Displaying Data in a Chart

Data is displayed in a chart using a Chart View. One or more fields can be displayed in a Chart View, but at least one field must be selected when opening a new Chart View.

&  For a step-by-step introduction to this topic, see the tutorial called Displaying Charts.

Opening a New Chart View

There are several ways to open a new Chart View.

·      From the Menu and Toolbars

A new Chart View can be opened using the Display Chart button in the toolbar or Display Chart in the View menu. Selecting either of these items will display the Display Chart Dialog to allow you to select which fields to display.

·      From the Portfolio View

Any data series in the Portfolio View can be displayed in a chart using a context menu. Requesting a chart for a data series will display the Display Chart Dialog to allow you to select which fields to display. In addition, a chart for any Display Field for a data series can be displayed from the context menu for the displayed value.

·      From a Spreadsheet View

The fields currently being displayed in a spreadsheet can be displayed in a chart by selecting Display Fields in Chart… from the context menu for a spreadsheet.

·      From the Modify Field Dialog: Overview page

The values of a field can be displayed in a chart using the Display in Chart button on the Modify Field Dialog: Overview page.

From the Display Chart Dialog, you can select individual fields to display, or select to display a previous view.

Modifying the Current Chart View

Data fields from any data series can be added to an existing Chart View. To add modify the current Chart View, select Add/Change Fields in Chart… from the context menu for the legend or chart areas of the Chart View. This will display the Display Chart Dialog to allow you to modify the list of fields being displayed.

Adding a Moving Average to a Chart

There are two different ways to display moving average in a chart.

To quickly display a simple moving average of a field in the chart, select Display Moving Average of this Field from the context menu for a field in the chart and select the number of bars from the submenu. This will create an additional copy of the selected field and set the moving average value to the selected number of bars. However, this moving average will only be available in the chart.

To add a moving average of a field to your portfolio so that you can display it in a chart and use it elsewhere, select Add/Change Fields in Chart… from the context menu for the chart, and select Create a New Field…. Then, use the Calculate a Value Wizard to create a moving average.

Displaying HLOC and Candlestick Charts

HLOC (High/Low/Open/Close) and Japanese Candlestick charts are types of composite fields. Composite fields can be included in any chart by selecting the appropriate entry in the field tree from under the Composite Charts type on the Display Fields in Chart Dialog.

Displaying Entry/Exit Signals in Charts

Entry/exit signals can be displayed in two different ways in charts. When they appear in a sub-chart after a non-signal, they are displayed as triangles, typically indicating the points at which actions would have been taken. When they appear in a sub-chart by themselves, they are displayed as a graph of the value of the signal.

&  For a description of these symbols and their underlying values, see How Signals Are Displayed.

By default, entry/exit signals in charts only display new actions. For example, if three enter long signals appear in a row, only the first will be displayed. Furthermore, an exit short signal that follows them would not be displayed since it does not result in a new action. The next signal that would be displayed would either be an exit long or an enter short.

To change the chart to display redundant signals, right-click on the name of the signal field in the chart legend and select Change Display Properties of Field… from the context menu. This will display the Change Display Properties Dialog, where you can set the Display (with non-signal) setting to Display Redundant Signals.

If multiple signals are displayed in a chart, different color arrows are used for each field. In addition, the signals are positioned a different distance from the underlying price information so that multiple signals on the same bar can be seen.

Ä    Note: The raw values of signals do not include the effects of Entry/Exit Strategy settings in the Trading Styles used to analyze them. To see the effect of a trading style on a signal, create the Current Trading Signal Signal Analysis field for the signal and trading style you would like to view.

Charting Equity or Profit of an Entry/Exit Signal

To display the equity or profit of the simulated trading of an entry/exit signal in a chart, create a signal analysis field to analyze the entry/exit signal. Then, select that field to be displayed in a chart as you would any other field.

&  For help generating this type of field, see Analyzing Entry/Exit Signals.

Displaying Data With Different Periodicities

&  For information about working with different periodicities, see Understanding Periodicity.