QuFolio · User Guide

Signing in

Sign in and your workspace opens just as you left it, on any computer or phone.

1. Type your email address and continue.
2. Check your email for a sign-in code and type it in.

There’s no password to remember or reset. A new address gets an account the first time it signs in.

Adding a passkey

The first time you sign in on a device that can hold a passkey, the app asks Add a passkey? Say yes and next time you sign in with your fingerprint, face or device PIN, with no code to wait for. It asks once per account on each browser. Say no and it won’t ask again there.

Signing out

Click ☰ › Sign out. On a phone, it’s at the bottom of the More tab.

Accepting the disclaimer

The first time you sign in, a disclaimer opens over the app while your workspace loads behind it. Read it, then accept it one of three ways:

1. With a mouse, rest the pointer on Hover here to accept & continue until the bar fills. Moving away before it’s full starts it over.
2. On a touch screen, press and hold Press and hold to accept & continue until the bar fills. A quick tap won’t do it.
3. Or tick the I understand… box and click Continue.

To read it again, click Disclaimer at the end of any answer in the AI chat.

What you’re looking at

Charts and a screener, side by side. The charts show price history for one symbol at a time. The screener is a table of many symbols, one row each, with the columns you pick.

There’s no Save button. Changes save a moment after you stop making them. Close the tab mid-task and it’s all there when you come back.

Key terms

• Workspace: everything on screen. You have one, and it saves itself.
• Layout: one arrangement of charts, with its own tab at the top.
• Chart: one symbol at one interval. Up to four per layout.
• Pane: a band inside a chart. Price on top, volume and oscillators below.
• Screener: the table. It refreshes itself every couple of seconds.
• Group: the symbols the screener shows, like the S&P 500 or ETFs.
• Indicator: a calculation drawn on a chart, like a moving average.
• Theme: the colours, shared by the chart, table and panels.

Keep a few layouts and flip between them: one chart for reading, four for comparing. You never make panes yourself. Add an indicator that needs one and it appears. A track list is a group you fill yourself. And because everything shares one theme, an up candle and a positive cell are always the same green.

Jump to what you came for

Switching layouts

Keep several desks and switch between them in one click. The top row has one tab per layout. A layout is a saved arrangement of charts. The demo workspace comes with two, Default and Two Charts, and you can add more.

Switching is instant. Each layout keeps its own charts, symbols and intervals, and they’re exactly as you left them when you come back.

Edit Layouts from right most Circle Tab

Click the pencil circle ✎ at the right end of the layout tabs to open the layout panel. Almost everything about layouts lives there. Hover it to see how many charts this layout has.

1. 1Save as template. Saves this layout, shape and charts, to start new ones from.
2. 2Three groups. Yours, your group’s, and the app’s. Clicking one adds a layout.
3. 3Link across charts. Six checkboxes, for the charts in this layout only.

The layout list

Every layout, with its chart count. Click one to switch to it. To rename the one you’re on, click its name or the pencil. Enter saves, Esc cancels, and a blank name keeps the old one.

Each row has a grip on the left. Drag it to move that tab along the strip. ⊘ hides a layout: it keeps everything but loses its tab. A line at the bottom of the list (1 hidden) brings hidden ones back.

The layout you’re on gets three more buttons: the pencil, × to delete it, and ⇪ to publish it. You won’t see × on your last layout, since you need at least one. You’ll only see ⇪ while you’re working as your group. See Publishing a layout.

Arrangement

Eight grids, all with four charts or fewer: Single, 2 across, 2 stacked, 3 across, 3 stacked, 1 + 2, 2 × 2 and 1 + 3. Picking one rearranges what you already have. Charts that stay keep their symbol, interval and panes. They just move.

Picking a smaller Charts Grid removes the charts that don’t fit. Going from 2 × 2 to 2 across, for example, drops two charts, so the panel asks first: Discard 2 charts? Click Cancel to keep them, or Discard to go ahead. If only one chart would go, it’s removed without asking.

Screener side

Left, Right, Top or Bottom docks the table on that side of the charts. The chart tool strip stays with the charts, not the table.

New layout

This button makes a fresh one-chart layout called Layout 3 (or whatever number is next) and takes you there. The new chart copies the symbol and interval of the top-left chart you just left. On a four-chart desk that may not be the one you had selected. Rename it in the list above, like any other layout.

Link across charts

Six checkboxes at the bottom of the panel. They only affect this layout.

• Symbol: change one chart’s symbol, and every chart follows.
• Interval: same thing for daily, weekly or monthly.
• Date range: bars visible, 1Y and YTD reach every chart.
• Chart type: candles, bars, line or mountain, everywhere at once.
• Bar source: time bars or another bar source, on every chart.
• Crosshair: point at a date on one chart and the others mark it too. On unless you untick it.

Chart type only changes the price series. An indicator you drew as a histogram stays a histogram. Link bar source when you compare charts, because charts built from different bars don’t compare.

Taking your group’s layouts

Pick up the desks your group builds, and choose when to take a new version. A group’s layouts wait in the layout panel under Shared with me. Nothing is added to your tabs, and nothing you have is changed, until you click.

Each row shows, left to right:

You see	Means
● new	a version you haven’t taken yet
Oct 18	the day this version was published
v3	the version number
4	how many charts it has

The list checks for new versions each time you open the panel, and when you come back to the browser tab.

Adding a group layout

1. Open the layout panel and find the layout under Shared with me.
2. Click it. It’s added as a new tab and opens.

Click a layout you already have, and it takes you to your copy instead of adding a second one. A hidden copy comes back onto the tab strip.

Taking a new version

When the group publishes again, the row shows ● new. Click it and a box tells you which version you have, for example You have v2. Pick one:

Button	What happens
Replace mine	your copy becomes the new version, in the same place on the strip. Your edits to it are lost.
Add as “JAS Layout v3”	adds the new version as a separate tab. Your old copy stays exactly as it is.
Not now	changes nothing. The ● new stays until you decide.

Delete your copy and the row stops showing ● new. Click it any time to add the latest version.

A layout may name indicators your plan doesn’t include. Those lines draw nothing on your charts. The rest of the layout works as usual.

Groups that include other groups

Some groups bring together the work of others. For example, JAS + JP includes everything JAS and JP publish.

• You get both groups’ screens, and they update when either group publishes.
• Both groups’ layouts are under Shared with me. New versions show ● new.
• If both publish a layout with the same name, the second shows the group’s name after it, like Market Breadth (JP).
• Some layouts open on a combined screen built for the group, such as JAS Layout opening on Combo.

Saving and reusing templates

Build a chart or a whole desk once, then reuse it. There are two kinds of template, and they keep different things.

	A chart template	A layout template
Keeps	one chart: its panes, indicators and their settings, interval and styling	a whole desk: how many charts, how they’re arranged, and the charts themselves
Saved from	right-click the chart → Save chart as template…	the layout panel → Save as template…
Applying	replaces the chart you right-clicked	adds a new layout and opens it; nothing you had changes

Chart templates

1. Right-click the chart you want to keep.
2. Choose Save chart as template…
3. Give it a name and, if you like, a category.

To use one, right-click a chart and choose Apply chart template…. Both act on the chart you right-clicked. Saving also has two tick boxes:

• Save the symbol (AAPL): on by default. Untick it to save panes and indicators only.
• Share with “your group” Group: publishes it as you save. Shown only while you work as your group.

Leave the symbol in when the template only makes sense for that symbol, like a breadth chart. Take it out for a setup you want on everything.

Saving with a name you’ve already used replaces that template. When you type one of your own names, the button changes to Replace “name”. That’s your warning. Names must match exactly, so “momentum” and “Momentum” are two templates. Leave the category blank and it keeps the old one.

Applying opens a searchable list, grouped like the layout list: yours, your groups’, and the app’s. If the template saved a symbol, you’re offered it, and you can say no and keep the chart’s own.

Your own templates, under Mine, have a × to delete them. Charts you already applied one to keep what they got. Group and app templates can’t be deleted, as they aren’t yours.

Layout templates

Save as template… in the layout panel saves the layout you’re looking at. It shows up under My templates, further down the same panel, with its chart count.

You’ll see three groups there:

• My templates: yours. × deletes one; layouts made from it stay.
• Shared with me: published by a group you’re in. A newer version shows ● new.
• From QuFolio: comes with the product. Everyone has these.

Click any of them and it adds a layout and takes you there. The one you came from is untouched, a tab away. Arrangements work differently: they reshape the layout you’re in. A template is a separate desk, so it never overwrites yours.

Publishing to your group

If you run a group, see Publishing a layout.

Choosing which chart you’re working on

Pick which chart your next action lands on. With more than one chart open, the selected one has a coloured border. Click anywhere on a chart, including the price area, to select it.

Four things go to the selected chart: the chart type button, the indicator picker, a click on a screener row, and type-to-search. Select the left chart, add an indicator, and it goes on the left chart.

Symbol and interval work differently. Every chart has its own toolbar with its own symbol, and those controls always change the chart they sit on. If you’ve turned on sync, the change spreads from there.

Changing the symbol

Change symbols without hunting for a box. Each chart’s toolbar shows its ticker and company name, like AAPL - Apple Inc. Click it and a search opens.

Or just start typing. Press any letter and the search opens with that letter already in it. It works with the chart, a toolbar button or the screener focused. Only a text box, menu or dialog keeps the letter for itself. Clicking opens it with the current symbol filled in and selected, ready to edit or type over.

It searches tickers and company names at once. Sector, industry, market cap and last price help you tell similar names apart. Arrow keys move the highlight, Enter charts it, and Esc closes. With nothing highlighted, Enter charts exactly what you typed. Handy for a ticker the list doesn’t have.

An empty box lists the 300 biggest companies by market cap. The footer says so: The 300 largest by market cap — type to search all 14,123. Keep typing to narrow it down.

Keeping a chart on one symbol

Lock a chart’s symbol so it stays put while the rest of your layout follows the screener.

1. Hover over the chart’s symbol and click 🔓. The symbol shows 🔒 in front of it.
2. To unlock, click 🔒.

When a chart is locked:

• Typing a new symbol shows DIA is locked, with an Unlock button.
• Clicking a screener row charts it in the next unlocked chart instead.
• Link across charts › Symbol leaves it alone.
• Interval, date range and indicators still change as usual.

Charting a ratio like AAPL/SPY

Chart one stock against another, or against an index, as a single line of candles. AAPL/SPY rises when Apple beats the S&P 500 ETF and falls when it lags.

1. Open the symbol search on the chart.
2. Type the first symbol, like AAPL.
3. Click / beside the box (Divide — a ratio).
4. Type the second symbol and pick it from the list.
5. Press Enter.

The four buttons are + − × /, so you can also chart a spread (AAPL-MSFT) or a basket (A+B/C). You can type the whole thing too. While you build one, the list searches the symbol under your cursor, and the footer tells you whether every part is a symbol the app has, like AAPL and SPY — press Enter to chart it.

Indices work as the second symbol: AAPL/^GSPC.

• Indicators are worked out on the ratio itself. A weekly 20 EMA is twenty weekly ratio closes.
• Volume is the first symbol’s.
• Intraday works when every symbol is a US one.
• A day only one symbol traded is left out.

Changing the interval

Chart any bar size from one minute to a year. An interval is how many of what. The toolbar shows a small number box, the unit you’re on, your two most recent intervals as one-click buttons, and ▾ for the full list.

The list runs 1m 5m 15m 30m 1H 4H 1D 1W 1M 3M 12M. Every one of them charts.

For a size that isn’t listed, type a number and press Enter. 2 with D gives you two-day bars; 45 with m gives you 45-minute bars. Nothing changes until you press Enter or click away, since each change loads new data. Esc throws away what you typed.

Minutes and hours work differently from daily bars. See Charting by the minute or the hour.

Charting by the minute or the hour

Watch today’s session bar by bar. Pick 1m through 4H, or type your own count, and the chart switches to intraday bars for US stocks.

What you see

• Regular hours only: 9:30 am to 4:00 pm, New York time.
• New York time on the axis, like 9/12, 10:30, wherever you are.
• Bars start at the open. Hour bars run 9:30–10:30, 10:30–11:30 and so on. The day’s last bar is shorter.
• The chart opens on the latest 1,000 bars.

Indicators are worked out over extra bars further back, then trimmed. So the first bar on screen shows the same value it would with more history behind it.

Going further back

Pan left. When you’re within a screen of the first bar, the chart loads twice as many and redraws. It blinks once each time. It stops at 20,000 bars and says so: “20,000 bars is the most an intraday chart loads”. On a 1-minute chart that’s about 51 sessions.

Extra history you loaded this way isn’t saved. Reload and the chart is back to 1,000 bars.

