ChartLists and ChartPacks

ChartLists and ChartPacks

Overview

ChartLists are “online folders” that allow members to store up to 500 charts in a single group. You must be a StockCharts member to use ChartLists. Basic members can only have one ChartList, Extra members can have up to 250 different ChartLists, and Pro members can have up to 350 different lists.

ChartLists allow you to group/organize/categorize collections of charts. A ChartList can contain the major market symbols, sector/industry symbols, international ETFs, your current holdings, watch lists, closed trades or any other collection of related charts that you can imagine. Up to 500 charts can be stored in a single ChartList.

The charts and ticker symbols inside a ChartList can be accessed in a number of ways as we will see below. They can also be used in Technical Scans and Technical Alerts.

StockCharts also provides a large number of pre-created ChartLists that you can easily add to your account with just a couple of clicks. These pre-created ChartLists are called “ChartPacks.” More about ChartPacks

Creating New ChartLists

Note: Members of our Basic service level are limited to just one ChartList and that ChartList cannot be removed. Therefore, information about creating/deleting ChartLists does not apply to Basic members.

Note: All accounts come with (at least) one pre-created ChartList called the “Default List.”

There are several ways to create a new ChartList and add it to your account, including:

  • From the Members page you can click the 'Create a New List' link in the 'Your ChartLists' area.
  • If you are using the 'Edit' format to view an existing list, you can also click the 'Create New List' link at the top of the page.
  • You can store the results from a Technical Scan in a new ChartList.

When creating a new ChartList, a dialog will display asking for the list name. A ChartList's name can contain up to 100 characters. Once the list has been created you will be shown the new list in “Edit” view.

Saving SharpCharts

After you have created a ChartList, there are several ways to save a SharpChart into that ChartList:

  • Use the “Save” or “Save As” links on the SharpCharts Workbench. (See image below)
  • Click the “Save” button in the ChartNotes window. (More on saving annotated charts)
  • Save the results of a Scan into a ChartList. (More on Saving Scans)
  • Use the “Edit View” commands to move or copy existing charts between ChartLists. (More on Edit View)

​Saved charts must be saved into a ChartList. Saved charts also must have a Name. When saved charts are displayed in order, they are shown in alphabetic order based on their Name.

Viewing Saved Charts

Once you have saved a chart into a ChartList, you can view it again either inside the SharpCharts Workbench or via any of the “ChartList Views” listed below.

Using the SharpCharts Workbench

To see a saved chart from inside the SharpCharts Workbench, use the “Chart” dropdown located above the current chart to select any saved charts from the current ChartList. (Use the “ChartList” dropdown to change the current ChartList.)

You can also click on the blue triangles on either side of the “Chart” dropdown to move one chart forward or one chart back within the current ChartList.

Tip: Pressing the “Ctrl+>” and “Ctrl+<” keys on your keyboard will also move you forward and backward within the current ChartList.

Using ChartList Views

ChartList Views are different ways of examining your saved charts. Some views show you the actual charts that you saved. For example, ChartBook view shows you each of your saved charts one at a time. Other views just use the main ticker symbols from each saved chart as input into a different analysis tool. For example, the Summary view shows you a table of all the ChartList's symbols on one page.

The following views can be accessed from the links on the Members page for a given ChartList. When looking at one view, you can switch to a different view using the dropdown at the top of the page.

  • Summary View - A table view showing price, performance and SCTR data for all of the ChartList's ticker symbols.
  • 10 Per Page View - Displays your saved charts 10-at-a-time.
  • ChartBook View - Displays your saved charts one-at-a-time.
  • Gallery View - Displays a Gallery View formated page for each ticker symbol in your ChartList.
  • Carpet View - Displays a MarketCarpet created from the ChartList's ticker symbols.
  • RRG - Displays a RRG chart created from the ChartList's ticker symbols.
  • CandleGlance View - Displays a CandleGlance page using the ChartList's ticker symbols.
  • Print View - A printer-friendly version of “10 Per Page” view.
  • Edit View - Allows you to edit/modify the ChartList's contents.

Note: You can access the “10 Per Page” view directly from the SharpCharts Workbench by clicking the “View All” link located just above the chart. Similarly, you can directly access the “Edit” view by clicking the “Edit List” link. (See image above)

Organizing Saved Charts

As mentioned above, saved charts are displayed in alphabetical order based on their Name. You can control the order in which your charts appear by including a numeric code at the front of each chart's name. We recommend using a 4-digit code for organizing your charts. Be sure to include the starting zeros to ensure things sort correctly - i.e., “0000”, “0200”, “0950”, etc.

