Now that you've created your StockCharts account, you're ready to join the StockCharts community. The first step is to log in.

Your User ID and Password

You should have received your User ID and password via email. If you didn't, please contact our Support staff.

We recommend you change your initial password to a new one that is between 7 and 20 characters in length. It may contain letters, numbers, and/or hyphens.

Logging In

To log in to your account, click the Log In link in the upper right corner of any of our web pages (see image below). You will then be prompted to enter your User ID and password.

Your Dashboard

Once you log in, you will see Your Dashboard, the heart and soul of StockCharts.com. The page has several panels arranged in different ways, most of which can be customized to display what is important to you.

Feel free to browse through the articles below, or if you are short on time, use our AI-driven Search feature to find what you need quickly. You can also contact our human-driven Support Team for assistance.

Using StockCharts.com

These articles will help you better use, navigate, and understand the tools and features available on StockCharts.com.

Finding Your Way Around

• Quickly learn how to use all of our charts, tools, and features

• A great set of articles to read when you have a little extra time to learn all about the website

• Your guide to what's where on the StockCharts website

Data and Ticker Symbols

• More about the markets and symbols we cover

• Learn how to find the symbols you're searching for

Charts & Tools

These articles will provide helpful information and instructions for the various charting tools and resources on StockCharts.com.

SharpCharts

• Our original, award-winning financial charts

• How to customize your charts from the SharpCharts Workbench

• Learn more about our annotation tool for SharpCharts

StockChartsACP

• Our full-screen, interactive, Advanced Charting Platform

• How to customize your charts in StockChartsACP

• Learn more about annotating your charts in ACP

• How to save your chart settings as custom ChartStyles in ACP

Other Charting Tools

• Learn how to use our Point & Figure charting tool

• See a symbol in multiple time-frames all on one page

• Chart a security's monthly price performance trends over time

• Mini-charts displayed side-by-side to show multiple symbols at once

Research Tools

• Quotes, technicals, and fundamentals for a specific symbol, all in one report

• Comprehensive options data for a specific symbol

• View the status of the market at a glance

• Quickly find the strongest stocks in the strongest industries in the strongest sectors

Reports & Galleries

• A report showing the most-requested ticker symbols on our website

• Long-term charts giving historical perspective on the markets

• A report showing results for popular technical scans

• Get alerted when popular indexes and indicators cross above or below critical levels

Scanning & Alerts

These articles will help you learn more about using our custom scans and alerts features to find stocks and funds that meet your specific technical criteria.

Technical Scans

• Get a sense of what you can do with technical scans on StockCharts

• Create custom technical scans for your unique criteria

• Find helpful scan starters and snippets

• A collection of advanced scans for you to use or start from

Technical Alerts

• Get a sense of how you can use the StockCharts technical alerts

• Learn how to create custom technical alerts

• See a summary of all your alerts in one place

Your Account

Subscribing to StockCharts

• Learn more about becoming a StockCharts Member

• Compare our different service levels and optional data plans

Managing Your Account

• How to sign into your StockCharts account and manage your password

• How to update your account settings, payment info, and more

• How to make changes to your StockCharts subscription

Learning More

• Daily market analysis from expert chartists

Overview of StockCharts.com

StockCharts.com wants to help you make smarter financial decisions. So, we're providing you with the best financial analysis and data visualization tools through two powerful charting platforms—SharpCharts and StockChartsACP.

The main focus of our charting tools is , a branch of investment analysis that uses a stock's price history to forecast its future behavior. In addition to our award-winning analysis tools, we provide market commentary from respected analysts like John Murphy, Larry Williams, and Martin Pring. We also have a vast collection of educational resources to help you become a better and more informed investor.

Many of the features in StockCharts can be used from any device with a web browser. You don't need additional plugins or software downloads to view charts.

To take advantage of the advanced features and functionality in StockCharts, become a member. You can visit our to learn about the benefits of subscribing or watch the video below.

Getting Started

Not sure about which features will help you with your investment strategy? The video below will help you get started with StockCharts. Please look over the information on the rest of this page to dive deeper into the analysis tools.

Have any questions? Please .

Our Analysis Tools

StockCharts provides many technical analysis tools. You can create and customize charts, analyze markets, and find securities to invest in using either our or .

Charting Tools

SharpCharts: Our flagship charting platform, (New and Classic), allows you to create charts for any of our system's thousands of ticker symbols. The allows you to customize your charts any way you want and save the results in a for later review. SharpCharts supports all popular technical indicators, overlays, and charting types—bars, candlesticks, line, Renko, Kagi, etc.

StockChartsACP: We also offer our dynamic chart analysis and trading platform called . (“ACP” stands for “Advanced Charting Platform.”) StockChartsACP (“ACP” for short) is an interactive web application that lets you quickly create, customize, and save interactive charts, run technical scans, and even trade directly from your charts. ACP also supports several Plug-ins from our industry partners, which you can install to add powerful analysis tools.

Chart Annotations

Adding annotations to SharpCharts charts is a snap. Click the Annotate icon and add trendlines, text, curves, shapes, and advanced technical line studies like to your charts. Once you have finished adding your annotations, you can save your chart in a for later review. All your saved annotations will be automatically updated as more data is added to the chart.

Note: The annotation tools in StockChartsACP are .

Stock Scanning Tools

Are you looking for stocks or ETFs that meet specific criteria? As a StockCharts member, you can access our Scan Engine, which filters out stocks and ETFs that meet your required conditions. And if you want to design your own scan, check out the . Then, set up Alerts in the to let you know as soon as stocks begin to meet your criteria.

Other Charting Tools

We also offer tools for creating specialty charts. These include , which use X's and O's to display price action; , which allow you to compare the performance of several different stocks on one chart; , which show the months that are best for a given stock; , which give an interactive, non-traditional look at a stock's relative strength; and colorful , which show you winners and losers at a glance.

Market Analysis Reports

Want a quick overview of current market conditions? StockCharts includes several continuously updated market reports, such as the report, which shows the performance of many popular market indexes and ETFs; the report, which allows you to find the strongest stocks in the strongest industries quickly; and the exclusive report that ranks securities based on their overall technical strength.

Market Commentary

In addition to charting services, StockCharts.com provides expert market commentary from some of the biggest names in the industry. We have an extensive collection of free technical market commentary in the area of our site. In addition, members can read our paid market commentary from Larry Williams, and Martin Pring.

If video commentary is more your thing, check out ; our YouTube channel features packed with up-to-date market commentary.

Educational Resources

on all aspects of technical analysis. You can find articles about every indicator, overlay, and chart type we support, with definitions, chart examples, interpretation guidelines, formulas, and spreadsheet examples. It's a comprehensive free resource for anyone interested in technical analysis.

Our can also help you get up to speed quickly with StockCharts.com. Each video is 5–10 minutes long and covers a specific area or tool on the website.

Finally, (where you are now) contains in-depth documentation on all our features and ways for you to contact our Customer Support Team with questions or suggestions.

We offer extended-hours trading data for many US symbols. For US markets, after-hours trading data covers the 4 hours after market close (4:00 PM–8:00 PM Eastern time), and pre-market data covers the 5.5 hours before the market opening for the day (4:00 AM–9:30 AM Eastern time).

Pre-market and after-hours price quotes are available on the page during pre- and post-market trading sessions.

In addition, extended hours data can be charted on both SharpCharts and StockChartsACP charts. Check the Extended Hours checkbox in the or on the . When this box is checked, extended hours bars will be added to your intraday chart in color-coded sections (purple for after-hours, blue for pre-market) if extended hours data is available for that symbol.

Note that securities are generally more thinly traded during pre-market and after-hours sessions than during regular market hours. Extended-hours price bars will only be shown if trading activity has occurred during that bar's timeframe. Volume data and volume-based indicators are not available for any extended hours bars.

Historical pre-market and after-hours data are available, going back approximately ten trading days.

So, you’re viewing your ChartLists regularly, and you get an alert notification. Before taking action, you must analyze the chart to identify an ideal entry point.

In the SharpCharts Workbench, you can view the option chain of a stock or ETF that has options available. Click Options under Tools & Resources in the menu on the left.

The option chain will reveal which strike prices options activity is more active and whether there’s more call or put activity. This can be helpful, especially before earnings, because it gives you an idea of what price moves traders anticipate.

To view the option chain, click Options, and if the stock or ETF of the chart you’re analyzing has options available, the option chain will display below the chart. The option chain below shows strikes between 67 and 85 for options expiring on February 9, 2024.

The Show All Columns is checked, but unchecking the box will show fewer columns. You can view option greeks, volatility, volume, open interest, and price data.

It’s impossible to view all your ChartLists at once, so it’s a good idea to set alerts so you don’t miss any critical price action. Whether it’s your favorite stock hitting a specific price level, if a sector is making a new high, or if a stock is crossing above a moving average, you’ll receive an alert notification depending on the alerts you set up.

In the SharpCharts Workbench, you can access your custom and predefined alerts directly from the workbench. The alerts are listed along the left menu under Alerts.

The availability of historical data on our site varies based on the specific symbol, the data bar period, and your membership level.

By Data Bar Period

Our database has:

• 1-, 2-, 3-, 5-, 15-, 39-, 65-, 78-, 130-, and 195-minute bars going back 20 days.

Do you need to download daily, weekly, or monthly data to Excel? PRO StockCharts subscribers can download data from as far back as 1970.

Downloading Data in the SharpCharts Workbench

Follow these steps to download daily, weekly, or monthly data to a CSV file (Excel readable) when using the New SharpCharts Workbench:

We offer real-time data from two sources: exchange real-time data for NYSE/Nasdaq/TSX/LSE and BATS real-time data for NYSE/Nasdaq.

Exchange real-time data comes directly from the appropriate exchange. We consider data quotes from those exchanges to be the “official” quotes for each security, and they should be extremely close to real-time values found on other sources. In addition, exchange real-time data contains accurate volume data. We highlight exchange real-time data bars in green.

We currently offer exchange real-time data for the NYSE, Nasdaq, TSX, and LSE exchanges. There is an additional charge from the exchanges for their real-time data.

The BATS exchange provides BATS real-time data for no additional charge. BATS data is only available for US stocks. For liquid stocks, BATS data is similar to NYSE/Nasdaq data. For thinly traded stocks, BATS data can differ significantly. BATS data quotes don't contain useful volume information, so we do not display volume on BATS charts. We highlight BATS real-time data bars in yellow. Click here for more information about the BATS real-time data available on our site.

There are several ways to move around StockCharts.com. Each of our pages has helpful links at the top (the “Page Header”) and the bottom (the “Page Footer”) that can get you where you need to go. In addition, we have our Site Map and our helpful Support Center.

The Page Header

Most of the pages on our website have an area at the top called the page header that can help you navigate to anywhere you need to go. Each page header contains the following:

1. StockCharts Logo

2. Utility Links

3. Main Menu

4. Create-a-Chart Bar

The StockCharts Logo

You can always return to the StockCharts homepage by clicking on the StockCharts logo in the upper left corner of any of our pages. You will be redirected to Your Dashboard if you are a logged-in member.

The Utility Links

Our Utility links are located in the upper right corner of our pages. This area looks different depending on if you are logged in or logged out.

If you are logged out, you will see the following buttons in the upper right corner of our pages:

• Login: Members can click this button and enter their User ID and password to log in to their StockCharts.com account.

• Free Trial: Non-members can click this button to sign up for a free one-month trial.

If you are logged in, you can click on your name or the “person” icon in the upper right corner to see a handy member menu:

• Your Account: Click here to change/update your account settings.

• Add-Ons and Upgrades: Click here to visit the StockCharts Marketplace and purchase additional tools to use in your account.

• Your Notifications: Click here to view recent notifications (including alert notifications) sent to your account. You can also configure email notifications for new commentary articles from this page.

• Your Dashboard:

Remember, if logged in, you will see the person icon and/or your name at the top of the page. Your name may not be displayed on smaller screens, but you can always access the menu by clicking on the person icon.

The Main Menu

Below the StockCharts logo at the top of the page are several navigation links that you can use to move into each of the main areas of the website. These include the following:

• Charts & Tools: Links and descriptions for our most popular charting tools

• Scans & Alerts: Links and descriptions for our stock screening and alerting tools

• Market Analysis: Links and descriptions for research tools that help you analyze the market or individual securities

• Articles & Videos: Access current market commentary from our experts

On the right side, you'll see links to the following:

• ChartSchool: Our comprehensive educational articles about technical analysis

• Help: Visit our online Support Center, report a problem, see what's new on our site, and more

• Search: Click on the magnifying glass icon and enter search terms into the search box

Note that these main menu links might be hidden in a dropdown menu on smaller screens. Select the three horizontal lines icon on the right side of the header to access this important menu.

The Create-a-Chart Bar

Above the main menu is our Create-a-Chart bar, which you can use to quickly access many charting tools from almost anywhere on the StockCharts website.

The Create-a-Chart bar's dropdown menu lets you select which one of our charting tools you want to use. The menu is initially set to “SharpCharts,” our standard bar/candlestick charts. The full list of tools available in the menu is below:

• Symbol Summary: A high-level summary with technicals, fundamentals, and more.

• SharpChart: Our main bar/candlestick charting tool.

• ACP: Our interactive Advanced Charting Platform.

• Point & Figure: Charts with columns of X's and O's.

Next to the menu is a long text box where you can type in a phrase, typically one or more ticker symbols, that goes with your charting tool selection. You can use commas to separate multiple symbols if you enter more than one ticker symbol.