Live bars

A badge on the chart’s toolbar, just left of ⛶, says where today’s bars come from:

Badge	Means
LIVE (green, pulsing)	bars stream from the market feed; the last one is still forming
DELAYED (amber)	the live feed is down; the chart updates every 5 seconds from a backup
CLOSED (grey)	the market is shut; these bars are final

While a bar is forming, a pale yellow column sits behind it, and the last-price label on the axis counts down the time left in it, like 02:41. Before the open and after the close, a yellow label such as Pre: or P: on the price axis shows the last extended-hours trade.

Daily, weekly and monthly charts get the badge, the yellow column and the P: label too, on plans with live prices. They don’t get a countdown.

What stays daily-only

These are left off an intraday chart. You won’t see an error, just no line:

• universe ranks and fundamentals
• seasonality and breadth
• lines that read another symbol, like close@SPY
• the yellow projected lines, the Ichimoku cloud and the Alligator’s shifted lines

Changing the chart type

Switch between candles, bars and lines in one click. It’s the top icon in the tool strip beside the charts. The tooltip says what you’re on, like Chart type: Candlestick. Click it for five choices:

Candlestick and OHLC show each bar’s open, high, low and close. Line and Mountain show closes only. Only the price series changes. Indicators stay as they are. To change how an indicator is drawn, see plot style.

It changes the selected chart. With Chart type sync on, it changes every chart in the layout.

Resizing panes

Give each indicator room to breathe. A chart is a stack of panes that share one time axis. Price is always on top. Volume, MACD, RSI and anything else that can’t share the price scale get their own pane below.

A thin line separates two panes. Point at it, and when the cursor turns into a resize arrow, drag. One pane grows and the other shrinks. Pane heights are saved with the layout. The divider between the charts and the screener works the same way.

Reordering panes

Stack your panes in the order you read them. RSI above the price, volume at the bottom, whatever suits you. There are two ways.

From the chart

1. Point at a pane. A small ▲▼ pair fades in at the top centre.
2. Click ▲ (Move this pane up) or ▼ (Move this pane down).

From the Indicators popup

1. Open Indicators in the tool strip.
2. Under On this chart, drag a row by the grip on its left.

You can also click the grip and press ↑ or ↓.

• Overlays have no grip. A moving average or Bollinger Bands draw in the price pane. Move the price pane instead.
• Indicators that share a pane move together.
• Volume is listed too, with a grip while it has its own pane.
• The dates follow the price pane. Put the candles at the bottom and the dates go with them.

The order is saved with the chart.

Drawing on a chart

Mark up a chart with lines, zones and Fibonacci levels, and find them there next time. The drawing tools are the lower half of the tool strip beside the charts.

Picking a tool

There are six groups. Each key shows the last tool you used from it, so one click draws with that again. The small arrow on the key’s edge opens the rest of the group.

Group	Tools
Lines	Trend line, Extended line, Line segment, Price level, Horizontal line, Vertical line, Cross line, Angle line, Polyline
Shapes	Rectangle, Sector, Highlight bar
Channels & Pitchforks	Parallel channel, Flat-bottom channel, Disjoint channel, Andrews pitchfork, Schiff pitchfork, Modified Schiff, Inside pitchfork, Pitchfan
Fibonacci & Cycles	Retracement, Extension, Circles, Speed resistance arcs, Wedge, Time zones, Cyclic lines, Cyclic arcs
Trade	Trade plan, Stop loss / take profit, Measure
Draw	Freehand, Text

Price level keeps a price and nothing else, so it’s the one to use for a level you’re watching. You can set it in the empty space right of the last bar.

Placing a drawing

Drag from the first point to the second. Or click, move, and click again. Both work for every tool except Freehand, which is drag only. The tool puts itself away after each drawing.

• Esc after the first click takes that point back. The tool stays ready.
• Esc with nothing placed puts the tool away.
• Clicking the lit key also puts it away.

Changing a drawing’s colour, width or dash

Click the drawing. A small bar appears over the top of the chart. Nothing else on screen tells you a drawing can be restyled, so the click is the way in.

• Colour, and Fill for shapes. Fill starts at None.
• Width, 1 to 10.
• Dash: Solid, Dashed or Dotted.
• Size, for text.

The colours in the list come from your theme, so a drawing changes with it. Custom… takes any colour you like, but that one stays put when you switch themes. Its swatch has a dashed edge to remind you.

Select more than one drawing and the bar shows only a count, like 3 drawings selected. Restyle them one at a time.

Deleting drawings

• One: click it and press Delete or Backspace.
• All on the chart: click ⌫ at the foot of the drawing tools.

Highlighting bars

A pale column behind a candle marks it out without covering it. You’ll see three kinds.

The bar still forming

During the session, a pale yellow column sits behind today’s bar on a live chart. Yellow means “not final yet”. It goes when the bar closes. See Live bars.

Marking a bar yourself

1. Open Shapes in the drawing tools and pick Highlight bar.
2. Click the bar. The column snaps to the nearest one.

Click a highlighted bar again with the tool to take the highlight off. Highlights can’t be moved. Click one to change its colour or delete it with 🗑. They’re saved like any drawing.

Inside and outside bars

Add Inside / Outside Bars from the Bar Intelligence category of the indicator picker. Every plan has it.

• Inside bar (blue): high below and low above the bar before.
• Outside bar (amber): high above and low below the bar before.

The box hugs the candle, not the whole pane. A bar still forming isn’t marked until it closes. Turn either kind off with Inside bars or Outside bars. Its ⚙ also offers the two colours and an opacity, 13% to start. The values in the corner read Inside or Outside at the bar under your pointer.

Chart settings: gridlines, axis drag and zoom

Set up the chart to feel the way you like. Right-click anywhere on the workspace and choose Settings. You’ll find the chart settings and the theme picker there, with a tick next to each current choice.

• Gridlines: Solid, Dashed, Dotted or Off.
• Drag axis to scale: on by default. Drag an axis to stretch it.
• Zoom / pan: Time (the default), Price or Both.

The app picks how many gridlines to draw from the pane’s height, so short panes don’t get crowded. With axis drag on, dragging on an axis stretches or squeezes it, and dragging inside the chart pans. Turn it off if you keep grabbing the axis by mistake.

Zoom / pan decides what the mouse wheel does. By default it zooms time, and the price scale refits to what’s on screen, like most trading charts. Set it to Price and the wheel can seem to do nothing, because the price scale keeps refitting itself.

Reading the values in the corner

Read exact numbers for any bar, without tracing lines by eye. The top-left of each pane shows what every line reads at the bar under your pointer. Move the pointer away and it shows the latest bar. To hide it, right-click → Settings → Show Values.

• After the close: the change from the open, as a % and in price.
• cc: the % change from the previous bar’s close.
• Beside a moving average: how far the close is from it, in %.
• Colours: green for up, red for down. No plus sign.

A negative % beside an average means the close is below the line. You’ll see it on SMA, EMA, WMA, RMA, HMA, DEMA, TEMA, VWMA, ALMA, KAMA and McGinley, but not on the Alligator. A symbol’s very first bar has no cc, since there’s nothing before it. The colours come from your theme.

Point at the block and buttons appear. Each line gets an eye to hide or show it. Indicators also get ⚙ for settings and ✕ to remove them. Indicators with several lines, like Bollinger Bands or MACD, are listed under their own name. The eye on that name hides or shows all of them, shading included.

The faint text behind the chart

Tell your charts apart at a glance. Every price pane carries a faint label across the top:

• the symbol and the interval, like AXTI, 1D
• its sector and industry, like Technology · Semiconductors

It sits behind the candles and ignores the mouse, so you can drag straight through it. You can’t move, restyle or delete it, and it isn’t one of your drawings. The second line is missing for a ratio chart like AAPL/SPY, which has no company behind it.

The picture-in-picture panel

Keep the weekly chart in the corner of your daily one. The picture-in-picture panel (PIP) sits inside the price pane and shows a higher timeframe, or facts about the stock.

1. Click ◱ beside the symbol on the chart’s toolbar (Show a picture-in-picture panel).
2. It opens on Chart, one timeframe above yours.
3. Click ◱ again, or × on the panel, to hide it.

The panel’s top bar

Control	What it does
The view names	Chart, Profile, Peers, Fin St (financial statements), Summary, News. Names that don’t fit go behind +2 ▾.
The interval, like 1W	Steps to a longer timeframe. It’s always longer than the chart’s.
◰	Corner: automatic, top-left or bottom-left.
⤢	Size: small, medium or large.
⇄	Makes the panel’s timeframe the chart’s. The panel moves up one step.

Summary shows on plans that include it. News is US-only.

Why it moves

On the automatic corner, the panel picks whichever left corner has less price in it: top-left, under the values, or bottom-left. A rising chart usually leaves the top-left free; a falling one, the bottom-left. It can switch when you change symbol, interval or zoom. It doesn’t move while you pan. Choose a corner with ◰ to pin it.

One chart or two

The PIP is offered on layouts with one or two charts. With three or more, the ◱ key isn’t there.

On two charts, it shows on the chart you’re not working on. Click the other chart and the panel swaps sides. Each chart keeps its own settings.

The data panel

Read one stock in depth beside your charts. The data panel shows the selected chart’s symbol in tabs, at a size you can read.

Opening it

• Peek: point at the green data key in the tool strip. The panel opens beside it and closes when you move away.
• Keep: click the key. The panel takes the screener’s place. ✕ on the panel puts the screener back.

With no screener in the layout, it floats over the charts instead. To see both at once, use Split.

The tabs

Tab	Shows
Profile	what the company does
Peers	similar companies. Click one to show it in the panel
Fin St	financial statements and key ratios
Summary	a written note on the stock, on plans that include it
News, Sentiment	recent headlines and their tone. US only
Bar Intel	the chart’s period highs and lows and its pattern stats, from Bar Intelligence
13F Funds	what the top 15 funds hold of it. US only
Congress	Senate and House trades in it. US only

A tab with nothing to show for this symbol is hidden, not greyed out. An Indian stock has no News tab.

Moving it to its own window

1. Click ⧉ beside the symbol in the panel’s header (Open in its own window).
2. Drag the window to a second monitor if you have one.

Close the window and the panel comes back to its place in the app. Only one such window opens; clicking ⧉ again brings it to the front.

Unlike the PIP, the data panel isn’t saved. It’s closed when you reload.

Checking the numbers behind a chart

When a line looks wrong, check what the chart was actually sent. The faint i at the bottom right of the price pane (Inspect the data the server sent) opens it as a table.

• One row per bar, one column per line on the chart.
• A count of bars and columns at the top.
• Only rows where … ≠ 0 narrows the table to the bars where one column fired.
• Copy CSV copies the table.

A line that was asked for and never arrived is named in red: Requested but not returned. That tells you the data is missing, not the drawing. Click Close to go back.

Loaded history and visible bars

A daily, weekly or monthly chart loads the symbol’s whole history once, then shows you a slice of it. Everything outside the slice is already there, waiting.

That’s why scrolling and zooming feel instant. And nothing moves your view unless you do.

Minute and hour charts are the exception. They load 1,000 bars and fetch more as you pan back. See Charting by the minute or the hour.

Setting how many bars you see

Zoom to an exact number of bars with the bars visible box, the small number box just after the interval controls (250 in the picture above). The chart redraws as you type.

The right edge stays put. Looking at 2021 and change 150 to 300? You’ll see more of 2021, reaching further back. You won’t be thrown forward to today.

Type something that isn’t a number and the box turns red. Nothing changes. Your number is saved with the chart.

Going to a date

Jump straight to any day in the chart’s history.

1. Click the date box, just after the bars box.
2. Pick a date from the calendar, or type one.
3. The chart centres on it, with bars before and after.

Only the position changes. You still see the same number of bars.

• Weekend or holiday? You land on the last trading day, and it says so.
• Before the first bar? You land on the first bar.

A holiday shows a message like “4 July was a market holiday — showing 2 July”. A date too early tells you when the stock’s history starts.

Moving and zooming with the floating buttons

Four groups of buttons float over the lower middle of the price pane. They stay faint until you point at them, so they don’t cover the price.

• 1Y the last twelve months, up to the latest bar.
• YTD January 1st to now.
• The magnifiers zoom out and in: more bars, or fewer.
• ‹ › pan back and forward through the history.
• ›| back to the latest bar, keeping your zoom.

1Y and YTD set the bars visible box to match, so the box and the button always agree. So do the magnifiers: each press shows about a third fewer bars, or half as many again, and your new zoom is saved with the chart.

Panning moves by a quarter of the bars on screen, so what you were reading is still there after a press. It stops at the latest bar going forward, and at the first screenful going back. Panning never changes how many bars you see, and it is not saved: reload and you are back at the latest bar.

Replaying the last two years

See where today’s bars sit in the bigger picture, then land back where you were. Click the faint ↺ at the bottom right of the price pane, next to i (Replay the last 2 years, then come back here).