Using Edit View

Edit View allows you to change the name and properties of a ChartList. It also lets you do “bulk” operations on the charts in a ChartList. For example, you can use Edit View to delete a collection of charts all at once instead of deleting the one at a time.

To bring up a ChartList in “Edit” view from the SharpCharts Workbench, just click on the “Edit List” link located above the chart. If you are already looking at your ChartList in one of the view formats, you can simply select “Edit” from the dropdown at the top of the page.

Once you have your ChartList in “Edit” view, you can use any of the controls described below to change the contents of your list.

ChartList Properties

The Properties area allows you to edit the name of the ChartList and its “List Notes.” Click on the text you wish to edit, make changes and click “Save.” You can add formatting to the text via the use of special “tags”:

  • bold - add <b> before the text and </b> after to bold the text
  • italics - add <i> before the text and </i> after to italicize the text

You can make a ChartList viewable to the public by clicking “Make Public.” More information on Public ChartLists

Your list can be sent to another StockCharts user by clicking “Send to Friend.” Type the email address of your friend into the dialog and they will be sent an email with a link which will allow them to have your list copied to their account. The request is valid for five days. You will receive a confirmation email when your friend has copied the list. Any subsequent changes you make to the list will not be reflected in your friend's copy.

Adding Symbols to a ChartList

Immediately after creation, you can populate the list with a known group of symbols representing popular indexes and sectors via the dropdown in the 'ChartList Contents' area of the Edit page. They can also be added at any time from the ChartList Actions section (see below).

If you do not wish to use preset groups, you can manually add to the list from the 'Add Symbols' section. There are three methods for populating a ChartList:

  • One - Enter a single symbol, optionally providing a name and a comment for the chart.
  • Many - Add multiple symbols, separated by commas. For each symbol entered, we create a chart using your Default ChartStyle and a generic name.
  • Upload - Lets you Upload a CSV (comma separated value) text file containing a list of ticker symbols and, optionally, descriptions. For each symbol in the list, we'll create a chart using your Default ChartStyle. If available, we'll use the CSV file's description of each symbol as the Name of the new chart.

ChartList Contents

The ChartList Contents area allows you to select charts to be used by commands in the ChartList Actions section below. You can also edit the name and comment, edit the chart or annotate the chart.

ChartList Actions

The ChartList Actions section allows you to manage charts within the list. After selecting charts by clicking the checkboxes next to the symbol you can:

  • Delete - Deletes the selected charts.
  • Move - Removes the selected charts from the current ChartList and moves them to the selected ChartList.
  • Copy - Copies the selected charts from the current ChartList to the selected ChartList. If a chart by the same name exists in the target list, a copy is made.
  • Merge - Copies the selected charts from the current list to the selected ChartList. If a chart with the same name exists in the selected ChartList, that chart will not be copied.
  • Change Style - Applies the selected ChartStyle to all of the selected charts.
  • Add Tickers from Group/Industry - Adds charts for all stocks in the selected group/industry to the current ChartList.
  • Remove Numbers - Removes numeric codes from the start of the Names of all the selected charts.

The StockCharts ChartList Framework

The StockCharts ChartList Framework is an optional set of ChartLists designed to help organize your own ChartLists. As you create more and more ChartLists, it is easy for your account to get a bit “cluttered” making it hard to find ChartLists later. The StockCharts ChartList Framework provides one way to keep your ChartLists organized regardless of how many you create.

The framework consists of empty ChartLists which act as dividers for different groups of ChartLists. They are numbered in a way that reflects how many people work with charts over time. Here is more information on how the framework can help you stay organized.

You can install the StockCharts ChartList Framework using the link for the framework located near the bottom of the ”ChartPacks” page.

Once the framework is installed, additional ChartLists can be created and numbered such that they will be grouped within the appropriate area of the framework making them easier to find later. For example, the 3000 area should be used for ChartLists that contain sector and industry analysis charts.

Note: Use of the StockCharts ChartList Framework is completely optional. If you have a method for organizing ChartLists that works well for you, we recommend that you continue using it. The framework is offered as a resource for people that do not have a ChartList organization method that they are happy with.

Additional Resources

Videos

Articles