Welcome to Charts and Templates


A Chart describes everything inside a chart window.  A template is a file that contains all the components of a chart except it doesn't include the symbol and timespan.  The template doesn’t include the symbol and timespan so if can be applied to any chart without changing the data, only changing the way the studies , signals, and draw tools are displayed.  You can have an ema template, a momentum template, etc. and quickly call these up using hotkeys, see "Using Hot Keys".


Chart Main Menu


The main menu for a chart can be found under "Main Menu" ==> "Chart" or in the chart right click menu "Right Click Menu" ==> "Chart" .  Any of these keys will apply to the last active chart (the last chart to have a mouse click in it). 


Tip: If you hold the shift key down while clicking these buttons it will apply to all the charts in the workspace not just the active chart.



Changing a Symbol - Just click in the chart you want to change and then type in the symbol and press enter.  There is a symbol entry box in the upper left of the menu but you don’t have to use it. 


Changing Time Span - Click on the pull down in the left of the menu ribbon or click on the timespan button you want in the timespan potion on the right of the menu ribbon.  The number represent the number of minutes each bar will have or (D) - daily bars, (W) weekly bars, or (M) monthly bars.


Refresh Chart - Use this to refresh a chart with new historical data.  This is useful if the real time quotes has a bad tick and the data service has corrected the error in their history. Also the bars created by totaling up all the real time ticks never exactly match the history of a data vendor, so an occasional refresh will make sure your chart matches the official history.


Extended Trading - This will show before and after hours trading in the stock.  If you are following futures you will need to turn this on or go to "Menu Circle" ==> "Preferences" ==> "Data Feeds" ==> "Show Futures Always with Extended Trading" and set it to true.  Currencies always default to extended trading. 


Chart Type - Choose "Candle Stick", "High Low Close Bar",  "Line", or "Fill" to display how you want your chart to plot stock prices.


Volume -Toggles a panel with volume on and off.


Log - Toggles the chart between a log and linear scale.


Zoom  In/Out - This will zoom the chart in and out.


Support and Resistance - Toggles the support resistance lines on and off.



See "How to Use Support and Resistance" for more information.


Full Screen - This will toggle the last window the mouse clicking in to expand to full screen and back again.  This helps to see a bigger picture of the chart without having to rearrange your desktop.  You can also double click in a window to toggle it between full screen and normal layout.


Chart Titles - This will toggle the chart/study titles in the chart on and off.  Turning it off will give you more room in the chart but you will lose the ability to right click in the study title to get the study right click menu and the ability to drag and drop the template and studies.  You can still right click on the study line on the chart to get the same result (right click when the hand appears) but it is harder to find  than the title.


Info Window


This will bring up a window on the right of the chart and a line (the cursor) over the latest bar.  This window shows information about each bar on the chart.  The position of the cursor shows which bar is the window is showing data on.  Just click on a bar to see the contents of the info window for that bar. As a special feature,  if the cursor is left on one of the last two bars it will automatically advance with each new bar.  This allows constant monitoring of the last active bar or the last closed bar.



Price - This part of the info window shows the Date, Time, Volume, Open, High, Low, Close, and the amount of time before the bar closes for the chart bar under the blue cursor line.  You can change how time is displayed by changing  "Menu Circle" ==> "Preferences" ==> "Info Window" ==> "Display time in 24 hour mode" .  This value can be true or false.


Trades and Trends (PhiCube only) - This shows no trade conditions and the status of numerous PhiCube Studies.


Rainbows (PhiCube only) - This shows the current rainbow status of a chart bar based upon PhiCube studies.


Study Values - This will list the actual value of each study line on the chart under the blue cursor. 

If you click on a study value it will toggle the chart display of the  line off and on.



The display and sort order of the study values can be changed in Preferences: "Menu Circle" ==> "Preferences" ==> "Info Window" . 


Color Values by Line Color - Set this to true and the study value text will appear in the same color as the line on the chart.