The chart zooms out to two years, holds for two seconds, and zooms back to the window you had. The right edge stays put the whole time. The key shows ■ while it runs; click it to stop.

Nothing loads and nothing is saved. On a chart with less than two years loaded, it shows what there is.

Adding space after the last bar

Give the newest candle some breathing room, away from the price axis.

1. Right-click the chart and open Settings.
2. Choose Right margin: Off, 5%, 10% or 20%.

The space is a share of the chart’s width, so it looks the same however far you zoom. Your choice is saved with the chart.

Adding an indicator

Use the indicator picker to add moving averages, oscillators and more to the selected chart.

1. Click the second icon down in the tool strip (Indicators).
2. Search, or browse the categories.
3. Point at an indicator, set its parameters, and click Add.

The search checks names and descriptions, so “convergence” finds MACD and “volatility” finds ATR. Categories include Overlap Studies, Momentum Indicators, Volatility Indicators, Volume Indicators and Statistic Functions.

You can also arrow down to an indicator and press Enter. The picker stays open after you add one, so three moving averages take three clicks.

Parameters come filled in with the usual defaults: 20 for a moving average, 14 for RSI, 12 / 26 / 9 for MACD. Leave a box empty to use the default. A few parameters are drop-downs instead, like the anchor for the seasonality plots below.

Finding your way around the list

The list groups indicators under headings, always in the same order:

1. Overlap Studies: moving averages and other lines drawn on the price
2. Momentum Indicators: RSI, MACD, Stochastic, ADX, CCI and more
3. Volatility Indicators: ATR, Bollinger Bands, channels and trailing stops
4. Volume Indicators: OBV, VWAP, Money Flow, Volume by Price
5. Statistic Functions: standard deviation, regression, Z-Score
6. Series Operators, Price Transform and Symbol Indicators
7. Universe Rank, Seasonality, Patterns, Bar Intelligence and Fundamentals
8. Breadth, and your group’s own headings if it has any

The search box says Name or description, and means it. “convergence” finds MACD, “trailing” finds the stops, “adaptive” finds KAMA.

Two tags on a row tell you what you’ll get before you add it:

• own pane: it opens a new pane under the price.
• event: it draws markers where something happened, not a line. See Indicators drawn as markers.

A greyed row tagged locked isn’t in your plan. Point at it to see not included in your plan. You can read its description, but you can’t add it.

Changing what an indicator is calculated from: Source and Offset

Run a moving average on the high instead of the close, or slide any line a few bars to the right.

Source

Indicators that read only the close have a Source drop-down, last in their parameters. Moving averages, RSI, MACD, ROC, Bollinger Bands and KAMA all have it.

Source	Uses
close	the close (the default)
open, high, low	that price
hl2	(high + low) ÷ 2
hlc3	(high + low + close) ÷ 3
ohlc4	(open + high + low + close) ÷ 4
hlcc4	(high + low + close + close) ÷ 4
volume	volume. Only on indicators that draw in their own pane

Anything other than close shows in the indicator’s name, as EMA 20, hlc3. ATR, Stochastic and CCI have no Source, because they’re built from the whole bar.

Offset

Most indicators also end with an Offset box. Type 5 and the line moves five bars right, so each bar shows the value from five bars back. The last five values land past the last candle, so you need a right margin to see them.

Where an indicator is drawn

Some indicators draw over the price. Others get a pane of their own. An own pane badge in the list tells you which, before you add it.

It depends on what the indicator measures. A 20-day moving average is in dollars, so it sits on the candles and shares their scale. RSI runs from 0 to 100. On the price scale it would be a flat line, so it gets its own pane and scale.

Putting several indicators in one pane

Compare indicators side by side in the same pane, such as the percent of stocks above their 20, 50 and 200-day averages, or lay one over the candles.

1. Open the indicator list on the chart and find the indicator in On this chart.
2. Click Move to ▾ on its row.
3. Under Scale, choose how it should be measured in its new pane (see the table).
4. Pick the Price pane, another pane, or New pane.

Scale	What it does
Share the pane’s	draws on the scale already there. Right for lines measured in the same units, like the three breadth lines above
Hidden	keeps its own scale but draws no axis for it, so the pane keeps its width. Right for a 0–100 reading laid over the candles
Left / Right	its own scale, with an axis on that side
With …	joins another indicator’s scale in the same pane, so two readings share one axis

To change it later without moving it again, click ⚙ on the row and use Scale. When an indicator has its own scale in a shared pane, Range beside it fixes that scale: Auto fits the window, its natural range (such as 0–100) keeps it steady, and Custom takes any minimum and maximum you type.

Indicators with several lines arrive together. MACD brings its line, signal and histogram into one pane. Bollinger Bands puts three lines over the price, with the space between them shaded. You add, style and remove them as one.

Oscillator scales and reference lines

Read an oscillator against a scale that stays put. Bounded oscillators open with their full range fixed, so RSI at 62 sits at 62, not near the top of a scale fitted to the window.

Indicator	Scale	Lines at
RSI	0 to 100	30, 70
Stochastic, Stochastic RSI, MFI	0 to 100	20, 80
ADX	0 to 100	20, 25
Williams %R	−100 to 0	−80, −20
Aroon Oscillator, Chande Momentum	−100 to 100	−50, 50
CCI	fits the window	−200, −100, 100, 200

CCI is the exception on purpose. It often runs past ±300, and a fixed scale would cut off the readings you added it for.

Changing the scale

1. Click ⚙ on the indicator’s row.
2. Under Pane scale, pick Auto to fit the window, the natural range (such as 0–100), or Custom and type a minimum and maximum.

Changing the reference lines

The dotted lines belong to the indicator, so you can’t drag them on the chart. Change them under Levels in the same ⚙ panel:

1. Click Custom.
2. Type a value and click Add for a new line. Give it a label, a dash and a colour if you like.
3. Click × beside a line to remove it.

Click Default to get the indicator’s own lines back.

Shaded channels

Channel indicators shade the space between their edges, so you see the band’s width without tracing two lines. Bollinger Bands, Keltner Channels, Donchian Channels, Envelopes and Standard Error Bands all do it.

The shading is its own row, Fill, under the three lines in the indicator’s ⚙ panel. Its row has a colour and an opacity %, and no width or dash.

1. Click ⚙ on the channel’s row.
2. Click the eye on the Fill row to hide the shading. The lines stay.

Set the opacity lower for a fainter band, or higher to make it stand out on a busy chart.

Shading between two lines

Shade the gap between any two lines in the same pane: RSI and its own average, a fast and a slow moving average, MACD and its signal. The shading changes colour where the two lines cross, so a crossover jumps out.

1. Put both lines on the chart, in the same pane. Use Move to ▾ if they aren’t.
2. Open the indicator list and click ▸ Fill between, under On this chart.
3. Pick the first line and the second line.
4. Click Fill.

The heading counts your fills, as Fill between · 2. Each one is listed by the two lines it joins. Click × beside it to remove the shading. Both lines stay.

Smoothing an indicator with a moving average

Draw a moving average of any indicator already on your chart: a 20-bar SMA of volume, an EMA of OBV, an SMA of RSI. It shows whether the indicator is running above or below its own trend.

1. Open the indicator list on the chart and click ⚙ on the indicator's row.
2. Under Smooth, choose SMA or EMA and type a length.
3. Click Add.

The average is drawn as a dashed line in the same pane, on the same scale as the indicator, and listed under it as ↳ SMA 20 of OBV. Its own ⚙ changes the kind and length; its × removes it. You can add more than one, such as a 20 and a 50.

The values readout also shows the gap between the indicator and each average, as Δ +140K (+12.7%) in green above and red below, with the latest gap in the pane's bottom-right corner.

Pivot points

Pivot Points draws seven floor-trader levels worked out from last month’s high, low and close. Each level is flat for the whole month, then steps to new values when the month changes.

• P, the pivot: solid.
• R1 and S1: dashed.
• R2, S2, R3, S3: dotted.

It’s under Overlap Studies. It always uses the previous month, and has no setting to change that.

Trailing stops: Chandelier, SuperTrend and Parabolic SAR

Follow a trend with a stop that tightens as price moves your way and flips sides when price closes through it. All three are under Volatility Indicators and draw on the price.

Only one side is drawn at a time. In an uptrend you see the stop under price. After a flip it’s gone, and the stop above price takes over. So each line has gaps, and that’s the reading.

Indicator	Draws	Defaults
Chandelier	a green Long Stop or red Short Stop, shaded to the close, with Buy and Sell markers at the flips	ATR length 22, multiplier 3
SuperTrend	Up Trend or Down Trend, with Buy and Sell markers	ATR length 10, multiplier 3
Parabolic SAR	dots under price (Up) or over it (Down)	Start 0.02, Increment 0.02, Maximum 0.2

Chandelier’s Extremes from close box is ticked by default, so it measures from the highest and lowest close. Untick it to use the highs and lows.

Adaptive moving averages: KAMA and McGinley Dynamic

Use a moving average that changes speed on its own. Both are under Overlap Studies.

• KAMA hugs price in a clean trend and goes flat through chop. Its Fast 2 and Slow 30 set its quickest and slowest pace; Length 10 is how far back it judges the trend.
• McGinley Dynamic speeds up when price runs away from it, so it lags less after a sharp move. Length is 14.

Both take a Source and an Offset, like any moving average.

Williams A/D

Williams A/D adds up where each close lands in the bar’s true range, to show whether buyers or sellers are in control. It’s under Volume Indicators, though it doesn’t use volume. It opens in its own pane with three parts:

• W A/D: the running line.
• MA: its moving average, 57 bars by default.
• Gap: columns for the line minus its average. Green above, red below.

Sigma bands: where price could reasonably be

Sigma Bands draws one-, two- and three-sigma envelopes around price, sized from a blend of recent volatility. It’s under Volatility Indicators.

• Anchor: the dashed middle line, a 21-bar average of the close.
• ±1σ, ±2σ, ±3σ: the band edges, each pair shaded, faintest at 3σ.
• Horizon 21: how many bars ahead the bands describe. A longer horizon draws wider bands, still on today’s bar.
• The four weight boxes set how much the 5-day, 21-day and 60-day moves and the Garman-Klass range count.

The upper band sits further from the anchor than the lower one. Prices move in percentages, so that’s expected.

Four companions open in panes of their own:

Indicator	Shows
Sigma Annualised	the same volatility as a yearly %, with its average over the last year
Sigma Band Width	how wide the 1σ band is as a % of price, with lines at its own 20th and 80th percentiles. Under the lower line is a squeeze
Price Z-Score	today’s move in standard deviations, lines at ±2 and ±3
Volume Z-Score	today’s volume against its recent normal, lines at ±2 and ±3

Volume by Price

See the price levels where the most shares changed hands. Volume by Price draws horizontal bars down the edge of the price pane. Each bar is one price zone, as long as the volume that closed inside it, split into up days and down days in two greys.

It’s under Volume Indicators. Its settings:

Setting	Default	What it does
Lookback	500	how many sessions are counted
Period	lookback	visible counts only the bars on screen, and redraws as you pan
Zones	atr	zone height from the stock’s own daily range, on a fixed price grid. fixed cuts the range into Bins equal slices
Bins	12	the number of zones with fixed
Width %	30	how far across the pane the longest bar reaches
Side	right	or left

With atr, the zone edges stay where they are as new bars arrive, so a level you marked yesterday is still a zone edge today.

Indicators drawn as markers

Some indicators mark the bars where something happened instead of drawing a line. They’re tagged event in the list. Most of them come with a group, so you may not have any.

An event indicator draws in a thin strip of its own. Up events and down events get different colours and shapes. Add a second one and it takes the next row of the strip, so several stack up without overlapping. The strip’s scale is hidden, because the height of a marker means nothing.

Restyle the markers from the indicator’s ⚙ panel:

• Shape: circle, triangle, arrow, square, diamond, cross, X, line, or Column, which fills the row so a run of events reads as one band.
• Size: in pixels. A column has no size.

Markers on the price pane, like Chandelier’s Buy and Sell or Parabolic SAR’s dots, get the same shape and size controls.

Drawing trendlines automatically

Trendlines connects the pivot lows and pivot highs on your chart. They're the same lines the screener checks for its trendline touches and breaks.

1. Open the indicator list on a chart.
2. Pick Patterns, then Trendlines.
3. Click Add.

Green lines are support under price. Red lines are resistance above it. The dotted yellow end shows where an unbroken line is heading. A line that broke in the last few bars turns dashed and stops where price closed through it.

Drawing cup and handle and head and shoulders

See the chart patterns the screener looks for, drawn where they formed. They're the same patterns the Pattern column lists.

1. Open the indicator list on a chart.
2. Pick Patterns, then Cup and Handle or Head and Shoulders.
3. Click Add.

A pattern still forming is drawn dashed; one that has broken out is drawn solid, with a target line reaching 20 bars past the breakout. A failed pattern is hidden.

