Differences

This shows you the differences between two versions of the page.

--- acp:chartlists [2020/07/28 23:26]
betseyp created
+++ acp:chartlists [2023/08/03 20:27] (current)
jayanthi
@@ Line 1: / Line 1: @@
 ====== StockChartsACP ChartLists ======
-===== Overview =====
+===== An Overview =====
-StockChartsACP charts can be saved into ChartLists - online "folders" that allow members to store up to 500 charts in a single list. ChartLists allow you to group and organize your collections of saved charts for easy access.
+StockChartsACP charts can be saved into ChartLists—online "folders" that allow you to store up to 1000 charts in a single list. ChartLists allow you to group and organize your collections of saved charts for easy access.
-**Note:** Only StockCharts members can use StockChartsACP ChartLists. Basic members can have just one ChartList, while Extra members can have up to 250 different ChartLists and Pro members can have 350.
+**Note:** Only StockCharts members can use StockChartsACP ChartLists. Basic members can have just one ChartList, while Extra members can have up to 250 different ChartLists, and Pro members can have 500.
 ===== Creating StockChartsACP ChartLists =====
-To create a new StockChartsACP ChartList, open the ChartLists panel using the icon at the top right of the screen, and click the green "New List" button at the bottom of the panel:
+To create a new StockChartsACP ChartList, open the ChartLists panel using the icon at the top right of the screen, and click the green "New ChartList" button at the bottom of the panel:
 {{:acp:chartlists:acplistpanel.png}}
-A popup will open prompting you to name your ChartList. You can also add notes about the ChartList here. Once you've filled out these fields, click the "Create New List" button to create the list.
+A popup will open, prompting you to name your ChartList. You can also add notes about the ChartList here. Once you've filled out these fields, click the "Create New ChartList" button to create the list.
 {{:acp:chartlists:acplistsavemodal.png}}
@@ Line 25: / Line 25: @@
 ===== Saving Charts to StockChartsACP ChartLists =====
-Once your ChartList is created, you can start saving charts to it. Each ChartList can store up to 500 charts.
+Once your ChartList is created, you can start saving charts to it. Each ChartList can store up to 1000 charts.
-**Note:** If you're using a multi-chart layout, be sure to click on the chart you want to save before starting the save process. The currently-selected chart will have a light blue border around the edge of the chart.
+**Note:** If you're using a multi-chart layout, be sure to click on the chart you want to save before starting the save process. The currently-selected chart will have a green border around the edge of the chart.
 ==== Saving a New Chart ====
-If you are working with a chart that has not been saved to a ChartList, then a "Save" button will appear at the top of the screen:
+If you're working with a chart that has not been saved to a ChartList, then a "Save" button will appear at the top of the screen:
 {{:acp:chartlists:acpsavebutton.png}}
@@ Line 48: / Line 48: @@
 When you make changes to a saved chart in StockChartsACP, you will want to save the updated version of your chart in your ChartList.
-To do that, simply click the Saved button at the top of the screen. Make sure that "Update Existing" is selected, then click the green Save button:
+To do that, simply click the Saved button at the top of the screen. Make sure that "Update Existing" is selected, then click the green Save Chart button:
 {{:acp:chartlists:acpchartupdatemodal.png}}
@@ Line 58: / Line 58: @@
 Extra and Pro members can open an existing chart and save it to a different ChartList (Basic members have only one ChartList).
-To save a copy of an existing saved chart in a new ChartList, click the Saved button at the top of the screen. Make sure that "Save As New" is selected, then choose the new ChartList to use. Make any updates to the chart name or notes, then click the green Save button:
+To save a copy of an existing saved chart in a new ChartList, click the Saved button at the top of the screen. Make sure that "Save As New" is selected, then choose the new ChartList to use. Make any updates to the chart name or notes, then click the green Save Chart button:
 {{:acp:chartlists:acplistsaveasmodal.png}}
 **Note:** You can also save a copy of an existing saved chart to the same ChartList using the same instructions, as long as the names of the two charts are different. To do this, keep the same ChartList selected when saving, but change the chart name so it is different than the original saved chart. Then click the green Save button.
+==== Adding Multiple Charts at Once ====
+In addition to saving charts one at a time, StockChartsACP allows you to quickly add charts for multiple symbols to a ChartList. You can enter a comma-separated list of symbols, or add all the symbols from a predefined group, such as the S&P 500 or stocks in the Auto Parts industry.
+You can also import the SharpCharts from an existing SharpCharts ChartList into a new StockChartsACP ChartList with a click of a button.