Note that the long text box has a built-in auto-complete feature. As you type the name of a stock, index, or mutual fund we support, the symbols that match what you have typed so far will be automatically displayed. This can be useful if you need help determining the ticker symbol you want.

You can select the symbol you want from the list or click More Results For at the bottom to see more ticker symbols matching your search. If you already know the ticker symbol you want, just type the symbol in this box and click Go (or press “Enter” on the keyboard) to create a chart for that symbol.

Selecting the Default Tool

If you often select a specific tool other than SharpCharts, you can specify that tool as the default to use on the Create-a-Chart bar. Click the star next to the tool you'd like to set as the default.

The default tool (indicated with a yellow star) will be pre-selected each time you use the Create-a-Chart bar in the future.

Breadcrumbs

All ChartSchool and Support Center pages also have a list of links just below the header called “breadcrumbs.” These can also help you navigate pages within ChartSchool or the Support Center. Click any links in that line to return “up the chain” links.

The Page Footer

At the bottom of most pages on our site is a dark blue Page Footer, which has additional links to commonly used resources. You can find links to popular tools, educational resources, and more here.

The Page Footer also contains icon links to our social media pages: Facebook, X (formerly Twitter), YouTube, and LinkedIn.

You can also sign up for our from the Page Footer. Enter your email address in the signup box at the top of the Page Footer, and click the Sign Up button.

The Site Map

The is a high-level diagram of all the pages on StockCharts.com. It's useful for moving quickly from one website area to another. It gives a big-picture view of how the most important pages on our site are organized. Click any links on the Site Map page to go directly to the corresponding page.

Search

Our search functionality allows you to find commentary and educational articles that contain specific keywords and phrases. It also lets members search for ticker symbols or for places on the site where a specific ticker symbol is mentioned (including in their own ChartLists).

The Site Search box is on the right side of the Page Header on most web pages. Just click the magnifying glass icon next to the main tabs in order to access the box. Then, simply add your search criteria and press Enter.

By default, searching in the Search box in the top right corner of our website will show you recent commentary articles, plus educational content from ChartSchool and the Support Center. Use the buttons below the search box to choose a different area to search:

• Entire Site: Searches the Support Center, ChartSchool, plus commentary articles from the last two years.

• Entire Site (w/Archives): Same as the Entire Site option, but adds in commentary articles that are more than two years old.

• Symbol Catalog: Search for ticker symbols available on our site.

• Symbol Mentions: Searches for mentions of a specific ticker symbol across our site, including commentary articles, predefined scan results, Public ChartLists, and for members, their own ChartLists.

Site Search

Both the Entire Site and Entire Site (w/Archives) options search commentary articles plus educational content from ChartSchool and the Support Center. The only difference is that the option with archives also includes older market commentary.

Below is an example of the search results you might see when searching the site for "macd":

The icon at the beginning of each results indicates what type of article it is. The newspaper icon indicates a commentary article, the graduation cap indicates a ChartSchool article, and the question mark icon indicates a Support Center help article.

Whether it is an educational or commentary article, you can click the article's title to access the full text of the article. For commentary, you can click the author's name to see a list of articles by that author, or click one of the tags to see other commentary articles tagged with that topic.

Symbol Search

To search for ticker symbols available on our site, select the Symbol Catalog option below the search box. You can search for ticker symbols by symbol, company name, sector/industry, and more.

Below is an example of the search results you might see when searching the Symbol Catalog for "energy":

Use the menu in the leftmost column to launch different kinds of charts/tools for that symbol, including SharpCharts, P&F charts, Symbol Summary, options chains, and more.

To find places where that symbol is mentioned on our site, click the speech bubbles icon in the rightmost column for that symbol.

Symbol Mentions

In addition to clicking the speech bubbles icon next to a symbol in the symbol search results, you can access symbol mentions directly by choosing the Symbol Mentions option below the search box and typing in the ticker symbol.

Below is an example of the symbol mentions search results you might see when searching Symbol Mentions for Ford (F):

The results are divided into different sections:

• Symbol Details (grey): This section gives basic information about the ticker symbol, plus links to launch a SharpChart, GalleryView, P&F Chart, or Seasonality Chart for the symbol. For indexes and market indicators, additional information will be available in this section.

• Predefined Scans (purple): This section shows recent predefined scans that the symbol has turned up in. Click on the scan name to see the full predefined scan results.

• Public ChartLists (red): This section shows Public ChartLists that mention the symbol. Click on the list name to launch the full Public ChartList.

For US securities data, we offer real-time data from two different sources.

Official real-time data comes directly from the NYSE and Nasdaq exchanges, along with exchange fees. This is the “official” data for a particular stock; if you place a typical trade order with your broker, they will execute the trade using those prices.

Our BATS real-time data comes from the BATS exchange. BATS (“Better Alternate Trading System”) is a growing electronic exchange based in Kansas City that provides all of its real-time trading data for free. Their data is often similar to the “official” data from the exchanges, but there can be differences in the data that you should be aware of.

So, what exactly are those differences?

• BATS data is only available for US stocks.

• Not all US stocks we track have BATS real-time data available for them. There is no BATS real-time data currently available for Pink Sheet stocks. Other thinly traded stocks will probably not have BATS data either.

• Price data can vary from the “official” NYSE/Nasdaq price data. The differences are slight for most stocks but can be more drastic for thinly traded stocks.

• For all stocks, the volume data from the BATS exchange is significantly lower than that from the major exchanges.

Because official non-real-time data from the exchanges is delayed by 15 minutes, we only use BATS data to fill in the most recent 15 minutes on our charts. Once the data is 15 minutes old, we replace that BATS price-only bar with the delayed price+volume bar from the NYSE/Nasdaq. You can see that process in the chart below.

This example shows a one-minute price chart that a typical member using BATS data would see. It shows how we highlight the BATS price-only bars in yellow (because they are subject to change) and how we suppress the BATS volume data and volume-based indicators. None of those restrictions happen for members using official real-time data.

Below are two more examples that show how BATS data and NYSE/Nasdaq data differ. The first shows the differences for a fairly liquid stock (INTC). The BATS version is on the left, and the NYSE/Nasdaq version is on the right.

Here is a similar side-by-side comparison for a more thinly-traded stock (EW):

If you look carefully, you'll see that the price bars for INTC match pretty closely (but not exactly) and that the price bars for EW have lots of differences.

If those price differences are important to your analysis or if you don't like the 15-minute delay on the volume data (or if you need real-time data for non-US markets), you'll want to use official real-time data. Otherwise, our free BATS real-time data should work well for you.

Have you wondered what a particular index is or how it is calculated? Good news! You can use our Index Catalog to learn that information.

Accessing the Index Catalog

The Index Catalog can be accessed from the StockCharts' Symbol Catalog. On the Symbol Catalog page, scroll down and click the “Index Catalog” link at the bottom of the page. A direct link to the Index Catalog is here.

Using the Index Catalog

To start using the Index Catalog, scroll through the different pages or use the Search Indicators and Indexes tools to locate the symbol you're most interested in learning about.

Once you locate the symbol you want, select the Click for Details link to learn more about that symbol. Below is an example of the information provided.

If you have further questions about the Index Catalog or can't locate a symbol, please contact our .

Ratio Symbols (Relative Strength)

Often, it can be useful to study the ratio of two datasets to determine things like the relative strength of a stock compared to an index. StockCharts users can create ratios from two ticker symbols in our database. On our website, wherever you can enter a single ticker symbol, you can also enter two symbols joined together with a colon character (“:”), and we will use the ratio of those two symbols. We call such a combination of symbols a “Ratio Symbol.”

Here is an example of a ratio symbol in use:

People can use ratio symbols to create what is sometimes called the “Price Relative line,” the ratio of a stock against the S&P 500 Large Cap Index. For example, charting AAPL:$SPX will show you the Price Relative line for Apple Inc.

Ratio symbols are also used to create “Relative Strength” charts, which plot the ratio of two ticker symbols on a line chart. The following rules are used to interpret a relative strength chart:

• The actual values for each point on the relative strength line are not relevant. Instead, focus on the direction and shape of the line.

• If the line is rising, the first ticker symbol is outperforming the second ticker symbol.

• If the line is falling, the second ticker symbol is outperforming the first.

On a SharpChart, the “Price” indicator can be used to add a ratio symbol to an existing chart.

Calculation: For purposes of consistency and data integrity, we use the following formulas when calculating a ratio symbol:

1. Open = Open of the first symbol / Close of the second symbol

2. High = High of the first symbol / Close of the second symbol

3. Low = Low of the first symbol / Close of the second symbol

4. Close = Close of the first symbol / Close of the second symbol

These formulas ensure that the ratio symbol's High value is still the highest and its Low value is still the lowest in the resulting dataset.

Difference Symbols

Similar to ratio symbols (see above), you can join two ticker symbols with a hyphen to create a “Difference Symbol,” e.g., $TYX-$FVX.

On a SharpChart, the “Price” indicator can be used to add a Difference Symbol to an existing chart.

Calculation:

1. Open = Open of the first symbol - Close of the second symbol

2. High = High of the first symbol - Close of the second symbol

3. Low = Low of the first symbol - Close of the second symbol

4. Close = Close of the first symbol - Close of the second symbol

Additional Resources

Videos

The SharpCharts Workbench contains all the features you need to create, view, share, modify, and save SharpCharts. The easiest way to access the SharpCharts Workbench is from the Create-a-Chart bar at the top of each page on our website. Change the dropdown menu to SharpChart, enter the ticker symbol you want to chart, and press Enter or click Go.

You can also access the SharpCharts Workbench from the Charts & Tools menu, the Member Tools area of Your Dashboard, or the Core Tools section of the page.

And of course, many of the ticker symbols shown in our tools, reports, scan results, articles, and documentation can be clicked to load a chart for that ticker symbol in the SharpCharts Workbench.

Creating and Viewing SharpCharts

The SharpCharts Workbench allows you to closely study the SharpCharts you have created. Use the Inspector tool to view price values for any bar on the chart. The Auto-Refresh feature periodically updates the chart with new data.

Printing and Sharing SharpCharts

Your SharpCharts can be easily shared with others. Use Permalinks to send a chart link, download an image file of a chart, or use our print functionality to create a paper copy.

Modifying SharpCharts in the Workbench

You can customize your SharpCharts to meet your investing needs. StockCharts offers three main types of customization:

• Editing individual chart settings.

• Using a ChartStyle for quickly configuring a chart.

• Adding custom annotations to the chart.

Editing SharpChart Settings

The SharpCharts Workbench allows you to customize your SharpChart settings, including the chart type, period, range, indicators and overlays, color scheme, and more.

Applying ChartStyles to SharpCharts

ChartStyles are collections of chart settings that can be used as “templates” for creating new charts or updating existing charts. A ChartStyle specifies the chart's period, date range, chart type, color scheme, overlays, indicators—everything except the chart's symbol.

ChartStyles can help streamline your chart-creation process if you repeatedly use the same chart settings.

Annotating SharpCharts

Our ChartNotes annotation tool is built right in to the SharpCharts Workbench. You can easily add annotations to your charts, including trendlines, shapes, text, and popular line studies such as Fibonacci retracement levels.

When you annotate a chart and save that chart to a ChartList, all your annotations are saved along with the chart.

Saving Charts in the SharpCharts Workbench

SharpCharts can be saved into ChartLists, online “folders” that allow you to store up to 1000 charts in a single list. ChartLists allow you to group and organize your collections of saved charts for easy access.

What is a SharpChart?

A SharpChart is a technical chart that plots price values for a ticker symbol (“dataset”) over time. SharpCharts has a large number of chart settings that can be used to customize the chart, as well as a huge collection of technical indicators and overlays that can be added. A complete description of all of the chart types and technical indicators supported by SharpCharts can be found in the ChartSchool area of our website.

SharpCharts are sent to your web browser as a regular Internet image file (in “png” format), meaning that you can treat a SharpChart exactly the same as you would treat any other Internet-based image. You can copy and paste it into other documents, save it to your hard disk or a photo-organizing program, email it to friends, draw on it with a drawing program, and much more.

Furthermore, you do not have to install any additional browser plug-ins or other software in order to view our charts; they can be viewed on any Internet-connected device that has a web browser.

Creating a SharpChart

SharpCharts can be created using the Create-a-Chart bar at the top of each page on our website. Simply enter the ticker symbol of the stock you are interested in (or part of its name if you don't know the symbol), select SharpChart from the dropdown menu (if it isn't already selected), and press Enter or click Go.

SharpCharts Format

All SharpCharts have several common visual elements regardless of their settings. The diagram below shows each of these features on a typical SharpChart.

The common elements in SharpCharts are as follows:

1— The Main Ticker symbol

2— The Chart Header area

3— The Price Plot area

4— The Horizontal Time axis

5— The Primary Vertical axis

6— (Optional) A Secondary Vertical axis

7— (Optional) One or more Technical Overlays

8— (Optional) One or more Technical Indicator panels

The information displayed in the Chart Header varies depending on the chart configuration, but, at a minimum, it includes the following:

• The Ticker Symbol of the dataset that is displayed in the Price Plot area

• The Date and Time of the latest data point (using the time zone of the exchange)

• Open, High, Low, and Close (OHLC) values of the latest data point

• Volume for the latest data point

The SharpCharts Workbench

The SharpCharts Workbench is our flagship charting tool, where you can create, view, share, modify, annotate, and save all your charts.

