Customizing a Chart Analysis Window

A Chart Analysis Window can include a number of objects including symbol data (price bars), studies, strategies, account order & position markers, and drawing objects that each have their own customization settings. In addition, every Chart Analysis Window has its own specific customize settings along with Chart Analysis Preferences that are shared with other chart windows.

Customize Symbol

  1. Activate a Chart Analysis window.
  2. Use the Data > Edit Symbol menu sequence. The Customize Symbol [symbol] dialog is displayed.
  3. Select the appropriate tab to make changes:
  • Settings - Symbol name; Interval, range, and display settings for specified symbol.
  • Style - Bar type and component color and weight by session; Bar update indication; Make bars invisible.
  • Scaling - Axis selection for symbol data; scale type, range, and display settings for symbol data axis. Click Set as Default to have these values apply to all new charts.
  • Properties - Symbol, Category, Country, Currency, Session, Time Zone, Price Scale, Min Move, and Big Point Value settings.

Customize Study

  1. Activate a Chart Analysis window containing a study.
  2. Use the Studies > Edit Studies menu sequence.
  3. From the Studies tab, highlight a technique and click Customize.
  4. Select the appropriate tab to make changes:
  • General - Study name; Data reference; Max Bars Back; Update intra-bar.
  • Inputs - Name and Value of each study input; Dictionary.
  • Alerts - Enable/disable alerts for study.
  • Style - Type, style, and weight of each study plot; Display Update Indication.
  • Color - Foreground color of each study plot.
  • Scaling - Axis selection for study; Scale type, range, and display settings for study.

Customize Strategy

  1. Activate a Chart Analysis window containing a strategy.
  2. Use the Studies > Edit Strategies menu sequence.
  3. From the Strategies tab, highlight a technique and click Customize.
  4. Select the appropriate tab to make changes:
  • Inputs - Name and Value of each strategy input; Dictionary; Optimization settings.
  • Entries - Arrow and tick style, line style and weight, and colors for each entry type.
  • Exits - Arrow and tick style, line style and weight, and color for each exit type.
  • Calculation - Intra-bar order generation and calculation settings.

Customize Account Orders & Positions

  1. Activate a Chart Analysis window containing a strategy.
  2. Use the Settings > Account Orders & Positions menu sequence.
  3. Select the appropriate tab to make changes:
  • Data - Turn on/off status for orders and positions by symbol.
  • Settings - Arrow type and order lines for each type of order status.

Customize Account Number

  1. Use the Settings > Account Orders & Positions menu sequence.
  2. On the Data tab, click the Account No.
  3. Select the appropriate tab to make changes:
  • Equities - Account number to use for equities orders and positions in the current window.
  • Options - Account number to use for options orders and positions in the current window.
  • Futures - Account number to use for futures orders and positions in the current window.
  • Forex - Account number to use for forex orders and positions in the current window.

When you are on a chart, you can also use the right-click shortcut menu item for Account Numbers for Orders and Positions to select the account to use for an asset class.

Customize Drawing Object

 Each drawing object has different customizing settings that can be accessed by right-clicking on the drawing object and select Customize 'Object Name'.

Customize Window

  1. Activate a Chart Analysis window.
  2. Use the Settings > Window menu sequence.
  3. Select the appropriate tab to make changes:
  • General - General settings for scroll bar, price axis width, bar spacing properties, and percent change charts.
  • Status Line - Control position, indications, and fields of the chart status line.
  • Font - Settings for font name, style, size and effects by property.
  • Color - Settings for the color of each chart property by name.
  • Style - Settings for the style/weight of grid, session breaks, axis, and subgraph dividers.

Customize Chart Analysis Preferences

  1. Activate a Chart Analysis window.
  2. Use the Settings > Preferences menu sequence.
  3. Select the appropriate tab to make changes:
  • General - Mouse, display, and customize parameters for chart components.
  • Display - Displays settings for axis, bar spacing, DataTips and Candlesticks.
  • Symbol - Customize parameters and range settings for symbol data.
  • Style - Specify bar type and component color/style for each data series.
  • Strategy - Optimization report settings, strategy performance report settings, and other strategy settings.
  • Data - Settings for handling historical data updates.
Related Topics

About Chart Analysis