+**Learn More:** [[#adding_charts_from_the_edit_tab|Adding Multiple Charts]] | [[#importing_sharpcharts_lists_into_stockchartsacp|Importing SharpCharts ChartLists]]
@@ Line 73: / Line 82: @@
 {{:acp:chartlists:acplistpanelicon.png}}
-Click on a symbol on the list to launch that saved chart. To see a different ChartList, click the up/down arrow icon next to the ChartList name and select the desired ChartList.
+Click on a symbol on the list to launch that saved chart. Once a chart has been selected, you can navigate through the charts in the ChartList using either your mouse or the up and down arrow keys on your keyboard.
+Sort the list by clicking on one of the headers at the top of the list.
+To see a different ChartList, click the up/down arrow icon next to the ChartList name and select the desired ChartList.
+=== Loading Saved Charts with a Different ChartStyle ===
+When you click on a symbol on your ChartList, your saved chart for that symbol will be loaded by default. In some situations, it can be useful to view a chart for that symbol using a different ChartStyle: for example, if the saved charts on your ChartList are all daily charts, but you want to quickly browse through weekly charts for those symbols.
+To accomplish this, change the currently displayed chart (it does not need to be one of the saved charts) to match the new weekly style you want. Then, check the "Load Symbol Only" checkbox at the top of the ChartList. Once these changes are made, you can click on symbols in your ChartList as usual. Each chart will be displayed in the weekly style you set up in the first step.
+**Note:** This functionality //temporarily// loads the chart in a different ChartStyle; the style of your saved chart remains unchanged.
+To go back to loading the saved versions of your ChartList charts, simply uncheck the "Load Symbol Only" checkbox.
 ==== Using the List Drawer ====
-For more ways to view your ChartLists, click the blue "Open List Drawer" button at the bottom of the ChartLists panel. This opens a new panel at the bottom of the screen:
+For more ways to view your ChartLists, click the bright blue "Open ChartList Drawer" button at the bottom of the ChartLists panel, or the "Open Drawer" icon in the bottom right corner of ACP. Either button opens a new panel at the bottom of the screen:
 {{:acp:chartlists:acplistdrawer.png}}
-Tabs across the top of the drawer provide you with different views of the symbols on your StockChartsACP ChartList. The Summary tab (shown above) provides a tabular view of your ChartList, showing price, performance, and SCTR data for all of the ChartList's ticker symbols. Use the dropdown menu at the top of the Summary tab to select a different ChartList to view.
+At the top of the drawer, there is a dropdown menu you can use to select a different ChartList to view. Buttons to the right of this allow you to save and/or delete the selected chart; navigate through the charts in the selected list; and minimize or expand the drawer height. A menu at the far right allows you to switch between viewing ChartLists, watching StockChartsTV, or viewing your Tradier online trading account in the drawer.
+Tabs below the ChartList selection menu let you view and edit your ChartList. Buttons to the right of the tabs allow you to add symbols to the selected list, edit the list name, delete the entire list, or create a new list.
+The Summary tab (shown above) provides a tabular view of your ChartList, showing price, performance, and SCTR data for all of the ChartList's ticker symbols. The list can be sorted by clicking on one of the headers at the top of the table. Click on a symbol to launch that saved chart. Once a chart has been selected, you can navigate through the charts in the ChartList using either your mouse or the up and down arrow keys on your keyboard.
+The Performance tab provides a tabular view of your ChartList, showing price performance for those symbols across multiple timeframes. The list can be sorted by clicking on one of the headers at the top of the table. Click on a symbol to launch that saved chart. Once a chart has been selected, you can navigate through the charts in the ChartList using either your mouse or the up and down arrow keys on your keyboard.
+The Chart Comments tab displays any notes you have added to a saved chart on your list. Use the Select Chart dropdown menu to select the chart whose comments you want to see. You can also add/edit chart comments from this location.
-The Notes tab displays any notes that you have added about your ChartList. You can also edit the ChartList notes from this location.
+The List Notes tab displays any notes that you have added about your ChartList. You can also add/edit ChartList notes from this location.
-Icons in the top right corner of the drawer allow you to minimize or close the drawer.
+The [[#modifying_charts_on_a_chartlist_using_the_edit_tab|Edit tab]] allows you to add/edit/delete multiple charts in the list at once, update the names and comments for each chart, and copy or move charts between ChartLists.
 **Note:** When the List Drawer is first opened, it will occupy the lower half of the chart area. To change the height of the drawer, place your mouse between the bottom of the chart panel and the top of the drawer. When your cursor changes to an up/down arrow, click and drag up or down to change the height of the drawer.
+When the drawer is open, the Open Drawer icon in the bottom right corner of ACP becomes the Close Drawer icon. Click it to completely close the drawer.
 ==== Viewing Saved SharpCharts in StockChartsACP ====
@@ Line 102: / Line 134: @@
   * SharpCharts cannot be edited or saved from within StockChartsACP, although you can save a copy of the chart that is displayed to a StockChartsACP ChartList.