StockCharts Mobile App

For accessing SharpCharts on the go, we recommend our StockCharts Mobile App, available for iOS devices.

This app allows you to quickly view your saved charts or create a new chart on the fly.

Pseudo-Symbols

Several ticker symbols we recognize do not represent actual data in our database. Instead, these symbols contain data that is useful in very specific contexts. We call these ticker symbols “Pseudo-Symbols.” One prominent pseudo-symbol we have is:

• $ONE. This index always contains the value “1” for all its data fields. It is mainly used to generate the reciprocal of any other ticker symbol in our database by using it in the first position of a Ratio Symbol - e.g., $ONE:$VIX. This is one easy way to create an inverse chart.

We have three symbols that are useful in creating ChartStyles that focus on relative strength:

• $SYMBOL. This index equals the “main” ticker symbol in a SharpChart.

• ​$SECTOR. This index equals the sector ETF of the sector to which the main ticker symbol belongs.

• $INDUSTRY. This index equals the industry index for the industry to which the main ticker symbol belongs.

So, for example, you could use these symbols to create a ChartStyle with a “Price” Indicator of “$SYMBOL:$SECTOR” - then, regardless of the ticker symbol you apply the style to, we would then plot a sector-based relative strength line on the chart. These pseudo-symbols are available with US symbols with a sector and industry assigned to them.

We also have several “theoretical” pattern symbols that contain “perfect” versions of different price patterns for use in studying the behavior of technical indicators when such patterns appear on a chart. All such symbols have “$TH” at their start, as seen below:

• $THSAW. This index contains a “perfect” sawtooth pattern for studying 45-degree reversals.

• $THSINE. This index contains a “perfect” sine-wave pattern for studying rounded reversals.

• $THHS. This index contains “perfect” head-and-shoulders reversal patterns.

• $THEW. This index contains “perfect” Elliott Wave patterns.

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.

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 .

• Annotate. Loads 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

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.

Exchanges

Currently, StockCharts has access to data from the following markets:

• New York Stock Exchange (US)

• Nasdaq Stock Exchange (US)

• Amex Stock Exchange (US)

• BATS Exchange (US)

• TSX Stock Exchange (Canada)

• TSX-Venture Stock Exchange (Canada)

• Canadian Securities Exchange (Canada)

• NEO Exchange (Canada)

• London Stock Exchange (UK)

• National Stock Exchange of India (India)

We have datasets for most ticker symbols in each market we cover, but that doesn't necessarily mean we have all ticker symbols. We don't automatically provide quotes for extremely low-priced stocks since technical analysis techniques do not work with such stocks, and the charts for those stocks can be highly misleading.

If you would like to see a ticker symbol for a stock in a market we cover and that symbol isn't in our database, you can request that we add that symbol by using .

Other Financial Data

In addition to securities data from the markets listed above, StockCharts offers data for a wide range of indexes, market breadth indicators, economic indicators, cryptocurrencies, currencies, commodities, and futures. Details of those offerings can be found in our .

If you'd like to chart your own data, our User-Defined Index feature allows you to create and chart your own symbols.

Want to access your StockCharts account, see how the market is doing, or keep an eye on your ChartLists while you're on the go? The StockCharts mobile app for iPhones and iPads is a great companion.

Accessing the StockCharts Mobile App

If you're a StockCharts member, download the StockCharts app from the Apple App Store. Enter your StockCharts login credentials and view market summaries, your ChartLists, or a chart of any ticker symbol you choose.

The Markets Tab

The Markets tab on the app gives you access to charts and summary info for major markets:

1. Tap the Markets icon.

2. Then tap on Equities, Bonds, Commodities, or Crypto from the tabs at the top left.

3. Scroll down to access all the different data, which is similar to what you use in the desktop version.

The ChartLists Tab

The ChartLists tab allows you to access your previously saved ChartLists:

1. Tap the ChartLists icon and you'll see a list of your ChartLists.

2. Select the ChartList you wish to view.

3. Scroll through the charts on the ChartList or tap on Jump to Chart to view a specific chart on your list.

4. To go back to your ChartLists tap on Your ChartLists.

The Charts Tab

The charts tab allows you to quickly and easily create an ad-hoc chart for a symbol of your choosing:

1. Select the Chart icon.

2. Enter a symbol in the symbol box.

3. Select the ChartStyle from the dropdown menu.

Introduction

StockChartsACP's text annotation tools allow you to add descriptions and labels to your charts. Each of the Text Tools available in StockChartsACP is listed and described below in more detail. These tools can be found by clicking on the Annotations (pencil and ruler) icon in the Chart Design menu and then looking for the Text Tools section.

Notes

The Note tool lets you add text without any background to your chart. After Selecting the Note tool, click on your chart in the general area where you want your note to be. Enter your desired text in the box that appears, then click the green Save button next to your text. The Note annotation will be automatically resized as you change the amount of text, the font size, etc. If you want the annotation to be narrower but tall enough to contain more than one line of text, use carriage returns at appropriate places in the text.

Double-click the note to enter edit mode to edit the text after saving it. Make the desired changes and then click the green Save button next to the text.

Once the text has been saved, click and drag the text note to reposition it on the chart. Use the Edit Annotations panel to change the font color, opacity, font size, and font style (bold or italic). Change the note's background by clicking the checkbox next to the Fill color, then selecting the desired fill color and opacity.

Keyboard Shortcuts:

• You can also enter edit mode to edit the text after saving, by clicking on the note, then pressing CTRL+E (CMD+E on a Mac).

• To quickly toggle fill mode for the background of the Note, click CTRL+F (CMD+F on a Mac) while the note is selected.

Callout Boxes

The Callout Box tool allows you to add “text bubbles” on your chart. Once created, you can add a “callout point” to the bubble that connects the bubble visually to specific locations on your chart.

After selecting the Callout tool, click on your chart in the general area where you want your Callout Box to be. Enter your desired text in the box that appears, then click the green Save button next to your text. The Callout Box annotation will be automatically resized as you change the amount of text, the font size, etc. If you want the annotation to be narrower but tall enough to contain more than one line of text, use carriage returns at appropriate places in the text.

To edit the text after it has been saved, simply double-click on the callout box to enter edit mode. Make the desired changes and then click the green Save button next to the text.

Once the text has been saved, click and drag the callout box to reposition it on the chart. To add a callout point, click and drag the small circle (“handle”) in the middle of the callout box to the location you want to point to. To remove a callout point, simply hide it by clicking the handle on the callout point and dragging it back inside the callout box.

Use the Edit Annotation panel to change the font color, opacity, font size, and font style (bold or italic). Change the background of the callout box by clicking the checkbox next to the Fill color, then selecting the desired fill color and opacity.

Keyboard Shortcuts:

• You can also enter edit mode to edit the text after saving, by clicking on the callout box, then pressing CTRL+E (CMD+E on a Mac).

• To quickly toggle fill mode for the background of the Note, click CTRL+F (CMD+F on a Mac) while the callout box is selected.

We use the following conventions with our ticker symbols, to indicate the exchanges that the symbols belong to, the asset types, and more.

Stock Exchanges

• US stocks have symbols that consist of letters without any other symbols - such symbols indicate that that stock is listed on either the NYSE, Nasdaq, or Amex Exchanges

• TSX-listed stocks have symbols that end with “.TO”

• TSX Venture-listed stocks have symbols that end with “.V”

• CSE-listed stocks have symbols that end with “.CA”

• NEO-listed stocks have symbols that end with “.NE”

• London-listed stocks have symbols that end with “.L”

• Indian-listed stocks have symbols that end with “.IN”

Other Financial Data

• Indexes and market indicators (i.e., non-trading datasets that do not contain price information) start with either a “$” or a “!” character

• Economic Indexes start with “$$”

• Symbols for individual futures contracts start with “^”

Compound Symbols

• If two ticker symbols are joined together with a colon character, it represents the ratio of those two datasets, e.g., IBM:$SPX

• If two ticker symbols are joined together with a hyphen, it represents the difference of those two datasets

User-Defined Indexes

• User-defined indexes that have not been shared with others start with an “@” symbol

• User-defined indexes that have been shared publicly currently start with “!”

Miscellaneous Conventions

• Different stock classes are indicated with a forward slash (“/”) and one or more letters, e.g. BRK/A, RBN/UN.TO

• Unadjusted stock datasets (using historical price data that has not been adjusted for dividends or distributions) have symbols that start with an underscore (“_”)

• Adding a hyphen before a single ticker symbol will show an inverse chart for that symbol (or use the $ONE pseudo-symbol)

The ChartList Reports feature allows StockCharts members to turn on daily or weekly ChartList Reports for any of their saved ChartLists. After the market closes, you'll receive an email with a performance summary of all the stocks/funds/indexes on that list.

The daily ChartList Report includes a performance summary for the most recent trading session, while the weekly report includes a performance summary for the most recent trading week. Below is an example of a daily ChartList Report for a ChartList called "Paper Industry Companies."

These reports are a great way to monitor your portfolio(s), track your own unique set of market indexes, follow specific groups like the Dow Industries, and more.

Signing Up for ChartList Reports

To turn on daily and/or weekly ChartList Reports for any of your lists, open the ChartList in Summary View and find the two checkboxes above the table.

Check the box next to the report you'd like to receive (you can check both). You can choose to receive it after the US, Canada, UK, or India close each day/week.

Reports for different ChartLists can be sent at various times, so if you have one ChartList focused on Canadian equities and another focused on the UK, the reports can be delivered at the appropriate hour. However, 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.

You're all set once you've checked the box and chosen your send time. After the next market close, you'll start seeing ChartList Report emails in your inbox.

To stop receiving a ChartList Report, view the list in Summary View and uncheck the appropriate checkbox above the summary table.

Like SharpCharts, your carefully crafted StockChartsACP charts can be shared with others. Use Permalinks to send a chart to others electronically, download to save the chart as an image file, or use the Print functionality to create a paper copy. See interactive demo below for details.

Using Permalinks

To create a permanent link (“permalink”) to one of your charts, simply load the chart in StockChartsACP and then click the Share button in the Chart Actions menu at the bottom left.

You'll see a popup that contains a short URL. Click the green Copy Link button to put the URL in your clipboard, then paste it into emails, social media, or any other communication tool to share the chart with others.

Downloading StockChartsACP Charts

To save the chart as a PNG image file, click the camera icon in the Chart Actions menu at the bottom left. Select “Download as PNG” to download the image file.

If you are using a multi-chart layout, all charts in the layout will be included in the image file.

Printing StockChartsACP Charts

To print your chart, click the camera icon in the Chart Actions menu at the bottom left, and select “Print Chart”. In the standard print window that opens, adjust your printer settings and print as usual.

If you are using a multi-chart layout, all charts in the layout will be printed when you use this feature.

The annotation tools in ChartNotes are grouped into four categories: Line Tools, Text Annotation Tools, Shape Tools, and Line Studies Tools.

Click on one of the categories below to get more information on how to access specific annotation tools and draw those annotations on your charts.

• Line Tools: Trendlines, Vertical Lines, Horizontal Lines, Support/Resistance Lines, and Parabolas.

• Text Annotation Tools: Text Notes, Callout Boxes, Arrows, Price Boxes, Percentage Change and Elliott Wave Labels.

• : Rectangles, Ellipses, and Triangles.

• : Fibonacci Retracements, Quadrant Lines, Fibonacci Arcs, Fibonacci Time Zones, Cycle Lines, Cycle Circles, Sinewaves, Raff Regression Channels, Andrews' Pitch Forks, Fibonacci Fans, Harmonic Patterns (XABCD) and Speed Resistance Lines.

The SharpCharts Workbench offers several different ways to set the date range for your SharpChart, but none provides more interactive functionality than the Date Slider. This feature allows you to “zoom in” on the dates you want to see on your chart, fine-tuning the size of the range and start and end dates.

Accessing the Date Slider

To access the Date Slider, first create a SharpChart. Then find the Range dropdown menu located below the chart and choose Select Start/End.

Once you select this setting, you should see a "Start” box, an “End” box, and the Date Slider.

Adjusted Data

At StockCharts, we adjust our historical price data to remove gaps caused by stock splits, dividends, and distributions. That may cause our charts to look different from other services that do not perform the same adjustments.

We do this in order to give a more accurate representation of the historical performance of a ticker symbol, which is important when using technical analysis techniques on charts.

For example, if a stock splits 2-for-1, the price is suddenly half of what it used to be, creating a large gap down on the chart. If you were unaware of the split, the chart would give you the impression that something bearish happened to the underlying company. In addition, most of the technical indicators on that chart would give sell signals because of the significant price drop. Even though such a split is considered a neutral event, an unadjusted chart would contain many bearish signals.

We strive to adjust all the historical data before the event to prevent these misleading signals from appearing on our charts. In the case of a 2-for-1 split, we divide all of the historical prices for the stock by 2, then multiply all of the historical volumes by two so that the bars before the split match up smoothly with those that appear after the split.

The quickest and easiest way to search the StockCharts site for a ticker symbol is to use the Create-a-Chart bar at the top of any page.

We'll walk you through four symbol search scenarios, showing how the Create-a-Chart bar can help you find ticker symbols on the StockCharts website.

Finding the Ticker for Netflix

Scenario 1. You want to find the ticker symbol for Netflix and launch a SharpChart for that stock.