Display Study Values - This describes how to sort all the chart line values.


Don’t Sort Study Values - Display the values in the order they were added to the chart, don’t sort.


Sort Study Values by Price - This will sort all the values by price and will add close price into the list.  You can see in a quick glance where price is in relation to all the chart lines.


Sort Study Values by Category - This will first sort the value by type i.e. EMAs all together, then it will sort by price under each category.


Adding Draw Tools


You can add the following different types of draw tools using "Main Menu" ==> "Draw Tools"




Automatic Trendline generator using Close Price

Automatic Trendline generator using High and Low Price



Extended Trendline

Horizontal Line

Andrew's Pitchfork

Linear Regression

Fibonacci Retracement

Fibonacci Projection

Fibonacci Fans

Fibonacci Intervals

Time Cycles

Price Intervals


See "How to Use Draw Tools" for more information.


Adding Studies


Add a Team Study - Just click one of the buttons under "Main Menu" ==> "Studies"  to the right of the study menu to toggle the team study on and off.  These studies are determine by the team administrator.


Add a Study - Add a study to the chart by selecting a study from the pull down from "Main Menu" ==> "Studies" ==> click on the "Studies" pull down menu or "Chart Right Click" ==> "Studies" ==> select the study you want to add.  The study will be added to the chart.  You can change the study values, if allowed, of the study by clicking the  box in the study title and changing the value and pressing enter.



Clear All Studies - You can clear the chart of all predefined studies by selecting "Main Menu" ==> "Studies" ==>  "Clear All Studies" or by "Chart Right Click" ==> "Clear All Studies".


Study Right Click Menu


Right click on the study title for a menu of options on the study, for example, adding a study on a study i.e. you might want an exponential moving average of an on balance volume line.



Signals - If you choose one of the options under this menu you can show the buy and sell points of the current study as color bars, chart background color, arrows on the chart, or dots on the charts. See "How To Use Chart Signals".


Study Modifier - This is where you add a second study to the study line name under the mouse cursor.  For example you might want an exponential moving average of an on balance volume line. Add the on balance volume line, then right click in the title of the OBV and select "Study Modifier" and select "Moving Averages" ==> "Exponential Moving Average". 



The will add the EMA to the OBV line. You can then add a modifier to the last modifier and so on and so on.


Line Properties - You can change the color, width, style, and transparency of the chart line under the mouse cursor when you opened the right click menu.



Theme Color - Select a predefined theme from preferences, if selected it will override the other choices.


Line Color - The color of the line.


Line Width - How many pixels wide the line is.


Line Style - Determines if the line is to appear solid, dotted, or dashed.


Line Color Alpha - This determines how transparent the line is.  A value of 255 is completely opaque, a value of 0 is completely transparent.


Delete Line - This will delete the chart line under the mouse cursor without deleting the whole study.  For example, you could delete the middle line of the Bollinger bands without deleting the study.


Delete Study - This will delete the entire study under the mouse cursor from the chart, if it is in its own window panel the panel will be deleted also.


Optimize Study - This will load the optimizer and set it up with the study under the mouse cursor. See "How to Use the Optimizer"


Add Alert - This will add an alert from the study under the mouse cursor.  The alert buy or sell will be automatically set to alarm when the study changes from its current value.  See "How to Use Alerts".


Add Value to Scale - This will toggle on/off the display of the value of the chart line in the Y axis for the chart.



Copy Study to Chat - If you have created your own study that you want to share with others you can right click and have a link appear in the current chat channel.  If anyone else clicks on the link it will load the study into their program.



Copy Study for Forum or Blog - This will copy the study to the clipboard which can be pasted into a forum or blog.  If anyone clicks on the link while in the program it will load the study into the program.


Add Study to Program - If you are looking at a shared chart from someone else and it has a study that you don’t have, you can right click and add the study to your program.  This can also be used to create a new study from an existing study you have modified.  For example, if you add an EMA, then change the length to 200, then change the color, then add a study modifier EMA of 50 you can right click when the mouse if over the first study, select "Add Study To Program", give it a new name like "EMA Cross 200/50" and the study will be automatically registered and added throughout the program exactly as you had set it up.


