My Barchart Pages: Support and Documentation

Portfolios / Custom Quoteboards are available as free tools for My Barchart subscribers. Use Portfolios to create personal quotes pages ("My Quotes") or to track your investments. Portfolios may also be downloaded to Excel, so you can manipulate the data in any way you wish. Any portfolio can also be sent to you via an end-of-day email. Simply edit the portfolio, then check the "End-Of-Day Email" box.

Portfolios come with four standard Views: a Quoteboard, Portfolio, Technical, and Performance View. You may also apply any Custom View you've created to a portfolio. All Views include links to the chart, quote and opinions for every symbol. You may also sort by any of the columns by clicking on the header for that column.

• Quoteboard View shows the Symbol, Name, Last, Change, Percent, Open, High, Low, Volume and last Trade Time. The Quoteboard view is applicable for "watchlists" of symbols, where profit/loss tracking is not necessary.
  
  
• Portfolio View shows the Symbol, Name, your Entry Price, the Last Price, the Price Change (the difference between the Entry and Last Price) and the Percent Change. Your Profit/Loss for the position is then calculated. If you entered a Commission, it is subtracted from the Profit / Loss shown. The Portfolio View also shows the Date (Time) of the last trade.
  
  
• Technical View shows the Symbol, Name, Last Price, Today's Opinion, 20-Day Relative Strength, 20-Day Historical Volume, 20-Day Average Volume, and 52-Week High and Low.
  
  
• Performance View shows the Symbol, Name, Last Price, Weighted Alpha, Year-to-Date Moving Average, YTD Percent Change, 1-Month Percent Change, 3-Month Percent Change and 1-Year Percent Change.
  
  
• Custom Views may also be used. Custom Views are created in the My Barchart | Preferences | Custom Views page and are available with your free My Barchart subscription.

You'll be asked to assign a "Default View" to any new portfolio you create. The Default View is the initial view you will see whenever you look at your portfolio. TIP: Use "Quoteboard View" when you plan to use the portfolio as a "watchlist", and "Portfolio View" when you plan to enter transaction Quantities, Prices and Dates for each symbol.

Your portfolios are updated throughout the trading day. The Latest Prices are delayed, per exchange rules. You will see new price data appear on the page every 10 seconds for the first minute you visit the page, as indicated by a yellow "flash". (Prices are updated every 1 minute thereafter.) If trading has closed for the day, the Last Price column on any view will be the closing price for that trading day. The Date column will show the last trading date.

The Portfolio Management page allows you to View, Edit, or Delete custom quoteboards ("watchlists") or portfolios used for investment tracking. An unlimited number of portfolios may be added for stocks, funds, ETFs, commodity or forex symbols. In addition, you can send any portfolio to yourself in an End-of-Day email.

The first time you access the Portfolio page, you are asked to begin by creating a new Portfolio or Custom Quoteboard.

To VIEW a Portfolio / Custom Quoteboard

Select the portfolio you wish to view from the drop-down list. The portfolio will display, using the default view selected when you created the portfolio.

Note: The last portfolio you viewed will always be displayed on this page, regardless of the order in which portfolios are arranged in the "Organzize Portfolios" page.

Switch the View on the portfolio using any of the links (Quoteboard View, Portfolio View, Technical, Performance, or and of your Custom Views).

The Quoteboard and Portfolio Views

The Notes icon will appear in the far left column whenever you are in the Quoteboard or Portfolio view. Hover over the Notes icon to view the details contained in the portfolio. The Quoteboard view will only show High/Low Alerts and Notes entered for individual symbols. The Portfolio view will include the same information, plus all other details used to track your profit/loss. When the Notes icon is gray, this indicates that no additional data has been entered for the symbol:

The Quoteboard View only shows High/Low Alert and Notes. Symbols without Alerts or Notes have the icon grayed out.

The Portfolio View shows additional details of transactions, including Bought/Sold quantities, prices and dates.

Alerts: If a Price Alert has been triggered, the Notes icon will flash green (for High Price alert) or red (for Low Price alert):

  
To ADD a Portfolio

1. To ADD a portfolio, click the "Add a Portfolio" link in the left navigation bar.
   
   

To EDIT a Portfolio

1. Select the portfolio you wish to edit from the drop-down list. The portfolio displays on the page.
2. Click Edit Portfolio.

To DELETE a Portfolio

1. Select the portfolio you wish to delete from the drop-down list. The portfolio displays on the page.
2. Click Delete Portfolio. You will be asked to confirm your decision.

To Show or Hide DETAILS of a Portfolio

"Details" refers to the entries you make when you decide to track profit and loss for a portfolio. Details include the Cash Value, Actions (Bought/Sold), Quantities, Entry/Exit Dates, Entry/Exit Prices, and Fees.

1. Select the portfolio you wish to view from the drop-down list. The portfolio displays on the page.
2. Click Portfolio View", then click Show Details:
   
   
   
   
3. Once the details screen opens, you may toggle back to the summary view by clicking Hide Details.
   

To EXPORT a Portfolio to Excel

1. Select the portfolio you wish to export from the drop-down list. The portfolio displays on the page.
2. Click the Excel icon:
   
3. You can either open the .csv file or save it for use at a later time.
   
   
   

When Adding or Editing a Portfolio, basic information is required at the top of the page:

1. Portfolio Name: Enter a unique portfolio name.
   
   
2. Default View: Select an initial (or default) View for this portfolio. Whenever you access the portfolio on the "View a Portfolio" page, the data will be presented in this initial view. TIP: Use Quoteboard View when you plan to use this as a "watchlist" or custom quoteboard, and Portfolio View when you plan to enter Quantities and Prices for each symbol. You may also select any of your Custom Views as the default view.
   