Data Bar Periods

Our database has daily, weekly, and monthly data bars for each ticker symbol. For the stocks that we track, we also have intraday data bars available in 1-, 2-, 3-, 5-, 10-, 15-, 30-, 60-, and 120-minute durations, as well as increments that divide the day's trading into equal size bars: 39-minute (10 bars per day), 65-minute (6 bars per day), 78-minute (5 bars per day), 130-minute (3 bars per day), and 195-minute (2 bars per day).

Subscribers can create charts using any of the periods listed above. Non-members can only chart daily and weekly bars.

Mutual Funds only report one data point daily (after the market closes) and thus can only be charted as lines on daily charts.

Indexes that only have one data value per day are called “End-of-Day” indexes and have the phrase “(EOD)” at the end of their description. They are typically updated soon after the market closes. Indexes that have the phrase “(NBD)” are updated during the next business day (i.e., the next day that the market is open).

In addition to the chart editing functionality on the SharpCharts Workbench, other trading tools are built right into the workbench. Below your charts, you will find access to your ChartStyles, ChartLists, Alerts, and other tools and resources for researching the current chart's ticker symbol, such as options data and historical price data.

Saved Charts Section

The tools in the Saved Charts section allow members to view a ChartList in Summary View, view and edit chart comments for the current chart, and browse through thumbnails of their saved charts in the ChartList Library, all without leaving the workbench.

ChartNotes provides you with a wide variety of line-drawing tools. Watch our Line Tools video or read on below to learn more about how to use and apply these utilities.

The Line Tools Menu

Each Line Tool available in ChartNotes is listed and described below in more detail. Here is a screenshot of where you can find the Line Tools menu.

Summary View allows you to see summary information for all the charts in your ChartList at once. This view is especially useful for watchlists, as it shows you basic performance information for each of the ticker symbols used in your ChartList at a glance.

Accessing Summary View

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

Our site contains over 30,000 ticker symbols for stocks, indexes, market breadth indicators, economic indicators, commodities, and more. Understanding how these ticker symbols are named and organized makes navigating and taking full advantage of our website easier.

• These general guidelines we use for naming our ticker symbols, including suffixes to indicate the exchange and prefixes to indicate the type of asset, may help you to find the ticker symbol you need.

• Step-by-step instructions for searching and finding a specific ticker symbol on our site.

Using different indicators and parameter settings when viewing a one-minute chart vs. a daily or monthly chart isn't unusual. ChartStyles and StyleButtons help to streamline the analysis process, allowing you to quickly switch between different chart styles for a single ticker symbol. Those charts might cover different time periods or be focused on different aspects of technical analysis. Once you've determined the important settings, indicators and overlays for each chart, you can quickly create a chart with that exact configuration for any ticker symbol you choose.

What are ChartStyles and StyleButtons?

A ChartStyle is a collection of SharpCharts settings that can be used as a template for creating new charts in the future. A ChartStyle encompasses all the settings visible below the chart on the SharpCharts Workbench page, including the chart's period, date range, size, type, colors, overlays, and indicators. Essentially, a ChartStyle contains everything about a SharpChart except its main ticker symbol.

If you find yourself setting up the same chart settings repeatedly with different ticker symbols, consider saving that configuration in a ChartStyle that you can reuse. StockCharts members can save up to 50 different ChartStyles in their account and apply them to any ticker symbol.

Your customized SharpCharts can be saved into ChartLists - online "folders" that allow you to store up to 1000 charts in a single list. ChartLists allow you to group and organize your collections of saved charts for easy access. Read on to learn how to save your SharpCharts to ChartLists from the SharpCharts Workbench.

Saving a New SharpChart

ChartNotes allows you to create shapes and filled regions on your chart using a number of different shape-drawing tools. Watch our Shapes video or read on below to learn more about how to use and apply these utilities.

The Shape Tools Menu

Each Shape Tool available in ChartNotes is listed and described below in more detail. Here is a screenshot of where you can find the Shape Tools menu.

While is our most popular chart analysis tool, many other charting tools are available on StockCharts.com. Click on any of the links below to learn more about our other charting tools.

. Old-school charts with Xs and Os that automatically filter out financial market noise.

. Charts in multiple timeframes that allow for simultaneous short-, mid-, and long-term analysis of a security.

. Charts that show a security's monthly price performance trends over an adjustable period.

. Up to 12 mini-charts are displayed side-by-side on one page, providing a quick way to view multiple charts simultaneously.

. A method of visually scanning large groups of securities for emerging trends and interesting technical developments.

. Dynamic comparisons of the performance of up to 10 ticker symbols on the same chart.

Underlying all of the tools on StockCharts.com is our extensive price database, which contains data for over 30,000 ticker symbols. After each trading day, over 1 million new data items are added to the database. This means you can access stock quotes and up-to-date information on the stock, bond, crypto, and currency markets. Read on to learn more about the price data we make available on our website.

• We offer data from several major exchanges, plus other financial data..

• We offer different kinds of real-time and delayed data to our members, depending on the data plan chosen by the user.

StockCharts provides a collection of research tools that help you quickly identify stock market leaders in any group, from the broader market to sectors to industry groups, and to research individual stocks within these groups. The links below provide more detailed information for each of the research tools available to StockCharts users.

Tools for Researching Specific Symbols

• Get stock quotes, technical and fundamental details, company summary, and more about a specific security in one convenient report.

What Are User-Defined Indexes (UDIs)?

Have you ever wanted to create your own index? User-Defined Indexes (“UDIs” for short) are daily datasets you—not the StockCharts data team—can create and maintain. StockCharts members at the Extra or Pro service level can store daily time-series data inside a UDI and use the SharpCharts charting tool to create charts of that data.

Examples of data that you might want to store in a UDI include:

• Stock prices for stocks that StockCharts doesn't cover

• Stock prices that you have edited

• Portfolio value over time

• Net worth over time

• A custom technical indicator calculated by a 3rd-party program

• The price of anything you can think of over time

• Your weight over time

• The possibilities are endless!

Extra members can create one User-Defined Index with “@MYINDEX” as its fixed ticker symbol. Pro members can create up to 30 different User-Defined Indexes and give each index its unique ticker symbol.

User-Defined indexes can store daily, weekly, monthly, quarterly, or yearly data, but cannot store intraday data. Note that only dates from 01/01/1900 onward can be stored.

The UDI Workbench

The UDI Workbench is the place to create, edit and delete your UDIs. The workbench allows you to enter a long and short description of your index and, for Pro users, pick the ticker symbol. From the workbench, you can enter or upload the daily data for your index. You also can erase one row or all the data in your index.

To access the UDI Workbench, go to and click on the link for User-Defined Indexes located in the Member Tools area of the page.

Creating and Modifying UDIs

On the UDI Workbench, Extra members will see that they already have their one UDI created, with the ticker symbol “@MYINDEX.”

Pro users will need to add UDIs manually. To create a UDI, click the “New Index” button, enter the ticker symbol and long and short descriptions of your new UDI, and click “Create Index.”

To work with a different one of your UDIs, click on the blue “Select Your Index” dropdown menu and choose a different index.

To edit the long or short descriptions for the selected UDI, click on the “Edit Info” button. Make your changes and click the green “Save Changes” button.

If you no longer need one of your UDIs, click the “Delete Index” button to remove the selected UDI.

Adding Data to Your UDI

After setting up your UDI, you'll want to add data, which you can do either manually one row at a time or uploading several rows using a specially formatted spreadsheet.

To add an individual row, click anywhere in the row of the data table that says “New Row” and fill in the information for that data point:

• Enter the Date in the format mm-dd-yyyy.

• You can enter just the Close or all four values (Open, High, Low, and Close). These four fields should contain numbers with up to 4 decimal places.

• Volume is an optional field. If you fill it in, it should be a positive integer between 0 and 99,999,999.

Once the appropriate fields are filled in, click the “Save” button to add the new row.

Uploading Data from a Spreadsheet

If you have many rows of data to enter, you can save time by creating a spreadsheet on your computer and uploading all the data simultaneously.

The spreadsheet must be formatted a certain way in order to be uploaded into your UDI:

• Column A should have the date, in the format mm-dd-yyyy (or mm/dd/yyyy). This column is required.

• Column B, C, D and E hold the Open, High, Low and Close values, respectively. These should contain numbers with up to 4 decimal places. Either fill all four columns or have only the Close value in Column E. If the value is blank for a column, you can just enter 0.

• Column F is an optional column holding the volume. If you enter a volume, it should be a positive integer between 0 and 99,999,999.

• The spreadsheet must be saved as a CSV file.

Once your spreadsheet is ready, click the “Upload Data” button on the UDI Workbench. Next, click “Choose File” and locate the CSV file on your computer. Lastly, click “Upload."

Modifying Data in Your UDI

To edit an existing row, mouse over the row you want to change. Two small icons will appear to the right of the row. Clicking the pen and paper icon will allow you to edit the row. Click “Save” once you have made your changes.

To delete a single existing row, mouse over the row you want to change and click the trash can icon to the right of the row. To delete all the rows in your User-Defined Index, click the “Clear All Data” button above the table.

Charting Your UDI

Once you have data in your User-Defined Index, you'll want to chart that data. You can click the “View Chart” button on the UDI Workbench to launch a SharpChart of your UDI ticker symbol.

You can also add your UDI to any chart using the ticker symbol “@MYINDEX” (or for Pro users, whatever ticker symbol you specified for the UDI when you created it).

Additional Resources

The main view for ChartLists, appropriately named ChartList View, shows you full-sized versions of each chart in your ChartList. It provides a great way to quickly browse through large groups of charts in your ChartList and make minor edits to the charts and the ChartList itself. You can browse 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.

Accessing ChartList View

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

Using ChartList View

At the top of the page, 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.

ChartList View Navigation

The grey navigation bar above the first chart is primarily used for navigating through the ChartList. If you would like the navigation bar to remain on the screen as you scroll down through your saved charts, click the Pushpin icon on the right side of the navigation bar. When the pushpin is solid dark grey, the navigation bar will remain on screen; when the pushpin is hollow, the bar will scroll off the screen. There is a second navigation bar at the bottom of the list.

The “Charts Per Page” dropdown menu allows you to choose the number of charts that will be displayed on each page of the view (10 is selected by default). Choose “Continuous” from this list to scroll through all the charts in your list on a single page.

If you choose one of the options with multiple pages, the navigation bar will also show a “Jump to Page” dropdown menu where you can choose which page of charts you'd like to see. This menu also shows the symbol of the first and last chart on that page, to help find the page you're looking for. The “Prev” and “Next” links allow you to quickly cycle through the pages of charts.

The navigation bar also includes a “Jump to Chart” dropdown menu, which allows you to quickly move to a specific chart in the list.

Chart Sizing Options

The navigation bar also includes an “Auto-Size” 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.

The Actions Menu

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

• Edit Chart Settings. This loads the chart in the . Clicking directly on the chart will also take you to the SharpCharts Workbench.

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

• Delete. This deletes the chart from your ChartList.

• Additional Charts.

You can also delete a chart from the ChartList by hovering the mouse cursor over the upper right corner of the chart. You'll see a trash can icon. Click it to delete the chart from your ChartList.

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 ChartList view:

• Click on the chart's title directly above the chart. Once you've made your changes, click the Save button.

• Add or edit comments by clicking in the box directly below the chart. Once you've made your changes, click the Save button.

• Similarly, you can add or edit notes for the entire ChartList by clicking the ChartList Notes box at the bottom of the screen. Once you've made your changes, click the Save button.

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.

In 2015 and 2018, major changes in sector classifications were implemented by S&P Dow Jones Indices. This company maintains and publishes the underlying indexes for the popular range of SPDR sector ETFs (XLF, XLK, etc.).

Changes to indexes are not uncommon and happen on a regular (quarterly) basis. Depending on the guidelines and the index methodology “rule book,” companies will be added to or deleted from an index to better reflect the characteristics of the index as described in the rule book. Market capitalization and company activities are the main factors that determine the sector classification.

In 2015 and 2018, however, the changes not only included adding and deleting stocks from various sector indexes but also an overhaul of the classification structure itself to better reflect the “new world order” that emerged over the last twenty years.

These changes to the sector and industry classification structure required similar changes to any indexes or ETFs that track those sectors and industries. This article details StockCharts's steps to adjust our sector and industry data to reflect these classification changes.

GICS Classification Overview

The GICS classification system, which S&P and MSCI maintain, consists of four levels:

• 11 - SECTORS

• 24 - INDUSTRY GROUPS

• 69 - INDUSTRIES

• 158 - SUB-INDUSTRIES

The methodology for classification is bottom-up. This means each stock gets classified to a “sub-industry” based on its principal business activity (which is largely determined by revenue analysis).

Based on the sub-industry assignment, a stock can be automatically assigned to a sector. The 158 sub-industries are rolled up into 69 industries. These industries are then rolled up into 24 industry groups, which are themselves ultimately rolled up into the 11 sectors at the top of the hierarchy.

Indexes vs. ETFs

Index values are calculated and published for every classification level, with historical data available from the inception of the GICS system. However, these indexes are not investable or tradable products.

Numerous asset managers created investable products based on GICS indexes. The higher the index in the classification hierarchy, the more investable products there are available. The 11 SPDR Sector ETFs have become so popular and widely traded that they are now often seen as “the sectors.” However, though they are good proxies for their underlying indexes, they do not match exactly. Based on the management fee alone, an ETF will always marginally underperform its underlying index.

