Symbol Summary

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reports:symbol-summary [2020/02/03 20:12]
betseyp
reports:symbol-summary [2023/11/08 16:07] (current)
jayanthi [Symbol Summary]
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 ====== Symbol Summary ====== ====== 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, ​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 ===== ===== Accessing the Symbol Summary =====
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 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. 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}}
 +
  
  
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 The Symbol Summary page has several different panels, each containing different types of information about the security. The Symbol Summary page has several different panels, each containing different types of information about the security.
  
-=== Header Area ===+==== Header Area ====
 At the top of the Symbol Summary, you can see the security'​s name, exchange, and where applicable, sector and industry information. The latest price quote is displayed, along with the price change, volume, and market cap information. To the right, Member Actions buttons allow logged in members to quickly add the ticker symbol to one of their ChartLists or create a price alert for the symbol. Below the price quote, a series of links provide quick access to other parts of the Symbol Summary page. At the top of the Symbol Summary, you can see the security'​s name, exchange, and where applicable, sector and industry information. The latest price quote is displayed, along with the price change, volume, and market cap information. To the right, Member Actions buttons allow logged in members to quickly add the ticker symbol to one of their ChartLists or create a price alert for the symbol. Below the price quote, a series of links provide quick access to other parts of the Symbol Summary page.
  
 {{:​reports:​symbol-summary:​symsumheader.png}} {{:​reports:​symbol-summary:​symsumheader.png}}
  
 +=== Earnings Information ===
 When symbols are reporting earnings, a notification is also shown in this area. In the example below, DIS is reporting earnings the next day, so a light blue earnings notification banner is shown above the price. The banner is light orange on the day earnings are reported, and light green on the day after earnings are reported. When symbols are reporting earnings, a notification is also shown in this area. In the example below, DIS is reporting earnings the next day, so a light blue earnings notification banner is shown above the price. The banner is light orange on the day earnings are reported, and light green on the day after earnings are reported.
  
 {{:​reports:​symbol-summary:​symsumearnnotif.png}} {{:​reports:​symbol-summary:​symsumearnnotif.png}}
  
-=== Chart Area ===+=== Extended Hours Price Quotes === 
 +During the pre- and post-market trading sessions, after-hours price data will also be shown in this section of the Symbol Summary: 
 + 
 +{{:​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. 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.
  
 {{:​reports:​symbol-summary:​symsumchart.png}} {{:​reports:​symbol-summary:​symsumchart.png}}
  
-=== Summary Area ===+==== Summary Area ====
  
 The Summary panel in the Symbol Summary gives quick access to commonly-requested stats that are not in the Header Area. In this panel, users can see the open, previous close, high-low range for the day or the previous 52 weeks, the all-time high, and the 50-day average of volume. Limited fundamental data is also available in this panel: earnings per share (EPS), the next scheduled earnings date, the annual dividend (yield), and whether or not the security trades options. The Summary panel in the Symbol Summary gives quick access to commonly-requested stats that are not in the Header Area. In this panel, users can see the open, previous close, high-low range for the day or the previous 52 weeks, the all-time high, and the 50-day average of volume. Limited fundamental data is also available in this panel: earnings per share (EPS), the next scheduled earnings date, the annual dividend (yield), and whether or not the security trades options.
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 {{:​reports:​symbol-summary:​symsumsummary.png}} {{:​reports:​symbol-summary:​symsumsummary.png}}
  
-=== Fundamentals Area ===+==== Fundamentals Area ====
  
 The Fundamentals panel shows more extensive fundamental data where applicable, including P/E ratio, Revenue Per Share, Last Earnings Date, Shares Outstanding,​ Dividends per Share, Ex-Dividend Date, and more. The Fundamentals panel shows more extensive fundamental data where applicable, including P/E ratio, Revenue Per Share, Last Earnings Date, Shares Outstanding,​ Dividends per Share, Ex-Dividend Date, and more.
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 {{:​reports:​symbol-summary:​symsumfundamentals.png}} {{:​reports:​symbol-summary:​symsumfundamentals.png}}
  
