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acp:editing [2020/07/16 20:59] betseyp [Color Scheme] |
acp:editing [2020/09/18 21:39] betseyp |
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| {{:acp:editing:acpeditmenus.png}} | {{:acp:editing:acpeditmenus.png}} | ||
| - | Some chart setting changes (like our Speed Settings) take effect immediately, so you can instantly see the effect of any adjustments you make. Other settings require you to press an Update button before the change is reflected on your chart. | + | Chart setting changes take effect immediately, so you can instantly see the effect of any adjustments you make. However, if you're working on a chart that has been saved to a ChartList, you'll need to be sure to click the Save button above the chart to save those changes to the version of the chart in your ChartList. |
| - | + | ||
| - | **Note:** To update a saved chart with your setting changes, be sure to click the Save button above the chart after you've finished editing it. | + | |
| === A Note on Editing in Multi-Chart Layouts === | === A Note on Editing in Multi-Chart Layouts === | ||
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| From the Basic Chart Settings menu at the top of the screen, you can change the chart's type, period, and range. | From the Basic Chart Settings menu at the top of the screen, you can change the chart's type, period, and range. | ||
| - | * **Chart Types:** We currently offer twelve chart types, including candlesticks and OHLC bars; more will be offered in the future. | + | * **Chart Types:** We currently offer eleven chart types, including candlesticks and OHLC bars; more will be offered in the future. |
| * **Periods:** Several intraday, daily, weekly, and monthly periods are available. | * **Periods:** Several intraday, daily, weekly, and monthly periods are available. | ||
| * **Range:** The Range setting controls the amount of data that is visible on the chart (similar to the range settings on SharpCharts). | * **Range:** The Range setting controls the amount of data that is visible on the chart (similar to the range settings on SharpCharts). | ||
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| ===== Chart Attributes ===== | ===== Chart Attributes ===== | ||
| - | Clicking the Chart Settings icon in the Chart Design menu on the left (as shown below) gives you access to a wealth of other chart settings. In the panel that slides out, click on the symbol name at the top of the panel to change the chart scale, legend, price and event labels, and more. For quick access to these settings, you can also click on the symbol name in the legend of the chart itself. | + | Clicking the Chart Settings icon in the Chart Design menu on the left gives you access to a wealth of other chart settings. In the panel that slides out, click on the symbol name or gear icon at the top of the panel to change the chart scale, legend, price and event labels, and more. For quick access to these settings, you can also click on the symbol name in the legend of the chart itself. |
| {{:acp:editing:acpchartattributes.png}} | {{:acp:editing:acpchartattributes.png}} | ||
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| * **Chart Header:** Choose between a Slim, Standard, or Full Quote header for your chart. For narrower charts, a Slim chart header will be displayed regardless of the setting chosen here. | * **Chart Header:** Choose between a Slim, Standard, or Full Quote header for your chart. For narrower charts, a Slim chart header will be displayed regardless of the setting chosen here. | ||
| * **Legend:** Choose between displaying Default or Minimal information in the chart's legend, or turn the legend Off entirely. | * **Legend:** Choose between displaying Default or Minimal information in the chart's legend, or turn the legend Off entirely. | ||
| + | * **Date/Time Axis:** Choose to have the date/time axis displayed either at the bottom of the chart (the default) or directly below the main price plot area. | ||
| * **Events:** Check these boxes to display Dividends, Splits, and/or Predefined Alerts on the chart. | * **Events:** Check these boxes to display Dividends, Splits, and/or Predefined Alerts on the chart. | ||
| * **Chart Type-Specific Settings:** The options available in this section will depend on the type of chart you're modifying. For example, if you are configuring a candlestick chart, you can specify in this section whether the candles are hollow or filled, the colors to use for up and down candles, and the size of the gap between candles. | * **Chart Type-Specific Settings:** The options available in this section will depend on the type of chart you're modifying. For example, if you are configuring a candlestick chart, you can specify in this section whether the candles are hollow or filled, the colors to use for up and down candles, and the size of the gap between candles. | ||
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| Technical Overlays are calculated using the same vertical scale as the price bars, so they are typically displayed on top of the main symbol's price bars. Examples of overlays include moving average lines, Bollinger Bands, and Pivot Point lines. | Technical Overlays are calculated using the same vertical scale as the price bars, so they are typically displayed on top of the main symbol's price bars. Examples of overlays include moving average lines, Bollinger Bands, and Pivot Point lines. | ||
| - | **Note:** Just like with SharpCharts, free users will be limited to a maximum of 3 indicators and 3 overlays per chart. | + | **Note:** Just like with SharpCharts, free users are limited to a maximum of 3 indicators and 3 overlays per chart. |
| - | ==== Adding Indicators and Overlays to the Chart ==== | + | ==== The Chart Outline ==== |