Pattern	Target
Cup and Handle	the breakout plus the cup’s depth
Inverse Cup and Handle	the breakdown minus the handle’s height
Head and Shoulders Top	the neckline minus the pattern’s height
Inverse Head and Shoulders	the neckline plus the pattern’s height

Each pattern’s settings, in its row’s ⚙:

• Type: both (the default), or only the regular pattern (cup / top) or only the inverse.
• Failed cups / Failed patterns › show: draws failed patterns too, faded.
• Cup and Handle only: Cup shape › cups (the low near the middle, the default) or half, which also draws a base that drops sharply and then climbs; and Max depth % 33 (the default), 50 or 60. Raise it for leveraged funds, whose cups run deeper.

Drawing Darvas boxes and flat bases

See the boxes and bases the screener finds, drawn where they formed. They’re the same patterns as darvasBox and flatBase in the Pattern column.

1. Open the indicator list on a chart.
2. Pick Patterns, then Box.
3. Click Add.

• A Darvas box starts at a 52-week high. Its top is a high not beaten for three days, its bottom a low not broken for three days after. A close above the top starts the next box, so boxes stack. The chart shows the last year’s.
• A flat base is a tight sideways range after an advance, no more than 15% deep. The pivot and the base low are drawn. The buy point is a close above the pivot on heavy volume.

In the row’s ⚙: Type picks both (the default), darvas or flat. Failed patterns › show draws failed ones too.

Bar Intelligence™: period highs and lows

See how far the current bar is from the month’s, quarter’s, year’s, 52-week and all-time highs and lows. It’s on every plan.

1. Open the indicator list on a chart.
2. Pick Bar Intelligence under Bar Intelligence.
3. Click Add.

Each record is a dotted line from the bar that set it to the current bar. Highs are red, lows green. The label reads like YTD H 186.40 · 91d · −8.95 · −4.8%: the level, how many trading days ago it was set, and how far the current bar is from it.

Near and crossed

• Within Near % (2) of a level, the line turns amber and the label gets ◆.
• Once price goes through by Crossed % (2), the line fades and the label shows ✕ and how many days ago.
• A crossed line goes after Hide crossed after (days) (5).
• Measure from picks the bar’s high (or low) or its close.

Labels that would overlap share one label for the longest period, as ATH … (+2). Point at it to list them all.

The Bar Intel tab

The data panel’s Bar Intel tab lists the same levels, plus yesterday’s, last week’s, last month’s and last quarter’s, and the stats of any pattern on the chart. Switch between Visual and Table at the top. With nothing on the chart, click Add Bar Intelligence there.

Inside / Outside Bars sits under the same heading. See Highlighting bars.

Seasonality: seeing the average year ahead

See how a stock has behaved at this time of year, drawn forward past today. Both carry on past the last candle, so you need a right margin to see them.

Seasonality path starts from a close and moves it forward by the average move for each trading day of the year.

• Anchor ytd: starts from last 31 December.
• Anchor today: starts from the last bar, running twelve months out.
• Years: how many past years to average. all uses every complete year.

With ytd, this year’s candles run along the line, so you can compare the year so far with the average.

Seasonality # days answers a different question: over the next N sessions, what did each past year do? It draws three lines, with the gaps between them shaded:

• the years that finished up, averaged
• the years that finished down, averaged
• all years, averaged

Offset slides the whole cone forward in trading days. 20 means twenty sessions, not four calendar weeks.

The two middle lines won’t line up exactly. The path adds up average daily moves, while the cone averages whole N-day results. They measure the same years in different ways.

Three things to know before one looks wrong:

• Daily bars only. On a weekly chart, both disappear.
• Short histories use fewer years. Under three years, nothing is drawn.
• A line can stop. That means every past year moved one way.

The readings line up on “the Nth session of the year”, and a weekly bar isn’t a session. When fewer years exist than you asked for, the heading says so: Seasonality 30, 10y → 6 means only six complete years were available. And where the cone breaks off, that gap is the reading. Nothing went the other way.

Projecting indicators forward (the yellow lines)

See where your other indicators would go if the year follows its seasonal average. With a Seasonality path on the chart, right-click → Settings → Project forward. Each indicator grows a yellow line past the last candle, worked out from the path’s projected prices. The yellow picks up exactly where the normal line ends.

Some indicators can’t be projected, so they aren’t:

• Volume-based: VWAP, OBV, Money Flow, Force Index.
• Volatility measures, like ATR.

A projected day has a price but no volume, and nothing is made up to fill it. A projected ATR would just repeat the volatility the projection assumed.

In the values in the corner, projected lines are grouped under one Forward heading at the top, so you don’t see each reading twice. Those rows have no hide, settings or remove buttons. To remove them, untick the setting.

It’s off by default and saved per chart. The yellow comes from your theme, so it changes with the theme.

Ichimoku and the Alligator: lines drawn ahead of price

Both indicators draw some lines shifted in time, exactly as their authors define them.

Ichimoku has five lines and a cloud:

• Tenkan and Kijun: over the candles.
• Senkou A and Senkou B: 26 sessions ahead of the last candle.
• The cloud: the shading between Senkou A and B.
• Chikou: today’s close, drawn 26 sessions behind.

The cloud is green where Senkou A is on top and red where Senkou B is. Below the price it acts as support, above it as resistance. Chikou’s last 26 bars are blank, because the closes it would show haven’t happened yet.

The Alligator shifts its three lines forward: Jaw by 8 sessions, Teeth by 5, Lips by 3. That’s how Bill Williams defines it. If you saved one before this changed, its lines will have moved.

Screener columns use the shifted values too. c > c.senkouA means “price above the cloud as drawn at this bar”, the standard Ichimoku filter. The column and the chart always agree.

Project forward skips Ichimoku. It already reaches 26 sessions past the last candle by itself.

Market breadth

See how many stocks in a list are taking part in a move: advancing, above their 50-day, at a new high. Breadth comes with some groups’ memberships, not with a plan. If yours includes it, you’ll find a Breadth heading in the indicator list.

1. Pick an indicator under Breadth.
2. Choose a List: SP500 (the default), DJ30, NQ100, NASDAQ, NYSE, SP1500, RU1000 or RU2000.
3. Click Add. It opens in its own pane.

Breadth belongs to the list, not the stock. SP500’s advance/decline line is the same on an AAPL chart and an SPY chart.

Family	Indicators
Advance / decline	Advance / Decline, % Advancing, A/D Ratio, Advance-Decline Line
Volume	Up / Down Volume, Arms Index (TRIN), Up/Down Volume Line
McClellan	McClellan Oscillator, McClellan Summation Index, and the two Volume versions
New highs	New Highs − New Lows, New High Ratio, High-Low Index
Participation	% Above MA, Momentum Monitor, Sector A/D, Industry A/D

Three things to know before one looks wrong:

• Today is blank on a daily chart. Breadth isn’t counted live yet, so the latest bar waits for the nightly update.
• This week or month counts through yesterday on weekly and monthly charts.
• Two-week and intraday charts show none. Momentum Monitor is daily only.

Editing or removing an indicator

To change an indicator you’ve added, open the picker. The On this chart list at the top shows every indicator on the selected chart, like EMA 50 or MACD 12, 26, 9. Click ⚙ to edit one or × to remove it.

• Parameters change when you click Apply.
• Style changes the moment you pick it.

Apply updates the whole indicator at once. Change MACD from 12/26/9 to 5/35/5 and all three lines update together.

Removing an indicator with its row’s × removes all its lines. To drop just one, see Styling an indicator. If its pane is left empty, the pane goes too.

Styling an indicator

Change how each line looks. Click ⚙ on the indicator’s row and every line gets its own row, so MACD gives you three: MACD, Signal and Histogram.

Control	What it offers
Eye	hides or shows that one line
Type	Line, Mountain, Column, Histogram, Scatter
Width	line thickness in pixels. Leave blank for the default. On markers it’s the size
Dash	Solid, Dashed, Dotted
Colour mode	Column and Histogram only: One colour, Sign ±, Change Δ or Change Δ ×4
Colour	Series 1–6, Positive, Negative, Neutral, Blue, Orange, Teal, Purple, Warn, or Custom…

The colour list shows each colour next to its name. The named colours come from your theme. Positive is whatever your theme uses for up, so a histogram coloured Positive matches your up candles and changes when you switch theme.

Custom…, at the bottom of the list, opens a colour picker for any colour you like.

A shaded fill has a colour and an Opacity % instead of width and dash. To drop one line of several, click its ✕. It’s listed under + Add back: until you restore it.

Indicators you won’t find

Save yourself a search. These aren’t in the list:

• ZigZag and Williams Fractal. Both change what they said about recent bars once newer bars arrive, and every line here keeps its past values.
• Correlation with another symbol. For a ratio against another symbol, use Compare to under Symbol Indicators.
• Accumulation Swing Index. It’s defined for futures limit moves, which stocks don’t have.

Choosing which symbols to screen

Scan hundreds of stocks at once, then chart the ones that stand out. Every screen follows the same path:

The screener bar above the table says what you’re looking at. Read it left to right: which screen, which symbols (the universe), then the tools.

1. 1The screen showing. Click it for every screen.
2. 2A recent screen. One click switches to it.
3. 3All screens. The full list, plus New and Edit.
4. 4Universe. Pick the groups to screen.
5. 5A group that’s on. Click to switch off; × removes it.
6. 6Switched off. Struck through and not counted.
7. 7OR / AND. Shown while two or more groups are on.
8. 8Chart as index. The rows shown, as one line.
9. 9Filter and count. Rows showing. Click to turn filters off.
10. 10Columns. Choose which columns the table shows.
11. 11Refresh. Rebuilds the table from the latest data.
12. 12More. Markets, import and export, Hide screener.

Switching screens

A screen is a saved set of columns and conditions. The filled button on the left is the one showing. Beside it are the screens you used last: one on most bars, two when the bar is very wide. Click one to switch to it.

Click ▾ (or the filled button) for every screen you have. The list has up to three headings:

• Special: trade-recommendation screens, if your group offers them.
• Group screens: screens your groups publish, each with the group’s tag.
• Mine: the screens you made.

At the foot, ＋ New screen starts a screen of your own, and ✎ Edit this screen opens the editor on it. A new screen starts with the symbol, its last price and the day’s move, over the same universe. Your saved conditions come with it, none of them ticked.

Picking the universe

A group is a named list of symbols: an index, a market-cap band, a theme, or a list you made. The groups you pick are the screen’s universe.

1. Click ◎ in the screener bar.
2. On the left, pick a kind: All, Lists, Trades, Standard, Market Cap or Themes.
3. On the right, tick the groups you want. Each shows how many symbols it holds.
4. Click outside the picker to close it.

The foot of the picker counts what you’ve got: 2 on · 1,571 symbols. It counts only the groups that are switched on. The ◎ button names the kind you picked from, like Standard, or 2 kinds if you mixed them.

Switching a group off for a moment

Each group you pick sits on the bar as a chip. You can take one out of the screen without losing it.

• Click a chip to switch it off. It stays on the bar, greyed and struck through.
• Click it again to switch it back on.
• Click × on the chip to remove it altogether.

Chips that don’t fit go under a +3 ▾ button at the end of the row.

OR widens the net. AND narrows it. With two or more groups on, an OR/AND switch appears beside the chips. SP1500 OR SEMIS gives you every symbol in either. Switch to AND and you get only the semiconductors that are also in the S&P 1500. Under AND the picker shows no symbol count, since only the screen itself knows the overlap.

The tools at the right

Button	What it does
Σ	charts the rows shown as one index (below)
funnel and count	how many rows are showing. Click to turn your conditions off and on. A filled funnel means they’re on
Columns	the column checklist
↻	rebuilds the table from the latest data
…	everything else, listed below

The … menu shows only what applies to the screen in front of you:

• Markets: tick US, NSE or both, when your groups span two markets.
• Paste from clipboard and Import symbols…: on your own lists only. See Pasting symbols into a list.
• Export symbols…: on any screen. See Exporting the symbols on screen.
• Hide screener: gives the charts the whole width.

When the screener is narrow

Dock the screener on the left or right, or squeeze it under 700 pixels wide, and the bar stacks into rows:

1. Screens, then the tools.
2. ◎ and the chips.
3. The screen’s own settings, if it has any.

Refresh moves into …, and Columns shows as its icon.

Charting a screen as one index

See how the whole screen has traded, as one line. Σ, just before the filter count, turns the rows on screen into one equal-weight index and charts it.

1. Set up the screen: universe, conditions, search.
2. Click Σ. The tooltip says how many rows go in: Chart these 142 as one equal-weight index.
3. The selected chart switches to the index, named after the screen: Momentum (142) · Index.

