SharpCharts 3.0 Workbench

SharpCharts 3.0 Workbench

Welcome to the new and improved SharpCharts 3.0. The good news: If you’re familiar with SharpCharts, the learning curve isn't steep. You’ll recognize the features quickly and navigate the platform in no time.

Feel free to explore and check out the different ways to view and analyze charts. And send us your feedback by clicking the “Share Your Feedback” button. Your feedback will help us build a more stable and reliable charting companion. Ready to preview the new SharpCharts Workbench?

After logging in to your account, from Your Dashboard, under Member Tools, click on The New SharpCharts Workbench to access all the new features.

The main window will display a default chart. There are several dropdown menus across the top of the chart.

1- Symbol. Enter a symbol in the main ticker symbol box. The chart associated with the symbol is plotted in the main price plot area.

2- Chart Period. Select the chart period from the dropdown menu—daily, weekly, monthly, etc. StockCharts members have access to more chart periodicities, including intraday periods such as 1-, 2-, 5-, 10-, 30-, 60-, and 120-minute charts, as well as monthly and yearly charts. Check out our Support Center section on Data Bar Periods for more info.

3- Chart Type. Do you prefer line charts, bar charts, candlesticks, or something else? The dropdown menu has plenty of choices for you to choose from.

4- Range. Select the time frame for your charts—one day, month, year, or a specific range. There are several choices, and you have the ability to enter your own start and end date.

5- Chart Settings. Here, you can select the range, size, color scheme, color of the bars on your chart, volume display, legends, grid style, scale, appearance of candlesticks, and so on. You'll see all your choices if you click on Chart Settings (see below).

6- Indicators. When you click on Indicators, you’ll see your various choices for the overlays and indicators you can add to your charts (more on that below).

7- Inspect. You can check this box to see the crosshairs on a chart. Move the crosshairs so the vertical crosshair lines up with a specific date, and the horizontal crosshair lines up with the indicator or overlay value for that date. If you hover over a price bar with the Inspect checked, you’ll see the open, high, low, close, volume, and approximate position of the crosshairs on the vertical axis (Y).

8- ChartLists. Next row displays your ChartLists. From here you can select a ChartList and then horizontally scroll through all the charts in the selected ChartList.

9- StyleButtons. On the left of the chart on the SharpCharts Workbench are “StyleButtons” which you can use to save your most used ChartStyles. This lets you access our most frequently used ChartStyles with one mouse click. You could also click on the blue chart icon above the StyleButtons to view your ChartStyles as a list and select your default style by clicking on the star next to the ChartStyle name.

10- Resizing Charts. A feature you don't want to ignore is the ability to resize charts by dragging. Click on the black dot in the bottom right corner and drag it to resize the chart.

Below the chart are the nuts and bolts of the SharpCharts Workbench.

1- Annotate. This button gives you access to drawing tools such as trendlines and parabolas. You can also add text, Fibonacci levels, and various other drawing tools. Make sure you save your chart in a ChartList after you add the annotations.

2- Share Chart. Once you’ve created a chart, you have the option of sharing it with others via Twitter, Facebook, or LinkedIn. You could also link to a chart, download the image, email, or print a chart.

3- More Tools. From this button, you can create alerts, view symbol summary, ACP, P&F charts, gallery view, seasonality, CandleGlance, and RRG charts.

Under Settings are the following:

4- Chart Settings. This is where you can change your chart Attributes. Some of these are duplicates of the settings across the top of the chart. If you wish to change any chart attributes, especially after adding indicators and overlays, there’s no need to scroll back to the top of the chart. You can do it from this section that resides below the chart.

In the SharpCharts Workbench, you have a ton of flexibility in your Chart Settings. You can change your chart type, timeframes of charts, size, colors, and amount of info you want displayed on a chart.

Below the Attributes section you can add overlays and indicators to your charts. Note you can reposition the overlays and indicators using the drag-and-drop icon on the left of the overlay and indicator names.

  • Adding Overlays. You can select from a list of overlays from a dropdown menu, select parameters, style, color and opacity of the different overlays.
  • Adding Indicators. From here, you can select indicators to display on your charts, their parameters, position, and various other aspects of the indicators.

And if you wish to delete your overlays and/or indicators, click the Clear All Overlays or Clear All Indicators button on the right. Once you’re done getting your charts the way you want them to look, click Update Chart.

5- ChartStyle Library. Select a ChartStyle from the Your CharStyles dropdown menu. You can either view them as a Grid or List.

If you view a ChartStyle as a Grid, they will display as thumbnails (see chart below). This gives you a glance at the ChartStyles in the selected ChartStyle Library. A thumbnail size sliding bar allows you to change the size of the thumbnails. If there are too many charts to display in the selected ChartStyle and the thumbnails are too small, you can increase the size.

If you wish to apply a specific ChartStyle, click on the thumbnail and a larger chart loads above the thumbnail view. You have the option to save the chart to one of your ChartLists or save the ChartStyle so you can use it in the future. You also have the option of left or center aligning the chart on your screen.

If you choose to view your ChartStyle Library as a List, you’ll have to click on each ChartStyle and view a small chart displayed to the right of the list. If you wish to focus on a chart, click the Load Chart button. This will display the chart above the list view—the SharpChart Workbench—where you can apply your analytical tools.

6- ChartList Library. This is similar to the ChartStyle Library. The difference is this feature includes your ChartList library.

Select a ChartList from the Library dropdown and view it as Grid or List.

You can go through each one of them pretty quickly. So, if you’re looking to find something to trade, you can quickly view it as a grid or scroll down each chart in your list and view the chart that’ll be displayed on the right (see chart below).

You can click the Load Chart button to analyze the chart. You can search for a specific security in a ChartList using the Search window.