   
3. Send End-Of-Day Email: To receive this portfolio to your inbox each day, check the End-Of-Day Email box. NOTE: The portfolio data will be emailed to the email address you have on record in your account. You can verify or change your email address in the My Account page (My Barchart | Preferences | My Account).
   
   
4. Track Profit and Loss: If checked, you will be able to enter a Cash Value for the portfolio, Bought / Sold Quantities, Entry and Exit Dates, and Entry and Exit Prices along with Fees. This information is used to calculate an overall profit or loss for this portfolio.
   
   
5. Cash Value: Use this field to enter a Cash Value for the overall portfolio. This will be used in the Overall Profit/Loss calculation. NOTE: The Cash Value field is only visible when you check the "Track Profit and Loss" field.
   
   
6. Next, enter symbols on your portfolio. You may then add as many symbols as desired, using either the "Quick Add" entry field, or by entering each symbol one at a time at the bottom of the screen.
   
   

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   Quick Add:
   
   To enter several symbols at once, use the Quick Add box above the portfolio. Multiple symbols are entered by separating them with commas (example: DELL,IBM,F,BAC). Click Add when done. Your symbols are entered in the table below, where you can adjust them, if necessary.
   
   
   
   NOTE: You must click the SAVE button at the bottom of the page to save the portfolio after adding symbols using the Quick Add box.
   
   

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   Long-Form Entry:
   
   To enter one symbol at a time, place your cursor in an empty Symbol box. (New rows will automatically open up as you use the Long-Form Entry table.)
   
   When you place your cursor in any of the Price fields, a tooltip will appear showing the Last Price for the Symbol:
   
   
   
   ALERTS: You may optionally enter a Low or High Alert for each symbol. To set an Alert, enter the lowest and/or highest price at which you want to be notified. If the Last Prices reaches either the Low or High Alert price, the Notes icon (visible on the Quoteboard and Portfolio Views) will flash to indicate the alert has been triggered.
   
   NOTES: You may optionally enter text Notes for each symbol.
   
   POSITIONS: If you checked "Track Profit and Loss" at the top of the page, you are able to enter Bought/Sold actions, quantities, and dates as well as fees (commissions) for each line-item.
   
   

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7. To DELETE a symbol from the portfolio, click the red X on the line you wish to delete.
   
   
8. To REORDER the symbols as they appear in the portfolio, click the up or down arrow (far left column). Symbols will display in the order in which they were entered, unless you rearrange them.
   
   
   
   
9. Click Save to save the portfolio.
   

This page allows you to view all of your portfolios together. Portfolios are initially displayed using the last View used on the page. You may switch the view by clicking on the Quoteboard, Portfolio, Technical Performance, or a Custom View link at the top of the page.

All your Portfolios may be viewed using FlipCharts or exported to Excel. Use the links at the very top of the page to view/export ALL portfolio data, or use the links in the individual portfolios to get only one portfolio's data.

Your portfolios are updated throughout the trading day. The Latest Prices are delayed, per exchange rules. You will see new price data appear on the page every 10 seconds for the first minute you visit the page, as indicated by a yellow "flash". (Prices are updated every 1 minute thereafter.) If trading has closed for the day, the Last Price column on any view will be the closing price for that trading day. The Date column will show the last trading date.

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When using the Portfolio View, a Grand Total for all Portfolios is displayed at the top of the page, and totals for each individual portfolio follow.

You may also Edit, Delete, or show Profit / Loss details for any portfolio from this page.

The Organize Portfolios function is used to reorder, rename, or remove portfolios and custom quoteboards. This determines the order in which portfolios are presented on the "View All Portfolios" page, and also determines the order in which they are presented in the portfolio drop-down list.

Remove a Portfolio:

Click the to the right of the Portfolio Name. IMPORTANT: The portfolio will not be deleted until you click SAVE at the bottom of the page and until you confirm your request by clicking OK.

Reorganize Portfolios:

Use the icon to drag and drop portfolios into the order in which you want them displayed.

Rename Portfolios:

Click on the portfolio name, enter the new name, and click SAVE at the bottom of the page.

A Historical Quote is a detailed quote that includes activity for the entered date, PLUS the previous four days of trading prices. Included are the Open, High, Low, Last, Change, % Change and Volume figures.

My Barchart subscribers can view a Historical Quote on any active stock or commodity contract within our database. Historical data for stocks can be retrieved circa 1990, although many symbols have historical data going back even further. Futures: if searching for an expired futures contract, use a 2-digit year (GCG09 rather than GCG9)

The Historical Quote also includes Historical Highs and Lows and Historical New Highs and Lows that were recorded as of the date entered at the top of the screen. This is a listing of the weekly (5-Day), monthly (20-Day), quarterly (65-Day), 100-Day, one-year (260-Day), and Year-to-Date high and low prices, and the corresponding dates on which they were made. The Historical New Highs and Lows shows the number of times the symbol hit a new high and a new low price in the past n-days from the date entered at the top of the screen, along with percentage change from the historical quote price to the n-day high or low price.

Note: The prices at the top of the page are TODAY'S current Price, Change and Change%. The data presented below is the Historical data you've requested. Use the date picker to change the date, or enter a new date in MM/DD/YY format.

Once you've entered a date into the field at the top of the page, you can quickly move to the Previous or Next date by clicking the links:

My Barchart subscribers can generate a Historical Chart on any active stock or commodity contract within our database.

Historical data can be retrieved circa 1990, although many symbols have historical data going back even further.

Note: A Daily chart is generated using the date you enter at the top of the page as the Starting Date for the data range. If you change the chart to an Intraday, Weekly, or Monthly chart, the date range for data will automatically adjust unless you enter and Ending Date in the chart form.

