Chart Settings

Chart Settings allow you to select technical studies to overlay on the chart, determine the time frame, frequency, and style of your chart, as well as any other chart customizations.

When you save a chart, these settings are saved as well. For more information go to Saving and Loading Charts.

 

The Chart Settings are displayed across the top of the Chart sub-tab, and several are available from the right-click menu. They allow you to set up studies, overlays, chart time frame/style/etc, and more.

Symbol

Enter the symbol for the chart you wish to view. Click the arrow to select from a list of recently-viewed symbols.

Link this tab

Links the symbol in the chart to all chart symbol fields when checked. Chart will update based on any symbol field change made in other StreetSmart.com® charts.

Time Frame drop-down

Select the time period and frequency for which you wish to see chart data.

Style drop-down

Choose from the following chart styles:

 

 Candlestick

  • On a daily chart, each candle is one day. On an intraday chart, each candle represents between 1 and 120 minutes.
  • Green indicates the security's closing/last price for the day or interval was higher than today's opening price.
  • Red indicates the security's closing/last price for the day or interval was less than today's opening price.
  • Gray indicates the security's closing/last price for the day or interval was equal to today's opening price.
  • The top and bottom of the line behind it represent the high and low for the day/period.

Line

  • Based on bar close

OHLC (Open, High, Low, Close)

  • On a daily chart, each bar is one day. On an intraday chart, each bar represents one interval.
  • The left rung indicates the opening price of the stock, and the right rung indicates the closing/last price of the stock for the day or interval.
  • The top and bottom of the bar represent the high and low for that day or interval.

Mountain

  • Based on bar close

Scale drop-down

The Linear and Log options allow you to change the scale of the vertical axis (price axis) of your chart.

Linear

Displays the price axis with each price an equal distance from the next.

EXAMPLE: A stock that has moved from $20 to $30 would show the same absolute change as an increase in price from $50 to $60, even though the move from $20 to $30 represented a 50% advance, and the move from $50 to $60 represented a more modest 20% advance.  

Log

The vertical axis is structured so that an equal distance along it represents an equal percentage change.  

EXAMPLE: Using the example above, the move from $20 to $30 is a larger percentage increase (50% increase) than the move from $50 to $60 (20% increase). Therefore, the axis points between $20 and $30 are farther apart than the axis points between $50 and $60.

Hours drop-down

Check Pre-market and/or Post-market to view before and after hours activity in your chart.

Display drop-down

Get a visual indicator of alerts, orders, and/or positions on your charts. From the Display drop-down, select Alerts, Orders, or Positions and Show All (if necessary).

Alerts

  • Shows an indicator by the price scale with the alert trigger price when you have an alert set for the security you are viewing.
  • You can also set alerts from the chart by clicking Display > Alerts > Create New.
  • Edit, delete, or activate/deactivate alerts on the chart by clicking Display > Alerts and then, next to the name of the alert, selecting the appropriate action.
  • From the Alerts drop-down, select Show All. This will display the alert any time you go to a chart containing an alert that you created in the Conditional Orders & Alerts.

Orders

If enabled from the Display drop-down, when viewing the chart for a stock with an open order, the order will be indicated next to the price scale of the chart at the relevant price level.

Hover your mouse over the indicator to see more details on the order, or right-click on the indicator to change or cancel your order.

Positions

If enabled from the Display drop-down, when viewing the chart for a stock in which you hold a position, the position will be indicated on the left side of the chart at the relevant price level.

Hover your mouse over the indicator to see details of the position, or right-click on the indicator to access a link to close the position.

  • If your position does not have Cost Basis information available, it will not display on the chart. You can add missing Cost Basis data from the Unrealized Gains/Losses tab on Schwab.com if you want to see such positions within your chart.
  • If the value of the Cost Basis is outside the price scale being displayed on the chart, the flag will show at the top or bottom of the chart.

Overlays drop-down

Overlays can display another symbol or an index chart or study on top of your current chart.

Click to view your Overlay settings. Check a box for each overlays you wish to view (you can make multiple selections).  

Refer to Chart Overlays for more information.

Studies drop-down

Using the study menus, you may position up to 4 technical analysis studies above or below (or both) each chart.

Click to see the list of available studies and settings.

Refer to Chart Studies for more information.

 

Get a quick overview of all the Chart Tab features in this self-paced Charts training course.

 

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