It’s a chart like any other. Add indicators, draw on it, change the interval.

• Which rows: the ones showing. With the funnel on, only the matches; with it off, every row.
• Fixed at the click: the index keeps those members. Change the filter and click Σ again to rebuild it.
• Indices are left out: an index row in the screen isn’t a member.
• Two rows at least: with fewer, the button is greyed.

Using your group’s screens

Use the screens your group builds and keeps up to date. If you belong to a group, its screens appear in the ▾ list under Group screens, each tagged with the group’s short name. Pick one like any screen of your own.

• When the group publishes a change, you get it.
• Its conditions may be locked. They filter as usual, but you can’t see or edit the rule.
• To build on one, make your own copy. Open the editor and click ⧉ on the group’s tab. The copy is yours to change, and stops following the group.
• To pull a few of its columns into a screen of your own, link them instead.

Trade-recommendation screens

Some groups publish trade lists: each row a setup with its entry, target and stop. These sit under Special at the top of the ▾ list, and they carry their own settings on the screener bar:

Setting	Picks
D W M	daily, weekly or monthly bars
Long Short	which side of the list to show

Switching between Long and Short is instant. Changing the bar size asks for a new list, so the rows take a moment.

Drilling down from sector to industry to stock

Find the strongest sector, then its strongest industry, then the stocks inside it, in one panel. A TopDown screen puts a Sector table and an Industry table beside an ordinary screen. Tick a row to narrow the next level and chart that group.

Making a TopDown

1. Switch to the screen whose stocks you want to drill into. Its universe and columns become the bottom level.
2. Hover the Edit screener key in the chart tool strip. The screen list pops up.
3. Under Special, click ＋ TopDown over this screen.

A new screen appears, named TopDown · Momentum after the screen it’s built on.

Drilling down

• Tick a sector to narrow the Industry table and the stocks to that sector.
• Tick an industry to narrow the stocks further.
• Tick several to keep all of them.
• Untick a sector and its industries’ ticks go with it.
• The box in a table’s header ticks or unticks every row.

Nothing ticked means every stock. Click a column header to sort a level.

What gets charted

You tick	The selected chart shows
a sector	that sector as one equal-weight index
several sectors	one index over all of them
an industry	that industry’s index (industry ticks win over sector ticks)
a stock row	that stock, as in any screen

Reading a level’s numbers

A sector’s change and % change add up its members’ own moves. Any other column, such as RSI, is worked out on the sector’s index: its own series of bars, not an average of its members’ readings. The level tables update every minute.

The members are the bottom screen’s universe, narrowed by the conditions you’ve ticked on this panel.

Changing a TopDown

Click the Edit screener key. The editor has three tabs:

• Sector and Industry: tick, reorder or remove the level’s columns. Type an expression and a header, then Add.
• Weighting, on both: Equal or Cap. Cap weighs each member by its market value.
• Symbols: which screen sits at the bottom. Edit that screen ↗ switches to it, so you can change its columns.

The bottom screen is linked, not copied. Change it and the TopDown follows.

To arrange the tables, choose … › TopDown layout: Auto, Levels on top or One row. Auto puts the levels on top when the screener is docked at the side, and in one row when it’s docked at the top or bottom.

Track lists: keeping your own watchlists

Build your own watchlists and screen them like any index. Every other group is made for you: an index from its holdings, a market-cap band from a rule. A track list is one you build yourself, a symbol at a time. After that it works like any other group. Screen it, sort it, add your own columns.

The star column

Every screener row has a star just after the symbol. Click it to see your lists, with a tick next to each list the symbol is already in.

• Tick to add the symbol to a list.
• Untick to take it out.
• A filled star means it’s in at least one list.
• Coloured dots beside the star show how many.

Changes save instantly. There’s no Save button, and closing the menu loses nothing. The menu stays open when you tick, since you often want two lists. It closes on Esc, a click outside, or when you choose New list…. Click another row’s star and its menu opens instead, so working down a table takes one click per symbol. If the symbol is in any list, Remove from all lists appears at the bottom in red.

The same star is in the symbol search, so you can file a symbol without charting it first.

Adding the symbol you’re charting

File a symbol while you’re looking at its chart. Every chart has a star just before the symbol in its toolbar.

1. Click the ☆ before the symbol. The same list menu opens as in the screener.
2. Tick a list to add the symbol. Untick it to take the symbol out.
3. Or choose New list… to start a list with this symbol in it.

Once the symbol is in a list, the star fills ★ in that list’s colour. Hover it to see which lists.

A ratio chart like AAPL/SPY has a star too. It files the ratio itself.

Several rows at once

Ctrl-click or Shift-click rows to select several, like files in a folder. Click a star inside the selection and it acts on all of them. A star outside the selection selects just that row.

With several symbols selected, each list in the menu shows one of three marks:

The tick	Means	Clicking it
✓	every selected symbol is in this list	takes them all out
–	some of them are	adds the rest
blank	none of them are	adds them all

A half tick adds the rest. If you wanted to remove them, you’d untick a full tick.

Hot keys: 1 to 9

Each list can have its own number key, from 1 to 9. You pick it when you make the list. Select one or more rows in the screener, then press the list’s number to add them to it. Press it again to take them out.

With several rows selected, the key works like the tick in the star menu:

• None of the rows are in the list: they’re all added.
• Some are: the rest are added.
• All are: they’re all taken out.

Making a list

1. Click ◎ in the screener bar, pick Lists, then + New list… at the foot. Or choose New list… at the bottom of the star menu.
2. Check the four fields. They’re already filled in.
3. Press Enter.

From the star menu, the new list starts with the symbols you had selected, and the dialog says how many. From ◎, it starts empty.

• Name: the next free List n.
• Key: the lowest free digit.
• Colour: a slot that suits every theme.
• Make this my default list.

Pick a digit another list is using and that list gives it up. The dialog tells you which one.

Where a list shows up

In the ◎ picker, under Lists, above Trades, Standard, Market Cap and Themes. Tick it and the screener shows just those symbols, with all your columns, conditions and computed columns.

Typing a symbol into a list

Fill a list by typing tickers, right in the screener. With one of your own lists on screen, the table ends in an empty + Add or paste symbols… row.

1. Click + Add or paste symbols…, or select it and start typing.
2. Type a ticker. Matches drop down as you type, with the top one highlighted.
3. Press Enter to add the highlighted match. ↑ ↓ choose another.

So tsl Enter adds TSLA. The box clears, ready for the next symbol.

• No match showing? Enter adds exactly what you typed, if it’s a real symbol.
• Not a symbol? Nothing is added, and the row says why.
• Several at once? Paste AMD, TSLA NVDA. Each goes in as typed, if it’s real.
• Changed your mind? Esc or a click elsewhere cancels. Nothing goes in without Enter.

Ratios like AAPL/SPY can go in a list too. Type one here, or use the star on a ratio chart. A ratio row shows price and change only. A ratio has no market cap, sector or fundamentals.

Pasting or importing symbols into a list

Bring in a list you keep somewhere else: a spreadsheet column, a text file, symbols copied from a web page. With one of your lists on screen, open … in the screener bar.

1. Choose Paste from clipboard, or Import symbols… to start from an empty box.
2. Paste into the box, drop a .txt or .csv file on it, or click Choose file….
3. Check the preview: 48 found · 45 will be added · 2 already in · 1 refused.
4. Click Add 45.

Symbols can be split by spaces, commas or new lines. From a CSV, or a range copied from a spreadsheet, only the first column is read, and a header like Symbol is skipped.

• Exact tickers only. TSL is refused. It isn’t guessed as TSLA.
• Refused symbols are listed with the reason. Copy refused puts them on the clipboard to fix.
• A list holds 2,000 symbols. Past that, the rest are refused.

You can also paste straight onto the + Add or paste symbols… row. Copied lines become one line, and each symbol goes in as typed.

Screening your own trades

Run your columns over the trades you’re planning and holding. Under Trades in the ◎ picker are five groups that fill themselves from your trading plan:

Group	Holds
Plan	plans armed and waiting, with no fill yet
Danger Zone	open and losing, near the stop, or past its time limit
In Profit	open and working
Completed	closed: the position is out
Folio	everything you hold, whatever it’s doing

They’re yours alone. Nobody else sees your Plan or your Folio. A trade moves between groups by itself as price moves, so Danger Zone is worth a look every morning.

Exporting the symbols on screen

Take a screen’s results somewhere else: a broker’s watchlist, a spreadsheet, a note. Any screen can be exported, in the order and with the filter you see.

1. Choose … › Export symbols… in the screener bar. The title shows the count: Export Momentum (142).
2. Under To, pick Clipboard or CSV file.
3. Under Columns, pick what goes with each symbol.
4. Click Export.

Columns	Gives you
Symbol only	one symbol per line
Symbol + price	the symbol and its last price
All columns showing	every visible column, formatted as on screen

On one of your lists, the middle choice reads Symbol + price added: the price when you filed each symbol. A CSV is named after the screen and the day, like Momentum-2026-10-19.csv.

Searching by symbol or name

Find one stock in a long screen in a couple of keystrokes. The Symbol column’s header has a magnifier.

1. Click the magnifier in the Symbol header. A search box opens under the headers, with the cursor in it.
2. Type part of a ticker or a company name. The table narrows as you type.
3. Click × or press Esc to clear it.

A row stays if its ticker or its company name contains what you typed. app finds AAPL by its ticker and Applied Materials by its name. /spy finds any ratio against SPY.

While a search is on, the magnifier turns blue and the row count shows how many rows match. Once the box is empty, Esc or the magnifier closes it.

Choosing columns

Show exactly the data you care about. Columns, near the right end of the screener bar, opens a checklist of every column available, often a hundred or more. On a narrow bar it’s the icon alone.

Search to narrow the list. 5 of 124 shown tells you where you are. show all and hide all only act on what the search is showing. Columns are grouped by timeframe, and a badge like W, 2W or 15MI marks any that aren’t on the screen’s own timeframe.

Search reads descriptions as well as headers, so typing “momentum” finds a column headed fM2.

• Move: drag a header sideways.
• Resize: drag a header’s edge. The width sticks.
• Pin: use the editor.

Columns you never resize size themselves to their data, so a flag column stays narrow and company names aren’t cut off.

Formatting columns in the editor

Rename, pin and format any column. Click the third icon in the tool strip (Edit screener). A panel docks beside the table with three tabs: Columns, Conditions and Format. Drag its inner edge to widen it.

The Columns tab has one row per column:

• Header: your own name. Blank keeps the original.
• Width: a fixed width.
• Pin: stick to the left or right edge.
• Decimals: 0 to 10.
• Scale: Plain, Auto — K / M / B, Thousands, Millions or Billions.

Two buttons at the top size the columns for you. Fit to data fits each column to its values. Fit to names also fits each header, so no name is cut off.

Adding columns from your group’s screens

If you belong to more than one group, you can bring their columns and conditions into your own screener. They stay in step with the group’s screen.

1. Open the screener editor and go to Columns.
2. Click Link from screen… and pick a screen, for example JP · Persons.
3. Tick the columns you want, then click Link 2 columns.

A linked column shows 🔗 in its header. You can move it, resize it or hide it. Everything else follows the group.

Conditions work the same way from the Conditions tab. A linked condition shows 🔗 and can’t be edited or unlinked.

Colouring cells with Format rules

Colour a reading so it stands out: green when a change is positive, red when it is negative, a highlight on a top-decile rank. The Format tab of the editor builds the rule once and puts it on as many columns as you like.

The tab has four parts, top to bottom.

1. Click a Preset, or + condition under New rule to start from scratch.
2. Adjust each condition: If value (this column's own reading) or If column (another column's), a comparison, a number, then the Text and Fill colours and Bold.
3. Under Apply to, tick the columns. All numeric, a band name or a timeframe ticks a group at once.
4. Click Apply to N columns. Replace their rules swaps out what those columns had; Add after keeps it.

Preset	What it does
Sign colours	above zero in Positive, below zero in Negative
Up/Down flag	a true/false column: true in Positive, false muted
Above / below	above one level in Positive, below another in Negative; set both numbers
Rank ≥ 90	a top-decile rank highlighted and bold; 99 and up in the accent colour
% change bands	moves of 5% or more in bold Positive or Negative
Blank dimmed	an empty cell muted, so it is not read as zero
Row from another column	colour this column by another one, e.g. the symbol by the day's change

When several conditions match, the last one wins. Colours are named from your theme, so they change when you switch themes.

Rules in use, at the bottom, lists every set of rules on the screen with the columns that carry it. Edit loads a set back into New rule with its columns ticked: change it, untick a column to take the set off it, then apply. ✕ removes the set from all its columns.

Filtering with conditions

Narrow the list to the setups you trade, without writing code. The Conditions tab of the editor builds a filter by clicking. (It used to be called Filters, and a few tooltips may still say that.)