For example, the Technology Select Sector SPDR Fund (XLK) is different from the ($IXT). XLK, an ETF, is an investable product that closely tracks an underlying index, in this case, $IXT. They are close, but they are not the same.

StockCharts offers both the index and the ETF for each of these sectors. The Sector SPDR ETFs are used for many of our sector-based tools, including the and .

Creating Historical Data

Plenty of data is available for analysis for most of the SPDR family of sector ETFs, as they and their underlying indexes were launched many years ago. The changes in sector indexes and ETFs for Real Estate in 2015 and Communication Services in 2018 required attention because there was very little historical data available for these brand-new sectors. The lack of historical data makes it impossible to do the historical comparisons that technical analysts live by.

StockCharts used other available data and some math to approximate the historical performance of these new indexes and ETFs as if they had existed for as long as the original sector indexes and ETFs. This allows our users to make historical comparisons between all sectors, even the new ones.

Real Estate

In 2015, split the GICS financial sector into two new sectors – Financials and Real Estate. At the same time, a sector SPDR for the new Real Estate sector (XLRE) was launched by State Street.

Because Real Estate was an industry group under Financials, this new sector was essentially carved out from the Financials Sector and promoted one level higher in the GICS hierarchy. The historical data for the “new” sector was therefore already available.

There is only one small difference in the composition of the old industry group and new sector. The original Real Estate Industry Group included (Equity) REITs, Mortgage REITs and Real Estate Management and Development stocks. The new Real Estate Sector holds only Equity REITs and Real Estate Management and Development stocks. Mortgage REITs stayed in the Financials Sector, under the Diversified Financials Industry Group.

In the StockCharts database, we copied the historical index data for the Real Estate Industry Group to the new Real Estate Sector index ($IXRE). This makes it possible to use the Real Estate Sector data in historical comparisons at the index level.

To be able to use the investable XLRE sector ETF in historical comparisons, we have used the performance data for the Real Estate Sector Index to simulate the performance of XLRE as if it was trading before October 2015, back-filling the “history” of XLRE, assuming a 100% correlation with the underlying index.

Chartists can now use XLRE in longer-term charts, make historical sector performance comparisons, and use it in tools like .

Communication Services

The Communication Services sector is a bit more complex since it has roots in the old telecom sector. Unlike the Real Estate Sector, no historical data exists for the Communication Services Sector.

To facilitate the financial markets and enable analysts to use historical data for this new sector, S&P Dow Jones Indices calculated the historical performance of the Communication Services Sector based on the current index methodology for the sector. This means they went back in time with a rule book and created the index composition at each review date. Historical values were then calculated for the new index ($IXC). This newly-created dataset is available .

To facilitate the use of the XLC sector ETF in long-term charts and other tools on the website, we took a similar route as described for XLRE. Based on the data provided by S&P, we calculated the performance of the new sector index ($IXC) and used this performance data to backfill the historical prices for XLC, assuming a 100% correlation with the underlying index.

Chartists can now use XLC and XLRE in longer-term charts, make historical sector performance comparisons and use these tickers in tools like and .

Conclusion

The SPDR sectors are an important component of our site organization and market analysis tools. Creating historical data for these two new sectors allows you to continue to use these tools for your long-term sector-based analysis.

Market breadth data charts often look erratic and “noisy” since the data is usually a count or percentage of stocks rather than a price. This means that the values can fluctuate dramatically from day to day. Some breadth indicators even regularly fluctuate between positive and negative values.

The chart below shows S&P 500 ($SPXADP). It oscillates above and below the zero line, within the +100% to -100% range.

The chart shows that the values change wildly from day to day, making it erratic. The horizontal lines added to the chart help to identify the big moves that exceed +80% or -80%, but it is difficult to determine what is happening between these levels.

Fortunately, StockCharts offers three different chart types that are especially valuable for reducing the “noise” on market breadth charts and making it easier to read and interpret them: Histogram, Cumulative, and Invisible chart types. Each of these chart types will be discussed below.

Histogram Chart Type

A histogram chart represents each period as a bar extending from zero to the period's closing value. For regular stocks, where the value is always positive, the histogram chart doesn't look that different from an area chart. However, a histogram chart is helpful for breadth indicators, where the daily values can be negative.

The chart above shows the same indicator ($SPXADP) but charted as a histogram. To do this, change the Type dropdown in the Chart Attributes section to Histogram and click Update.

The histogram chart plots the same data as the line chart, but the histogram format makes it easier to see clusters of up or down days. The horizontal lines make it easy to spot overbought and oversold levels. Our chart is already easier to interpret.

Histogram charts are useful for any indicator that oscillates around the zero line. Net advances, net advancing volume, and net new highs are classic examples.

Cumulative Chart Type

A cumulative chart creates a running total of an indicator's periodic values. This indicator adds the periodic value when positive and subtracts the periodic value when negative. Just like Histogram charts, Cumulative charts are best suited for indicators whose daily values fluctuate between positive and negative values.

The chart above shows $SPXADP again, but charted as a cumulative indicator. To do this, change the Type dropdown in the Chart Attributes section to Cumulative and click Update.

This type of chart smooths out the day-to-day volatility of the raw data, and allows the chartist to more easily see trends in the market breadth values over time.

The Cumulative chart type is typically used to create the from the Net Advances Indicator, the from the Net Advancing Volume Indicator, and so forth. While plotting any ticker symbol using the Cumulative chart type is possible, the chart will not provide any useful information when used with securities where the value is always positive. The real usefulness of this chart type is in plotting securities where the values fluctuate above and below zero.

Invisible Chart Type

Another way to smooth the erratic raw data of market breadth indicators is by using a moving average. But how do you display the moving average without showing the raw data? This is done using the Invisible chart type.

The chart below plots $SPXADP with a 10-day (SMA) line of the $SPXADP values. The noisy AD Percent line is not visible since the $SPXADP data is charted using the Invisible chart type. This allows you to focus only on the visible 10-day SMA line.

To replicate this chart, change the Type dropdown in the Chart Attributes section to Invisible, add the 10-day SMA plotted behind the price, and click Update (see below).

The raw data is an oscillator, with values fluctuating above and below the zero line. The SMA line smooths out the values and creates a less “noisy” oscillator. This makes it easier to see and act on signals like zero-line crossovers.

While Cumulative and Histogram chart types are used almost exclusively with market breadth indicators, Invisible is a chart type that can be useful for other ticker symbols, especially those showing a lot of volatility. This often happens during periods of consolidation.

For example, the Invesco QQQ Trust ETF (QQQ) was very volatile during a few periods in 2009–2010. Chartists could benefit from making its price plot invisible and focusing on its moving averages instead.

Spotting the trends during these volatile periods is easier without the daily candlesticks.

Final Thoughts

The Histogram, Cumulative, and Invisible chart types are valuable resources for your market breadth analysis in SharpCharts. Using these chart types can reduce the noise on many breadth indicator charts, making it easier to interpret the data. These chart types can be used on the main price plot or in indicator panels wherever needed to smooth erratic breadth data.

Correlation View allows you to see how well each of the ticker symbols in your ChartList charts correlate with another symbol (using $SPX as the default). This view can be a useful tool for portfolio diversification, helping you to identify securities with a low or negative correlation to the broader market.

The correlation values in this table can range from -1 to +1.

• A value between 0 and +1 indicates a positive correlation (the symbols are moving in the same direction).

• A value between -1 and 0 indicates a negative correlation (the symbols are moving in opposite directions).

• A value of exactly +1 indicates a perfect correlation (the symbols are identical).

• A value of exactly -1 indicates perfect opposition (the symbols are mirrors of each other).

• A value of exactly 0 indicates absolutely no correlation whatsoever.

(In general, getting exact integer values like those is a theoretical scenario.)

To learn more about the calculation and interpretation of correlation values, please see our .

Accessing Correlation View

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

Using Correlation View

At the top of the page, you can use the “Select List” dropdown to choose a different ChartList to display.

The correlation table has one line for each chart in your ChartList. In addition to the chart's title, the table shows the ticker symbol and the level of correlation with the chosen symbol (in both numeric and histogram format).

Hover over a ticker symbol to display a mini chart for that symbol. This is a great way to quickly preview multiple stocks on the list without ever leaving the Correlation View page.

Click the menu icon in the left column of a row to display that symbol in a full-scale , , , , or chart. If you click on the chart name it will display the saved chart in the workbench with any annotations..

The average correlation value for all symbols in the ChartList is displayed above the table.

To view the entire ChartList in a different format, such as CandleGlance or Seasonality view, use the “View List As” dropdown above the chart.

Customizing Correlation View

By default, the Correlation View compares the securities on your ChartList to the S&P 500 Index ($SPX). You can choose a different symbol by entering it in the “Correlate with” box above the table and pressing the green “Go” button.

Initially, the Correlation View shows the average correlation over a 20-day period. You can use the Period dropdown above the table to display correlation data for the symbols over a different time period, ranging from 5 days to 10 years.

The Correlation View also has the same functionality as most of the tables on our site:

• To sort by a different column, click the double-arrow icon next to the column header.

• To sort by multiple columns (e.g. sort by column A and, within each value for A, sort by column B), click the first column, then hold down the shift key while selecting the second column.

• You can also search the items in the list by typing in the “Search Table” box at the top right.

Editing the ChartList

While Edit View provides the most comprehensive set of editing tools for your ChartList, some very limited editing can be done directly from the Correlation View. For example, you can 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.

What Are ChartPacks?

ChartPacks are pre-created ChartLists that you can install into your account with just a few clicks. ChartPacks can contain a single list of general-purpose charts or many ChartLists with several charts. It depends on the purpose of the ChartPack and how it was designed.

A comparatively simple example of a ChartPack is “Market in a Nutshell,” a free ChartPack with 160 general-purpose charts stored inside four ChartLists. Its goal is to help new members get started quickly with their accounts. A more complicated example is Gatis Roze's “Tensile Trading,” a subscription-based ChartPack with over 1000 charts organized into over 90 different ChartLists.

StockCharts has several different kinds of ChartPacks available to Extra and Pro members, including:

• Free ChartPacks. These can be installed from the Your Account page.

• Paid ChartPacks. These can be purchased from the StockCharts Marketplace.

• Subscription ChartPacks. They can also be purchased from the StockCharts Marketplace The purchase price also includes a limited number of updates to the contents of the ChartPack at future points in time.

• Specialized ChartPacks. Available via special offers like SCU seminars or 3rd-party classes.

Except for Subscription ChartPacks, once you have installed a ChartPack, you can uninstall and/or reinstall it anytime. Subscription ChartPacks cannot be reinstalled once the subscription expires.

Installing Free ChartPacks

Install any of our free ChartPacks by going to the StockCharts Marketplace, or accessing them from page and scrolling down to the Add-Ons section. This section lists all the ChartPacks (and other add-ons) currently installed on your account.

To see other ChartPacks that are available to install and use, click the See All Add-Ons link on the top right. You'll find our full collection in the StockCharts Marketplace. From here, you can select any Add-On you wish to install.

To manage the Add-Ons, select the one you want to change from the Your Account page. To learn more about a ChartPack, click the See More button below that ChartPack in the StockCharts Marketplace.

If you want to install any of our Free ChartPacks, click the “Install” button on the StockCharts Marketplace page for that ChartPack. If you've already installed a ChartPack, you can uninstall it from this page.

Installing Paid ChartPacks

Paid ChartPacks can only be purchased from the of the StockCharts.com Marketplace.

When your ChartPack purchase is complete, you will need to wait until your order is validated. That process may take several hours, depending on when you place your order. Once the order has been validated, we will add your ChartPack to your account, and you will receive an email acknowledging the installation. It will then appear in your list of installed ChartPacks on the Your Account page. It will also appear on the ChartPacks page, along with any free ChartPacks.

Using ChartPacks

Once a ChartPack has been installed, you will see one or more new ChartLists in the “Your ChartLists” area of the “Members” page. You can choose any of the corresponding “View” options from the dropdown menus in that table (e.g., “10 Per Page”) to view the contents of those new ChartLists.

Removing ChartPacks

You can remove any previously installed ChartPacks from your account by returning to the “ChartPacks” page and clicking the Remove button next to the ChartPack in question.

Additional Resources

Videos

Creating a New Chart in StockChartsACP

New charts can be created from within StockChartsACP, or from other places on the StockCharts site.

Using the Symbol Box

From within ACP, change the ticker symbol on the current chart by typing a new ticker symbol in the “Symbol” box at the top of the page. A dropdown menu will suggest possible symbols. StockChartsACP uses the same data and same ticker symbol conventions as SharpCharts and other StockCharts charting tools. Press Enter to load a chart with your selected ticker symbol.

Using the Symbol Selection Menu

You can also use the Symbol Selection menu on the right side of the screen in ACP to find additional ticker symbols to chart. This menu provides access to your ChartLists, Scans, and Alerts and to symbols from our standard reports—Market Summary, SCTRs, Market Movers lists, Ticker Cloud, and more. Click on a symbol on any of these lists to launch a StockChartsACP chart for that symbol.

The ChartLists, Market Summary, and Market Movers panels can be configured so that when the price changes for a symbol on the panel, the background will briefly flash red or green (depending on whether the price went down or up). Please see the of this document for more detailed instructions.

Adding Multiple Charts with StockChartsACP Layouts

By default, only one chart is displayed in the StockChartsACP tool, but you can display up to 12 charts using StockChartsACP Layouts. This section provides a brief overview of this functionality, but please see our article in the Support Center for more detailed instructions.

