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chartlists:edit_view [2019/07/01 21:26] 127.0.0.1 external edit |
chartlists:edit_view [2022/07/22 22:32] (current) betseyp [Editing Multiple Charts] |
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| {{:chartlists:chartlistprops.png}} | {{:chartlists:chartlistprops.png}} | ||
| - | From this page, you can edit the name of your ChartList and add additional notes about it. The title is located at the top of the page, while the ChartList Notes are at the bottom. The process for updating either one is the same: click on the existing text, make your changes and click the "Save" button. For both the Title and Notes, you can add formatting to the text via the use of special tags: | + | From this page, you can edit the name of your ChartList and add additional notes about it. The ChartList name is located at the top of the page, while the ChartList notes are at the bottom. The process for updating either one is the same: click on the existing text, make your changes and click the "Save" button. For both the List Name and Notes, you can add formatting to the text via the use of special tags: |
| * **bold** - add <b> before the text and </b> after to bold the text | * **bold** - add <b> before the text and </b> after to bold the text | ||
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| **Learn More:** [[:commentary:public_chartlists|Public ChartLists]] | **Learn More:** [[:commentary:public_chartlists|Public ChartLists]] | ||
| - | To share your list with a specific StockCharts user, click the "Send to Friend" button at the top of the screen. Type the email address of your friend into the popup box and click "OK." Your friend will be sent an email with a link which will allow them to have your ChartList copied to their account. The request is valid for five days. You will receive a confirmation email when your friend has copied the ChartList. **Note:** Any subsequent changes you make to the ChartList will not be reflected in your friend's copy. | + | To share your list with a specific StockCharts user, click the "Send to Friend" button at the top of the screen. Type the email address of your friend into the popup box and click "Send to Friend." Your friend will be sent an email with a link which will allow them to have your ChartList copied to their account. The request is valid for five days. You will receive a confirmation email when your friend has copied the ChartList. |
| - | **Step-By-Step Instructions:** [[:chartlists:how_do_i_edit_a_chartlist_name_or_a_chart_name|Editing a ChartList's Name]] | [[:chartlists:how_do_i_share_a_chartlist_with_another_member|Sharing a ChartList]] | + | **Note:** Any subsequent changes you make to the ChartList will not be reflected in your friend's copy. |
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| + | **Step-By-Step Instructions:** [[:chartlists:how_do_i_share_a_chartlist_with_another_member|Sharing a ChartList]] | ||
| ===== Adding Charts to a ChartList ===== | ===== Adding Charts to a ChartList ===== | ||
| - | Additional charts can be added to your ChartList at any time from the "Add Charts to List" section. | + | Additional charts can be added to your ChartList at any time by clicking the "Add Symbol" button at the top of the page. Click the appropriate tab to enter symbols one at a time, many at a time, by adding all members of a group, or by uploading a CSV spreadsheet of symbols. |
| + | **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 at the top of the Edit View page if you have reached this limit. | ||
| ==== One at a Time ==== | ==== One at a Time ==== | ||
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| {{:chartlists:chartlistaddmany.png}} | {{:chartlists:chartlistaddmany.png}} | ||
| - | Inside the "Many" tab, you can add charts for multiple symbols at once. Just enter the ticker symbols, separated with commas. Click "Add Charts" 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. | + | Inside the "Multiple" tab, you can add charts for multiple symbols at once. Just enter the ticker symbols, separated with commas. Click "Add Charts" 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. |
| ==== From a Group ==== | ==== From a Group ==== | ||
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| Inside 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 Charts 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 Charts" 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. | Inside 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 Charts 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 Charts" 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. | ||
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| - | **Step-By-Step Instructions:** [[:chartlists:how_do_i_add_a_group_of_specific_ticker_symbols_to_my_chartlist|Adding Groups of Symbols]] | ||
| ==== From a File ==== | ==== From a File ==== | ||
