New charts are created using the New Chart dialog box.
It can be opened either from the Charts Menu on the Tool Bar, or via the Quick Start method.
To quickly create a new chart, single left mouse click on an empty area of a chart page and begin to type in a symbol.
The New Chart dialog box will appear with the symbol in the Symbol: text box.
The chart options (see below) will be the defaults.
Select the appropriate options and click OK to create the chart.
In addition to the Quick Start technique described above, the New Chart dialog box can be opened from the Price Charts command on the Charts Menu on the Tool Bar.
Clicking on an empty panel in a split screen will open a similar New Chart dialog box, but with less
options.
Type in the symbol.
If the symbol is not recognized, type in what you think it is and then click the Search button, see below.
Usually when a valid symbol is entered in the Symbol text box, its exchange will be automatically displayed and its Description is printed.
Some symbols refer to different securities in different exchanges, or the same company traded on more than one exchange.
When Stock Investor detects this type of conflict it will print the error message "This symbol exists in multiple exchanges" in the Description text box, and the Exchange box will be empty.
Select the correct exchange from the drop-down list for the symbol's data that you want.
When that symbol is next entered, the exchange that you selected will be displayed until you manually select an alternative exchange, at which point that exchange will become the default exchange until the default is changed again.
When a valid symbol is entered in the Symbol text box, the name of the company associated with the symbol will be printed in the Description text box.
Options will include the company name and the expiry date.
The drop-down list contains three Chart Types: CandleStick, Line, and
Bar.
Select one for the new chart.
If you want this Chart Type to be your default for all new charts, check the Save as Default check-box.
For more information on these different charting styles, go to the Chart Type help topic.
The time interval represented by each chart element.
Currently the drop-down list includes daily, weekly, monthly, quarterly and yearly.
The drop-down list contains templates which the user has previously saved.
Select a template to apply it to a symbol.
Check Save as Default for the template to always appear in the box, until you select another template to be the default.
Chart templates are created, and can be applied from, the chart's Action menu.
Select this option to create a new chart.
The new chart will replace the existing Chart Page, the existing chart will appear in the Page Monitor.
If no chart page is open, New Chart will be the only option available.
When another chart page is already open, users can select this option to replace the existing chart.
The new chart will replace the existing Chart Page and you may be asked if you want to save any changes to that chart page.
Select this option to place the new chart in the same chart page as the existing chart.
When Overlay Chart is selected, the template option is disabled. The overlaid chart will use the current chart's formatting, etc.
The existing chart will be the base symbol and indicators will reference its data, not the overlaid chart.
For more information, go to the Overlay Another Chart help topic.
If you do not know the symbol, click the Search button to conduct a Symbol Search.
This button will open a list of saved Chart Pages. Select a Chart Page from the list to open it.
For more information, go to the Chart Page List help topic.
To open multiple base symbols, each in their own screen, click Split Screen and pick a screen geometry.
Go to the Split Screen help topic for more information.
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Return to the Working with Charts topic.