Additional charts can be added one at a time by clicking the “plus” icon at the top of the page. To add multiple charts at once, click the grid icon on the Chart Design menu, choose the total number of charts in the layout, then choose the arrangement of the charts.

To change the symbol on one of the charts in your StockChartsACP Layout, click on the chart. The selected chart will have a green border around the edge of the chart. Then change the symbol as usual. In the example below, the CSCO chart on the right is selected.

If you have more than one chart in your layout that has the same ticker symbol, Sync Mode allows you to change the symbol for all those charts at once. By default, Sync Mode is disabled and each chart's symbol is updated independently. To turn on Sync Mode, click the Checkerboard icon at the top of the screen or check the Symbol checkbox on the Layouts tab.

From Elsewhere on the StockCharts Site

There are also many ways to create an ACP chart from outside of StockChartsACP. You can:

• Use the “Create a Chart” bar at the top of any of our web pages. First, change the dropdown from “SharpChart” to “ACP”, then enter the ticker symbol you wish to chart and press the “Go” button.

• Click on the “ACP” link at the bottom of the SharpCharts Workbench.

• Click on the “ACP” icon, which is located on most of our report pages, including the Market Summary, Sector Summary, and more.

• Click on “Charts & Tools” at the top of any page, then enter a ticker symbol into the “StockChartsACP” section of that page.

Any of these actions will load a chart for the ticker symbol in StockChartsACP.

For many of the tools on our site, you can create a specific ChartStyle that will be used for charts displayed by that tool. For example, you can create a special CandleGlance ChartStyle that will be used whenever you display a CandleGlance chart. (Think of it as the Default ChartStyle for the tool.) These ChartStyles can currently be used for charts in our CandleGlance, GalleryView, Market Summary and Industry Summary.

To set up one of these special tool-specific ChartStyles, simply create a new ChartStyle from the SharpCharts Workbench, and be sure to save it using the tool-specific ChartStyle name listed below. For complete instructions on creating a ChartStyle, visit our Support Center article on ChartStyles.

CandleGlance Style

To change how charts on the CandleGlance page look, create a chart that looks the way you want your CandleGlance charts to look, then save it as a ChartStyle with “CandleGlance” as the name. This new ChartStyle will be used instead of the default style when displaying CandleGlance charts.

GalleryView Style

In , the intraday, daily and weekly charts may all be customized using special tool-specific ChartStyles. To change the way that the Daily chart on the GalleryView page looks, create a chart that looks the way you want your Daily GalleryView charts to look, then save it as a ChartStyle with “GalleryDaily” as the name. You can repeat the process and create ChartStyles named “GalleryIntraday” and “GalleryWeekly” to change those charts.

GalleryView ChartStyles have a few restrictions:

• Regardless of the period settings in your ChartStyles, the Intraday chart will show 10-minute bars. Similarly, the Daily chart will show Daily bars, and the Weekly chart will show weekly bars.

• The width of the charts will remain fixed at the current 800 pixels. We recommend using the “Fill the Chart” range option to prevent the bars on the chart from getting scrunched.

• While there is no vertical size restriction, we recommend not adding too many indicators to the GalleryView charts; otherwise, the page will get very long.

• The P&F chart cannot be customized specifically for GalleryView. However, you can customize the default P&F ChartStyle for all P&F charts; that default P&F ChartStyle will be shown in GalleryView.

Market Summary Style

Members can customize the settings and indicators used for the half-size charts in the by creating a special ChartStyle that will be used instead of the default style.

To change the way that charts on the Market Summary page look, create a chart that looks the way you want your Market Summary charts to look, then save it as a ChartStyle with “Market Summary” as the name.

Industry Summary Style

Members can customize the settings and indicators used for the half-size charts in the Chart View of the by creating a special ChartStyle that will be used instead of the default style.

To change the way that charts on the Industry Summary page look, create a chart that looks the way you want your Industry Summary charts to look, then save it as a ChartStyle with “Industry Summary” as the name.

The ChartList Summary allows members to see summary info for all the saved charts in a ChartList at once. It is essentially the same as Summary View, but allows you to view the info directly from the SharpCharts Workbench. This way, you can view the summary data and load a saved chart from the list, all in one place.

Accessing the ChartList Summary

From the SharpCharts Workbench, choose "ChartList Summary" in the panel menu below the chart.

Use the Select ChartList dropdown menu at the top of the panel to choose the ChartList you'd like to see summary data for. Each symbol on the list will be displayed in the ChartList Summary table.

Once the ChartList has been selected, each symbol on that list will be displayed in the ChartList Summary table.

Sorting Saved Charts in the ChartList Summary

By default, the ChartList Summary is sorted by saved chart name, but it can be handy to sort the ChartList by percentage change, SCTR ranking, or other performance metrics, to find the best-performing security on the list. To sort by a different column, simply click the double-arrow icon in the column header. Click the icon again to sort in the opposite direction.

Loading Saved Charts from the ChartList Summary

To load one of the saved charts from the ChartList Summary in the workbench, simply click on that symbol in the Symbol column of the table.

Loading Saved Charts with a Different ChartStyle

When you click on a symbol on your ChartList, your saved chart for that symbol will be loaded by default. Sometimes, it can be helpful to view a chart for that symbol using a different ChartStyle. For example, if the saved charts on your ChartList are all daily charts, and you want to browse through weekly charts for those symbols, you'll want to use a different ChartStyle.

To do this, change the displayed chart (it doesn't need to be one of the saved charts) to match the weekly style you want. Then, check the Load Symbol Only checkbox at the top of the ChartList. After making these changes, click on any of the symbols in your ChartList as usual. Each chart will be displayed in the weekly style you set up in the first step.

To go back to loading the saved versions of your ChartList charts, simply uncheck the Load Symbol Only checkbox.

Customizing the Summary Table

The Summary table initially shows intraday data. However, you can use the Period dropdown above the table to display performance data for the symbols over a different time period, ranging from one day to one year.

Click the Columns button above the table to hide or show columns in the table. A wide variety of symbol properties, performance metrics, and fundamental data points are available.

Editing Saved Charts from the ChartList Summary

While the Load Symbol Only checkbox allows you to temporarily change the ChartStyle for saved charts, the ChartList Summary also allows you to permanently change the ChartStyle of multiple saved charts on your ChartList at once.

To do this, change the displayed chart (it doesn't need to be one of the saved charts) to match the style you want. Then, check the checkbox in the leftmost column for each of the charts you want to update to the new style. Once you've selected the charts you want to update, click the Apply ChartStyle button at the top of the panel. You will be prompted to confirm the style change.

Launching the ChartList in a Different View

The ChartList Summary provides quick access to summary ChartList data directly from the SharpCharts Workbench, but if you would like to explore the saved charts on your list using other ChartList views, you can use the View As button at the top of the panel to launch the currently-selected ChartList in any of our available ChartList views, including the full Summary View.

The selected view will be launched in a new browser tab or window.

Performance View lets you see performance history information for all the charts in your ChartList. This view is handy for watchlists, as it shows you price performance information across multiple timeframes for each ticker symbol used in your ChartList at a glance. In addition, you can specify a benchmark symbol to compare relative strength and weakness across different timeframes.

Accessing Performance View

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

Using Performance View

At the top of the page, you can use the Select List dropdown to choose a different ChartList to display.

The performance table displays each chart in your ChartList. The table shows the chart name, ticker symbol, and performance data for the main ticker symbol used in the chart across multiple timeframes—1 day, 5 days, 1 month, 3 months, 6 months, year-to-date, and 1 year.

The performance columns show the symbol's percent price change over the specified timeframe. If a benchmark symbol is entered in the Compare To field above the table, the performance columns show its relative price performance compared to the benchmark.

Hover over a ticker symbol to display a mini chart for that symbol. This is a great way to quickly preview multiple stocks on the list without ever leaving the Performance View page.

Click the menu icon in the left column of a row to display that symbol in a full-scale , , , , or chart. If you click on the chart name it will display the saved chart in the workbench with any annotations.

To view the entire ChartList in a different format, such as CandleGlance or Seasonality view, use the View List As dropdown above the chart to make a new selection.

Customizing Performance View

The performance columns initially show the symbol's percent price change over the specified timeframe. To compare price performance to a benchmark, enter the benchmark symbol in the Compare To field above the table. The performance columns will be updated to show the percent price change for the ratio between the ChartList symbol and the benchmark symbol.

The Performance view has the same functionality as most of the tables on the StockCharts site.

• Click the Columns button at the top to show or hide columns in the list.

• To sort by a different column, click the double-arrow icon next to the column header.

• To sort by multiple columns (e.g., sort by column A, and within each value for A, sort by column B), click the first column, then hold down the shift key while selecting the second column.

• Search for the items in the list by typing them in the Search Table box at the top right.

Editing the ChartList

You can add or edit notes for the entire ChartList by clicking the ChartList Notes box at the bottom of the screen. Once you've made your changes, click the Save button. 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.

Welcome to the Chaikin Power Gauge Stock Rating plug-in from Chaikin Analytics. This StockChartsACP plug-in allows you to quickly gauge the health of individual US stocks without ever leaving ACP.

The Power Gauge Stock Rating is comprised of 20 important factors that impact a stock's future price, divided into four component categories: Financials, Earnings, Technicals, and Expert Opinions. For each stock, these 20 factors are assessed and then combined into one easy-to-understand overall rating.

Chaikin Analytics calculates this rating for over 4000 US stocks on a daily basis. With the plug-in, StockCharts members can see the current overall rating for a stock, plus the stock's ratings in each of the four component categories (Financials, Earnings, Technicals, and Expert Opinions).

Check out our Chaikin Power Gauge plug-in overview video below, or just read on to learn how to get the most out of this plug-in.

Buy This Plug-In

Using the Plug-In

Once you purchase the Chaikin Power Gauge Stock Rating plug-in, it will be available in StockChartsACP. To access it, click on the Chaikin Power Gauge icon in the menu on the right side of ACP.

If a rating is available, the panel on the right of ACP will show the Chaikin Power Gauge rating for the active chart's stock symbol.

About the Chaikin Ratings

Built by Marc Chaikin, the Chaikin Power Gauge Stock Rating is a proprietary 20-factor model that combines financial data, earnings information, expert opinions, and technicals into a single overall rating.

The rating is comprised of 20 factors within four major categories.

The Overall Rating

The top of the panel shows the overall rating for a stock, which can range from Very Bullish to Very Bearish.

Very Bullish stocks are likelier to outperform their peers, while Very Bearish ones are less likely to outperform.

Neutral + and Neutral - Ratings

Sometimes, the Chaikin Power Gauge Stock rating may not agree with the stock's technical condition, indicating that there may be some information driving the market that the model has not factored in yet. In those situations, an adjustment may be applied to a stock's ranking, resulting in a “Neutral +” or “Neutral—" overall rating.

If a Bullish stock crosses below its long-term trend, the Power Gauge Stock Rating will be adjusted from Bullish to a “Neutral +” rating. Conversely, a Bearish stock will be adjusted to “Neutral -” if it crosses above its long-term trend.

Investors may use a Neutral + or Neutral - rating as a “call to action” for further research into that stock ahead of price movements.

The Breakdown

Below the overall rating, you'll see an individual rating for each of the four components.

This breakdown allows you to identify which factors drive the overall rating.

Purchase the Plug-in

Welcome to the Moxie IndicatorTM plug-in from Simpler Trading. This StockChartsACP plug-in features four Moxie IndicatorTM components—tools that Simpler Trading's TG Watkins never trades without. Used together, they allow you to analyze stocks in multiple timeframes and identify big moves before they happen.

Check out our Simpler Trading Moxie IndicatorTM overview video below, or just read on to learn how to get the most out of this plug-in.

Buy This Plug-In

Moxie Auto

The Moxie IndicatorTM, developed by TG Watkins of Simpler Trading, is an energy/momentum indicator that shows the strength of a price move. TG recommends using it along with a 50-period SMA of price to identify buy and sell signals.

Simply put, traders should buy when the Moxie IndicatorTM crosses above zero and price is over its SMA(50). Conversely, traders should sell when the Moxie IndicatorTM crosses below zero and price is below its SMA(50).

This indicator typically precedes price, so divergences between the Moxie and price can indicate an upcoming change. If price is below the SMA(50) but the Moxie is above zero, a rally is likely coming and traders may want to enter long; this is called a Trampoline Move. Conversely, if price is above the SMA(50), but the Moxie is below zero, price will likely fall and long traders may want to exit; this is called an Inverse Trampoline Move.

The Moxie Auto indicator can be used on weekly, daily, hourly, 5-minute, and 2-minute charts. Longer-term traders typically use daily and hourly charts and a 15-minute chart using the Moxie 15 High indicator described below. Intraday traders will typically use the 5-minute and 2-minute charts and a 15-minute chart using the Moxie 15 Low indicator.

By default, the Moxie Auto indicator line is green when rising and red when falling, but you can change these colors to suit your preferences.

Moxie Price Signals Auto

The Moxie Price Signals Auto indicator is used in conjunction with the main Moxie Auto indicator and overlays arrows on the price plot corresponding to the Moxie Auto indicator crossing above or below the zero line. Indicating these crossovers on the price plot can make identifying entry and exit points easier.

The Moxie Price Signals Auto indicator can be added to weekly, daily, and hourly charts. By default, the signal arrows are green when the Moxie Auto indicator crosses above zero and red when it crosses below, but these colors can be changed to suit your preferences.

