Chart Periods

You can add/remove and even extend Time Periods

Use the plus (+) to select the length and periodicity to display.  Intervals range from minute-by-minute for a 1 Day Chart to month-by-month for up to 25 years (Maximum)

Click the  on any time period to add it to the header for easy access to frequently used selections.
You may remove any favorite period by either clicking the “X” in the upper right of the button in the header or simply clicking the star again in the selector menu.

Finally, Extend the Chart by 10, 30, 60 even 90 periods beyond today to evaluate Chart Patterns.   If you select “Extend By 30” on a daily chart,  it will extend by 30 days.  On a weekly chart, it will extend by 30 weeks.  (Note:  This feature is applicable to Daily, Weekly and Monthly charts).

Trend lines can be drawn through the extended period.

This feature can be toggled on/off by the same (+) in the header.


Adjust Chart Height & Width

The height of the chart can be adjusted by clicking and dragging the tab under the main chart.

This is a feature unique per device.   You can have separate settings for your laptop/desktop,notebook or even tablet.

To widen the chart, click the blue tab on the left side of the chart.  This will collapse the Quote Bar to the left of the chart.  You can ‘undo’ this by clicking the tab again.   


Advanced Indicators

We offer select Advanced Upper and Lower Indicators that are not just derived from the price, including proprietary indicators like “Invest4Score” and “Insider Score”.  They are accessible by using the “Add Indicator” drop-down box.

Upper Indicators include:

  • Event Flags – showing Earnings and Dividends
  • Journal Display
  • Support/Resistance
  • Extrema Trend Lines

Lower Indicators include:

  • Historic Volatility/Implied Volatility
  • Insider Score
  • Institutional Percentage
  • Invest4 Score
  • Momentum Score
  • Open Interest
  • Options Volume
  • Put Call Ratios


Lower Indicators

The “Add Indicator” drop-down box has a section of Lower Indicators you can add below the main chart.

Many of the Indicators allow you to customize the parameters prior to adding.

Once the Indicators are in place, the icon tool bar – found on the upper right above each graph- gives you the ability to edit (Gear), hide (Eye), move up/down (Arrows) or delete (X) to truly customize your view.


Adding & Arranging Indicators

Select to add to your studies.
Indicators are grouped by Upper Indicators (which will appear on the Chart) and Lower Indicators (listed below the chart)
Once selected, you can customize the parameters – including the type of line you want for Moving Averages.
The upper Indicator selection summary appears above the chart and has an associated toolbar that allows edits (gear) hide/display(eye), refresh, or remove..

 

Lower indicators can be displayed/hidden, move placement up/down, or delete it to truly customize your view.  

 

Make sure to Save Your New Chart Settings

 

Note:  You cannot alter System Views: Active Trader, Options or Standard View.  You will be prompted to either Overwrite or Save as a New Profile another available profile, such as Default or another Personal View.


Customizing Indicators

Customize Indicator Settings – even in different Chart Profiles!

Customize the settings by clicking on the “Add Indicator” box at the top, center of the screen. Scroll to the Indicator you wish to add/edit.  Left-click on the selection for a customization box to appear.

The Indicator window shows which settings can be changed.

Bonus!  You can save different settings for the same indicator in different chart profiles.  No need to change settings from one profile to the next.

In addition to the settings, this feature also provides a description of the indicator and the default settings.


Zoom Feature

Zoom in on any chart display, then easily reset to the default setting.
Simply click your cursor on the chart and drag to highlight the area to ‘Zoom’:

A “Reset Zoombutton will automatically appear on the new display.   When you are finished with your studies, simply click to restore the original time-period setting.


Trend Lines, Notes & Shapes and Advanced Annotations

Customize your charts with Trend Lines, Notes and Advanced Annotations.

These tool icons are available above the chart, just below the Indicators drop-down box.

The Gear Icon sets/manages the default for these tools, as well as whether to save Trendlines, Notes & Annotations on the chart (recommended).

Each Trendline, Note Entry and Annotation can be individually customized by color and, where applicable, transparency.

Clicking on any Trend Line, Note, or Advanced Annotation, will display the “Annotation Settings” box for that entry.  

The Annotation Settings box can be repositioned elsewhere on the platform, if needed.

Line Color, Line Width and if applicable, Background Color and Transparency can be changed.

Be sure to click ‘Save’!

Note:  Parallel channels are initially drawn horizontally.  To change orientation click on the annotation then grab one of the ‘edit dots’ to drag to the position you wish.

Then click “Save” on the dialog box.


Click on graphic to view examples of editing the color/sizing 

Click on graphic to view examples of moving and changing end points of charting annotations. 


Crossover Arrows

The Crossover Arrows   identify the crossover points on indicators.

For upper indicators, you can select 2 indicators and the chart will show the crossover arrow.

Example:  If you select the 5 day and 20 day SMA the Green arrows will show the 5/20 crossover points when in an upward movement, Red for downward.

Only 2 moving averages can be selected at a time when utilizing this tool.  If you wish to make a change to another moving average indicator,  one must first be deselected before adding the new indicator.

 

 

indication


Working Orders Displayed on Chart

Charts display working orders and existing positions of selected brokerage accounts, currently Choice Trade and TD Ameritrade.  More brokerages will be forthcoming.

  • Stocks show a horizontal  line at the entry price.
  • Options show a horizontal  line at the strike price.
  • Green for Long and Red for Short.

The group of 4 icons, located above the Working Order,  allow you to Edit (Gear), Hide(Eye) Refresh (Circle arrows) or Remove (X).

Display choices including colors and  line width are available in settings by clicking the “Gear” Icon.