Add/Delete/Save Chart Profiles
Create multiple chart profiles for your analysis. Saved profiles will remember your settings: chart type, time frame including “Extend By 10,30,60 or 90 Days”, indicators, etc.
After you’ve set up your chart:
1. Click the ‘Save’ Icon
2. You’ll be prompted to Overwrite an existing profile or Save as a new profile**
3. Click ‘Save’ – (the box will disappear after a second or two)
That’s it!
You can remove unwanted profiles by clicking the [x] icon to delete, located next to the ‘Save’ icon.
**Note: Active Trader, Options, and Standard View are System views and cannot be altered or deleted. You will be prompted to save the new settings or overwrite a different view.
Adjust Chart Height & Width
The height of the chart can be adjusted by clicking and dragging the tab under the main chart.
This is a feature unique per device. You can have separate settings for your laptop/desktop,notebook or even tablet.
To widen the chart, click the blue tab on the left side of the chart. This will collapse the Quote Bar to the left of the chart. You can ‘undo’ this by clicking the tab again.
Advanced Indicators
We offer select Advanced Upper and Lower Indicators that are not just derived from the price, including proprietary indicators like “Invest4Score” and “Insider Score”. They are accessible by using the “Add Indicator” drop-down box.
Upper Indicators include:
- Event Flags – showing Earnings and Dividends
- Journal Display
- Support/Resistance
- Extrema Trend Lines
Lower Indicators include:
- Historic Volatility/Implied Volatility
- Insider Score
- Institutional Percentage
- Invest4 Score
- Momentum Score
- Open Interest
- Options Volume
- Put Call Ratios
Clickable Legends
When comparing trades using the Snapshot feature, the P/L Graph can get a little crowded. You can clear some of the lines by simply clicking on the legend to toggle visibility.
Clickable legends are also available in other graphs and charts within the platform.
Lower Indicators
The “Add Indicator” drop-down box has a section of Lower Indicators you can add below the main chart.
Many of the Indicators allow you to customize the parameters prior to adding.
Once the Indicators are in place, the icon tool bar – found on the upper right above each graph- gives you the ability to edit (Gear), hide (Eye), move up/down (Arrows) or delete (X) to truly customize your view.
Adding & Arranging Indicators
Select 
to add to your studies.
Indicators are grouped by Upper Indicators (which will appear on the Chart) and Lower Indicators (listed below the chart)
Once selected, you can customize the parameters – including the type of line you want for Moving Averages.
The upper Indicator selection summary appears above the chart and has an associated toolbar that allows edits (gear) hide/display(eye), refresh, or remove.. 
Lower indicators can be displayed/hidden, move placement up/down, or delete it to truly customize your view. 
Make sure to Save Your New Chart Settings 
Note: You cannot alter System Views: Active Trader, Options or Standard View. You will be prompted to either Overwrite or Save as a New Profile another available profile, such as Default or another Personal View.
Customizing Indicators
Customize Indicator Settings – even in different Chart Profiles!
Customize the settings by clicking on the “Add Indicator” box at the top, center of the screen. Scroll to the Indicator you wish to add/edit. Left-click on the selection for a customization box to appear.
The Indicator window shows which settings can be changed.
Bonus! You can save different settings for the same indicator in different chart profiles. No need to change settings from one profile to the next.
In addition to the settings, this feature also provides a description of the indicator and the default settings.
Zoom Feature
Zoom in on any chart display, then easily reset to the default setting.
Simply click your cursor on the chart and drag to highlight the area to ‘Zoom’:
A “Reset Zoom” button will automatically appear on the new display. When you are finished with your studies, simply click to restore the original time-period setting.
Trend Lines, Notes & Shapes and Advanced Annotations
Customize your charts with Trend Lines, Notes and Advanced Annotations.
These tool icons are available above the chart, just below the Indicators drop-down box.
The Gear Icon sets/manages the default for these tools, as well as whether to save Trendlines, Notes & Annotations on the chart (recommended).
Each Trendline, Note Entry and Annotation can be individually customized by color and, where applicable, transparency.
Clicking on any Trend Line, Note, or Advanced Annotation, will display the “Annotation Settings” box for that entry.
The Annotation Settings box can be repositioned elsewhere on the platform, if needed.
Line Color, Line Width and if applicable, Background Color and Transparency can be changed.
Be sure to click ‘Save’!
Note: Parallel channels are initially drawn horizontally. To change orientation click on the annotation then grab one of the ‘edit dots’ to drag to the position you wish.
Then click “Save” on the dialog box.
Crossover Arrows
The Crossover Arrows 
identify the crossover points on indicators.
For upper indicators, you can select 2 indicators and the chart will show the crossover arrow.
Example: If you select the 5 day and 20 day SMA the Green arrows will show the 5/20 crossover points when in an upward movement, Red for downward.
Only 2 moving averages can be selected at a time when utilizing this tool. If you wish to make a change to another moving average indicator, one must first be deselected before adding the new indicator.
indication