Moxie 15 High and Moxie 15 Low

Like the Moxie Auto indicator, traders should look for crosses above/below the zero line and divergences between price and the Moxie lines.

The Moxie 15 High and Moxie 15 Low indicators each have two Moxie lines instead of just one, and the relationship between the two lines indicates the strength of the signal. If the lines are green and trending up but are spread far apart, it's generally a weak signal (as in the chart below).

If the two Moxie 15 lines are close together (especially if they appear as a single line), this indicates a stronger signal. The chart below shows two intertwined lines, which is a strong signal.

The Moxie 15 High and Moxie 15 Low indicators can be added to 15-minute charts. The Moxie 15 High is slower but stronger, and is typically paired with hourly and daily Moxie Auto indicator charts for swing trading. The Moxie 15 Low is more nimble, and is typically used for intraday trading, along with 5-minute and 2-minute Moxie Auto indicator charts.

By default, the Moxie 15 High and Moxie 15 Low indicator lines are green when rising and red when falling, but these colors can be changed to suit your preferences.

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Designed by Grayson Roze, our new Market Summary brings together the charts, tools, and reports needed to quickly analyze the markets. It covers the Equities market in-depth, plus includes sections focused on intermarket analysis and on the Bonds, Commodities, and Currencies markets.

Accessing the Market Summary

You can access the Market Summary from the following areas:

• The Member Tools or Market Overview areas of

• The Research Tools section of the page.

Using the Market Summary

Navigating Around the Market Summary

The charts and tools on the Market Summary page are organized based on the asset class they are used to analyze. Buttons at the top of the Market Summary allow you to quickly jump to the Equities, Intermarket, Bonds, Commodities, or Currencies analysis sections of the page.

As you scroll down to the different sections, the navigation bar stays visible at the top of the screen.

Choosing a Timeframe

The Timeframe dropdown menu on the nav bar allows you to set the range shown in the mini-charts at the top of the Market Summary. The timeframe setting is also used to calculate the Change and Percent Change values shown in tables throughout the Market Summary.

The available timeframes cover everything from today's trading data to the previous year's trading data.

Launching Related Charts and Tools

Many of the sections in the Market Summary contain links and buttons that launch relevant charts and tools for your market analysis.

The Charts button at the top right of many Market Summary sections will launch a collection of charts that are relevant for that particular section (for example, in the screenshot above, the Charts button would take you to helpful charts about intermarket analysis. Members can save these collections of charts to their own ChartLists by clicking the green Save to ChartList button above the collection.

Additional Resources

Videos

The Dynamic Yield Curve tool shows the relationship between multiple interest rates and stocks over time.

The term “yield curve” refers to a line that connects the different yield values for several interest rates of different duration. Under normal conditions, as the bond duration increases (the x-axis), the interest rate for that bond should also increase (y-axis), leading to a yield curve that moves higher as you go from left to right on the chart.

Under certain economic conditions, the yield curve can become flat or even inverted, warning investors to be cautious. Our Dynamic Yield Curve tool allows you to observe the current curve at a glance, explore historical curves, and analyze how yield curves behave under differing market conditions. For more information on interpreting the yield curve, please see our in ChartSchool.

Check out our Dynamic Yield Curve overview video below, or just read on to learn how to get the most out of our Dynamic Yield Curve tool.

Accessing the Dynamic Yield Curve Page

You can find a link to the Dynamic Yield Curve tool in the “Charting Tools” section of the Charts & Tools page, as well as in the “Member Tools” area of Your Dashboard (or just ).

Parts of the Dynamic Yield Curve Tool

1— The Interest rates pane

2— The S&P 500 price plot

3— The Date Slider

4— The Yield Curve Controls

5— Additional Resources

Yield Curve Controls

• Date Slider. The red vertical line on the S&P 500 chart, which you can use to view different periods. Click and slide the line over the years you want to examine or click on the location where you want the line to jump. The corresponding yield curve for that period will show up in the blue chart on the left. The curved red line is the yield curve for the selected date on the S&P 500 chart. The fading “trails” behind the red line show you where the yield curve was in the previous days.

• Trail Length. Controls the number of additional yield curves displayed. The additional curves are displayed in black and “fade” into the chart as they get older.

• Snapshot. “Locks” the yield curve's display for the current date. The locked curve is displayed in dark red. You can compare the locked curve to the curve from a different date by moving the date slider.

Additional Resources

Videos

ChartNotes' Text Annotation tools allow you to add descriptions and symbols to your charts. Watch our Text Tools video or read on below to learn more about how to use and apply these utilities.

The Text Tools Menu

Each Text Tool available in ChartNotes is listed and described below in more detail. Here is a screenshot of where you can find the Text Tools menu.

Text Note

The Text Note tool lets you add text without any background to your chart. After clicking on the “Text Note” button, click on your chart in the general area where you want your note to be and enter your desired text in the box that subsequently appears. Then, hold down the CTRL key (CMD for a Mac) and press Enter.

At that point, your text will appear on the chart in the currently selected color and font size. You can modify the text properties using the horizontal menu at the top of the chart. Additionally, dragging the yellow handles at the edges of your text will allow you to resize and reposition the text box.

Callout Boxes

The Callout Box tool allows you to add white “text bubbles” that appear to float slightly above your chart. Once created, you can add “callout points” to the bubble that connect it visually to specific locations on your chart.

After clicking on the “Callout Box” button, click on your chart in the general area where you want your Callout Box to be and enter your desired text in the box that subsequently appears. Then, hold down the CTRL key (CMD for a Mac) and press Enter.

At that point, your text will appear on the chart inside of a white “balloon” using the currently selected color and font size. You can modify the text properties using the horizontal menu at the top of the chart. Additionally, dragging the yellow handles at the edges of your text will allow you to resize and reposition the balloon.

You can add “points” to your callout box by holding down the CTRL/CMD key, then clicking and dragging away from the center of the box to the location you want to point to.

Arrows

The Arrow tool adds small arrow shapes to a chart, which can point either left, right, up or down. These are useful for indicating where signals or significant events occur on a chart.

After selecting the Arrow tool, click on the chart in the area you want to place the head of the arrow, then drag in the direction you want the tail to be. The arrow will appear as you drag your mouse.

To reposition the arrow, use the selection tool to select the arrow you would like to move. Then, click on the yellow box or “handle” at the point of the arrow and drag.

Price Boxes

The Price Box tool allows you to add a box with price information to your chart.

After selecting the Price Box tool, simply move your mouse to the location you want to mark and click your mouse button. A text “bubble” will appear with the chart's closing price at that particular time period inside of it.

Percent Change Tool

The Percent Change tool allows you to measure the vertical percentage difference between prices on two different parts of the chart.

After selecting the Percent Change tool, just click and drag from one point to the other. A vertical percentage measurement will appear on the chart and change as you drag.

Elliott Wave Labels

The Elliott Wave Label tool allows you to add numbered Elliott Wave labels to your chart quickly. For more information on Elliott Waves, please review .

When you click on the Text Annotation menu, there will be a choice of 9 different Elliott Wave notation styles. Click on the style that you want to use to select it. At that point, your “Wave Number” will be set to one. Each time you click on your chart, a new notation will be added at that location and the “Wave Number” will be incremented.

In this article, we'll go over creating a SharpChart on the workbench and then using the Inspector tool to view OHLC price and volume data for specific bars and to measure price change. We'll wrap up with an overview of the Auto-Refresh feature that keeps members' charts up-to-date during market hours.

Read on to learn more about the chart-viewing features available on the SharpCharts Workbench.

Creating a Chart

Before you can view a chart, you need to create it. Luckily, creating a SharpChart from the SharpCharts Workbench is as easy as entering a new ticker symbol in the Symbol Box above the chart.

When you begin to type in the Symbol Box, a dropdown menu will show available symbols that match what you've typed in. You can select from this list, or just finish typing in the ticker symbol and click the Go button on the right side of the Symbol Box.

RRG View uses ® (“RRG charts”) to show you the relative strength and momentum for up to 50 symbols from your ChartList, relative to a benchmark symbol.

An RRG chart is a scatter plot, with Julius de Kempenaer's as the horizontal axis and his as the vertical axis. Each symbol's position is plotted as a dot on the chart, with a "tail" extending backward to show the history of the symbol's position on the RRG plot. The color of the tail reflects the quadrant the symbol is currently located in, so it is easy to see at a glance which symbols have the desired relative strength and momentum compared to a benchmark symbol (typically the S&P 500).

A chart for the benchmark symbol is shown to the right of the RRG plot, to give you a sense of what the benchmark was doing at the time shown on the chart. The timeframe covered by the tails is shown in blue on the benchmark chart.

ChartNotes provides you with a wide variety of Line Study drawing tools. Watch our Line Study Tools video or read on below to learn more about how to use and apply these utilities.

The Line Study Tools Menu

Each Line Study Tool available in ChartNotes is listed and described below in more detail. Here is a screenshot of where you can find the Line Study Tools menu.

The ChartList Library allows members to browse through their own saved charts to find the one they're looking for. While you can quickly access a saved chart by name using the dropdown menus above the chart in the SharpCharts Workbench, the ChartList Library gives you more options for finding charts, including thumbnails of each saved chart and the ability to search by keyword.

CandleGlance charts, also known as mini-charts, are a quick way to view several ticker symbols in a group. By default, each chart contains 20- and 50-day simple moving averages, which can be viewed over four different timeframes and in view.

Check out our CandleGlance overview video below, or continue reading to learn how to get the most out of CandleGlance charts.

Creating CandleGlance Groups

The easiest way to create a custom group of CandleGlance charts is from the Create-a-Chart bar at the top of each page on our website. Change the dropdown menu to CandleGlance, enter a comma-separated list of the ticker symbols you want to view, and press Enter or click Go.

We offer many ways to share your SharpCharts with others, whether sending a link to the chart or sending the chart itself. The chart can be shared via email, social media, or inserted in a document. You can even print out the chart and hand it to someone in person.

Linking to a SharpChart

If you just copy and paste (or bookmark) the URL at the top of your browser, that link is just going to take you to the SharpCharts Workbench, not to the specific chart you are currently looking at in the SharpCharts Workbench. If you want a link to the specific chart, you must use our Permalink feature. When you're ready to link, simply click the link button below the chart.

Note: You can also right-click on the chart itself, and choose "Link to Chart" from the menu that appears.

StockChartsACP allows you to create shapes and filled regions on your chart using several different shape-drawing tools. Each of the Shape Tools available in StockChartsACP is listed and described below in more detail. These tools can be found by clicking the Annotations (pencil and ruler) icon in the Chart Design menu and then looking for the ShapeTools section.

Rectangles and Squares

The Rectangle tool can be used to create hollow, shaded (semi-transparent) or filled rectangular regions on your chart. After selecting the Rectangle tool, click and drag your mouse to create the rectangle. Once the rectangle has been created, it can be selected and modified. To change the height or width of the rectangle, click and drag the circles (“handles”) at the corners of the rectangle. To change the rectangle's position without changing the shape, click and drag on one of the sides of the rectangle (away from the handles).

StockChartsACP includes several tools for annotating charts. These tools allow you to draw trendlines and other traditional line studies, highlight areas of the chart, and add text notes.

StockCharts members can save annotations to their charts for later study. Once an annotated chart has been saved, its annotations will automatically be repositioned as new data is added to the right side of the chart.

How to Annotate Charts

You can annotate your charts from the StockChartsACP platform. First, create the chart you want to annotate. Before annotating the chart, make sure your chart's settings are correct. Then click the Annotate (pencil and ruler) icon in the Chart Design menu to begin annotating.

The annotations panel that opens on the left lists the annotation tools, grouped into categories: Line Tools, Text Tools, Shape Tools, and Line Study Tools.

When you click on a tool, it opens the Edit Annotation panel, from which you can change its properties.

When you're done annotating, close the Annotations panel by clicking on the Annotation (pencil and ruler) icon again.

Let's dive into how to use the annotation panel and specific annotation tools.

Working with Annotations

Adding Annotations

1. Select an annotation tool from the menu in the Annotation Panel.

1. When you select an annotation tool, a panel that allows you to change the settings will open.

2. To add the new annotation, click and drag it on your chart. The example below shows the annotation for a trendline. You can click and drag the trendline on the chart.

Annotation Positions

Annotations are positioned relative to the price bars. For example, when you add a trendline to a daily chart, it may extend from February 5th to April 19th. As new price bars are added to the right side of the chart, the price bars for February 5th to April 19th will shift to the left to make room for the new price bars on the right. The annotation will stay with the price bars it was originally attached to.

Selecting Annotations

After you add an annotation to a chart, you can edit the annotation's properties. Here's how.

1. Hover your mouse over the annotation.

2. Select the annotation by clicking on it.

When you select an annotation, you'll see small circles called “handles” on the outside edges of the annotation. You can click and drag on these handles to change the size and orientation of the annotation.

When you select an annotation, the Edit Annotation panel will open. In this panel, you can change the annotation properties.

In the above example, the trendline annotation is selected so the panel that opens up has settings specific to trendlines. On the Edit Annotation panel, you can change the line color and opacity, modify the line width and style, add an arrowhead to the line, and lock the line in either a horizontal or a vertical position.

Duplicating Annotations

There are three ways to duplicate an annotation:

• Select the annotation, then click the blue Duplicate button at the bottom of the Edit Annotation panel. When you mouse over the chart, a duplicate copy of the annotation will be “stuck” to your mouse. Click the mouse to place the duplicate annotation on the chart.

