard screen and ensuring the Additional Data Panels option is selected.
The More button at the top right of each data panel allows you to choose what data is shown in that panel. We have several different data panel widgets to choose from. Read on to learn more about each available widget.
The Market Factors widget displays a grid that shows how large, mid, and small-cap exchange-traded funds (ETFs) representing different market factors are performing. The Basic Factors setting shows value, core, and growth ETFs for each market cap. Switch to the Extended Factors setting to add columns for Revenue, Momentum, Low Volatility, and Quality.
Each square in the grid represents an ETF covering that market cap and market factor, and is color-coded according to its performance, with green representing an upward move and red representing a downside move. Click on a square to see a chart for that ETF.
The Keller Market Model widget gives you a quick view of the overall market. You can choose to view the Market or Stocks model. Selecting the Macro Model gives you an idea of how stocks, bonds, commodities, and the US dollar could perform in the short, medium, and long term. The Stocks Model shows you how large caps, mid caps, small caps, and technology stocks could perform in the short, medium, and long term. Note that ETFs are used as a proxy to represent the various asset classes.
The Advancers & Decliners widget shows you the percentage of stocks that have advanced, declined, or remain unchanged within key groups. The values are color-coded based on the percentages (green for larger percentages, red for lower ones, and yellow for values right in the middle).
By default, the widget shows advancers and decliners for key US indexes and exchanges (NYSE, Nasdaq, S&P 500, S&P 400, and S&P 600). The dropdown menu at the top of the widget allows you to switch between US Equity Indexes and US Sectors.
The Sector Summary widget shows you the performance of all S&P 500 US sectors at a glance. Clicking on any sectors will display a SharpChart for that Sector SPDR. Links above the chart allow you to launch a CandleGlance, PerfChart, or RRG Chart showing all the sector SPDRs.
The dropdown menu at the top of the widget allows you to switch between Cap Weight US Sectors (the default), Equal Weight US sectors, Small Cap US sectors, and Canadian sectors.
The Market Movers widget shows stocks that are making a strong price move today. Use the dropdown menu at the top left of the panel to choose the universe represented; we currently offer the Dow, S&P 500, NYSE, NASDAQ, TSX, London (LSE), and India (NSE).
Once you have chosen your universe, the tabs above the report allow you to view the top stocks based on different criteria. The 10 most active stocks (“Most Active”) are shown by default, but you can also see the stocks with the biggest percentage gain or loss (“% Up” or “% Down”). Clicking on any of the ticker symbols in the report causes a SharpChart for that ticker symbol to appear.
Below the report are two links - one for “CandleGlance” and one for “RRG.” Clicking on the CandleGlance link will bring up 10 mini-charts for the 10 symbols displayed. Similarly, clicking on the RRG link will bring up an RRG chart for the 10 symbols displayed.
Note: The Most Active tab displays symbols with a closing value of 1.00 or higher. The %Up and %Down tabs only display symbols with a closing value of 5.00 or higher.
The New Highs widget shows securities that are reaching new highs. Use the dropdown menu at the top left of the widget to choose the universe represented. We offer several key groups, including the S&P 100, S&P 500, S&P 400, S&P 500, Nasdaq 100, Dow Jones Industrials, Dow Jones Transports, Dow Jones Utilities, S&P/TSX Composite, and London stocks.
Once you have chosen your group, the tabs above the table allow you to view the timeframe for the new highs: 1 Month, 3 Months, 6 Months, 9 Months, 52 Weeks, or stocks reaching All-Time Highs.
Stocks in that group that are making new highs in that timeframe will be displayed in the widget. View and sort by symbol, name, price, change, or percent change. Click on any of the company names in the table to launch a SharpChart for that ticker symbol.
Similar to the New Highs widget, the New Lows widget shows securities that are reaching new lows. Use the dropdown menu at the top left of the widget to choose the universe represented. We offer several key groups, including the S&P 100, S&P 500, S&P 400, S&P 500, Nasdaq 100, Dow Jones Industrials, Dow Jones Transports, Dow Jones Utilities, S&P/TSX Composite, and London stocks.
Once you have chosen your group, the tabs above the table allow you to view the timeframe for the new lows: 1 Month, 3 Months, 6 Months, 9 Months, or stocks reaching 52-Week Lows.
Stocks in that group that are making new lows in that timeframe will be displayed in the widget. View and sort by symbol, name, price, change, or percent change. Click on any of the company names in the table to launch a SharpChart for that ticker symbol.
