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Summary view allows you to see summary information for all the charts in your ChartList at once. This view is especially useful for watchlists, as it shows you basic performance information for each of the ticker symbols used in your ChartList at a glance.
From Your Dashboard, you can select “Summary” from the “View As” dropdown next to the ChartList you wish to view. Alternately, you can switch to Summary format from other ChartList formats, such as ChartBook, GalleryView or CandleGlance by selecting “Summary” from the “View List As” dropdown.
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.
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.
Click the appropriate icon in the left column of each row in order to display the symbol in a full-scale SharpChart, GalleryView, Point & Figure or Seasonality chart. Clicking on the chart title itself will display the chart in the workbench with all its annotations.
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.
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.
For more information on setting up ChartList Reports for your own lists, please see our ChartList Reports article in the Support Center.
Initially, the Summary View shows intraday data. You can use the Period dropdown above the chart to display performance data for the symbols over a different time period, ranging from one day to one year.
The Summary view also has the same functionality as most of the tables on our site:
While Edit View provides the most comprehensive set of editing tools for your ChartList, some editing can be done directly from the Summary view:
For more editing functionality, use the “Edit List” button at the top of the screen to load the ChartList in Edit View.
The “Delete List” and “New List” buttons can be used to delete the current ChartList and create a new ChartList, respectively.