ChartLists and ChartPacks

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chartlists [2019/07/01 21:26]
127.0.0.1 external edit
chartlists [2022/07/22 22:21] (current)
betseyp [Articles]
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 ===== Overview ===== ===== 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, while Extra members can have up to 250 different ChartLists and Pro members can have up to 350 different lists.+ChartLists are "​online folders"​ that allow members to store up to 1000 charts in a single group. You must be a StockCharts member to use ChartLists. Basic members can only have one ChartList, while Extra members can have up to 250 different ChartLists and Pro members can have up to 500 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. 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.
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 ​Saved charts must be saved into a ChartList and must have a name. When saved charts are displayed in order, they are shown in alphabetic order by name. ​Saved charts must be saved into a ChartList and must have a name. When saved charts are displayed in order, they are shown in alphabetic order by name.
  
 +**Reminder:​** A maximum of 1000 charts can be saved to each ChartList. Once the ChartList has reached that limit, no more charts can be saved until some are removed from the list. A notification will be displayed on the SharpCharts Workbench and on ChartList views if you have reached this limit.
 ===== Viewing Saved Charts ===== ===== Viewing Saved Charts =====
  
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-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.+Once you have saved a chart into a ChartList, you can view it again either inside the SharpCharts Workbench, on Your Dashboard, ​or via any of the "​ChartList Views" listed below.
  
 ==== Using the SharpCharts Workbench ==== ==== Using the SharpCharts Workbench ====
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 **Tip:** Pressing the "​Ctrl+>"​ and "​Ctrl+<"​ keys on your keyboard will also move you forward and backward 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 Your Dashboard ====
 +
 +You can choose to display mini summary views of up to two ChartLists and highlight up to three saved charts on Your Dashboard, using our ChartList Panels and Chart Panels features. These features can be enabled by clicking the "​gears"​ icon at the top right of the dashboard, and making sure the "​ChartList Panels"​ and/or "Chart Panels"​ options are selected.
 +
 +**Learn More:** [[:​members#​chartlist_panels|ChartList Panels]] | [[:​members#​chart_panels|Chart Panels]]
  
 ==== Using ChartList Views ==== ==== Using ChartList Views ====
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 The following views can be accessed from the 'View As' dropdown on [[https://​stockcharts.com/​def/​servlet/​Favorites.CServlet|Your Dashboard]] for a given ChartList. When looking at a ChartList in a specific view, you can also switch to a different view using the dropdown at the top of the page. Click on a view name below for more information about using that view. The following views can be accessed from the 'View As' dropdown on [[https://​stockcharts.com/​def/​servlet/​Favorites.CServlet|Your Dashboard]] for a given ChartList. When looking at a ChartList in a specific view, you can also switch to a different view using the dropdown at the top of the page. Click on a view name below for more information about using that view.
  
