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chartlists:summary_view [2019/07/01 21:26] 127.0.0.1 external edit |
chartlists:summary_view [2022/07/22 20:38] (current) betseyp [Using the Summary View] |
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| At the top of the page, you can use the "Select List" dropdown to choose a different ChartList to display. | At the top of the page, you can use the "Select List" dropdown to choose a different ChartList to display. | ||
| - | The summary table has one line for each chart in your ChartList. In addition to the chart's title, the table shows the ticker symbol, sector and industry, SCTR value, price and volume information for the main ticker symbol used in the chart. | + | The summary table has one line for each chart in your ChartList. In addition to the chart's title, the table shows the ticker symbol, sector and industry, SCTR value, market cap, price and volume information for the main ticker symbol used in the chart. |
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| + | The view can be configured to show optional additional columns of technical and fundamental data for each symbol, including EMAs, SMAs, RSI, ATR, ADX, EPS, P/E, and earnings date information. Simply click the Columns button at the top, then choose the columns to show or hide in the table. | ||
| Hover over a ticker symbol to display a mini chart for that symbol. This is a great way to quickly preview multiple stocks on the list without ever leaving the Summary View page. | Hover over a ticker symbol to display a mini chart for that symbol. This is a great way to quickly preview multiple stocks on the list without ever leaving the Summary View page. | ||
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| To view the entire ChartList in a different format, such as CandleGlance or Seasonality view, use the "View List As" dropdown above the chart to make a new selection. | To view the entire ChartList in a different format, such as CandleGlance or Seasonality view, use the "View List As" dropdown above the chart to make a new selection. | ||
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| + | ==== Setting Up ChartList Reports ==== | ||
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| + | ChartList Reports are a great way to monitor your ChartLists. Once you turn on ChartList Reports for one of your lists using the Send Daily Report and Send Weekly Report checkboxes at the top of the Summary View, 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. | ||
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| + | 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. | ||
| ==== Customizing the Summary View ==== | ==== Customizing the Summary View ==== | ||
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| The "Delete List" and "New List" buttons can be used to delete the current ChartList and create a new ChartList, respectively. | The "Delete List" and "New List" buttons can be used to delete the current ChartList and create a new ChartList, respectively. | ||
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