The box reads as a sentence: Show rows where ALL of these are true. The row of buttons at its foot, after Add, puts a rule into it.

1. Click Column rule.
2. Pick a column, pick a comparison, and type a value.
3. Click ALL if every rule must match, or ANY if one is enough.
4. Type a name and click Save as new.

Add	Puts in	For example
Column rule	a column, a comparison and a value	nPA = true
Formula	a rule you type in ScanScript, for anything the columns don’t hold	close > sma(close, 50)
Condition group	a box inside the box, with its own ALL / ANY	large cap and (breaking out or at a new high)

A condition group is drawn with a dashed border and a blue left edge, and has its own Add row, so a rule goes in exactly where you click. It starts on ANY. The ✕ on its heading removes the whole group.

A formula starts as true, which passes every row, so adding one never empties the list. One that looks back over price history shows uses history — computed on the server, and its rows arrive a moment later.

Comparison	Means
> / <	greater than / less than
≥ / ≤	the “or equal” versions
= / ≠	equals / not equal
between	between two values (you get a second box)
contains, starts with, ends with	text matches
is blank / is not blank	empty or not (no value needed)

Under the box, Reads as spells the whole filter out with and / or, and brackets around each group, so you can check it says what you meant.

The table filters as you build. The status line beside the tabs counts down from 499 rows as each condition bites. The category is optional. With a saved condition loaded, you’ll see Update instead.

Screening on fundamentals

Filter on the company as well as the chart. Fundamentals such as P/E, ROE, margins and growth are ordinary columns. Tick them in Columns, sort on them, and filter on them like any other.

1. In Conditions, click Column rule.
2. Pick P/E, then <, and type 15.
3. Add a second rule for ROE, or one Formula: pe < 15 and roe > 0.15.

Search the column picker for a word like “margin” or “growth” to find the rest. Each column’s description says what it measures.

Screening for chart patterns

Find the stocks that are forming a pattern, or just broke out of one. The Pattern column lists the chart patterns each symbol has today:

Name	Pattern
cupHandle	Cup and Handle
inverseCup	Inverse Cup and Handle
hnsTop	Head and Shoulders Top
inverseHns	Inverse Head and Shoulders

A + after the name means it broke out in the last 5 days: hnsTop+. A symbol with two patterns shows both.

1. In Conditions, click Column rule.
2. Pick Pattern, then contains, and type hnsTop.
3. Or pick is not blank to see every symbol with a pattern.

Type	Finds
hnsTop	forming, or just broke out
hnsTop+	just broke out
+	every recent breakout, any pattern
inverse	both inverse patterns

Editing your group’s screen before you publish

Changes you make to your group’s screen stay private until you publish them. Members keep seeing the last published version while you work.

1. Choose ☰ › Author as and pick your group.
2. Open the group’s screen and change what you like: columns, formats, widths, order.
3. A bar appears above the grid: Draft — not published. The screen’s tab shows ✎.
4. Click Publish v4 to send the changes to members, or Discard to go back to the published version.

Applying saved conditions

Turn your saved filters on and off in one click. The funnel icon in the tool strip (Saved conditions) opens your library, and lights up while any condition is applied.

Each saved condition is a checkbox. Tick several and all of them must match. Choose “US large cap” and “above the 50 day” and you get stocks that are both, so every tick shortens the list. The footer spells it out: 3 conditions, all of which must match.

• Categories group your conditions into a tree.
• Search matches names and categories.
• ⋮ offers Edit and Delete.
• Clear unticks everything.

Conditions without a category collect at the bottom. Edit opens a condition back in the builder.

Locked conditions

On a group’s screen, conditions show 🔒. The group’s rule runs on the server, so its settings aren’t shown.

• Tick a locked condition as usual. The rows filter the same way.
• You can’t edit or delete it, because it belongs to the group.

Writing your own columns

Add any calculation you can think of as a column. At the bottom of the editor’s Columns tab, + Computed column makes a column from an expression you write. It sorts, filters and can be used in your next expression, like any other column.

The buttons above the box choose how you write it:

• Text: type the expression yourself.
• Describe: say what you want in plain English. On plans that include it.
• Builder: build it from dropdowns, no typing.

Reference, at the right, searches every function and column. It finds things by meaning as well as by name.

In Text, o h l c v are open, high, low, close and volume. (h - l) / c * 100 is the day’s range as a percentage of the close, and c > c.sma50 means above the 50-day average. Enter applies, Shift+Enter starts a new line and Esc undoes. A half-finished expression does nothing, so it can’t break the column.

Describe turns “above its 50 day average on twice normal volume” into an expression and puts it in Text for you to check. Builder updates the text as you go.

Functions worth knowing

Every indicator in the chart’s picker can be typed as a column: c.rsi14, c.hma20, c.cmf20. A few more are for screening only:

You type	You get
c.macdHist.crossOver	1 on the bar it crosses above zero, else 0
c.crossOver(c.sma20)	1 on the bar the close crosses above the 20-day average
c.rsi14.crossOver70	1 on the bar RSI crosses above 70
crossUnder	the same three forms, crossing below
barsSince(c.crossOver(c.sma50))	how many bars ago it last happened

A cross is true on one bar only, so a screen rarely wants it alone. barsSince answers how long ago: 1 means today, 2 yesterday, and 0 means never.

1. Add a computed column: barsSince(c.crossOver(c.sma50)).
2. In Conditions, add a Column rule on it: between 1 and 5.

That’s every stock that crossed above its 50-day average in the last five bars.

Making room to type

The Columns tab is split: the column list above, the expression box below. Drag the divider between them to give the box more room, or select it and use the arrow keys. This browser remembers where you leave it.

Hiding and showing the screener

Give the charts the whole width when you need it. Choose … › Hide screener at the right end of the screener bar.

To bring it back, click the third icon in the chart tool strip. It reads Show screener while the table is hidden, and Edit screener while it’s showing.

Showing two panels side by side

The space the screener sits in can hold two panels at once, for example the screener and the data panel for the chart you are on.

1. Click ⫼ in the chart tool strip (Split — show two panels in the dock). It sits just above the data panel’s key.
2. Drag the divider between the two panels to share the space as you like.
3. Click ⇅ on the divider to swap which panel is on top.

Click ⫼ again (Unsplit) to go back to one panel. Each layout remembers whether it is split and where you left the divider.

Finding a command

Find anything the app can do by typing a few words of it. Press Ctrl+Q, or Ctrl+K, or click Search or type a command in the bar above your layout. A box opens near the top of the screen.

1. Press Ctrl+Q.
2. Type a word or two, like export or peers.
3. Use ↑ ↓ to pick a row, then press Enter. Or click the row.

An empty box starts with these, then the picture-in-picture and data panel commands:

A row ending in … asks one more question in the same box. The question shows on the left, like Add indicator: or Paste into:. To go back, click ← or press Backspace in the empty box. Esc closes it from any step.

If a command can’t run, the reason shows at the top and the box stays open. For example, that chart has not loaded any bars yet.

Typing a symbol, an interval or an indicator

Type what you want and the box offers to do it. Rows built from your typing sit above or around the ordinary commands.

Going to a symbol

Type a ticker, like avgo. You get up to five Go to rows, ranked the way symbol search ranks them, with the company name. An exact US ticker is followed by Go to AVGO/SPY — compare, which opens a ratio chart against SPY.

Type a ratio yourself, like avgo/qqq, and the row says compare. Only symbols in your plan are offered.

Changing the interval

Type an interval, like 2d, 1w or 4h. The row reads Interval — 1 week and changes the selected chart. Charts with linked intervals follow.

A bare small m could mean minutes or months, so 45m offers both rows: 45 min first, then 45 months. Type 45mi for minutes only, or 45M for months only. Type interval to list the toolbar’s presets.

Adding an indicator with its settings

Type an indicator’s name and its numbers, and the row adds it with those settings. Numbers fill the settings in order. Anything you leave out keeps its default.

• Names work by short name or full label, any case: bollinger bands 10 3.
• The average on top is SMA or EMA, 2 to 500 bars. with ema alone means EMA (20).
• On an indicator with several lines, the average follows its first line. For MACD, that’s the MACD line.
• Everything in one row is added in one step, so one undo takes it all back.

The same typing works after Add indicator…. An indicator your plan doesn’t include keeps its row, marked not included in your plan.

This is the same as smoothing an indicator in the picker. It just saves the clicks.

Asking the AI

On plans with the AI chat, anything you type ends with one last row: Ask AI: “…”. Pick it and the chat opens with your text already sent. See Asking the AI about your chart.

Asking the AI about your chart

Ask a question about the chart or screen in front of you, or ask the AI to change it for you. “Add a 21 sma and show weekly” adds the line and switches the interval.

Opening the chat

• On a computer: click the AI key on the strip beside your charts, below Community. Its tooltip reads AI — ask about this chart or screen. Click it again to close.
• From command search: type your question, then pick Ask AI.
• On a phone: More › Assistant › AI. It opens full screen. ✕ goes back to More.

On a computer the chat opens beside the screener, the way the data panel does. A layout with no screener space gets a floating window named AI.

Asking

1. Type in Ask about this chart or screen….
2. Press Enter or click Send. Shift+Enter starts a new line.

The answer streams in. Each change it makes to your screen gets its own line: ✓ when it worked, ✗ with the reason when it didn’t. Changes land on the chart that’s selected when they run.

There’s no Stop button. Send stays greyed out until the answer finishes.

Keeping and finding conversations

Every conversation is saved to your account.

• New chat starts a fresh one.
• History ▾ lists your saved chats, newest first, with the date in Pacific time. Pick one to carry on where you left off.
• 🗑 deletes one. It asks once: Delete or Cancel.
• Closing the panel keeps your place. Open it again and you’re back in the same chat.

A chat’s title is its first message, cut to 60 characters.

What each answer costs

Under each answer is a line like $0.0021 · 3,410 / 220 tokens: what you were charged, then tokens in and out. If your plan sets a daily limit, the footer counts today’s questions against it.

What it won’t do

• It sticks to the app, markets, stocks and trading. Ask about anything else and it says so in one sentence.
• It never tells you to buy, sell or hold. It describes what the chart and data show.

Every answer ends with AI can be wrong · Education only, not advice · Disclaimer. The Disclaimer link shows the wording you agreed to at sign-in.

Describing a column or condition in English

Say what you want in plain English and get a screener column or condition back, without opening the editor.

1. Press Ctrl+Q.
2. Pick Describe a column… or Describe a condition….
3. Type it, like closed above the 200-day average.
4. Press Enter. The expression it wrote appears under the box.
5. Click Add to use it as is, or Edit to change it first.

• A condition: Add saves it to your conditions and ticks it on. Edit opens it in the filter editor, unsaved.
• A column: both buttons add it. Edit also opens the Columns tab on it.
• One undo removes what Add did.

Each Enter is one AI call, charged to you. Nothing is sent while you type, and pressing Enter again on the same words doesn’t ask twice.

Reading the Summary note

Get a written read on one symbol: a verdict, the case for and against, and what would change it. It’s on the data panel’s Summary tab.

What the note says

The top line is the verdict with a confidence, like Watch with 62% confidence, then a one-line thesis. Below that:

• What the numbers say and What the chart says
• The case for and The case against
• Counter-case: the best argument against its own first leaning, written before it decided
• What would change it and Biggest risk
• Not available to read: what it had no data for, so you can tell “nothing there” from “nobody looked”

It’s written from the company’s profile, fundamentals and recent news, plus the last quarter of daily bars with a standard set: SMA 20, 50 and 200, RSI 14, MACD 12/26/9 and ATR 14. It reads daily bars whatever interval your chart shows.

The shared note, and the part that’s yours

The main note is shared. Everyone on the same plan level sees the same note for a symbol. Opening a symbol shows its latest note, however old, at no charge. The date is beside As of.

If your chart has indicators outside the standard set, a section called Your indicators is added at the end. It says whether your indicators agree with, are mixed against or disagree with the verdict. It reads your chart each time and isn’t shared.

Getting a new note

• A symbol with no note yet gets one the first time anyone opens it. It takes about 20 seconds, counting up as it goes.
• ↻ Refresh writes a new note, charged to you. It becomes the latest for everyone at your plan level.
• For 15 minutes after a new note, the button reads ↻ Refresh at 17:55 and is greyed out.
• The As of list holds every past note, each with its verdict. Picking one is free and leaves out Your indicators.

The lines at the bottom show the tokens and price of each part: common for the shared note, yours for your section. A note someone else paid for is marked as costing you nothing.

The Daily Brief board

See the day’s market on one screen: index breadth, sectors, a watch list and new highs and lows. If your group publishes a Daily Brief, it arrives as a layout under Shared with me, already shown.