The prices at the top of the page are TODAY'S current Price, Change and Change%. The data presented in the chart is the Historical data you've requested. Use the date picker to change the date, or enter a new date in MM/DD/YY format.

My Barchart subscribers can generate Historical Technicals on any active stock or commodity contract within our database. Historical data for stocks can be retrieved circa 1990, although many symbols have historical data going back even further. Futures: if searching for an expired futures contract, use a 2-digit year (GCG09 rather than GCG9)

Note: The prices at the top of the page are TODAY'S current Price, Change and Change%. The data presented in the technicals summary is the Historical data you've requested. Use the date picker to change the date, or enter a new date in MM/DD/YY format.

My Barchart subscribers can generate Historical Technicals on any active stock or commodity contract within our database. Historical data for stocks can be retrieved circa 1990, although many symbols have historical data going back even further. Futures: if searching for an expired futures contract, use a 2-digit year (GCG09 rather than GCG9)

Note: The prices at the top of the page are TODAY'S current Price, Change and Change%. The data presented in the cheat Sheet is the Historical data you've requested. However, in order to generate a Trader's Cheat Sheet or any of the Opinions, a symbol needs a minimum of six month's data for the calculations. Use the date picker to change the date, or enter a new date in MM/DD/YY format.

My Barchart subscribers can generate Historical Opinions on any active stock or commodity contract within our database. Historical data can be retrieved circa 1990, although many symbols have historical data going back even further.

Note: The prices at the top of the page are TODAY'S current Price, Change and Change%. The data presented on the opinions page is the Historical data you've requested. When you first access the Historical Opinions page, the date defaults to one year ago from today's date. Use the date picker to change the date, or enter a new date in MM/DD/YY format.

Unique to Barchart.com, Opinions analyzes a stock or commodity using 13 popular analytics in short-, medium- and long-term periods. Results are interpreted as buy, sell or hold signals, each with numeric ratings and summarized with an overall percentage buy or sell rating.

Each Opinion requires six months' worth of trading activity and run the prices through 13 different technical indicators. A link is provided at the top right of the page to Show or Hide Signal Strength and Direction. (View help for Signal Strength and Direction.)

After each calculation the program assigns a Buy, Sell or Hold value with the study, depending on where the price lies in reference to the common interpretation of the study. For example, a price above its moving average is generally considered an upward trend or a buy.

Each study links to a chart to give you a graphical interpretation of the result of the study.

When on the Detailed Opinion page, a link is provided at the top right of the page to Show or Hide Signal Strength and Direction.

Calculations
The short-, medium- and long-term indicators are grouped together and calculated separately for their groups. The overall indicators includes all 13 studies listed on the page.

A Buy is assigned 1 point
A Sell is assigned -1 point
A Hold is assigned 0 points

Add up the totals for the different groups and divide this number by the amount of studies in the group, and take this number as a percentage. If the total is greater than zero, then this signals a Buy. If the total is zero, then this signals a Hold and if the total is less than zero, then this signals a Sell.

To keep the results in a more logical format, we factor the overall opinion by 1.04 to keep the end result in eighths, with the exception of a 100% buy or sells. This is why the opinions will be displayed {8%, 16%, ... 88%, 96% and 100%} rather the true calculated value over the number thirteen.

At the bottom of the Opinion page is the price the Opinion studies are based on, along with the Support, Pivot Point, and Resistance numbers.

My Barchart subscribers can get Historical Snapshot Opinions on any active stock or commodity contract within our database. Historical data can be retrieved circa 1990, although many symbols have historical data going back even further.

Note: The prices at the top of the page are TODAY'S current Price, Change and Change%. The data presented in the opinion is the Historical data you've requested. When you first access the Historical Opinions page, the date defaults to one year ago from today's date. Use the date picker to change the date, or enter a new date in MM/DD/YY format.

Unique to Barchart.com, Opinions analyzes a stock or commodity using 13 popular analytics in short-, medium- and long-term periods. Results are interpreted as buy, sell or hold signals, each with numeric ratings and summarized with an overall percentage buy or sell rating.

The Snapshot Opinion graphically lists overall opinion of today, yesterday, last week, and last month.

The Snapshot page also contains the rating box, which ranks the overall strength and direction of the opinion taken from the Advanced opinions page.

Strength is calculated by adding the different "buy" signal strengths and subtracting the "sell" signal strengths, then factoring each number by the strength rating of the opinion. The direction rating is calculated by adding the different buy signal directions and subtracting the different sell signal directions, then factoring each number by the direction rating of the opinion. Signal strength and signal direction are independent of buy or sell ratings.

The totals are then compared to the average overall totals for all stocks and given a percentage figure of where they lie in relation to the strengths and directions of all other stocks, 0-10 being the lowest and 90-100 being the greatest. The top 1% of all stocks are also highlighted yellow. The higher the rating, the stronger the overall signal strength or direction.

In order to generate a Historical Opinion, a symbol needs a minimum of six month's data for the calculations.

Historical Download by Symbol

My Barchart subscribers can download 2 years of daily price history on any currently active stock or commodity contract. Simply enter the symbol in the entry box and click Download. You will get an Ascii file of open, high, low, close and volume price information for all stocks and mutual funds traded on the NYSE, AMEX and Nasdaq exchanges each day.

These end-of-day files are compatible with all spreadsheet programs and Ascii-compatible charting software.

End-of-Day Files for Stocks, Mutual Funds, and OTC Stocks

You may also download End-of-Day Historical Data for all Stocks, Mutual Funds, or OTC Stocks for a specific trading day. Historical data is available starting from January 02, 2003.