+Note: You can also access SharpCharts lists from the drawer; they are listed after ACP lists in the dropdown list selection menu at the top of the drawer.
+==== Importing SharpCharts Lists into StockChartsACP ====
+In addition to saving single SharpCharts in StockChartsACP format, you can also import an entire SharpCharts ChartList into a StockChartsACP ChartList. The same caveats listed above for viewing single SharpCharts also apply for importing multiple SharpCharts.
+To import a SharpCharts list, simply select the list in the ChartLists panel in StockChartsACP, then click the green "Save as ACP ChartList" button at the bottom of the panel. There is also a "Save as ACP ChartList" button available in the drawer.
+{{:acp:chartlists:acpimportsharpcharts.png}}
+A popup will open prompting you to provide a name for the new StockChartsACP version of the ChartList. You can also add notes about the ChartList here. Once you've filled out these fields, click the "Create New ChartList" button to complete the import.
+{{:acp:chartlists:acpimportmodal.png}}
 ===== Modifying StockChartsACP ChartLists =====
-To edit the properties of your ChartList or to delete the entire ChartList, click the grey "Edit List" button at the bottom of the ChartLists panel. This will open the List Drawer and show the Edit tab.
+To edit the properties of a StockChartsACP ChartList or to delete an entire StockChartsACP ChartList, click the grey "Edit ChartList" button at the bottom of the ChartLists panel. This will open the List Drawer and show the Edit tab.
 {{:acp:chartlists:acplisteditbutton.png}}
@@ Line 113: / Line 158: @@
 ==== Editing the ChartList Name ====
-To change your list's name, click the blue "Edit List Name" button at the top of the Edit tab. Enter the new ChartList name and click the green Save Changes button:
+To change your list's name, click the grey Edit Name button at the top of the Edit tab. Enter the new ChartList name and click the green Save Changes button:
 {{:acp:chartlists:acpeditlistname.png}}
@@ Line 119: / Line 164: @@
 ==== Editing the ChartList Notes ====
-To edit the notes associated with your ChartList, click on the Notes tab in the List Drawer. Make any changes to the notes, then click the green Save Notes button.
+To edit the notes associated with your ChartList, click on the List Notes tab in the List Drawer. Make any changes to the notes, then click the green Save Notes button.
 {{:acp:chartlists:acplistnotestab.png}}
@@ Line 126: / Line 171: @@
 ==== Deleting StockChartsACP ChartLists ====
-To delete a StockChartsACP ChartList, click on the Edit tab in the List Drawer. Make sure the correct list is selected in the dropdown menu on the Edit tab. Then, click the red "Delete List" button. You will be prompted to confirm that you do want to delete the list.
+StockChartsACP ChartLists can be deleted from the Edit tab in the List Drawer. Make sure the correct list is selected in the dropdown menu at the top of the drawer. Then, click the red "Delete List" button. You will be prompted to confirm that you do want to delete the list.
 **Note:** When you delete a list, all the saved charts on that list are also deleted.
-===== Modifying Charts on the ChartList Using the Edit Tab =====
+===== Modifying Charts on a ChartList Using the Edit Tab =====
+From the Edit tab in the List Drawer, you can quickly add, edit, move, or delete multiple charts on your StockChartsACP ChartLists.
+==== Adding Charts from the Edit Tab ====
+To quickly add one or many charts to your ChartList in StockChartsACP, open the ChartLists panel, choose the ChartList you want to add to, and click the dark blue Add Symbols button at the bottom of the panel.
+**Note:** You can also access this functionality by opening the list drawer, selecting the ChartList, and clicking the dark blue Add Symbols button there.
+In the popup window, you can choose the correct tab at the top to Add One, Add Multiple, or add From Group.
+On the Add One tab, you can add charts one symbol at a time by entering the ticker symbol and, optionally, a chart name and comments. Click the green "Add Symbols" button at the bottom when you're done. A chart with your default ChartStyle will be added to the ChartList for that symbol.
+{{:acp:chartlists:acplistaddone.png}}
+On the Add Multiple Tab, you can add charts for multiple symbols at once. Just enter the ticker symbols, separated with commas. Click the green "Add Symbols" button at the bottom when you're done. A chart with your default ChartStyle will be added to the ChartList for each symbol on the list. A generic chart name will be used for each chart.
+{{:acp:chartlists:acplistaddmultiple.png}}
+On the From Group tab, you can add all the symbols from a specific group or industry to your ChartList. To add members of a group, select the group from the "Predefined Groups" dropdown menu, then click the Add Symbols button. To add members of an industry group, select the country (US or Canada), then select the industry from the Industry Groups dropdown and click the Add Symbols button. A chart with your default ChartStyle will be added to the ChartList for each symbol in the group. A generic chart name will be used for each chart.