What’s on the board

• Percent cells carry a bar: green to the right, red to the left.
• Every widget refreshes every 60 seconds.
• 1D is today’s bar while the market is open, otherwise the last full session.
• Click a column heading to sort. The sort is saved.
• In a race, click a fund’s row to open its ratio chart against SPY.

Arranging your board

• Drag a widget by its title bar.
• Resize from its bottom-right corner.
• + Widget adds one. × removes one. The same widget can appear twice.

On a phone the widgets stack in one column, top to bottom.

The preset and your board

The board starts as your group’s preset. The word in the corner says which you’re on: Preset or Your board. Your first move, resize or setting change makes it yours.

• Reset to preset drops your changes.
• When the group changes the preset, you’ll see A newer preset is available · Reset. Your board stays as it is until you click Reset.
• When the group republishes, your own board comes with you.

Adding your own symbols

1. On Daily Performance or ETF Performance, click ✎ list.
2. Add a symbol. It goes into My symbols unless you name a category of your own.

Symbols you add carry a yours tag. You can hide the group’s symbols but not rename them. Symbols the group adds later still reach your list.

Planning a trade on the chart

Draw a trade straight onto the chart and it’s saved as a plan in your journal, with its levels drawn back from it. One drag gives the entry and the stop. Everything else is worked out from those two prices.

1. In the drawing tools on the chart’s strip, open Trade and choose Trade plan.
2. Press on the chart at your entry price.
3. Drag to your stop and let go. Drag down for a long, up for a short.

The plan is saved and its lines appear. The tool switches off after one plan, so your next drag pans the chart again.

What the plan draws

Line	Where it starts	Its label
Entry	where you pressed	price
Stop	where you let go	price · % from entry · R
T1	2R from the entry	price · % · R
T2	3R from the entry	price · % · R

The space between entry and stop is shaded red. The space from the entry to the furthest target is green. So a stop label reads like Stop 180.00 · −3.0% · −1.00R.

• Lines start at the bar where you began the drag and run to the right edge.
• Prices are rounded to the cent before R is measured.
• A drawn plan risks $500. Change it in the form (below).
• Fills show as ▲ and ▼ marks, like Buy 100 @ 189.20.
• A plan that’s closed, cancelled or missed draws nothing.

Moving a level

Hover a line until it shows it can be grabbed, then drag it. Until the plan’s first fill, entry, stop and targets all move. After the first fill the entry is fixed, but the stop and targets still drag. See the freeze.

Adding or removing a target

1. Right-click any of the plan’s lines.
2. Choose Add target. A new target appears further out.

Remove target appears only on the last target, and never when it’s the only one. That way T1 always means the same line.

Typing a plan instead

Click the plans key on the chart’s strip (its tooltip reads Plans for AAPL). The Plans list shows every plan on that symbol, with Edit and Delete on each. Click New for the form.

The form starts at the last price, with the stop 3% away, T1 at 2R, T2 at 3R and $500 at risk. Change any of it:

• Direction, Entry, Order (Limit, Stop or Market) and Stop.
• Risk ($): the money you lose if the stop is hit.
• Stop rule: where the stop moves when T1 fills. Leave it, To breakeven, To +0.5R or To +1R.
• Targets: a price and a share for each. + target adds one.
• Thesis: why you’re taking it.

The right-hand column works out Risk per share, Position in whole shares, Cost, the R at each target and the blended Planned R. Click Arm plan to save.

The trading journal

See every plan you’ve made, sorted by what needs your attention today. The Journal is a tab in the layout strip, beside your layouts. Click it and the charts make way for the list. Click any layout tab to go back.

Tab	What’s in it
Plan	armed and waiting, no fill yet
Danger Zone	open and losing, near the stop, or past its time limit
In Profit	open and working
Completed	closed, the position is out
Missed	the entry never filled and the move happened without you

Each tab shows its count. The rows show Symbol, Dir, Entry, Stop, Now, R, Open risk and Days held. On Completed, R becomes Realised R, what the trade actually made.

• Click a symbol to chart it on the active chart. The journal closes.
• Edit opens the plan’s form.
• A winner held past its time limit with its stop unmoved sits in Danger Zone, not In Profit.

The journal can’t be deleted. To put it away, open the layout panel and click ⊘ on its row. Drag its grip to move the tab along the strip.

The freeze at the first fill

Until a plan fills you’re still writing it, so you can change anything. From the first fill it’s a trade:

• The entry is fixed. The form greys it out.
• 1R is fixed too, measured from the entry and stop at the fill.
• Moving the stop or a target is recorded as an amendment, with the old and new price.

So the journal can always show what you planned against what you did. The Stop in the Plans list is where the stop is now. R is still measured from where it was at the fill.

Importing your broker’s trades

Bring your trade history in from your broker’s CSV. Each file goes into a book, a named collection of trades, like Schwab 2024. Your paper trades have a book of their own, marked (simulated).

1. Export your transactions from your broker as a CSV file.
2. Open ☰ › Books & imports… (under Trading).
3. Click ＋ Import CSV.
4. Drop the file in, or click to choose it. It’s read straight away, and the count of rows shows.
5. Under Into which book?, choose New book and name it, or Existing and pick one. The broker name is optional.
6. Click Next: check duplicates.
7. Decide each possible duplicate, then click Import. The button counts the fills it will write.

Nothing is saved until that last click. Cancel before it and the upload is thrown away.

A new broker’s first file

The app reads columns by their names. If it can’t tell which column is which, a Columns card opens with the missing ones marked. Date, Symbol, Quantity and Price are required. Time, Action, Fees, Commission and Fill id are optional, and there’s a Time zone for the file’s times. First rows, as read shows the file underneath, so you can match by eye.

Your answer is kept. The next file with the same columns needs nothing, and says Columns recognised from a file you mapped before. Click check columns to look anyway.

Duplicates

Fills that may already be in the book are listed for you to decide. Nothing is skipped behind your back. Each row says how it matched:

• fill id: the broker’s own id matches. Almost certainly the same fill.
• hash: no id, so time, symbol, side, quantity and price match. Two real fills can look like this.

Set Skip or Keep on each row, or use Skip all by fill id, Skip all or Keep all. Times are shown in Pacific time.

What you get

The result lists fills imported, duplicates skipped, round trips built and trades still open. A round trip ends when the position is back to zero. Option legs on one underlying opened within a minute become one trade. It also tells you about rows it couldn’t read (show rows) and closing fills with no opening fill, which usually means the history starts too late.

Managing your books

The list shows each book’s kind, broker, trades, open positions, date range and last import. Click ⋯ on an imported book to Rename it, Add file to this book, or Delete book…. Deleting asks twice, since its fills and files go for good.

Reading a company’s financials (Fin St)

See a company’s revenue, earnings and margins, year by year or quarter by quarter. Open the data panel and click Fin St, short for financial statements. The chart’s picture-in-picture panel has a smaller Fin St too, always in years.

Years or quarters

Click YR or QTR in the table’s top-left corner. Quarters shows the last eight, labelled like Q2'26. Your choice is saved with the chart.

• Trend after each row label is a small bar chart of every period. Negative bars hang below the line in red.
• TTM, the last twelve months, comes first, right after Trend.
• Only the % chg rows are tinted: green for a big rise, red for a big fall.
• Negative figures are red.
• A narrow panel drops the oldest columns. The newest always shows.

P/E, return on equity, debt to equity and the yields stay in Years. They need a full year or a price.

Table settings

Click ⚙ beside YR/QTR:

• Tint % chg at: Off, ±10%, ±30% (the default), ±50% or ±100%.
• Show TTM: hide or show the TTM column.
• Columns: Auto to fit the panel, or always 2 to 8 periods.

These three are kept in this browser.

Who owns a stock: 13F funds

See what 15 well-known funds hold of a stock, and what they bought and sold each quarter. The figures come from the funds’ 13F filings. Open the data panel and click 13F Funds. It’s there for US-listed stocks, on every plan.

The top line says which quarter is the latest filed and when the next is due. Below it:

• Total · latest filed, and the change over the last two quarters.
• Quarter by quarter: cuts to the left, adds to the right, one colour per fund.
• Holders: $ held, % of the company, and of book, the share of that fund’s own portfolio.
• Other holders vs Top 15: every other 13F filer, the 25 largest, and the largest exits.

In a quarter’s cell	Means
·	not filed yet. Hover for the due date.
—	held, no trade
a $ figure	shares bought or sold × the quarter-end price

A stock that only rose doesn’t show as buying. A fund that hasn’t filed isn’t selling. Calls and puts are listed apart and never added to $ held.

A fund’s own page

Click a fund’s name for its page: returns beside SPY, a sector heatmap, the top 5 holdings over time, its biggest buys and sells each quarter, and every holding. Find a fund… searches every 13F filer. Click a tile or a symbol to see that stock’s holders, and ← back to the fund. Esc closes. Your chart doesn’t change.

⤢ Expand fills the window with the bigger version, with a Visual | Table switch.

In the screener

The 13F columns start with Top15 or 13F, like Top15 # (how many of the 15 hold it) and 13F Buy 2Q $. A 1Q column stays blank until funds file the newest quarter. They hold today’s figures only, so a screen of a past date leaves them empty.

Congress trades

See which members of the Senate and House have traded a stock. Open the data panel and click Congress. It’s there for US stocks, on every plan.

Three tiles count the Buys, the Sells and the Members (House and Senate). The trades follow, newest disclosure first:

Column	Shows
Disclosed / Traded	when it was reported, and when it happened
Member	name, with state and district
Ch	H House, S Senate
Owner	Self, Spouse, Joint or Child
Type / Amount	Buy or Sale, and the range filed, like $15K–50K

Click ↗ to open the filing itself. ⚠ marks a trade disclosed more than 45 days after it happened.

It shows the last 90 days of disclosures. Switch to 1 year for more. Amounts are always the filed range, because members don’t report an exact figure. Stocks only.

There’s no page per member, no party, and no Congress column in the screener yet.

Indian stocks (NSE)

Chart and screen stocks listed on India’s NSE beside US ones. An NSE symbol ends in .NS, like RELIANCE.NS, and the symbol search marks it NSE. Prices are in ₹, and large numbers are in lakh and crore.

Screening India

• Pick an Indian group and you’re screening India. There’s no separate market switch.
• Large Cap, Mid Cap and Small Cap cover both markets. India’s bands are by rank: the top 100, 101 to 250, then 251 and below. They’re reset each January and July.
• To narrow to one market, open ⋯ on the screener bar and untick under Markets.

What’s different

• Daily, weekly and monthly only. There are no intraday bars for .NS.
• Today’s bar doesn’t move during the Indian session. It arrives with the evening update.
• The data panel has no News, Sentiment, 13F Funds or Congress tab for an NSE symbol.

Working as your group

Build your group’s layouts, screens and chart templates in the group’s own account, then publish them to members. The group’s account is separate from yours, so your own desks never get mixed in.

1. Open ☰ and find Author as.
2. Pick your group from the list. The app reloads in the group’s account.
3. A coloured bar across the top reads Authoring as and your group’s name. It stays there the whole time.
4. Click Exit on that bar to go back to your own account.

You only see the groups you run. Inside the group’s account you see every market and feature, plus your group’s own indicators.

What you change there is a draft. Members see nothing until you publish it.

Publishing a layout

Send a layout to every member of your group. It appears in their Shared with me.

1. Choose ☰ › Author as and pick your group.
2. Open the layout panel and switch to the layout you want to publish.
3. Click ⇪ on its row.
4. Type the name members will see, then click the Publish to… button under it.

Once published, ⇪ turns green. While you’re authoring, each of your layouts shows its version, or — if it’s never been published.

Sending changes

Edit the layout as usual. Then click the green ⇪. A menu opens:

Item	What it does
Publish changes → v4	sends the layout as it is now as the next version. With nothing changed, it says No changes since v3.
History	every version, when and by whom. Restore beside an old one.
Withdraw from your group	takes it out of members’ Shared with me. Publishing again brings it back.

If the layout shows a screen your members can’t open, their copy shows your group’s first screen instead. Your own layout is left alone.

Members on a plan without one of the layout’s indicators see nothing drawn for it. There’s no warning when you publish.

Publishing a layout from your own account

Send one of your own layouts to your group without rebuilding it under Author as.

1. In your own account, switch to the layout you want to send.
2. Open the layout panel. Below the layout list, click ⇪ Promote & Publish. The button names the layout.
3. If you run more than one group, pick one. None is ticked to start.
4. Read what it will be: New · v1, or Replaces v1 → v2.
5. Click Yes, publish.

A line under the button confirms it, for example ✓ Published to JAS (v1) · Oct 18. Your own layout isn’t changed or linked.

Promote the same layout again and it publishes the next version, even if you’ve renamed it. The same goes for your copy of one of the group’s own layouts: it publishes that layout’s next version.

The group’s account picks up the new version the next time you open it under Author as.