Enter the date you wish data for, click Get Files, then select whether you want to download Stocks, Mutual Funds, or OTC Stocks. The output file contains an Ascii file of open, high, low, close and volume price information for all stocks and mutual funds traded on the NYSE, AMEX and Nasdaq exchanges each day. This file is compatible with all spreadsheet programs and Ascii-compatible charting software.

Note: If you select a weekend or holiday date, you will get data starting from the first day with data before that date (example, if you enter Sunday, May 23, the data will start with Friday, May 21 instead).

"My Charts" is a custom Chart Builder program designed to save portfolios of your favorite charts, viewable on one screen. In addition, all chart pages on the website have a "one-click addition" so you can easily add any chart to your My Charts page. The initial My Charts directory is divided into three parts: The top section shows all the custom My Chart Groups you've created and saved. You can add studies, change the time series, or perform other customization on any chart in a custom chart group and save it for retrieval at a later time. You may also quickly create a new chart group by entering ticker symbols (separated by commas) in the symbol box provided. The second section allows you to view thumbnail charts for each of your Portfolios. As you add or remove symbols from a portfolio (in the My Barchart / Portfolios page), the associated chart group is also updated. You can view different time series or apply a template to the thumbnail charts contained in a Portfolio Chart Group, but you cannot save changes, add, or delete charts from these groups. (Do this in the Portfolio pages.) The third section contains three Predefined Chart Groups: Major US Indices, Major Commodities, and Major Forex crossrates. You can view different time series, or apply a template to the thumbnail charts contained in a Predefined Chart Group, but you cannot save changes, add, or delete charts from these groups. From the My Charts directory, you may: Click on the down arrow to view a list of all the ticker symbols in the group. Clicking on a ticker symbol will take you directly to the full-sized chart with all your saved settings: View Thumbnails or FlipCharts for each chart saved in the group by using the links provided: Note: When displayed from the My Charts page, FlipCharts will use the saved settings for each individual chart. If you've not customized the chart, the FlipChart will display a Daily Technical Chart. You always have the option of applying an alternate chart template as you page through the charts. Thumbnails Page The My Charts Thumbnails page shows small-sized versions of your saved charts. Click directly on any thumbnail or on the chart name to display the full-sized chart. 1 - View Group: Change the Chart Group you are viewing by selecting from the drop-down list. 2 - View: The Thumbnails view shows each chart in the group with ONLY the bar type saved for the chart. Switch to the Mini Chart View view to show the thumbnail charts with all of their saved studies (see below). 3 - Quick Chart: Apply a specific time frame to all of the thumbnail charts by clicking one of the Quick Chart links. Applying a time frame does NOT change or save any of the custom settings on individual charts. 4 - FlipCharts: View FlipCharts for all the charts in this group. Note: When displayed from the My Charts page, FlipCharts will use the saved settings for each individual chart. If you've not customized the chart, the FlipChart will display a Daily Technical Chart. You always have the option of applying an alternate chart template as you page through the charts: 5 -Apply Template: Apply a chart template to all of the thumbnail charts in this group. Applying a template does NOT change or save any of the custom settings on individual charts. Mini Chart View The Mini Chart View is a feature available ONLY for Technical Charts. It displays the thumbnails with all of the studies you've saved on each individual chart. Click directly on any thumbnail or on the chart name to display the full-sized chart. Apply Template If you have Chart Templates created, you can apply any Technical chart template to all of the thumbnails in the Chart Group. Applying a template does NOT change or save any of the custom settings on individual charts. Note: Only your Technical Chart templates display in the drop-down list. Classic Chart templates cannot be applied to thumbnail charts. You also cannot apply a template to any custom chart saved with Classic Chart settings.   To DELETE a Chart Click the on the chart you wish to remove. Note: You cannot delete a chart from a Predefined Chart Group or a Portfolio Chart Group (charts are added and deleted to Portfolio Chart groups using the Portfolio function).

1. Enter the Symbol (stock, mutual fund, ETF, futures or forex).
2. Enter a Chart Title (optional). This will appear on the thumbnail My Charts page and also on the full-sized chart.
   
   
   
3. Apply a Chart Template (optional). The chart will display using the settings saved in the template.
4. Add the chart to a Group (optional). Groups are used to organize your charts on the My Charts directory page. If you do not add the chart to a group, it is placed in the "Uncategorized" group in the My Charts directory.
5. Click "Create Chart".
   
   Note: To create a new Group, use the "Organize Charts" link in the left navigation of the My Charts section, then click "Add New Group".
   

Once you create the chart, you will be asked if you want to Edit the New Chart (where you can add indicators, set the time series, etc.) or View All Charts (you'll be returned to the My Charts directory.)

Once a chart has been added to your My Charts Group, you can customize it with any available setting, and then save your chart so it can be retrieved at a later time.

The My Charts chart page is almost identical to the chart page found in other areas of the site. The differences are shown here:

1. Go to Group: You can go directly to the Thumbnails page for any of your My Chart groups by selecting from the drop-down list.
   
   
   
   
   
   
2. Preview / Save: Use "Preview" to see the chart without changing its current settings. Use "Save" to permanently change the settings for the chart.
   
   
   
   
   
3. When you Preview a chart, you are given the option of reverting to its previous settings. Simply click the "Revert" button that shows at the top of the chart:
   
   
   
   
   
   
4. Save Template: If you've created a chart with settings you'd like to use again, you can save the settings as a new chart template using the button at the bottom of the chart form. Simply give your settings a chart template name in the box provided, and click Save Template.
   
   
   

 

Customizing Charts from a Portfolio Group or a Predefined Group

If you customize and save changes to a chart from either a Portfolio Group or a Predefined group, the chart is saved under the "Uncategorized" chart group on the main My Charts directory page. You can then move the chart to one of your other Chart Groups using the Organize Charts page.