The SCTR Reports widget shows securities with the strongest SCTR rankings. Use the dropdown menu at the top left of the panel to choose the universe represented. We currently offer US ETFs and US Large-Cap, US Mid-Cap, US Small-Cap, Toronto, London (LSE) and India (NSE) stocks.
Once you have chosen your universe, the tabs above the report allow you to view the top securities based on different criteria. Securities with the highest SCTR values (“Top 10”) are shown by default, but you can also see those with the lowest SCTR values (“Low 10”) or those that had the biggest gain or loss in SCTR value (“Top Up” or “Top Down”). Clicking on any of the ticker symbols in the report causes a SharpChart for that ticker symbol to appear.
Below the report are two links, one for “CandleGlance” and one for “RRG.” Clicking on the CandleGlance link will bring up 10 mini-charts for the 10 symbols displayed. Similarly, clicking on the RRG link will bring up an RRG chart for the 10 symbols displayed.
The Ticker Cloud widget displays the ticker symbols that are currently popular among our members. The larger the symbol name, the more popular the ticker symbol is. Click on any of the ticker symbols in the report to see a SharpChart for that ticker symbol. Click the Popular Symbols link at the bottom of the panel to see the entire Ticker Cloud.
The Predefined Alerts widget shows the 10 most recent major market signals from our Predefined Alerts page. Clicking on an alert causes a SharpChart for the relevant index or indicator to appear. Click the View All link at the top left to see all our Predefined Alerts.
The DP Signals widget summarizes DecisionPoint signals for key US indexes. Use the dropdown menu at the top left of the panel to choose the index. We currently offer DP Signals for the Dow, S&P 500, NASDAQ 100 and S&P 100.
The Chaikin Power Gauge widget lets you see an overall rating, financial metrics, earnings performance, price/volume activity, and expert activity for any stock. Type in the stock ticker symbol to view the ratings for the specific stock. You’ll also see a ratings overview which summarizes all the ratings for the stock you selected.
The Earnings Calendar panel is similar to the Data Panels, giving you an at-a-glance overview of recent and upcoming earnings information for US stocks, but there is so much data packed into this widget that we made it a full-width panel that can be added separately.
To add the Earnings Calendar panel to your dashboard, click the “gears” icon at the top right of the dashboard and make sure the “Earnings Calendar” option is selected.
Once you add the panel, the functionality is the same as on the regular Earnings Calendar:
Reported and Upcoming buttons at top right allow you to toggle between earnings that have already been reported and those that will be reported soon.
The earnings information can be filtered by the earnings date (Reported tab only) or a subset of US stocks, using the dropdown menus at top left.
Clicking on a company name will launch a SharpChart for that ticker symbol.
To access the full Earnings Calendar, click the "View Full Calendar" button at the top of the panel.
You can have up to two ChartList Panels on your dashboard, showing mini summary views of your selected ChartLists.
No ChartList Panels are visible by default. You can add two ChartList Panels to your dashboard by clicking on the “gears” icon at the top right of the dashboard and making sure the “ChartList Panels” option is selected.
Once the ChartList panels are added, there is a gears icon at the top right of each ChartList panel, which allows you to choose which of your ChartLists should be shown in that panel.
The mini summary table in the panel shows the name, symbol, closing value and price change information for the symbols in your ChartList. Clicking on any of the column headers will allow you to sort the ChartList by that column. Hovering over a symbol will display a mini-chart for that symbol, while clicking on a name will launch a full chart for that symbol.
If there are more than 10 symbols on your ChartList, buttons below the table will allow you to move forward and backward through the ChartList. Use the “View As” dropdown menu at the top of the panel to view the ChartList in other formats, such as 10 Per Page or CandleGlance.
Click the Add button at the top of the panel to quickly add a new symbol to that ChartList.
You can have up to three different charts displayed on your dashboard. These can be saved SharpCharts from your ChartLists or ad-hoc charts you create by specifying a ticker symbol and a ChartStyle.
By default, chart panels aren't visible on your dashboard. You can add up to three panels by clicking on the “gears” icon at the top right of the dashboard and ensuring the Chart Panels option is selected.
If you have not added a chart panel before, you will see the chart panel configuration options for your first panel. You can access these options for an existing chart panel by clicking the gears icon at the top right of the panel.
To display a saved chart, click the Saved Chart tab, then select the desired ChartList and saved chart.
To display an ad-hoc chart, click the New Chart tab, enter a ticker symbol, and select the desired ChartStyle.
Once the chart is configured, click the Update Chart button to create the chart.
