A basic idea of technical analysis is that certain stocks will perform better during particular months of the year. Our Interactive Seasonality Chart tool allows you to confirm whether or not these kinds of “seasonal” effects happen by letting you interactively determine how frequently any given security in our database rises during each month of the year.
Check out our Seasonality overview video below, or just read on to learn how to get the most out of Seasonality charts.
Seasonality Charts can be viewed in three different modes: “Histogram,” “Separate Scale” and “Same Scale.” Each mode gives you a slightly different view of the underlying data.
In Histogram mode, a seasonality chart has a histogram bar for each month of the year. The height of each bar is determined by the percentage of years that the stock ($SPX in the example above) has risen during that month. The number at the bottom of each column is the average gain/loss for that month. The slider at the bottom of the chart lets you change the chart's timeframe.
The Separate Scale mode shows a line chart for each year, one below the other, so that you can compare the performance from year to year at a glance.
The Same Scale mode is similar to an Interactive PerfChart, plotting percentage change over time instead of price. The Same Scale mode shows one line for each year, all plotted on the same chart for easy comparison.
There are several ways to create an Interactive Seasonality Chart on StockCharts.com, including:
There are several important sections of the interactive Seasonality Chart page:
The use of each of these sections is described below.
Using the slider at the bottom of the chart (#4 in the image above) will allow you to alter the starting and/or ending years of the chart.
You can use your mouse to adjust the slider in the following ways:
There are several keyboard equivalents that you can also use to adjust the chart's start and end dates:
Note: You may need to click once on the Seasonality Chart before the keyboard controls will work.
Click any of the year buttons above the chart (#2 in the image above) to hide that year's line and remove that year's data from the calculations. Click on the button again to return it to the chart.
Enter a ticker symbol into the optional “Compare” box and press “Go” to show how frequently the chart's main symbol outperforms the Comparison symbol.
Three buttons in the lower left corner of the chart (#3 in the image above) allow you to switch between “Separate Mode,” “Same Scale Mode” and “Histogram Mode” (the default).
You can click and drag the lower right corner of the chart to resize the chart inside your browser window.
Members can click the “Permalink” link located below the chart to get a link to their chart that can then be bookmarked and/or used in web links.
Members can also use Seasonality charts to view ChartLists. From Your Dashboard, you can select “Seasonality” from the “View As” dropdown next to the ChartList you wish to view. Alternately, you can switch to Seasonality format from other ChartList formats, such as Summary, GalleryView or CandleGlance. To do so, select “Seasonality” from the “View List As” dropdown.
The Seasonality View will display one chart at a time in Seasonality format. Above the chart, you can use the “Select List” dropdown to choose a different ChartList to display. Use the “Select Chart” dropdown to choose a specific chart in the ChartList to display. The arrow buttons on either side of this dropdown allow you to quickly cycle through the ChartList's charts.
You can add or edit notes for the entire ChartList by clicking in the ChartList Notes box at the bottom of the screen. Click the “Save” button once you've made your changes. 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.