The Organize My Charts function is used to create, change or delete Chart Groups, and to add, reorder or remove charts from Groups. Chart Groups help you keep certain types of charts together on the chart directory page. For example, you may want one group for Stocks, one for Futures, one for Forex charts, etc.

Group Names are identified on the bar with a darker shade of gray; charts contained in the group are then organized below. Charts that were not added to a group are at the bottom of the page under "Uncategorized Charts". You may change Group Names or Chart Names by editing the data you see on the screen.

Delete a Saved Chart

Click the to the right of the Chart Name. IMPORTANT: This DELETES the chart and all its saved settings.

Delete a Group

Click the link "Delete Chart Group" to the right of the Group Name. IMPORTANT: Any charts in the group will be placed in the "Uncategorized" group at the bottom of the page.

Move a Chart between Groups

Use the icon to drag and drop charts between Groups. You can also drag and drop a Group to change the order in which charts are displayed on the main directory page.

Page Name: Give each Market Page a unique Name for easy identification. Page Names are a maximum of 50 characters.

Make Default: If checked, this Market Page will be the one to display when you go to the Market Pages section on your account.

Template / Layout: Each Market Page starts with a general layout, or a "framework" for you to drop in whatever market content you desire. Choose from:

• Blank template (1-2-3- or 4-columns) with an optional full-width "header" area. A blank template simply divides up the web page with dotted lines, allowing you to position your market data blocks in any column you choose.
  
  NOTE: The 2-column layout provides 3 choices: two equal columns, a small left column with a large right column, and a large left column with a small right column. The 3-column layout provides 2 choices: three equal columns, or a larger center column with equal-sized right and left columns.
  
  
  
  
• Predefined templates. Barchart has formatted a few sample "template" pages to help you get started. A template page already has content blocks defined and placed onto one of the layouts. You can select one of these templates, then modify it in any way you choose: change the symbols used in the content blocks, add or delete content, move the content blocks into different columns, or change the entire page layout.
  
  To use a template, select one of the pre-formatted pages from the drop-down list. Notice that the "column layout" options disappear. This is because the template page has already been set up using one of the available layouts.
  
  
  
  Once you click the "Add Page" button, you are brought to your new Market Page, which is an exact duplicate of the template. You can use a template as many times as you want to create new Market Pages.

Viewing Your Market Pages

Once you've created Market Pages, you are always first presented with the "default" Market Page. You identify a page as the default page either when the page is first created ("Add a Page"), or using "Configure Pages". Move between your Market Pages by selecting the page you wish to view from the drop-down list:




Formatting a Market Page

Once you've created a Market Page, it's time to drop content blocks into the different sections. The page has been divided up using dotted lines, depending on the layout you chose.

1. Click the "Add Content" link, found in the top right corner of the page. A dialog box pops open:
   
   
   
   
2. First, choose the type of market data you want to add to the page. Content types include:
   
   

   Chart Click-through to the full-sized chart.	Quote/Chart Combo Add multiple symbols, and toggle the chart at the top by clicking on the symbol.
   News Headlines AP, Barchart.com, Brugler Ag, InsideFutures, USDA News. Filter by Symbol, AP Top Stories, and keyword.	Single Quote Click-through to the full quote page.
   Opinion Click-through to the full Opinions page.	Support and Resistance Click-through to the full Support/Resistance page.
   Portfolio Display any of your portfolios, or display the last portfolio you've viewed.	Scrolling Ticker Click-through to the full quote page for any of the symbols.
   Quoteboard Select any data columns, and number of symbols.	Weather Show Current Conditions, Radar Map, or Forecast for a specific zip code

   
   
   
3. Next, select the section on the page in which to drop the content block. Do this by clicking on the desired section (the selected section turns from grey to blue:)
   
   
   
4. Depending on the content block, you may be asked to provide one or more symbols or a title for the content block.
   
   Symbol Entry: Start typing either the symbol or part of the description, then choose from the list of symbols displayed:
   
   
   
   If entering multiple symbols, you can string them together separated by commas:
   IBM,C,GOOG,AAPL
   
   
5. Once a content block has been added to the page, you can Configure its properties, Move it to a different section, Collapse/Expand it, or Delete it entirely.

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Configure: Click the Configure icon in the top right of the content block:


Depending on the block, you will be able to change a number of settings:

1. Chart - in the Display tab, change the Title, Symbol, Bar Period (5-minute, 15-minute, Daily, Weekly, Monthly), the Bar Style (OHLC Bars, Candlesticks, Hollow Candlesticks, Line, Area), and the Height (short, medium, tall).
   
   
2. News Headlines - in the Feeds tab, change the Title, and select one or more feeds (Associated Press, Barchart.com, Brugler Ag Commentary, InsideFutures Commentary, and USDA News). In the Filters tab, filter by Symbol, choose to display only AP Top Stories, or search by keyword.
   
   
3. Opinion - change the symbol.
   
   
4. Portfolio - choose any portfolio you've created in your Barchart account, or always display the last portfolio you've viewed. You can also add or delete the fields to display.
   
   
   
   
5. Quoteboard - in the Symbols tab, set the Title, and the Symbols to display.
   • Symbols may be added individually, or multiple symbols may be added by separating the symbols by commas (DELL,GOOG,AAPL,C).
   • Remove symbols from the quoteboard by clicking on the red X.

In the Fields tab, you may select one of your Custom Views, or you can manually select the fields to display. Remove a field by clicking the red X; add a field by clicking the + from the available fields.

