Your Dashboard

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members [2019/07/01 21:26] (current)
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 +====== Your Dashboard ======
  
 +Your Dashboard is the first page that you see when you log in to your StockCharts.com account. You can also access it at any time by clicking on the "Your Dashboard"​ link at the top of any of our pages.
 +
 +Your Dashboard is designed to:
 +  * provide easy access to all of our most important tools and features
 +  * provide a brief overview of the current market action
 +  * allow you to quickly access your saved scans and custom alerts
 +  * allow you to quickly access your saved ChartLists
 +
 +To accomplish these goals, Your Dashboard is broken up into several different panels, which are described in the following sections.
 +
 +===== Member Tools =====
 +
 +The top-left panel on the dashboard is the Member Tools section. This panel provides you with quick links to many of our top tools and features. Whether you want to see your custom alerts, create an RRG chart or dig into the Sector Summary, you'll find a link to it here.
 +
 +{{:​members:​controlcenter.png}}
 +
 +**Note**: We've packed so much good stuff in here that it can't fit on one screen, so be sure to hover over the list and scroll down to see all the tools available.
 +
 +===== Market Overview =====
 +
 +The Market Overview panel provides a quick snapshot of what is currently happening with the major stock markets that we cover. The yellow mini-chart shows you the intraday price action for one full trading day. A dashed line on the chart shows you where yesterday'​s closing value occurred, allowing you to compare it to today'​s trading action.
 +
 +{{:​members:​marketoverview.png}}
 +
 +Initially, the chart shows you the action for the Dow Jones Industrial Average, but you can use the tabs above the chart to change the display. You can also click on any of the indexes listed in the table below the chart to see that index.
 +
 +The table below the chart shows you gain/loss for each of the averages listed. When the market is open, the gain/loss is for the current day's price action. When the market is closed, it is for the price action on the most recent trading day.
 +
 +The blue Market Summary link below the chart will take you to our extensive [[:​reports:​market-summary|Market Summary]] report, which provides more details on the day's market action.
 +
 +===== Data Panels =====
 +
 +You can have up to four Data Panels on your dashboard, which show reports of stocks that are making a move in their respective markets, as well as important technical signals covering entire markets. These reports are updated frequently when the markets are open. 
 +
 +{{:​members:​marketmovers.png}}
 +
 +One of these Data Panels is visible by default. You can add three additional Data Panels to your dashboard by clicking on the "​gears"​ icon at the top right of the dashboard screen and making sure the "​Additional Data Panels"​ option is selected.
 +
 +The blue dropdown menu at the top left of each Data Panel allows you to choose from a number of different reports, as described in the subsections below.
 +
 +==== Market Movers: Top 10 Lists ====
 +
 +The Top 10 Lists report shows stocks that are making a strong price move today. Use the second blue dropdown menu to choose the universe represented;​ we currently offer the Dow, S&P 500, NYSE, NASDAQ, TSX, London (LSE) and India (NSE).
 +
 +Once you have chosen your universe, the tabs above the report allow you to view the top stocks based on different criteria. The 10 most active stocks ("Most Active"​) are shown by default, but you can also see the stocks with the biggest percentage gain or loss ("% Up" or "% Down"​). Clicking on any of the ticker symbols in the report causes a SharpChart for that ticker symbol to appear.
 +
 +Below the report are two links - one for "​CandleGlance"​ and one for "​RRG."​ Clicking on the CandleGlance link will bring up 10 mini-charts for the 10 symbols displayed. Similarly, clicking on the RRG link will bring up an RRG chart for the 10 symbols displayed.
 +
 +**Note:** The "Most Active"​ tab only displays symbols with a closing value of 1.00 or higher. The "% Up" and "% Down" tabs only display symbols with a closing value of 5.00 or higher.
 +
 +==== Technical Rankings: SCTRs ====
 +
 +The SCTRs report shows securities with the strongest SCTR rankings. Use the second blue dropdown menu to choose the universe represented. We currently offer US ETFs and US Large-Cap, US Mid-Cap, US Small-Cap, Toronto, London (LSE) and India (NSE) stocks.
 +
 +Once you have chosen your universe, the tabs above the report allow you to view the top securities based on different criteria. Securities with the highest SCTR values ("Top 10") are shown by default, but you can also see those with the lowest SCTR values ("Low 10") or those that had the biggest gain or loss in SCTR value ("Top Up" or "Top Down"​). Clicking on any of the ticker symbols in the report causes a SharpChart for that ticker symbol to appear.
 +
 +Below the report are two links - one for "​CandleGlance"​ and one for "​RRG."​ Clicking on the CandleGlance link will bring up 10 mini-charts for the 10 symbols displayed. Similarly, clicking on the RRG link will bring up an RRG chart for the 10 symbols displayed.
 +
 +==== Ticker Cloud ====
 +
 +The Ticker Cloud report displays the ticker symbols that are currently popular with our members. The larger the symbol name, the more popular the ticker symbol is. Clicking on any of the ticker symbols in the report causes a SharpChart for that ticker symbol to appear.
