Using SlopeCharts is a cinch! Here is how to get around:
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. 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 backward and forward keys next to the symbol entry box.
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.
Menu: You can access all the most important functions in the program via a single Menu. Just point at the menu and it will present to you the different choices. You can get this same menu by right-clicking anywhere inside the chart area.
Hiding/Displaying Elements: At the top of the 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.
Graph Scale: You can display charts in either logarithmic (the default) or arithmetic style by clicking on either of the buttons below.
Full Screen: You can make use of your entire screen size – – even on huge monitors – – by just clicking this button. To return to normal mode, just press the Esc button.
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: The rightmost icon on the SlopeCharts screen, which resembles a gear, 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):
And, lastly, Appearance:
The feature we just added has to do with earnings dates, which is a big focus of mine lately since the earnings season is coming up fast. On the first tab, General, you will 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.