6. Quote/Chart Combo - in the Symbols tab, set the Title, and the Symbols to display.
   
• Symbols may be added individually, or multiple symbols may be added by separating the symbols by commas (DELL,GOOG,AAPL,C).
• Remove symbols from the quoteboard by clicking on the red X.

In the Fields tab, you can manually select the fields to display. Remove a field by clicking the red X; add a field by clicking the + from the available fields.

In the Chart Style tab, select the Bar Period (5-minute, 15-minute, Daily, Weekly, Monthly), the Bar Style (OHLC Bars, Candlesticks, Hollow Candlesticks, Line, Area), and the Height (short, medium, tall).


7. Single Quote- change the symbol.
   
   
8. Support and Resistance- change the symbol.
   
   
9. Scrolling Ticker - set the Title, and the Symbols to display.
   
   1. Symbols may be added individually, or multiple symbols may be added by separating the symbols by commas (DELL,GOOG,AAPL,C).
   2. Remove symbols from the quoteboard by clicking on the red X.
      
      
10. Weather - set the zip code, and select the type of weather to display (Current Conditions, Radar Map, Forecast).

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Move Content Blocks:

Each content block that you place on your Market Page can be moved to another content block simply by dragging and dropping it. When you position your cursor on the header bar of the content block, a "move" icon appears:

With your mouse pointer ANYWHERE on the header bar, click and HOLD to drag the content to a new section on the page, then release your mouse button to DROP it.

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Collapse/Expand:

Use the Collapse/Expand icon (at the top LEFT of the block's header bar) to collapse or expand the content. This can be helpful when you want to view content that is below the block, or when moving a content block to another section on the page.

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Delete:

Click the Delete icon (at the top RIGHT of the block's header bar) to remove the content completely from the page. You will be asked to confirm the deletion, as once a content block is deleted, it cannot be reactivated.

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Problems with the Page Layout

If the content blocks you've seleted for your Market Page don't fit on the page, you will see a yellow error message at the top of the page. This generally happens when you've selected a Quoteboard or a Quote, where there are too many data fields to display in the current layout of the page.

Click "show me" and the page will highlight any content block that doesn't fit in its current section. Note: These content blocks will appear with scroll bars at the bottom. You can always view the data not being displayed by using the scroll bar.

You have a number of options:

• DO NOTHING (use the scroll bar to view any hidden data.) You can choose to Hide message (the error message will not display while still viewing the Market Page) or Don't show again (the error message will never display again).
  
  
• Drag and drop the block to a wider column. (this works only if you have a wider column or a header section available for the content block)
  
  
• Change the data displayed in the block to fit in the current layout. This usually happens with a quoteboard, where you've selected too many columns to display. (click the "Configure" icon, then remove some of the fields).
  
  
• Click the Change the layout link to select a different layout for the page.
  
  
• Delete the content block.

Page Name: You may change the Market Page Name. Page Names are a maximum of 50 characters.

Make Default: If checked, this Market Page will be the one to display when you go to the Market Pages section on your account.

Layout: Shows the general layout, or "framework" for the Market Page. Choose from a 1-2-3- or 4-column layout, with an optional full-width "header" area.

NOTE: The 2-column layout provides 3 choices: two equal columns, a small left column with a large right column, and a large left column with a small right column. The 3-column layout provides 2 choices: three equal columns, or a larger center column with equal-sized right and left columns.



If you are trying to correct an error on a Market Page (where one or more content blocks do not fit into the page without scrolling), try adding a full-width header section to your layout, or try the 2-column or 3-column layout with one section being larger than the others.

Confirm Layout Changes

When you change the layout of a Market Page that already contains content blocks, you may see a warning message if the new layout cannot accomodate the data already placed on the page. For example, if you have a 3-column layout with a full-width header, and you want to change to a 2-column layout with no header, you'll need to decide what you want to do with the content blocks in the 3rd column and the header area. Choose:

• Move existing content to other sections (the program automatically moves anything in the header section to the far left column, and will automatically move anything in a column being deleted to the far left column).
  
  
• Delete existing content (the program automatically removes columns from the right.

 

Use Configure Market Pages to:

• Delete a page (just click the red X, and confirm)
  
  
• View a page (just click the name of the Market Page)
  
  
• change the Settings on a page (to change the title or page/column layout, including the addition or deletion of a full-width header section)
  
  
• set the Default page (the page that will display when you go to the "Market Pages" section in the My Barchart tab.)

Barchart Advanced Screeners allow you to apply multiple filters for finding U.S. Equities, Indices, ETFs, Mutual Funds, Money Market Funds, Barchart Sectors, SIC Sectors, Barchart Signals and Forex symbols that match your trading objectives.

The Advanced Screener combines the power and sophistication of an advanced application with an easy-to-use interface. What would normally take days to manually perform extensive research now takes just a matter of just seconds. Our Screener allows you to drill-down by Sector, Profile, Fundamentals, Technicals, and Opinion. As you apply filters to refine your search, we'll show you the matching ticker symbols right there on the screen.

Watch the Screeners Tutorial

The Saved Screeners page shows you all screeners you've previously saved. Click on any saved screener name to open it. (The screener will run and return the most recent results of your selected filters). To Delete a saved screener, click the next to the screener name.

We also provide five Sample Barchart Screeners to help get you started. These screeners have been used by our Barchart Analysts to narrow down their pick for past Chart of the Day articles. You can view more information about a specific screener by hovering over the pencil icon. Click on the link to run the screener.