Moving Items Around on the Chart


Change the Order of Study Panels - Click in the clear area of the study panel and hold the left mouse button down, then move the panel up and down to change its position in the chart.  Release the left mouse button when the panel is where you want it.


Combine Study Panels - If you want to combine the studies in two difference panels.  Click on the study title and hold the left mouse button down, then move the title into the panel you want to combine it with.  If you want to separate a study from a combined panel, click on the study title and hold the left mouse button down, then move the mouse above the top or below the bottom of the chart.


Shift the Chart - There are two sliders bars, one at the top of the chart and one on the right of the chart.  Hold the left mouse button down over the arrow in the slider and move the arrow to see prior history or change the scaling of the chart.  The is usually much more history available in the chart.



Resize a Study Panel - Move the mouse over the boundary between two panel until the cursor becomes a horizontal line like shown below.  Next, hold the left mouse button down, then you can move the boundary up and down. Finally, release the left mouse button when you have it the size you want.




Getting a Report on the Symbol in the Chart


Right click in an empty area of the chart and choose "Reports" .  Then choose which report you would like to see.  The report be will retrieved from Yahoo and displayed in a browser window.  The following reports are available.



Company Events

Message Boards


Key Statistics




Analyst Opinions

Analyst Estimates

Star Analyst

Major Holders

Insider Transactions

Insider Roster

SEC Filings

Income Statement

Balance Sheet

Cash Flow




A template describes how single chart is laid out but does not include the symbol and timespan.  The Template Menu is located under the "Menu Circle" or  "Chart Right Click Menu". 



New Template - This will clear all studies, draw tools, and signals from the chart.  It is the same as "Clear All Studies".


Open Template - Once you have saved some templates describing how you want your charts laid out, you can choose this and it will show you a list of previously saved templates, click on the one you want and select open.


Save Template - This will bring up the save template file dialog, type in the name you want to use and select save.  This will save the template in the active chart (last chart the mouse clicked in).


Edit Template - This offer an alternative to changing the template with the mouse and menu on the chart.  This presents all the items in the chart and you can change them by right clicking on each title in the tree and selecting the appropriate option.  For more information see "Template Editor".


Open a Template with a Hot Key - for more information on how to do this see "Using Hot Keys".


Saving and Opening Charts


This is a slight variation on the template.  This will save the symbol and timespan along with the template.  This option is only available in the chart Right Click Menu.  "Chart Right Click Menu" ==. "File" ==> option.



Open Chart - This will load a previously save template with the saved symbol and timespan.  When opened the chart will reflect the current trading of the symbol, not the trading of the symbol on the day it was saved.


Save Chart - This will bring up a dialog with a suggestion for the name of the file.  You can change the name of the file if you want, then click save and the template plus symbol plus timespan will be saved.


Save Chart as Bitmap - Clicking this will save the current graphic as a jpg file.  This is useful if you want to pop a picture of the chart into a document, forum, or blog.  The chart will be saved in the same size as the chart on the screen.


Chart HotKeys


The chart has a few hot keys which are specific to the chart.  These keystrokes will apply to the active chart window. 


Ctrl Up Arrow - Increase Zoom.


Ctrl Down Arrow - Decrease Zoom


Right Arrow - Move the chart one bar to the right.  This is good for stepping through history one bar at a time to see how the day unfolded.


Left Arrow - Move the chart one bar to the left.


Ctrl Right Arrow - If the info window is open, this will move the cursor one bar at a time to the right.


Ctrl Left Arrow - If the info window is open, this will move the cursor one bar at a time to the left.


Mouse Scroll Wheel


Scroll Wheel - this will shift the chart backward and forward in time.


Ctrl Scroll Wheel - This will increase and decrease the chart  zoom.