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| Inside the "Upload CSV" tab, you can add all the symbols in a CSV (comma-separated values) file that you create. The file must be in CSV format with no more than three columns of data. The first column must contain the ticker symbol; the second and third columns are optional and may contain the chart name and chart comments. | Inside the "Upload CSV" tab, you can add all the symbols in a CSV (comma-separated values) file that you create. The file must be in CSV format with no more than three columns of data. The first column must contain the ticker symbol; the second and third columns are optional and may contain the chart name and chart comments. | ||
| - | Once your CSV file has been created, click the "Choose File" button and select your file, then click the "Upload" button. You will be asked to confirm the symbols you are adding (near the bottom of the screen). If everything looks correct, click "OK." | + | Once your CSV file has been created, click the "Choose File" button and select your file, then click the "Upload" button. You will be asked to confirm the symbols you are adding (near the bottom of the popup). If everything looks correct, click "OK." |
| A chart with your default ChartStyle will be added to the ChartList for each symbol in your CSV file. A generic chart name (e.g. "AMZN - Amazon.com, Inc.") will be used for any symbols that did not have a chart name specified in the file. | A chart with your default ChartStyle will be added to the ChartList for each symbol in your CSV file. A generic chart name (e.g. "AMZN - Amazon.com, Inc.") will be used for any symbols that did not have a chart name specified in the file. | ||
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| {{:chartlists:chartlistcontents.png}} | {{:chartlists:chartlistcontents.png}} | ||
| - | To update the Name or Comments for the chart, click on the Pencil icon next to the chart's name in the table. Update the chart name and/or comments, then click the "Save Changes" button. Clicking on the Symbol will display the chart in the SharpCharts Workbench, where you can edit the chart itself. | + | To update the Name for the saved chart, hover over the name and click on the Pencil icon next to the chart's name in the table. Update the chart name and/or comments, then press Enter or just click elsewhere on the page. Press the ESC key to exist without making changes. The chart's Comments can be changed in the same way; just hover over the comments and click the pencil icon. Clicking on the Symbol will display the chart in the SharpCharts Workbench, where you can edit the chart itself. |
| - | You can also select multiple symbols in the table, then update all of the selected symbols at once. To select a chart, click the checkbox for that row in the table. To select all the charts in the ChartList, click the checkbox icon in the header row of the table, or click the Select All button below the table. | + | You can also select multiple symbols in the table, then update all of the selected symbols at once. To select a chart, click the checkbox for that row in the table. To select all the charts in the ChartList, click the Select All button above the table. |
| - | **Step-By-Step Instructions:** [[:chartlists:how_do_i_edit_a_chartlist_name_or_a_chart_name|Editing a Chart's Name]] | ||
| ===== Editing Multiple Charts ===== | ===== Editing Multiple Charts ===== | ||
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| {{:chartlists:chartlistactions.png}} | {{:chartlists:chartlistactions.png}} | ||
| - | If you have selected any charts using the checkboxes at the left side of the table, then the row of buttons below the table becomes available. These buttons allow you to make updates to multiple charts at the same time. | + | If you have selected any charts using the checkboxes at the left side of the table, then the row of buttons above the table becomes available. These buttons allow you to make updates to multiple charts at the same time. |
| * **Select All** - This first button is available at all times and is used to quickly select all the charts in your ChartList. | * **Select All** - This first button is available at all times and is used to quickly select all the charts in your ChartList. | ||
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| * **Remove Numbers From** - This button will remove any numbers from the beginning of the selected charts' names. | * **Remove Numbers From** - This button will remove any numbers from the beginning of the selected charts' names. | ||
| - | **Step-By-Step Instructions:** [[:faqs:how_do_i_move_or_copy_a_chart_from_one_chartlist_to_another|Moving and Copying Charts]] | [[:chartlists:how_do_i_apply_a_chartstyle_to_one_of_my_chartlists|Applying ChartStyles to ChartLists]] | [[:chartlists:how_do_i_delete_a_saved_chart_from_one_of_my_chartlists|Deleting Charts]] | + | **Step-By-Step Instructions:** [[:chartlists:how_do_i_delete_a_saved_chart_from_one_of_my_chartlists|Deleting Charts]] |