 +
 +==== DP Scoreboard Signals ====
 +
 +The DP Signals report summarizes DecisionPoint signals for key US indexes. Use the second blue dropdown menu to choose the index. We currently offer the Dow, S&P 500, NASDAQ 100 and S&P 100.
 +
 +==== Predefined Alerts ====
 +
 +The Predefined Alerts report shows the 10 most recent major market signals from our Predefined Alerts page. Clicking on an alert causes a SharpChart for the relevant index or indicator to appear.
 +
 +===== ChartList Panels =====
 +
 +You can have up to two ChartList Panels on your dashboard, showing mini summary views of your selected ChartLists. ​
 +
 +{{:​members:​chartlistpanels.png}}
 +
 +No ChartList Panels are visible by default. You can add two ChartList Panels to your dashboard by clicking on the "​gears"​ icon at the top right of the dashboard and making sure the "​ChartList Panels"​ option is selected. There is also a gears icon at the top right of each ChartList panel, which allows you to choose which of your ChartLists should be shown in that panel.
 +
 +The mini summary table in the panel shows the name, symbol, closing value and price change information for the symbols in your ChartList. Clicking on any of the column headers will allow you to sort the ChartList by that column. Hovering over a symbol will display a mini-chart for that symbol, while clicking on a name will launch a full chart for that symbol.
 +
 +If there are more than 10 symbols on your ChartList, buttons below the table will allow you to move forward and backward through the ChartList. Use the "View As" dropdown menu at the top of the panel to view the ChartList in other formats, such as 10 Per Page or CandleGlance.
 +
 +===== Your Scans =====
 +
 +The Your Scans panel, shown below, allows you to quickly manage all your scans. ​
 +
 +{{:​members:​scancenter.png}}
 +
 +Clicking the "New Scan" button in the top right of the panel will take you to the Advanced Scan Workbench to create a new scan. 
 +
 +The blue "​Select Your Scan" dropdown menu lets you easily select one of your saved scans. You can run or edit the scan by choosing the appropriate button below the dropdown. Links at the bottom of the panel provide quick access to both scan workbenches,​ plus the Predefined Scans and Predefined Alerts pages.
 +
 +For more information on creating and using scans, please see [[:​scans|our Support Center article on Technical Scans]].
 +
 +**Note:** You can hide the Your Scans and Your Alerts panels on your dashboard by clicking the "​gears"​ icon at the top right of the dashboard and making sure the "Your Scans/​Alerts"​ option is deselected.
 +
 +===== Your Alerts =====
 +
 +The Your Alerts panel shows you your top 5 custom alerts at a glance, as well as the last time the alert was triggered. Click the "View All Alerts"​ button at the bottom of the list to go to the Alert Summary and see all your alerts on a single page.
 +
 +{{:​members:​alertcenter.png}}
 +
 +Clicking on the name of an alert in the list opens that alert in the Technical Alert Workbench so you can edit it. To create a new Alert, just click the "New Alert" button at the top right of the panel.
 +
 +For more information on creating and using alerts, please see [[:​alerts|our Support Center article on Technical Alerts]].
 +
 +**Note:** You can hide the Your Scans and Your Alerts panels on your dashboard by clicking the "​gears"​ icon at the top right of the dashboard, and making sure the "Your Scans/​Alerts"​ option is deselected.
 +
 +===== Your ChartLists =====
 +
 +The Your ChartLists panel, located at the bottom of Your Dashboard, lets you view, access and manage all your saved ChartLists from one place.
 +
 +{{:​members:​yourchartlists.png}}
 +
 +==== Viewing ChartLists ====
 +
 +All your saved ChartLists are shown here in alphabetical order, along with the number of charts and any list notes that have been added.
 +
 +The "View As" dropdown next to each list allows you to open the ChartList in a number of different views, including 10 Per Page, CandleGlance and ChartBook view. 
 +
 +Clicking on the ChartList'​s name will show you the ChartList in Summary view by default. This default setting can be changed by clicking the Gears icon at the top right of the panel and selecting a new Default ChartList view.
 +
 +==== Deleting ChartLists ====
 +
 +To delete one or more ChartLists, click the "​Edit"​ button at the top right, then check the box to the left of each ChartList you want to delete. Once you have selected all the lists to delete, click the Delete Lists button at the bottom of the page. Use caution, as this process will delete the ChartList and all the saved charts on that ChartList.
 +
 +{{:​members:​deletechartlists.png}}
 +
 +==== Creating New ChartLists ====
 +
 +You can create a new ChartList from this panel by clicking the "​New"​ button at the top right or the "Add New List" button at the bottom of the page.
 +
 +For more information on creating and using ChartLists, please see [[:​chartlists|our Support Center article on ChartLists]].
 +
 +----
 +**Next Up »** [[:​SharpCharts]]