+{{:acp:chartlists:acplistaddgroup.png}}
+**Note:** Each ChartList can contain a maximum of 1000 charts. If a group or industry contains more than 1000 symbols, only the first 1000 will be added to your ChartList.
-In addition to editing and saving individual charts using the "Saved" button at the top of the screen, you can also quickly view and edit the chart name and notes for each chart on your ChartList using the Edit tab.
 ==== Editing Chart Names and Notes ====
@@ Line 139: / Line 207: @@
 To edit the name and notes for your saved charts in StockChartsACP, open the ChartLists panel, choose the ChartList where the charts have been saved, and click the grey Edit List button at the bottom of the panel. This will open the List Drawer and show the Edit tab.
-Click on the pencil icon next to any of the saved charts to update the name and/or comments. Once your changes have been made, click the green Save button.
+Click on the pencil icon next to any of the saved charts to update the name and/or comments. Once your changes have been made, click the green Save Chart button.
 {{:acp:chartlists:acplisteditchart.png}}
-**Note:** Just like with SharpCharts, StockChartsACP charts are displayed in alphabetical order based on the chart name. You can quickly and easily control the order in which your charts appear by including a numeric code at the front of each chart's name.
+**Note:** Just like with SharpCharts, StockChartsACP charts are displayed in alphabetical order based on the chart name by default. You can quickly and easily control the default order in which your charts appear by including a numeric code at the front of each chart's name. Many ChartList views within StockChartsACP also allow you to sort the list by symbol, price, or other fields.
-==== Deleting Saved Charts in StockChartsACP ====
+==== Applying ChartStyles to Multiple Saved Charts ====
-To delete a saved chart in StockChartsACP, open the ChartLists panel, choose the ChartList where the chart has been saved, and click the grey Edit List button at the bottom of the panel. This will open the List Drawer and show the Edit tab.
+To apply a ChartStyle to multiple saved charts at once in StockChartsACP, open the ChartLists panel, choose the ChartList where the charts have been saved, and click the grey Edit List button at the bottom of the panel. This will open the List Drawer and show the Edit tab.
-Find the chart you wish to delete and click the trash can icon next to that chart. You will be prompted to confirm that you do want to delete the chart.
+{{:acp:chartlists:acplistapplystylemultiple.png}}
+Check the boxes next to any charts you want to have the new ChartStyle, then click the purple Apply ChartStyle button at the bottom of the drawer. A popup will open prompting you to choose the new ChartStyle.
+{{:acp:chartlists:acplistapplystyle.png}}
+Select the desired ChartStyle and click the green "Apply ChartStyle" button to make the style change to all the charts you selected.
+==== Moving, Copying, and Merging Saved Charts ====
+To move, copy, or merge your saved charts into a different StockChartsACP ChartList, open the ChartLists panel, choose the ChartList where the charts have been saved, and click the grey Edit List button at the bottom of the panel. This will open the List Drawer and show the Edit tab.
+{{:acp:chartlists:acplisteditmultiple.png}}
+Check the button next to any charts you want to copy, move, or merge. Three blue buttons at the bottom of the drawer allow you to choose the action you want to take:
+  * **Copy To:** The first button will //copy// the selected charts from the current ChartList to another ChartList you select. The copied charts will then exist in both current and target ChartLists.
+  * **Move To:** The second button will //remove// the selected charts from the current ChartList and //move// them to another ChartList you select. The moved charts will then exist in only the target ChartList.
+  * **Merge To:** The third button will //copy// the selected charts from the current ChartList to another ChartList you select. This differs from the "Copy To" functionality in that the chart will //not// be copied to the target ChartList if a chart for that symbol already exists in the target ChartList.
+The steps to take for each of these are essentially the same. Check the box next to each chart you want to take action on, then click the appropriate blue button at the bottom of the drawer. Select the target ChartList, then click the green button to proceed with copying/moving/merging the selected charts.
+{{:acp:chartlists:acplistcopycharts.png}}
+==== Deleting Saved Charts ====
+Saved charts can be deleted from the List Drawer in StockChartsACP. Open the ChartLists panel, choose the ChartList where the chart has been saved, and click the grey Edit List button at the bottom of the panel. This will open the List Drawer and show the Edit tab.
+To delete a single chart, simply find the chart you wish to delete in the List Drawer and click the trash can icon next to that chart. You will be prompted to confirm that you do want to delete the chart.
 {{:acp:chartlists:acplistdeletechart.png}}
+To delete multiple charts at once, check the box next to each chart you wish to delete, then click the red Delete button (with a trash can icon) at the bottom of the drawer. You will be prompted to confirm that you want to delete the selected charts.
+{{:acp:chartlists:acplistdeletemultiple.png}}