• Select the annotation, then press CTRL+D (CMD+D on a Mac). When you mouse over the chart, a duplicate copy of the annotation will be “stuck” to your mouse. Click the mouse to place the duplicate annotation on the chart.

• Hold down the CTRL key (CMD on a Mac), then click on the annotation and drag your mouse. Release the mouse button to place the duplicate annotation on your chart.

Deleting Annotations

Once an annotation is selected, you can delete it by pressing the “Backspace” (or “Delete”) key on your keyboard. You can also delete the selected annotation by clicking the red trash can icon at the bottom of the Edit Annotation panel.

If you want to remove all annotations from a chart, click the red “X” icon at the bottom of the Annotations panel. You will be prompted to confirm that you want to delete all annotations.

The “Undo” button (grey with a reverse arrow), available at the bottom of the main Annotations panel and all Edit Annotations panels, allows you to undo your most recent change to the annotations on the chart. You can undo several changes by clicking the “Undo” button multiple times. Pressing CTRL+Z (CMD+Z on a Mac) also undoes the most recent annotation change. Please note that there is no “Redo” capability - once the change is “undone,” it is gone forever.

Modifying Annotations

When you select an annotation, click and drag the handles (the small circles at the edges) to resize the annotation. To reposition the annotation, click on the center of the annotation (away from the handles) and drag.

You can also change various properties of the selected annotation in the Edit Annotation panel. The options that you can change vary depending on the annotation selected. They include:

• Color and Opacity. Set the color of the annotation and how transparent the annotation is. This color picker works just like .

• Line Thickness and Style. Choose from five line widths and three line styles.

• Lock Horizontally/Vertically. Many of our line annotations allow you to lock the line into a perfectly vertical or perfectly horizontal position.

• Font Size and Style.

Saving Annotations

When you save a chart to a ChartList in StockChartsACP, annotations are saved.

The green Save Annotations button at the bottom of the Annotations panel allows you to save new annotation changes as you work on the chart. The process is identical to saving a chart without annotations.

If the chart has not been saved to a ChartList before, you will be prompted to select a ChartList and provide a name for the chart you are saving.

If you attempt to leave a chart with unsaved annotations, you will be allowed to save it before moving on to the new one.

Non-members cannot save annotated charts to their account (since they do not have one).

Types of Annotations

The annotation tools in StockChartsACP are grouped into the following categories: Line Tools, Text Tools, Shape Tools, and Line Studies. Click on the appropriate link to learn more about using each group of tools.

Line Tools

Line tools are annotation tools that create lines on your chart and/or allow you to measure on your chart. These include trendlines, vertical and horizontal lines, channels, parabolas, auto support/resistance lines, and measurement tools such as average and percent change. Learn more about using these tools in .

Text Tools

Our text annotation tools, which include text notes and callout boxes, allow you to add text to your chart. Learn more about using these tools in .

Shape Tools

Our shape tools allow you to create filled or hollow shapes on your chart. These tools include rectangles, ellipses, triangles, arrows, checkmarks, and stars. Learn more about using these tools in .

Line Studies

We also offer additional line study annotation tools. These tools include Fibonacci-based line studies (retracements, arcs, fans, and time zones), cycle studies (cycle lines, cycle circles, and sine waves), and other popular line studies such as Harmonic Patterns (XABCD), Raff Regression Channels, Andrews' Pitchforks, Quadrant Lines, and Speed Resistance Lines. Learn more about these tools in .

Welcome to the GoNoGo Charts plug-ins for StockChartsACP. The GoNoGo Starter Pack is a free plug-in that introduces StockCharts members to GoNoGo Charts with a custom chart type and an accompanying ChartStyle. The full GoNoGo Charts plug-in includes a more in-depth custom chart type, two indicators, and an accompanying ChartStyle.

These tools, developed by GoNoGo Charts, combine technical analysis and statistical measures to help investors understand the direction and continuity of price trends for any security and asset class across any timeframe.

Check out our GoNoGo Charts overview video below, or just read on to learn how to get the most out of these plug-ins.

Install the GoNoGo Starter Pack Plug-In | Buy the GoNoGo Charts Plug-In

GoNoGo Trend

The GoNoGo Trend chart type colors the price action of any security according to the strength of its trend, making it simple to identify and interpret the current trend:

• Bright Blue price bars indicate the strongest bullish environment.

• Aqua bars are slightly less bullish; they often occur at the start of a new trend or as a strong bullish trend begins to weaken.

• Amber bars represent uncertainty, often appearing in the transition from a bull trend to a bear trend and vice versa.

• Pink bars indicate a lower-intensity bearish environment.

The “Go” and “NoGo” labels on the chart mark transitions to bull or bear trends, respectively.

The GoNoGo Trend chart type is included with both the GoNoGo Starter Pack and the full GoNoGo Charts plug-in. To use the GoNoGo Trend chart type, simply select GoNoGo Trend (or GoNoGo Trend Pro for full plug-in users) from the dropdown menu of chart types at the top of ACP.

Once this chart type is selected, you can adjust the settings by clicking the gear icon in the Chart Settings panel on the left. You can choose between candlesticks or OHLC bars and set the style of the price bars.

Note: The GoNoGo Trend Pro chart type included with the full plug-in also displays .

You can learn more about the GoNoGo Trend from the following videos.

GoNoGo Oscillator

Momentum is closely related to trend identification. The GoNoGo Oscillator helps investors understand the velocity of price change, providing valuable information about the strength of a trend and the market’s conviction in it. Strong or increasing momentum confirms a trend, while decelerating momentum gives the investor a leading indication of weakness and the potential for reversal.

The GoNoGo Oscillator blends several popular momentum ideas to give you meaningful momentum analysis. As an oscillator, the indicator’s values range above and below zero, from -6 to +6, with extreme positive values being considered overbought and extreme negative values oversold. The background color denotes the range of values from most oversold (dark purple) to most overbought (dark blue). Within a trend, a security’s momentum may reach overbought/oversold levels, fall back toward the zero line, and then rally again. A break above/below zero would indicate divergent momentum—unsustainable for a healthy trend.

In addition, the GoNoGo Oscillator’s color changes from light blue to dark blue when volume is higher than average. Confirming or diverging volume readings give investors additional insight at pivotal decision points.

Users of the full GoNoGo Charts plug-in can add the GoNoGo Oscillator indicator from the Chart Settings panel on the left. This indicator is not available in the GoNoGo Starter Pack.

Explore the GoNoGo Oscillator in the video below.

GoNoGo Icons

GoNoGo Charts highlight low-risk opportunities for trend participation and alert investors to short-term countertrend corrections with intuitive icons directly in the price action.

The resurgence of momentum in the direction of the trend is an excellent entry opportunity or the chance to scale up positions. GoNoGo Icons illuminate these events with green or red solid circles on the chart. When GoNoGo Trend paints blue bars, a solid green circle will appear above the price each time the GoNoGo Oscillator finds support at zero. When GoNoGo Trend is painting purple bars, a solid red circle will appear each time the GoNoGo Oscillator hits resistance at the zero-line from below.

Within a “Go” trend, a security’s momentum may reach overbought levels, then fall back toward the zero-line. While in a “NoGo” trend, a security’s momentum may fall to extreme oversold levels and then cool. As the momentum calculations retreat from extreme overbought or oversold levels, GoNoGo Icons highlight the possible countertrend correction in price. These potential short-term corrections are denoted with solid green arrows in an uptrend and solid red arrows in a downtrend.

To use the GoNoGo Icons, full plug-in users can simply select GoNoGo Trend Pro from the dropdown menu of chart types at the top of ACP. This chart type includes both the GoNoGo Trend-colored price bars and labels and the colored circles and arrows of the GoNoGo Icons tool.

Once this chart type is selected, you can adjust the settings by clicking the gear icon in the Chart Settings panel on the left. Choose between candlesticks or OHLC bars, and set the style of the price bars and icons.

GoNoGo Squeeze

Studies have shown that momentum readings are useful for mean-reversion strategies and can also add insight into trends. The GoNoGo Oscillator is calculated so that when inputs are in neutral territory, it rests at zero. When enthusiasm wanes within a trending market, the GoNoGo Oscillator provides an objective point of support/resistance for momentum at the zero line.

Where there is no excessive buying or selling, price action stagnates, volatility declines, markets move sideways, and GoNoGo Oscillator rests at the zero line. This volatility compression is highlighted by GoNoGo Squeeze. A visual grid in the oscillator panel climbs as momentum remains neutral, reaching extremes with a prolonged reduction in volatility. Like a coiled spring, researchers have shown that a breakout can be expected following these stalemates between buyers and sellers.

Users of the full GoNoGo Charts plug-in can add the GoNoGo Squeeze indicator from the Chart Settings panel on the left. This indicator is not available in the GoNoGo Starter Pack.

GoNoGo ChartStyles

GoNoGo chart types and indicators are best used on charts with a dark color scheme and no grid lines. To simplify your chart configuration, each GoNoGo plug-in comes with a ChartStyle for quickly creating GoNoGo charts.

The “GoNoGo - Basic” ChartStyle included with the GoNoGo Starter Pack creates a simple GoNoGo Trend chart. The “GoNoGo - Complete” ChartStyle included with the full GoNoGo Charts plug-in creates a more complex GoNoGo Trend chart with GoNoGo Icons overlaid and a separate GoNoGo Squeeze indicator panel.

Once the plug-in is installed, the relevant GoNoGo ChartStyle can be accessed in the Sample Styles section of the ChartStyles panel.

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Welcome to the Trading Simplified indicator pack from Dave Landry. This StockChartsACP plug-in features six powerful but easy-to-use indicators to help traders stay on the right side of the trend and keep their investing on track. These simple indicators have been used by Dave Landry for decades, and many are used as part of his 10% TFM (“Trend Following Moron”) trading system. Indicators like Landry Light and Landry Proper Order use color-coding to highlight conditions that can be harder to spot on the charts themselves, making these indicators especially useful for new traders.

Check out our Trading Simplified ACP Plug-in overview video below for a brief introduction to the plug-in, or read on for more details on the indicators and how to get the most out of this plug-in.

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Landry Light

Developed by Dave Landry in the mid-1990s, the Landry Light indicator allows you to quickly identify the direction of the trend and how long it has been in place. An uptrend is in effect when the low for a price bar is above the specified moving average; and a downtrend is in effect when the high for a price bar is below the same moving average.

The indicator uses histogram bars color-coded based on the direction of the trend: green for uptrends and red for downtrends. Each bar represents the number of periods (for example, days on a daily chart) that the trend has been in place. The taller the histogram bar, the longer the trend. A reference line can be added at a certain number of periods, so it's easy to spot trends that are getting a little “long in the tooth” and may be due for a correction. This indicator can also identify pullbacks to trade: watch for the indicator to show a green uptrend, drop back to the zero line, and then move above the zero line in an uptrend again.

Landry Light can be used with long- or short-term charts. Dave recommends configuring the indicator to use an SMA for longer-term investing, and a faster-reacting EMA for shorter-term investing, including intraday. By default, the indicator uses a 50-period SMA with the reference line set at 40 periods, but these settings can be adjusted to meet your trading needs.

You may also want to add a moving average overlay of the same type and number of periods as the one used in the Landry Light indicator. The histogram bars of the indicator only show the duration of the trend, so having the moving average plotted on the chart can help you see the magnitude of the move as well.

Landry Proper Order

In uptrends, shorter-term moving averages are typically above longer-term ones (and vice versa in a downtrend). The Landry Proper Order indicator uses the three Landry BowTie moving averages, and allows you to easily see when they are in the “proper” order for an uptrend (10SMA > 20EMA > 30EMA) or a downtrend (10SMA < 20EMA < 30EMA). Like the Landry Light indicator, the height of the histogram bars show you how long the trend has been in effect.

The background of the indicator panel is color-coded:

• Green means an uptrend, and traders should consider going long

• Red means a downtrend, and traders should consider selling or going short

• Yellow means the averages are not in either uptrend or downtrend proper order, and traders should use caution because the market is choppy or the trend may be changing direction

Landry Proper Order can be used with long- or short-term charts. Dave uses an SMA for the faster moving average in this indicator, and uses an EMA for the medium and slow averages, so that they will react more quickly and not lag the faster moving average as much. By default, the fast average uses 10 periods, the medium uses 20 periods, and the slow uses 30, but these settings can be adjusted to meet your trading needs.

You may also want to add the Landry BowTie indicator to your chart so you can see the order of the three moving averages and how far apart they are.

Percent From Closing High

Markets near their closing highs are healthy, and those moving away from them are not. The Percent From Closing High indicator shows traders whether prices are near recent highs. Created for longer-term market timing as part of Dave's 10% TFM trading system, this simple indicator can be used in various markets and timeframes.

The closing high is the highest value the stock has closed at during the specified lookback period. The histogram bars show the percentage below that recent closing high for each price bar. If the value is zero, the stock closed at its high. If the value is 12, the stock closed 12% below its closing high. Typically, traders want a stock to be within 10% of its closing high, so a dashed reference line is placed at that level on the indicator. Dave recommends going long when the histogram bars are below the reference line and selling or going short when the histogram bars are above the line.

Landry's Percent From Closing High indicator can be used with long- or short-term charts. By default, the lookback period is set to 50 periods, and the reference line is placed at 10%, but these settings can be adjusted to meet your trading needs.