-=== Technicals Area ===+==== Technicals Area ====
  
 The Technicals panel shows popular technical values for the security where applicable, including percent above or below certain moving averages, performance over selected timeframes, and values for commonly-used technical indicators such as RSI, ATR, ADX, and Beta. The Technicals panel shows popular technical values for the security where applicable, including percent above or below certain moving averages, performance over selected timeframes, and values for commonly-used technical indicators such as RSI, ATR, ADX, and Beta.
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 {{:​reports:​symbol-summary:​symsumtechnicals.png}} {{:​reports:​symbol-summary:​symsumtechnicals.png}}
  
-=== SCTR Rank Area ===+==== 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 ====
  
 For securities that have a StockCharts Technical Rank (SCTR) value, this panel shows the current SCTR ranking and a three-month chart of SCTR values for the ticker symbol. The SCTR Reports button at the top gives you quick access to our full range of SCTR Reports. For more information about SCTRs and how they are calculated, please see [[https://​school.stockcharts.com/​doku.php?​id=technical_indicators:​sctr|our ChartSchool article]] on this topic. For securities that have a StockCharts Technical Rank (SCTR) value, this panel shows the current SCTR ranking and a three-month chart of SCTR values for the ticker symbol. The SCTR Reports button at the top gives you quick access to our full range of SCTR Reports. For more information about SCTRs and how they are calculated, please see [[https://​school.stockcharts.com/​doku.php?​id=technical_indicators:​sctr|our ChartSchool article]] on this topic.
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 {{:​reports:​symbol-summary:​symsumsctr.png}} {{:​reports:​symbol-summary:​symsumsctr.png}}
  
-=== Profile ===+==== Profile ​====
  
 For many US and Canadian companies, the Profile panel will show the company address, URL, sector and industry, along with a short description of the company. For most ETFs, the panel gives a brief description of the fund, as well as a URL with more fund information. If no profile information is available for a security, the Profile panel will not be shown. For many US and Canadian companies, the Profile panel will show the company address, URL, sector and industry, along with a short description of the company. For most ETFs, the panel gives a brief description of the fund, as well as a URL with more fund information. If no profile information is available for a security, the Profile panel will not be shown.
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 {{:​reports:​symbol-summary:​symsumprofile.png}} {{:​reports:​symbol-summary:​symsumprofile.png}}
  
-=== Predefined Scans Area ===+==== Predefined Scans Area ====
  
 This panel will show any predefined scans that have recently been triggered for the ticker symbol. Clicking the View All button at the top of the panel will take you to the complete Predefined Scans results. This panel will show any predefined scans that have recently been triggered for the ticker symbol. Clicking the View All button at the top of the panel will take you to the complete Predefined Scans results.
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 {{:​reports:​symbol-summary:​symsumpredefined.png}} {{:​reports:​symbol-summary:​symsumpredefined.png}}
  
-=== Alerts Area ===+==== 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}} {{:​reports:​symbol-summary:​symsumalerts.png}}
  
-=== ChartLists Area ===+==== ChartLists Area ====
  
 For logged in members, this panel shows any charts with this ticker symbol that you have saved to one of your ChartLists. Click the Saved Chart Name to launch the chart, or the ChartList name to see the entire ChartList. To quickly add the ticker symbol to one of your existing ChartLists, click the "Add to ChartList"​ button at the top of the Symbol Summary. For logged in members, this panel shows any charts with this ticker symbol that you have saved to one of your ChartLists. Click the Saved Chart Name to launch the chart, or the ChartList name to see the entire ChartList. To quickly add the ticker symbol to one of your existing ChartLists, click the "Add to ChartList"​ button at the top of the Symbol Summary.
  
 {{:​reports:​symbol-summary:​symsumchartlists.png}} {{:​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]] **Next Up »**  [[:​reports:​market-summary]]