The Stock Screener allows you to search for U.S. Equities, Indices or Exchange Traded Funds based on unlimited filters that you apply. When you first load the page, only U.S. Equities are selected. (You may search for other equities by checking or unchecking the appropriate checkbox in the upper right corner of the screener). Other screener options include:

• Screen a Portfolio: The screener allows you to pull in the symbols you've saved in a portfolio, then apply additional filters to those symbols. (Note: if your portfolio contains a mixture of stocks, futures, forex, funds, or ETFs, the screener will import only the equity symbols for the categories checked at the top of the filter area.)
  
  
• Save Results in a new Portfolio: After applying filters, you can save the results to a new portfolio, if desired.
  
  
• FlipCharts: Use the FlipCharts link at the top right of the page to display charts of the symbols found by the screener.
  
  
• Excel: Use the Excel Download link to save a .csv file of the data shown on the screener results page.

As you select a filter to apply it to the list, the number of stocks that match your criteria are displayed on the screen. The Screener will return the first 250 results, and a message displays asking you to refine your search. You can continue to apply as many filters as necessary until you achieve the desired results.

Available filters include:

• Industry Groups (Aerospace, Auto-Tires-Trucks, Basic Materials, Business Services, Conglomerates, Computers and Technology, Consumer Discretionary, Consumer Staples, Construction, Finance, Industrial Products, Medical, Oils-Energy, Retail-Wholesale, Transportation, Utilities)
• Quote (Last, Change, Percent Change, Yesterday's Volume, 1-Month Highs/Lows, 3-Month Highs/Lows, 6-Month Highs/Lows, 12-Month Highs/Lows, YTD Highs/Lows)
• Profile (Name, Exchange)
• Fundamentals (Key Statistics, Ratios, Income Statement and Balance Sheet)
• Technicals (Moving Average, Percent Change, Average Volume, Raw Stochastic, True Range, Relative Strength, Percent R, Historic Volatility, MACD Oscillator, Weighted Alpha, Standard Deviation)
• Opinion (Overall Averages, Overall Strength, Overall Direction, Indicators)
• Index Groups (Dow Industrials, Dow Transportations, Dow Utilities, Nasdaq 100, Russell 1000, Russell 2000, Russell 3000, S&P 100, S&P 400, S&P 500, S&P 600)
• Portfolio (select one of your portfolios to import the symbols, then apply any filters you desire)

To drill-down in any of the screener programs, you will apply a Filter. Filters may change depending on the Instrument Type of the screener (U.S. Equities, Sectors, ETFs, Forex, etc.).

IMPORTANT! Always click the "Show Results" button to view the symbols found by the screener with the filters you've chosen.

As you add filters to the screener and click the Show Results" button, a list is formed at the bottom of the screen with your results. For most filters, a column will also be added to the list to show the applicable data. You may remove the symbol Name or Last Price by unchecking the boxes at the top of the screener.

To remove a filter from a screener, click the to the left of the filter, or click the "Clear All Filters" link to remove all the filters and start again.

To Save the screener, click the "Save as New" link just above the "Show Results" button. You will be asked to give the screener a name.

The International Stock Screener allows you to search for stocks on the Toronto (TSX), Toronto Venture, London (LSE) or India (NSE) Exchanges based on unlimited filters that you apply. When you first load the page, all four International Exchanges are selected. (You may search for equities on a specific exchange by checking or unchecking the appropriate checkboxes in the upper right corner of the screener). Other screener options include:

• Screen a Portfolio: The screener allows you to pull in the International stock symbols you've saved in a portfolio, then apply additional filters to those symbols. (Note: if your portfolio contains a mixture of stocks, futures, forex, funds, or ETFs, the screener will import only the international equity symbols for the exchanges checked at the top of the filter area.)
  
  
• Save Results in a new Portfolio: After applying filters, you can save the results to a new portfolio, if desired.
  
  
• FlipCharts: Use the FlipCharts link at the top right of the page to display charts of the symbols found by the screener.
  
  
• Excel: Use the Excel Download link to save a .csv file of the data shown on the screener results page.

As you select a filter to apply it to the list, the number of stocks that match your criteria are displayed on the screen. The Screener will return the first 250 results, and a message displays asking you to refine your search. You can continue to apply as many filters as necessary until you achieve the desired results.

Available filters include:

• Quote (Last, Change, Percent Change, 1-Month Highs/Lows, 3-Month Highs/Lows, 6-Month Highs/Lows,12-Month Highs/Lows, YTD Highs/Lows)
• Profile (Name)
• Technicals (Moving Average, Percent Change, Raw Stochastic, True Range, Relative Strength, Percent R, Historic Volatility, MACD Oscillator, Standard Deviation)
• Opinion (Overall Averages, Overall Strength, Overall Direction, Indicators)
• Portfolio (select one of your portfolios to import the international equity symbols, then apply any filters you desire)

To drill-down in any of the screener programs, you will apply a Filter.

IMPORTANT! Always click the "Show Results" button to view the symbols found by the screener with the filters you've chosen.

As you add filters to the screener and click the Show Results" button, a list is formed at the bottom of the screen with your results. For most filters, a column will also be added to the list to show the applicable data. You may remove the symbol Name or Last Price by unchecking the boxes at the top of the screener.

To remove a filter from a screener, click the to the left of the filter, or click the "Clear All Filters" link to remove all the filters and start again.

To Save the screener, click the "Save as New" link just above the "Show Results" button. You will be asked to give the screener a name.

Use My Preferences to customize your viewing experience on My Barchart.

Chart Viewing Preferences

You can save the following preferences for chart viewing. A template stores things such as bar type, chart period (intraday, daily, weekly, monthly), indicators, etc. Use a template to quickly apply your preferences to a chart.

• Chart Style: Choose from Technical, Interactive, or Classic charts. Any chart you view on the site will be created in this style UNLESS you identify a Chart Template below (templates are ONLY valid for Technical and Classic charts).
  
