Differences

This shows you the differences between two versions of the page.

--- reports:symbol-summary [2021/02/25 23:22]
betseyp
+++ reports:symbol-summary [2023/11/08 16:07]
jayanthi [Symbol Summary]
@@ Line 1: / Line 1: @@
 ====== Symbol Summary ======
-The [[https://stockcharts.com/freecharts/symbolsummary.html|Symbol Summary]] page is designed to provide a wide range of information about a specific security, all in one convenient location. The page includes important fundamental and technical data, a mini-chart, company summary, and a listing of predefined scans, price alerts, and saved charts featuring the security. It's a great way to get a quick overall look at a symbol, then zero in on the information that matters most to you.
+The [[https://stockcharts.com/freecharts/symbolsummary.html|Symbol Summary]] page is designed to provide a wide range of information about a specific security in one convenient location. The page includes stock quotes, important fundamental and technical data, a mini-chart, a company summary, and a listing of predefined scans, price alerts, and saved charts featuring the security. It's a great way to get a quick look at a symbol, and then zero in on the information that matters most to you.
 ===== Accessing the Symbol Summary =====
@@ Line 9: / Line 9: @@
 You can also access the Symbol Summary from the “Member Tools” area of [[https://stockcharts.com/def/servlet/Favorites.CServlet|Your Dashboard]], or the “Summary Pages” section of the [[https://stockcharts.com/freecharts/|Charts & Tools]] page.
+sym
+==== Symbol Summary in StockChartsACP ====
+A slimmed-down version of Symbol Summary is available in StockChartsACP. Click the Symbol Summary icon in the Symbol Selection menu (on the right) to launch the Symbol Summary for the selected chart.
+{{:reports:symbol-summary:symsumacp-n.png?400|StockChartsACP Symbol Summary}}
@@ Line 30: / Line 37: @@
 {{:reports:symbol-summary:symsumafterhours.png}}
+**Learn More:** [[:data#extended_hours_data|Extended Hours Data]]
 ==== Chart Area ====
 A half-size chart of the security is displayed in this area of the Symbol Summary. Buttons above the chart allow you to change the chart's period; logged in members can see any chart period from two-day intraday charts up to a 5-year weekly chart within the Symbol Summary. Buttons below the chart allow you to launch a full-size SharpChart, P&F Chart, Gallery View chart, PerfChart, or Seasonality chart, or view historical data in tabular form. The Advanced Chart button above the chart will load a chart for the ticker symbol in StockChartsACP.
@@ Line 54: / Line 61: @@
 {{:reports:symbol-summary:symsumtechnicals.png}}
+==== Earnings Area ====
+The Earnings panel displays earnings and revenue history for the selected symbol (if applicable). You can see the quarterly earnings displayed in Chart View or Table View. You'll find EPs, est. EPS, Revenue, est. Revenue, and other earnings data here. You can choose to view Quarterly or Annual earnings using the dropdown menu on the left.
+{{:reports:symbol-summary:symsumearnings.png|StockChartsACP earnings summary}}
 ==== SCTR Rank Area ====
@@ Line 74: / Line 87: @@
 ==== Alerts Area ====
-For logged in Extra or Pro members, this panel will show you any price alerts that you have set up for the ticker symbol, as well as the most recent time that the alert has been triggered. Click on the alert to open it in the Alert Workbench. You can quickly create a new price alert for this ticker symbol by clicking the New button at the top of the panel. The View All button allows you to see all of your alerts at a glance.
+For logged in members, this panel will show you any price alerts that you have set up for the ticker symbol, as well as the most recent time that the alert has been triggered. Click on the alert to open it in the Alert Workbench. You can quickly create a new price alert for this ticker symbol by clicking the New button at the top of the panel. The View All button allows you to see all of your alerts at a glance.
 {{:reports:symbol-summary:symsumalerts.png}}
@@ Line 83: / Line 96: @@
 {{:reports:symbol-summary:symsumchartlists.png}}
+===== Viewing ChartLists in Symbol Summary Format =====
+Members can also use the Symbol Summary to view the symbols in their ChartLists. From Your Dashboard, select "Symbol Summary" from the "View As" dropdown next to the ChartList you wish to view. Alternately, you can switch to Symbol Summary format from other ChartList formats, such as Summary, Gallery View or CandleGlance. To do so, select "Symbol Summary" from the "View List As" dropdown.
+The Symbol Summary View will display detailed information about each symbol in your ChartList, one at a time. Above the chart, you can use the "Select List" dropdown to choose a different ChartList to view. Use the "Select Chart" dropdown to choose a specific symbol in the ChartList to display. The arrow buttons on either side of this dropdown menu allow you to quickly cycle through the ChartList's contents.
+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.
+===== Additional Resources =====
+==== StockCharts In Focus ====
+The following //StockCharts In Focus// video, "Strengthen Your Stock Research with Symbol Summary", takes a deep-dive into using the Symbol Summary on StockCharts when researching stocks and other securities.
+<html>
+<div class="embed-responsive embed-responsive-16by9">
+<iframe src="https://www.youtube.com/embed/y4buQQGD8K0" width="640" height="360" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
+</div>
+</html>
 **Next Up »**  [[:reports:market-summary]]