-  * **[[:​chartlists:​summary_view|Summary View]]** - A table view showing price, performance ​and SCTR data for all of the ChartList'​s ticker symbols. +  * **[[:​chartlists:​summary_view|Summary View]]** - A table view showing price, performanceSCTR, and optional technical/​fundamental ​data for all of the ChartList'​s ticker symbols. 
-  * **[[:​chartlists:​10_per_page_view|10 Per Page View]]** - Displays ​your saved charts 10 at a time. +  * **[[:​chartlists:​chartlist_view|ChartList ​View]]** - Display ​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
   * **[[:​chartlists:​chartbook_view|ChartBook View]]** - Displays your saved charts one at a time.   * **[[:​chartlists:​chartbook_view|ChartBook View]]** - Displays your saved charts one at a time.
   * **[[:​other-tools:​gallery-view#​viewing_chartlists_in_galleryview_format|Gallery View]]** - Displays a [[:​other-tools:​gallery-view|GalleryView]] page for each ticker symbol in your ChartList.   * **[[:​other-tools:​gallery-view#​viewing_chartlists_in_galleryview_format|Gallery View]]** - Displays a [[:​other-tools:​gallery-view|GalleryView]] page for each ticker symbol in your ChartList.
-  * **[[:​other-tools:​candleglance#​viewing_chartlists_in_candleglance_format|CandleGlance View]]** - Displays a [[:​other-tools:​candleglance|CandleGlance]] page using the ChartList'​s ticker symbols.+  * **[[:​other-tools:​candleglance#​viewing_chartlists_in_candleglance_format|CandleGlance View]]** - Displays a [[:​other-tools:​candleglance|CandleGlance]] page showing mini-charts for all of the ChartList'​s ticker symbols ​on a single page
   * **[[:​other-tools:​rrg-charts#​viewing_chartlists_in_rrg_format|RRG View]]** - Displays an [[:​other-tools:​rrg-charts|RRG]] chart created from the ChartList'​s ticker symbols.   * **[[:​other-tools:​rrg-charts#​viewing_chartlists_in_rrg_format|RRG View]]** - Displays an [[:​other-tools:​rrg-charts|RRG]] chart created from the ChartList'​s ticker symbols.
-  * **[[:other-tools:marketcarpets#viewing_chartlists_in_marketcarpet_format|MarketCarpet ​View]]** - Displays a [[:other-tools:marketcarpets|MarketCarpet]] created from the ChartList'​s ticker symbols.+  * **[[:reports:symbol-summary#viewing_chartlists_in_symbol_summary_format|Symbol Summary ​View]]** - Displays a [[:reports:​symbol-summary|Symbol Summary]] for each ticker symbol in your ChartList. 
 +  * **[[:​chartlists:performance_view|Performance View]]** - A table view showing price performance history for all of the ChartList'​s ticker symbols ​across multiple timeframes.
   * **[[:​other-tools:​seasonality#​viewing_chartlists_in_seasonality_format|Seasonality View]]** - Displays a [[:​other-tools:​seasonality|Seasonality Chart]] for each ticker symbol in your ChartList.   * **[[:​other-tools:​seasonality#​viewing_chartlists_in_seasonality_format|Seasonality View]]** - Displays a [[:​other-tools:​seasonality|Seasonality Chart]] for each ticker symbol in your ChartList.
 +  * **[[:​other-tools:​marketcarpets#​viewing_chartlists_in_marketcarpet_format|MarketCarpet View]]** - Displays a [[:​other-tools:​marketcarpets|MarketCarpet]] created from the ChartList'​s ticker symbols.
   * **[[:​chartlists:​correlation_view|Correlation View]]** - A table view showing correlation of each of the ChartList'​s ticker symbols to another symbol of your choice.   * **[[:​chartlists:​correlation_view|Correlation View]]** - A table view showing correlation of each of the ChartList'​s ticker symbols to another symbol of your choice.
   * **[[:​chartlists:​edit_view|Edit View]]** - Allows you to edit/modify the ChartList'​s contents.   * **[[:​chartlists:​edit_view|Edit View]]** - Allows you to edit/modify the ChartList'​s contents.
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 When the search results page displays, it will be searching for Support Articles by default. Simply click the grey button that says "​Support Articles"​ and select "My Saved Charts"​ from the list instead. For detailed step-by-step instructions,​ check out [[:​chartlists:​how_do_i_search_for_a_chart_in_my_chartlists|our Support Center article on searching for charts in your ChartLists]]. When the search results page displays, it will be searching for Support Articles by default. Simply click the grey button that says "​Support Articles"​ and select "My Saved Charts"​ from the list instead. For detailed step-by-step instructions,​ check out [[:​chartlists:​how_do_i_search_for_a_chart_in_my_chartlists|our Support Center article on searching for charts in your ChartLists]].
 +
 +===== Receiving ChartList Reports =====
 +
 +ChartList Reports are a great way to monitor your ChartLists. Once you turn on ChartList Reports for one of your lists, you'll receive daily and/or weekly performance summaries of all the securities on that list in your email inbox. These reports can be used to monitor your portfolio(s),​ track your own unique set of market indexes, follow specific groups like the Dow Industries, and more.
 +
 +For more information on setting up ChartList Reports for your own lists, please see our [[:​chartlists:​chartlist_reports|ChartList Reports article]] in the Support Center.
  
 ===== Additional Resources ===== ===== Additional Resources =====
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 ==== Articles ==== ==== Articles ====
   * [[:​chartlists:​how_do_i_share_a_chartlist_with_another_member|How do I share a ChartList with another member?]]   * [[:​chartlists:​how_do_i_share_a_chartlist_with_another_member|How do I share a ChartList with another member?]]
-  * [[:​chartlists:​how_do_i_add_a_group_of_specific_ticker_symbols_to_my_chartlist|How do I add a group of specific ticker symbols to my ChartList?​]] 
   * [[:​chartlists:​how_do_i_upload_multiple_symbols_to_a_chartlist_from_a_spreadsheet|How do I upload multiple symbols to a ChartList from a spreadsheet?​]]   * [[:​chartlists:​how_do_i_upload_multiple_symbols_to_a_chartlist_from_a_spreadsheet|How do I upload multiple symbols to a ChartList from a spreadsheet?​]]
-  * [[:​chartlists:​how_do_i_edit_a_chartlist_name_or_a_chart_name|How do I edit the name of a ChartList or a saved chart?]] 
  
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 **Next Up »**  [[:​chartlists:​chartpacks|ChartPacks]] **Next Up »**  [[:​chartlists:​chartpacks|ChartPacks]]