  
• Chart Template: For Technical and Classic charts, you may select any template you've created from the drop-down list. This template will be applied to any chart you view on the site.
  
  
• FlipCharts Style (Barchart Premier Users Only): Select either Technical or Classic FlipCharts. Any FlipChart you view on the site will be created in this style UNLESS you identify a FlipCharts Template (below). If you are not a Barchart Premier subscriber, your FlipCharts will always be displayed using the Technical chart style.
  
  
• FlipCharts Template: Select any Technical Chart template you've created from the drop-down list. This template will be applied to all FlipCharts you view on the site. Note: If no FlipCharts Template is selected, a Daily Technical Chart will be used. Barchart Premier Users Only can select either a Classic or Technical FlipChart Template.

Login Landing Page

The Login Landing Page if the initial page that will display whenever you login. Options include the Home Page, your Portfolio page, the ETFs Market Overview page, Forex Market Overview page, Futures Market Overview page, or the Stocks Market Overview page. If you do not select a Login Landing page, you will be directed to the Home Page at login.

Refresh Data Pages

This setting is used to control how often your web browser will automatically refresh, showing you new price information on data pages. The default setting is a 10-minute page refresh.

Your custom Quoteboard Views and Chart Templates are also displayed on your Preferences screen.

Custom Views are used to display a quoteboard using the data fields you want displayed. Every quoteboard on the website has a link for you to select a Custom View:

Barchart lets you choose from over 75 different data fields to add to a Custom View. You can easily move the columns around so the quoteboard looks exactly the way you want it.

To EDIT a Custom View

• Click on the View name.

To DELETE a Custom View

• Click the on the view you wish to remove.

Watch the "Custom Views" Tutorial

You can now generate a quoteboard layout that contains any column of data available on the Barchart site.

Barchart data is categorized into a number of groupings (General, Technicals Summary, Historical Highs and Lows, and Opinions). Within each category are a number of expandable sub-categories: click on the sub-category title to view all the data fields contained within:

1. Start by giving the View a Name. View names can be no longer than 20 characters.
2. Two fields are automatically added whenever you create a new view: Name and Last. You may leave these fields, or remove them if desired.
3. Select fields to add to your Custom View by expanding a sub-category, then clicking the icon next to the field you wish to add.
   
   NOTE: Custom Views are limited to a maximum of 12 data fields. Depending on the data contained in each field, you may find that a custom view should contain less fields to make the display easier to read.
   
   
   
4. Remove fields from the View by clicking the .
5. Reorder columns by dragging and dropping them.

6. Click Save View when you are finished.

Want to save time in setting up your charts? Chart Templates are used to quickly display a chart with pre-defined settings that you define. Chart Templates can save the following chart settings:

• Chart Style (Technical or Classic)
• Time Period (5, 15, 30, 45, 60, 90 Minute, Daily, Weekly, Monthly)
• Bar Type (OHLC Bars, Candlestick, Area, Line)
• Chart Size
• Add Volume, display Grid, % Change, Dividend Adjustments, Events
• Prices On (Technical Charts) to show the Data View window
• Price Sale: Linear or Logarithmic
• Time Period (automatic, fixed period, or date range)
• Technical Indicators (Moving Averages, Stochastics, etc.)

Once you've saved chart templates, simply apply the template to any chart you display on the site. All the settings you've saved will be retrieved:

To Delete a Chart Template

Click the next to the template you wish to delete.

1. Start by giving the Template a Name. Template names can be no longer than 20 characters.
2. Select all the desired settings from the chart form.
3. Save all your changes by clicking Save Template.
   

TECHNICAL CHARTS:

• To ADD an indicator, choose it from the list. You can add as many indicators as desired.
• To DELETE an indicator, click the .
• To CHANGE indicator parameters:
  • The indicator's parameter settings are displayed in parentheses next to the name. To change these parameters, click on the indicator name. The indicator area expands and displays the current settings:
    
    
    
  • Enter the new indicator parameters. These will be saved when you save the template.
    

CLASSIC CHARTS:

• To ADD an indicator, choose an Overlay Study, Secondary Chart, or Secondary Overlay from the list.
• To DELETE an indicator, change the indicator field to "None".
• To CHANGE indicator parameters:
  • The indicator's parameter settings are displayed in parentheses next to the name. To change these parameters, enter the new values in the fields to the right of the indicator. These will be saved when you save the template.
    
    
    
    

NOTE: When you change an indicator's parameters on a chart template, it does NOT change the default settings of the indicator, used elsewhere on the site. Only charts using this template will have the revised parameters applied.

Get your portfolios sent to your inbox at the end of each trading day by selecting them to be included in your End-of-Day Email. Portfolios may be included in the end-of-day email either by checking them in the Portfolio Edit function, or on the End-of-Day Emails page (where we show you all of your portfolios in one place).

The End-of-Day Email starts by showing you a Market Summary. Your selected portfolios follow, in quoteboard format.

The End-of-Day email will be sent to the email address found in your Account Information. A sample of an email is shown here:

You can easily reset your password or update the email address we have on file for your account in the My Account page.

To change your password, please enter, then re-enter your new password in the fields provided. Once you click "Update Account", your password will be changed.

You may also use this page to update any other account information, or to upgrade to the Barchart Premier service.

Note: The email address found in your account record is ONLY used to send your End-Of-Day Email (if you've selected Portfolios you want sent to you), or to send you other important information related to your account.

Regarding Other Barchart Newsletters
If you have opted-in to receive newsletters from Barchart and need to change your email address for these newsletters, please follow the instructions on the individual communications to update your email address. Every email communication you receive from us has an Unsubscribe / Opt-out link at the bottom, should you wish to discontinue any mailing.