Using SlopeCharts is a cinch! If you would like a more comprehensive guide to the product, click here. For your immediate reference, here are the core functions:
To Load a Chart: Just type in the ticker symbol and press the Enter key. In a few moments, all the daily historical data available will be displayed in chart form. (Note: there are a wide variety of data types available, such as ETFs, cryptocurrencies, indexes, and commodities. Canadian stocks are also available: just enter the exchange code after the symbol (such as TD.TO). We show a stock symbol here as an example since it is the most common request).
Symbol History: As you are punching in symbols, SlopeCharts remembers them. If you decide to “go back” or “go forward” within the history of symbols you have been entering, just use the left and right arrows on your keyboard to scroll through your history.
Zooming In: To look closer at any part of the chart, just swipe the mouse over the area where you want to zoom. In other words, hold down the mouse button while dragging your mouse over the desired area. To “un-zoom”, click the mouse button twice and you’ll see the whole chart.
Menus: The Display menu is about the features which affect appearance:
Analysis has to do with technical indicators, study sets, and style sets:
Tools is a catch-all for power features, many of which are for premium members:
Social is for the preservation and sharing of your creations:
Hiding/Displaying Elements: At the top of the Display menu area series of choices that give you the ability to hide (or, if hidden, display) various elements of the chart, including drawn objects, technical indicators, volume, and even the price bars themselves. You can also see where earnings announcements take place, both past and future, which are often market-moving events.
Pointer Types: You can choose from four different pointer styles in the chart: the arrow (which is the cleanest, and the default), the vertical line, the horizontal line, and the crosshairs, which is both lines.
Chart Styles: There are four chart types available: open/high/low/close charts (the default), line charts, candlestick, and percentage charts.
Data Line: As you move your cursor along the chart, you will get a constantly-refreshed line showing the data, open, high, low, and close price for wherever you are pointing. You will also see a “Y” value, which indicates where it is you are pointing at the screen. This is helpful in knowing price levels if you are anticipating where a stock is going to go.
Preferences: In the lower left of SlopeCharts is an icon which resembles a gear, and clicking this brings up the Preferences dialog box. This lets you control many aspects of SlopeCharts, including where you want to see notes others have made about any chart, what the default symbol loaded is, how much data to load, and whether or not the chart automatically refreshes.
The first tab is General, which is for the most common choices:
Then there is Shortcuts, which lets you program the keyboard shortcuts (as a person who moves symbols in and out of watchlists all the time, I have found this feature, which I’ve never seen in any other chart product, to be invaluable):
The third tab is Appearance:
And, lastly, is the Data Panels preferences. Here you can check the items you would like available in the data panel, which is the leftmost portion of SlopeCharts.
One particular item from Preferences merits special attention, which is located on the first tab, General. Here you see a new item called Highlight Upcoming Earnings.
What this does is, on your SlopeCharts watch lists, displays the number of days in the future when earnings will be announced for each symbol. You can control how much information is displayed in the dropdown. For instance, if you only want to know about earnings coming up in week’s time, you could choose 7, so that only earnings 7 days or sooner would be highlighted. (It ranges from 1 to 20)
Below is an example, showing that in one of my watchlists, Bank of America has earnings coming up in 3 days whereas Brandywine’s earnings will be in 6. This is a great “heads up” in your portfolio so that you have a greater awareness of what is going on in your specific financial world.