ChartLists and ChartPacks

ChartLists and ChartPacks

Overview

ChartLists are “online folders” that allow members to store up to 500 charts in a single group. You must be a StockCharts member to use ChartLists. Basic members can only have one ChartList, Extra members can have up to 250 different ChartLists, and Pro members can have up to 350 different lists.

ChartLists allow you to group/organize/categorize collections of charts. A ChartList can contain the major market symbols, sector/industry symbols, international ETFs, your current holdings, watch lists, closed trades or any other collection of related charts that you can imagine. Up to 500 charts can be stored in a single ChartList.

The charts and ticker symbols inside a ChartList can be accessed in a number of ways as we will see below. They can also be used in Technical Scans and Technical Alerts.

Extra and Pro members can make one of their ChartLists viewable to the public. These “Public ChartLists” are a great way to share your technical analysis expertise with other members.

StockCharts also provides a large number of pre-created ChartLists that you can easily add to your account with just a couple of clicks. These pre-created ChartLists are called “ChartPacks”.

Learn More: Public ChartLists | ChartPacks

Creating New ChartLists

Note: Members of our Basic service level are limited to just one ChartList and that ChartList cannot be removed. Therefore, information about creating/deleting ChartLists does not apply to Basic members.

Note: All accounts come with (at least) one pre-created ChartList called the “Default List.”

There are several ways to create a new ChartList and add it to your account, including:

  • From the Members Dashboard, you can click the “New” button in the “Your ChartLists” area.
  • If you are using any of the ChartList Views to view an existing list, you can also click the “New List” button at the top of the page.
  • You can store the results from a Technical Scan in a new ChartList.

When creating a new ChartList, a dialog will display asking for the list name. A ChartList's name can contain up to 100 characters. Once the list has been created you will be shown the new list in “Edit” view.

Saving SharpCharts

After you have created a ChartList, there are several ways to save a SharpChart into that ChartList:

  • Use the “Save” or “Save As” links on the SharpCharts Workbench. (See image below)
  • Click the “Save” button in the ChartNotes window. (More on saving annotated charts)
  • Save the results of a Scan into a ChartList. (More on Saving Scans)
  • Use the “Edit View” commands to move or copy existing charts between ChartLists. (More on Edit View)

​Saved charts must be saved into a ChartList. Saved charts also must have a Name. When saved charts are displayed in order, they are shown in alphabetic order based on their Name.

Viewing Saved Charts

Once you have saved a chart into a ChartList, you can view it again either inside the SharpCharts Workbench or via any of the “ChartList Views” listed below.

Using the SharpCharts Workbench

To see a saved chart from inside the SharpCharts Workbench, use the “Chart” dropdown located above the current chart to select any saved charts from the current ChartList. (Use the “ChartList” dropdown to change the current ChartList.)

You can also click on the blue triangles on either side of the “Chart” dropdown to move one chart forward or one chart back within the current ChartList.

Tip: Pressing the “Ctrl+>” and “Ctrl+<” keys on your keyboard will also move you forward and backward within the current ChartList.

Using ChartList Views

ChartList Views are different ways of examining your saved charts. Some views show you the actual charts that you saved. For example, ChartBook view shows you each of your saved charts one at a time. Other views just use the main ticker symbols from each saved chart as input into a different analysis tool. For example, the Summary view shows you a table of all the ChartList's symbols on one page.

The following views can be accessed from the 'View As' dropdown on the Members dashboard for a given ChartList. When looking at a ChartList in a specific view, you can also switch to a different view using the dropdown at the top of the page. Click on a view name below for more information about using that view.

Note: You can access the “10 Per Page” view directly from the SharpCharts Workbench by clicking the “View All” link located just above the chart. Similarly, you can directly access the “Edit” view by clicking the “Edit List” link. (See image above)

Editing Saved Charts

Edit View allows you to change the name and properties of a ChartList. It also lets you do “bulk” operations on the charts in a ChartList. For example, you can use Edit View to change the ChartStyle of several charts all at once instead of editing them one at a time.

For more information on editing your ChartLists and saved charts with Edit View, please see our Edit View article in the Support Center.

Organizing Saved Charts

As mentioned above, saved charts are displayed in alphabetical order based on their Name. You can control the order in which your charts appear by including a numeric code at the front of each chart's name. We recommend using a 4-digit code for organizing your charts. Be sure to include the starting zeros to ensure things sort correctly, e.g. “0000”, “0200”, “0950”, etc.

Step-By-Step Instructions: Rearranging Order of Charts

The StockCharts ChartList Framework

The StockCharts ChartList Framework is an optional set of ChartLists designed to help organize your own ChartLists. As you create more and more ChartLists, it is easy for your account to get a bit “cluttered” making it hard to find ChartLists later. The StockCharts ChartList Framework provides one way to keep your ChartLists organized regardless of how many you create.

The framework consists of empty ChartLists which act as dividers for different groups of ChartLists. They are numbered in a way that reflects how many people work with charts over time. Here is more information on how the framework can help you stay organized.

You can install the StockCharts ChartList Framework using the link for the framework located near the bottom of the ”ChartPacks” page.

Once the framework is installed, additional ChartLists can be created and numbered such that they will be grouped within the appropriate area of the framework making them easier to find later. For example, the 3000 area should be used for ChartLists that contain sector and industry analysis charts.

Note: Use of the StockCharts ChartList Framework is completely optional. If you have a method for organizing ChartLists that works well for you, we recommend that you continue using it. The framework is offered as a resource for people that do not have a ChartList organization method that they are happy with.

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