Summary View

Summary View

Summary view allows you to see summary information for all the charts in your ChartList at once. This view is especially useful for watch lists, as it shows you basic performance information for each of the ticker symbols used in your ChartList at a glance.

Accessing the Summary View

From the Members Dashboard, you can select “Summary” from the “View As” dropdown next to the ChartList you wish to view. Or you can switch to Summary format from other ChartList formats such as ChartBook, GalleryView or CandleGlance. Select “Summary” from the “View List As” dropdown.

Using the Summary View

At the top of the page, you can use the “Select List” dropdown to choose a different ChartList to display.

The summary table has one line for each chart in your ChartList. In addition to the chart's title, the table shows the ticker symbol, sector and industry, SCTR value, price and volume information for the main ticker symbol used in the chart.

Hover over a ticker symbol to display a mini chart for that symbol. This is a great way to quickly preview multiple stocks on the list without ever leaving the Summary View page.

Click the appropriate icon in the left column of each row in order to display the symbol in a full-scale SharpChart, GalleryView, Point and Figure, or Seasonality chart. Clicking on the chart title itself will display the chart in the workbench with all its annotations.

To view the entire ChartList in a different format, such as CandleGlance or Seasonality view, use the “View List As” dropdown above the chart.

Customizing the Summary View

Initially, the Summary View shows intraday data. You can use the Period dropdown above the chart to display performance data for the symbols over a different time period, ranging from one day to one year.

The Summary view also has the same functionality as most of the tables on our site:

  • You can click the Columns button at the top to show or hide columns in the list.
  • To sort by a different column, click the double-arrow icon next to the column header.
  • To sort by multiple columns (e.g. sort by column A, and within each value for A, sort by column B), click the first column, then hold down the shift key while selecting the second column.
  • You can also search the items in the list by typing in the Search Table box at the top right.

Editing the ChartList

While Edit View provides the most comprehensive set of editing tools for your ChartList, some editing can be done directly from the Summary view:

  • To permanently reorder the charts in the ChartList, sort the table in the order you want, then click the “Number in Sorted Order” button at the bottom of the page. This will prepend a series of numbers to each chart title so the charts retain this order even in other ChartList views.
  • 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.