Additional chart panels (up to a maximum of three) can be added by clicking the plus button; a chart panel can be removed from the dashboard by clicking the minus button at the top of that panel. To access chart panel configuration options and change the chart displayed in the chart panel on the dashboard, click the gears icon at the top of that panel. To edit the chart itself, click on the chart to open it in the SharpCharts Workbench.
The Scans & Alerts panel includes three widgets providing access to your saved scans, scheduled scans, and alerts.
To add the Scans & Alerts panel to your dashboard, click the “gears” icon at the top right of the dashboard and make sure the “Scans & Alerts” option is selected.
Let's take a closer look at the three widgets on this panel.
The Your Scans widget, shown below, allows you to manage all your scans quickly.
Clicking the New button in the top right of the panel will take you to the Advanced Scan Workbench to create a new scan. Click the More button at the top of the panel for quick access to our scanning tools, including the Advanced Scan Workbench, Standard Scan Workbench, and Predefined Scans page.
The Select a Saved Scan dropdown menu lets you easily select one of your saved scans. You can run or edit the scan by choosing the appropriate button below the dropdown.
The Scheduled Scans widget shows your five most recently-run scheduled scans at a glance. If you have more than five scheduled scans, the buttons below the table allow you to move forward and backward through your list of scheduled scans.
The results column shows the number of symbols returned the last time the scheduled scan was run. Click on the ChartList name to view the results, and click on the scan name to view/edit the scan itself. The View All button at the top of the widget will take you to the main scheduled scans page, where you can edit any of your scheduled scans.
The Your Alerts panel shows you your top five custom alerts at a glance and the last time they were triggered. If you have more than five alerts, the buttons below the table allow you to move forward and backward through your list of alerts. Click the View All button at the top of the panel to go to the Alert Summary and see all your alerts on a single page.
To edit an alert, click the alert name in the list. This will open the selected alert in the Technical Alert Workbench, enabling you to edit it. To create a new Alert, click the New button at the top of the panel.
You can add a Commentary Panel to your dashboard by clicking on the “gears” icon at the top right of the dashboard and selecting the “Commentary” option.
The widget on the left side of the Commentary panel showcases our 10 most recent blog articles. Click on the article title or Read More link to view the full article. The View All button at the top of the widget takes you to our articles page for access to all our written commentary.
The widget on the right side of the Commentary panel showcases our StockCharts TV YouTube channel. Click the Play button in the middle of the widget to watch the latest video without even leaving the dashboard. The New Episodes button at the top of the widget gives you access to the latest episodes from each of our exclusive shows.
The Your ChartLists panel, located at the bottom of Your Dashboard, lets you view, access, and manage all your saved ChartLists from one place.
Use the “SharpCharts” and “ACP Charts” buttons at the top of this panel to switch between viewing SharpCharts lists and ACP lists.
When you click the “SharpCharts” button, your saved SharpCharts lists are shown here in alphabetical order, along with the number of charts and any list notes that have been added.
The “View As” dropdown next to each list allows you to open the ChartList in a number of different views, including 10 Per Page, CandleGlance and ChartBook view.
Clicking on the ChartList's name will show you the ChartList in Summary view by default. This default setting can be changed by clicking the Gears icon at the top right of the panel and selecting a new Default ChartList view.
When you click the “ACP Lists” button, your saved ACP ChartLists are shown here in alphabetical order, along with the number of charts and any list notes that have been added.
Click on the ACP ChartList's name to view the list within StockChartsACP.
To delete one or more ChartLists, click the Edit button at the top right, then check the box to the left of each ChartList you want to delete. Once you have selected all the lists to delete, click the Delete Lists button at the bottom of the page.
Caution: This process will delete the ChartList and all the saved charts on that ChartList. Only delete charts you are sure you no longer need.
You can create a new ChartList from this panel by choosing the “SharpCharts” or “ACP Charts” button, then clicking the “New” button at the top right or the “New List” button at the bottom of the page. To add pre-created SharpCharts ChartLists to your account, click the “Manage ChartPacks” button at the bottom of the page.
The blue Market Summary link at the bottom of the panel will take you to our extensive report, which provides more details on the day's market action.
The blue Sector Summary link at the bottom of the panel will take you to our popular for US sectors, where you can drill down to find the best-performing stock in the best-performing industry in the best-performing sector, all with just a few clicks.
The Chaikin Power Gauge plug-in is an add-on product that can be purchased in the .
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Learn More:
For more information on creating and using scans, please see .
For more information on using scheduled scans, please see .
For more information on creating and using alerts, please see our .
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