Create New Chart

Last modified 10:09, 14 Feb 2015

Creating a New Chart

New charts are created using the New Chart dialog box.

It can be opened either from the Charts Menu on the Tool Bar, or via the Quick Start method.

Quick Start Chart Creation

To quickly create a new chart, single left mouse click on an empty area of a chart page and begin to type in a symbol.

The New Chart dialog box will appear with the symbol in the Symbol: text box.

The chart options (see below) will be the defaults.

Select the appropriate options and click OK to create the chart.

New Chart dialog box

In addition to the Quick Start technique described above, the New Chart dialog box can be opened from the Price Charts command on the Charts Menu on the Tool Bar.

chrtwrk_newchartsymbol.png

Clicking on an empty panel in a split screen will open a similar New Chart dialog box, but with less options.

The first step in the New Chart dialog box is to select a Symbol and, if necessary, its Exchange.

Symbol

Type in the symbol.

If the symbol is not recognized, type in what you think it is and then click the Search button, see below.

Exchange

Usually when a valid symbol is entered in the Symbol text box, its exchange will be automatically displayed and its Description is printed.

Some symbols refer to different securities in different exchanges, or the same company traded on more than one exchange.

When Your SOFTWARE detects this type of conflict it will print the error message "This symbol exists in multiple exchanges" in the Description text box, and the Exchange box will be empty.

Select the correct exchange from the drop-down list for the symbol's data that you want.

When that symbol is next entered, the exchange that you selected will be displayed until you manually select an alternative exchange, at which point that exchange will become the default exchange until the default is changed again.

Description

When a valid symbol is entered in the Symbol text box, the name of the company associated with the symbol will be displayed in the Description text box.

Futures and options will include the company name and the expiry date.

Chart Type

The drop-down list contains seven options: Line, Bar, CandleStick, Point & Figure, Gann Bar, Point Swing and Time Swing.

chartype_selctdefault.png

Select one for the new chart.

If you want this Chart Type to be your default for all new charts, check the Save as Default check-box.

For more information on these different charting styles, go to the Chart Type help topic.

Periods

The time interval represented by each chart element.

Currently the drop-down list includes daily, weekly, monthly, quarterly and yearly.

Template

The drop-down list contains templates which the user has previously saved.

Select a template to apply it to a symbol.

Check Save as Default for the template to always appear in the box, until you select another template to be the default.

Chart templates are created, and can be applied from, the chart's Action menu.

New Chart

Select this option to create a new chart.

The new chart will replace the existing Chart Page, the existing chart will appear in the Page Monitor.

If no chart page is open, New Chart will be the only option available.

Replace Chart

When another chart page is already open, users can select this option to replace the existing chart.

The new chart will replace the existing Chart Page and you may be asked if you want to save any changes to that chart page.

Overlay Chart

Select this option to place the new chart in the same chart page as the existing chart.

When Overlay Chart is selected, the template option is disabled. The overlaid chart will use the current chart's formatting, etc.

The existing chart will be the base symbol and indicators will reference its data, not the overlaid chart.

For more information, go to the Overlay Another Chart help topic.

Alternative Command Buttons

chrtwrk_newchartaltbtns.png

Rather than create a new chart using the Symbol entered, the New Chart dialog offers a number of alternative commands using the buttons on the right side of the dialog box.

Search

If you do not know the symbol, click the Search button to conduct a Symbol Search.

Multiple types or searches are available, for example search by name, part of name, symbol, part of symbol, exchange, etc.

Saved Chart

Select this button to open the Open Chart Page dialog.

From this dialog you can open folders containing chart files and select a previously saved Chart Page open.

For more information, go to the Open Chart Page Dialog help topic.

Split Screen

To open multiple base symbols, each in their own screen, click Split Screen and pick a screen geometry.

When the split screen opens you can click on each chart area to select a new chart for it.

Go to the Split Screen help topic for more information.

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