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.

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