Advanced Charting - General Instructions
With the eSignal 7 series, we introduced Advanced Charts, which offers a more robust user interface, featuring customizable scaling, a wide array of user-friendly drawing tools and the ability to accommodate user-defined studies.
Below are the general instructions that will help you to manage the use of the Advanced charts, you will find information for the following areas:
Entering Symbols and Changing Intervals
Refreshing Advanced Charts
Creating and Editing Time Templates
Adding and Editing Basic Studies
Merging and Un-merging Studies
Symbol Overlay
Favorites Window
Cursor Window
Snapshot Window
Style Template
Advanced Chart Toolbars
To enter a symbol in the Advanced chart simply make sure that the chart is active window, then type the first letter of the symbol you will like to enter, this will open a box "Change Symbol; Current …"; finish typing the symbol and then click OK, or hit Enter.
there are three ways to change the interval in an advanced chart,
1. The interval can be changed while typing the symbol.
2. The interval can be changed by typing the interval number, for example 5 if it is going to be a five
minute chart, or by typing a comma (,) to enter an interval that is a letter. Either way it will open the
"Change Symbol; Current …" box; the cursor will then be in the interval box, and you can type the
appropriate letter.
For a Daily chart use D, Weekly chart use W, Monthly chart use M and Tick chart use T.
3. Intervals can also be created as short cuts in the Favorites Bar, which allows you to move easily back
and forth between frequently used stocks and intervals in your charts.
Please click for instructions on how to configure the Favorites Bar.
Hold down the CTRL button on your keyboard; then click on the green OK with your mouse. The green OK is located in the Cursor Window, and it is known as Server Status Bar.
Applying Time Templates
Time Templates allow the user to set the start and end times and /or number of days displayed in the Advanced Chart
Right click in the advanced chart, click Time Templates, then you can click on an existing time template.
Note: Specific Time Templates such as the one for Market hours (9:30 – 16:00 hrs) will not work with Daily Charts or Tick Charts.
creating and editing time templates
right click the mouse in an advanced chart, go to time templates , then click edit to open the time templates window.
Click the "New Template…" button on the right side. Then enter a name that you want for this time template and click OK. The new template name will appear in the top portion of the box. Make sure that name is selected in order to edit the details of it.
For Type, Intraday Default is for Intraday charts; with this selection you don't have to enter an interval in the Interval box. The setting User Defined means that you want this template to be based on a specific interval that you setup in the Interval box. This includes D for Daily, W for Weekly and M for monthly, as well as for Tick Bar charts and Volume charts Time Templates, T for tick bar charts and V for Volume charts.
Note: For Tick intervals, you must use a time template in order to use the Go To Date Function (right click, Tools, Go To Date). This feature allows you to go back to a specific date and time for data that is pre-loaded on the chart.
Click here for more information related to interval format for Tick Bar charts, Volume Charts, and Seconds Charts.
Next you would select the number of days or bars. If you would like number of days enter a number in the # Days box and make sure that Days is selected below. If you would like to enter a number of bars make sure that Bars is selected and enter the number of bars in the # Bars box.
Start Time and End Time are optional boxes. If you would like your intraday charts to start and end at specific times, such as you are looking at futures and don't want to see the overnight, this is where you would set that information. Note: the time is military time 0:00 - 24:00 hrs.
The very last thing you need to do is click on the Update/Add button to apply the changes you have made, verified that the settings are displayed under the Time Template name that was created initially, then close the window. To apply your newly created template simply right click in the advanced chart, click on Time Templates, then click on the name that you gave your template.
Please click here for more information on setting Regular and User Define Time Templates.
Adding and Editing Basic Studies
To add indicators to the Advanced Chart, right click the mouse in the Advanced Chart, go to Basic Studies and click the name of the desired indicator, for example Moving Average, a window called Study Properties will open with the settings for the Moving Average. Click OK. To add a second Moving Average follow the same steps, but change the line colors to identify the new Moving Average.
To Edit existing indicators, right click the mouse in the Advanced chart and go to Edit Studies, the Study Properties window will open. Look for the box labeled Study, click the drop-down arrow and select the indicator that you will like to change settings. Click OK.
Removing Studies
Right click the mouse inside the Advanced chart and got to Remove, once Remove is highlighted, click on the name of the indicator you will like to remove.
Merging and Unmerging Studies
To merge indicators or studies, add two indicators, for example two Stochastic indicators, they will display in two different panes at the bottom of the chart. Click the SHIFT key in the keyboard and hold it down, at the same time left click and hold down the mouse inside the pane containing one of the Stochastic, drag the indicator to the other pane, a gray frame will surround that pane, release the buttons and the two Stochastic will be merge in one single pane.
To unmerge indicators, right click the mouse in an Advanced chart and click on Un-merge Studies.
Click here to see more information related to the use of the Studies in the Advanced Chart.
symbol overlay
the advanced chart allows you to overlay up to 4 symbols on top of the symbol displayed in the chart. to overlay the symbol(s). make sure the chart is the active window, click the comma key (,) in your keyboard to bring the "change symbol, current ..." box. , re-enter the interval and click on the button multiple symbols. (please note that the multiple symbols feature is disabled for tick charts which are based on individual ticks and not bars.)
enter the desired number of overlay symbols, up to 4 and click ok.
the study properties window will open for each of the symbols entered to allow you to change the colors of the bars or to change the display of that overlayed symbol to a line. once you click ok the overlayed symbols will be listed on the upper left hand corner of the advanced chart and the bars or lines will display.
you can change the symbol in the chart and the multiple symbols will overlay on top of the new symbol.
Favorites Bar
The Favorites Bar allows you to move easily back and forth between frequently used stocks and intervals.
as a default the favorites bar consists, starting from left to right, of the following icons,
link which allows the user to link windows based on color,
properties which allows the user to remove folders and shortcuts from the bar.
add which allows the user to create new shortcuts
the bar displays two folders, equities and other intervals, which contain shortcuts for intervals, symbols or a combination of symbols and intervals.
the bar also displays symbol and interval shortcuts (i.e. 1 minute, 5 minutes, 60 minutes, daily, and tick).
please click here to see more information about the favorites bar
cursor window
the cursor window is the small information panel within the advanced chart that displays information suchs as the symbol, date, price, open, high, low , close.
the server status bar is displayed on top of the cursor window (ok on a green background).
please click here to see more information about the cursor window.
snapshot window
the snapshot window is the window that displays the current open, high, low, close, and net change for the symbol displayed in the advanced chart.
please click here to see more information about the snapshot window.
saving style templates
the advanced chart allows you to save different chart settings for various types of issues.
you can save each of those settings as a separate style template so that you can load it whenever you want.
please click here to see detailed information on saving and using style templates.
advanced chart toolbars
there are three types of toolbars:
the advanced chart toolbar, related to chart types, scaling, and adding or removing objects.
the line toolbar that provides access to the drawing tools.
the advanced line toolbar works only with the advanced get studies which is available only with the purchase of the advanced get software.
please click here for more information on toolbars.
advanced chart video tutorial