| Clicking the Chart Settings icon in the Chart Design menu on the left opens a panel that shows the indicators and overlays currently in use on your chart. Indicators listed at the top are displayed above the main price plot, and indicators listed at the bottom are displayed below the price plot. Overlays that appear on the main price plot are listed between the two dividers. | Clicking the Chart Settings icon in the Chart Design menu on the left opens a panel that shows the indicators and overlays currently in use on your chart. Indicators listed at the top are displayed above the main price plot, and indicators listed at the bottom are displayed below the price plot. Overlays that appear on the main price plot are listed between the two dividers. | ||
| In the example below, we can see that this is a chart of GM, with an RSI panel displayed above the main price plot, two moving averages and volume overlaid on the main price plot, and a MACD indicator displayed below the main price plot. | In the example below, we can see that this is a chart of GM, with an RSI panel displayed above the main price plot, two moving averages and volume overlaid on the main price plot, and a MACD indicator displayed below the main price plot. | ||
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| + | {{:acp:editing:acpchartoutline.png}} | ||
| + | |||
| + | ==== Adding Indicators and Overlays to the Chart ==== | ||
| + | |||
| + | A searchable list of available indicators and overlays appears below the Chart Outline. To add a new indicator or overlay to your chart, simply find it on the searchable list, and click to add it. | ||
| {{:acp:editing:acpchartindicators.png}} | {{:acp:editing:acpchartindicators.png}} | ||
| - | A searchable list of available indicators and overlays appears below. To add a new indicator or overlay to your chart, simply find it on the searchable list, and click to add it. | + | By default, indicators are added below the main price plot area and overlays are overlaid on the main price plot area. Both indicators and overlays can be repositioned after they are added to the chart. |
| When the indicator or overlay is added, a panel will open where you can change its settings. | When the indicator or overlay is added, a panel will open where you can change its settings. | ||
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| Available settings vary from one indicator/overlay to the next, but typically you will be able to specify the color of the various indicator components, as well as settings like the number of periods that will affect the sensitivity of the indicator. | Available settings vary from one indicator/overlay to the next, but typically you will be able to specify the color of the various indicator components, as well as settings like the number of periods that will affect the sensitivity of the indicator. | ||
| - | === Speed Settings === | + | There are a number of ways to access the settings for an indicator: |
| - | + | ||
| - | When looking at the currently-used indicators and overlays on the Chart Settings panel, you will see that some of them have a small triangle icon. Click that triangle to show the most commonly-adjusted settings for that indicator or overlay. You can change those settings and watch your chart adjust as you move the slider. | + | |
| - | + | ||
| - | {{:acp:editing:acpspeedsettings.png}} | + | |
| - | + | ||
| - | === Full Settings === | + | |
| - | + | ||
| - | There are a number of ways to access the full settings for the indicator: | + | |
| * Mouse over the indicator on the Chart Settings panel and click the gears icon next to the indicator. | * Mouse over the indicator on the Chart Settings panel and click the gears icon next to the indicator. | ||
| * Click on the indicator name in the legend of the chart. | * Click on the indicator name in the legend of the chart. | ||
| * And of course, when you add a new indicator or overlay to your chart, the full settings menu will be launched for that indicator automatically. | * And of course, when you add a new indicator or overlay to your chart, the full settings menu will be launched for that indicator automatically. | ||
| - | The panel that opens allows you to change all the settings for the indicator, not just the most commonly-adjusted ones. | + | The panel that opens allows you to change all the settings for the indicator. Changes to the settings take effect immediately. For example, you can use the slider bar to change the number of periods in an RSI and watch the chart adjust as the slider moves. |
| - | + | ||
| - | While changing the Speed Settings updates the chart instantly, changes in the Full Settings panel are not reflected on the chart until you press the green Update button at the bottom of the panel. | + | |
| - | To revert to the default settings for the indicator, click the grey Reset button right below the settings. | + | To revert to the default settings for the indicator, click the blue Reset button right below the settings. |
| - | To delete the indicator from your chart, click the red Delete button at the bottom of the panel. | + | To delete the indicator from your chart, click the red trash can icon at the top of the panel. |
| - | Click the "X" icon at the top right of the panel to close the panel without saving your setting changes. | + | Click the "X" icon at the top right of the panel or they grey Close button at the bottom to close the panel. |
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| If the blue line forms a box around one of the panels (either the main price plot or one of the indicator panels), then the indicator/overlay you're moving will be added to that panel as an overlay. | If the blue line forms a box around one of the panels (either the main price plot or one of the indicator panels), then the indicator/overlay you're moving will be added to that panel as an overlay. | ||
| + | ==== Resizing Indicator Panels ==== | ||
| + | |||
| + | To change the height of an indicator panel, place your mouse between the panel and the one above or below it. When your cursor changes to an up/down arrow, click and drag up or down to change the height of the panels. | ||
| ==== Overlays of Indicators ==== | ==== Overlays of Indicators ==== | ||