Publishing a screen

Give members a screen with your columns, filter and sort. It appears as a tab in their screener straight away.

1. Choose ☰ › Author as and pick your group.
2. Set up the screen, then open the screener editor.
3. Go to the Publish tab.
4. Type a name, and a description if you like.
5. Click Publish.

It takes the columns, filter and sorts as they are right now. Below the form, Published to your group lists every screen you’ve published, with its version. Click one to open its History and Restore an old version.

To change a published screen without members seeing half-done work, edit it as a draft. See Editing your group’s screen before you publish.

Sharing a chart template

Give members a chart setup they can apply to any chart.

1. Choose ☰ › Author as and pick your group.
2. Right-click the chart and choose Save chart as template…
3. Name it, then tick Share with “your group” Group.
4. Click Save.

Members find it straight away in Apply chart template… under Shared with me, tagged from and your group’s name. Save again with the same name to update it.

While you’re authoring, each of your group’s templates in Apply chart template… has a History button with its version. Open it to restore an old one.

Screens and chart templates have no Withdraw yet. Only layouts do.

Versions and Restore

Go back to an earlier version without losing any of them. Layouts, screens and chart templates all keep a history.

• Each publish that changes something is the next version.
• Publishing with no changes doesn’t add one. Neither does withdrawing.
• History lists each version, its time and who published it.

Restore publishes the old content as the newest version. Restore v1 when you’re on v3, and you get v1 is live again as v4. Members see it as an update, and v2 and v3 are still in the history.

Requesting a group of your own

Ask for a group of your own to publish to. Anyone signed in can ask.

1. Open ☰ and choose Request a group… under Groups.
2. Fill in Name, What it’s for and What’s unique to it.
3. Under How you’d sell it, choose whether the app sells it or We sell it ourselves.
4. Add Expected members if you know it.
5. Check Email to discuss this. It’s filled with your sign-in email when the app knows it. Change it to a business address if you like.
6. Click Send request.

Your requests, under the form, shows each one and where it stands: Pending, Approved or Declined with the reason. Once approved, you’re the group’s admin and Author as appears in your ☰ menu.

Opening Community

Talk setups over with the rest of your group, next to your charts. Each group has its own space, split into topics.

1. Click the Community key on the tool strip, the two speech bubbles below Saved conditions.
2. It opens in the panel beside your charts. If you’re showing two panels, it takes the second. With no panel in the layout, it opens in its own window.
3. Pick a group from the list at the top, if you’re in more than one.

On a phone, Community is a tab in the bottom bar, or under More.

Topics run across the top as chips. All shows every topic. A 🔒 after a topic’s name means only hosts start threads there. Sort with New, Hot or Top · week. Pinned threads stay at the top whatever the sort.

Your group’s Rules, if it has any, fold open at the bottom of the list.

Posting and replying

Start a thread, or answer one.

1. Click + New post.
2. Pick a Topic and type a Title.
3. Write the Body. The bar above it adds bold, italics, headings, colour, small grey text, lists, quotes and links.
4. Click Preview to see it as readers will, then Write to go back.
5. Click Post.

Type $ and a symbol, like $NVDA or $AAPL/SPY, to make a cashtag. Readers click it to chart that symbol. $5.20 stays as plain text.

Inside a thread:

• ▲ up-votes it. Click again to take the vote back.
• Reply answers the thread or a comment. Replies go two levels deep.
• Edit and Delete appear on your own posts.
• Report flags someone else’s post to the hosts.

Some topics say Replies are off in this topic or Only hosts reply in this topic. A locked thread shows 🔒 and takes no new replies.

Each group sets how many posts and comments a member may make per hour. New groups start at 10.

Attaching a chart, layout, screen, plan or list

Show the group exactly what you’re looking at. Up to four attachments go under a post, using the buttons below the body:

Button	Attaches	Readers get
📷 Active chart	a picture of the selected chart, and a copy of it	Open live: a new tab with today’s bars
▦ Layout	the layout you’re on, with up to four pictures	Open as layout: a new tab
▦ Screen	the screen in your screener	Copy to my screens
🎯 Plan…	a trading plan for the chart’s symbol: entry, stop, targets	Copy to my journal
★ List…	one of your track lists	Copy to my lists

An attachment is a copy made when you post. Change your chart afterwards and the post doesn’t change. Opening one always adds a tab, so a reader’s own charts are never replaced.

Sharing straight from a chart

1. Right-click the chart.
2. Choose Share to group…
3. Community opens with a new post and the chart already attached. Add a title and post it.

A reader who opens a chart sees it with their plan’s indicators. One their plan doesn’t include shows as locked.

Seeing replies to you

Find out when someone answers you. The 🔔 in the panel’s header shows a count of unread items.

• Replies to your posts land there.
• So do hosts’ decisions on posts that waited for approval.
• Click an item to go to its thread.

Nothing is emailed yet. The bell is the only place you’ll hear.

Joining an Open House

Read and post in a group you’re not a member of. Some groups open an Open House: a public area any user of the app can join.

1. Click 🧭 in the Community header to open Discover.
2. Each Open House shows its members, visitors, description and open topics.
3. Click Join Open House. It opens, and joins your group list marked · Open House.

Joining is free, and it isn’t membership. You see the open topics only. The group’s own area stays members-only. Leave on the same card takes you out.

Why your post says “Awaiting approval”

In an Open House a host checks every post, comment and edit a visitor makes, each time.

• Until then, yours shows ⏳ Awaiting approval, and only you and the hosts see it.
• Edit an approved post and readers keep seeing the old text until the edit is approved.
• A rejected post shows Not approved. The decision comes to your 🔔.
• A post nobody decides on expires after 7 days.

Running your group’s space

Set up your group’s space and decide who runs it. The group’s admin turns it on and names hosts. Hosts run topics and moderate. Being a host gives no other power in the group.

Turning it on

1. Open Community and pick your group. Until it’s on, the list says Community is off — only you can see this.
2. Click ⚙ in the header.
3. Tick Community is on for your group.

Settings tabs

Tab	Who	What you set
Topics	admin and hosts	add, reorder (▲ ▼), archive and restore topics
Hosts	admin	tick members to make them hosts
Rules	admin	the rules text, and Posts per member per hour (1 to 60)
Open House	admin	turn it on, pick the topics visitors see, write the Discover description

Each topic has a Colour, a Description shown at its top, and two rules:

• Who can post: Members or Hosts only.
• Replies: Everyone, Hosts only or Off.

Off makes a read-only topic, such as Announcements. It stops hosts and admins replying too. The hourly limit doesn’t apply to hosts or admins.

Approving and moderating posts

Clear what visitors posted and deal with reports. The 🛡 in the header shows how many items are waiting.

• Approvals: Approve, or Reject with a reason the author sees. Ban author stops them posting.
• Reports: Remove, Lock the thread, Ban author or Dismiss.
• Open thread on either shows the post where it sits.

A removed post keeps its place as [removed by a host], so the replies under it still read. Pending posts expire after 7 days.

At the top of any thread, hosts and the admin also get:

• Pin ▾, with No expiry or 1, 3, 7, 14 or 30 days. A pin that runs out drops back into place by itself.
• Unpin, and Lock / Unlock.

Choosing a theme

Make the whole app easier on your eyes in one step. There’s no light/dark switch on any toolbar; themes live in one place.

1. Right-click on a chart or the table, and choose Settings → Theme….
2. Click a theme. It applies at once, with no OK button: watch the chart and table change behind the dialog.
3. Close the dialog when it looks right.

Theme	Looks like	Up / down candles
Classic	blue-grey dark	green / red
Dark	true black, higher contrast	green / red
White	light, on white	green / red
Red White & Blue	the flag, on white	blue / red
Halloween	pumpkin on a violet-black night	bone white / pumpkin orange
Christmas	snow white, holly and gold	gold / red
Blue & Orange	dark, easy to tell apart with red-green colour blindness	blue / orange

Table cells, change columns and indicator colours follow the same theme, so an up candle and a positive cell always match.

Making your own theme

Tune any colour you like. Under the theme list are the 26 colours a theme is built from, named for their job rather than their shade: background, surface, grid, text, positive, negative, accent, and series1 to series6 for indicator lines.

1. Pick the theme closest to what you want.
2. Click Duplicate to edit. You get a copy called Dark (mine).
3. Click any swatch, choose a colour, and close the picker to apply it. Or type or paste a hex code into the box beside the swatch: #0A3161, 0a3161 and #abc all work.

The built-in themes can’t be edited, so “Dark” looks the same for everyone.

Reading the two words in the top-right corner

See at a glance where your data comes from and whether your work is saved.

First word	Means
live	the chart is fed by the server
fixture	the app is running on built-in sample data

The second word is the save status: saved, saving…, loading… or save failed. That’s the only save control there is. Changes are saved a moment after you stop, so dragging a divider for five seconds is one save. Closing the tab saves anything still waiting.

Saved with your workspace

✅ All of this is saved automatically, and follows you to any computer you sign in on:

• Every layout: name, arrangement, screener side and sync settings.
• Each chart’s symbol, interval and chart type.
• Indicators, their parameters and their styles.
• Pane heights, and the split between charts and table.
• Chart settings: gridlines, bars visible, right margin and the rest.
• Screener columns: shown, headers, widths, pins, decimals, scale.
• Filters, saved conditions and computed columns.
• Your theme, including any you made.
• Your drawings, with their colours and widths.
• Each chart’s picture-in-picture panel: its view, timeframe, corner and size.

Reset when you reload

These start fresh each time, on purpose:

• Which chart is selected.
• Whether the screener is hidden, or any panel is open.
• A date from the date box. It’s a jump, not a setting.
• A scroll-wheel or double-click zoom.
• The extra history an intraday chart loaded as you panned back.
• Whether the data panel is open.

Chart settings that are saved

Every setting under right-click → Settings is saved with the chart and comes back next time:

• Bars visible
• Right margin
• Drag axis to scale
• Zoom / pan direction
• Gridlines, Show Values and Project forward

Your plan

See what your plan includes, and buy or change one. Open ☰ › Your plan…. The menu’s top line shows your plan beside your name.

Choosing a plan

On Free, the top of the screen shows a card for each plan you can buy, with its price and what it adds.

1. Pick Monthly or Yearly at the top right. The cards change to that price.
2. Click the button on the card you want.
3. Pay on the checkout page that opens.

Checkout sends you back to the app with Your plan open. You’ll see Payment received — your plan updates in a few seconds. Then the new plan’s features unlock without a reload.

Changing, cancelling, and invoices

Once you’re on a plan, the cards give way to one line: the plan, its price, and Manage billing…. That opens the billing page, where you can:

• Move between plans. Upgrading charges only the difference.
• Change your card.
• See and download invoices.
• Cancel.

Cancelling keeps your plan until the end of the period you paid for, then you’re on Free. Nothing is refunded for the rest of the period. Change your mind before then with Renew plan on the same billing page.

Back on Free, Billing history… still opens your old invoices.

Reading the line under your plan

It says	What it means
Auto-renews 1 Nov 2026	You’re charged again on that date.
Cancelled — Live until 1 Nov 2026, then Free.	You keep the plan until that date.
Payment failed — retrying.	Your card was declined. Update it in Manage billing…
Paused until 12 Nov 2026	See Pausing your plan.

What your plan includes

Below the plan, the screen lists what you have and what you don’t, by name:

• Groups: any groups you’ve joined.
• Data: the markets, universes and indicator groups you can use.
• Features: each one marked included or not included.
• Daily limits: how many AI calls a day, or no limit.

The limits are ceilings, not what you’ve used today.

Pausing your plan

Take a break without cancelling. You can pause for up to 30 days a year, and your next charge moves out by the days you pause.

1. Open ☰ › Your plan…
2. Click Pause plan… under your plan.
3. Choose From today or From renewal. Each shows its dates.
4. Read where your next charge moves to, then click Pause.

Keep my plan closes it without pausing.

How the days work

• A pause runs for all the days you have left that year.
• While paused, you’re on Free.
• Nothing is refunded. The days you’ve paid for are kept.
• Your next charge moves out by the days paused.
• Days are calendar days, not market days.
• The 30 days reset on 1 January. Unused days don’t carry over.

Say you pay on the 1st and pause on 10 Nov with 30 days left:

	From today	From renewal
Your plan	to 10 Nov, then 10 Dec – 31 Dec	to 1 Dec
Free	10 Nov – 10 Dec	1 Dec – 31 Dec
Next charge	31 Dec	31 Dec

Yearly plans work the same way.

Resuming early

Click Resume now on Your plan. Your plan comes back at once. Only the days you were paused count, rounded up to whole days, so two hours counts as one. The rest stay for a later pause.

While you’re paused, a bar across the top of the app says Your Live plan is paused until 12 Nov 2026. Click Resume now there, or Stay paused to hide it. It comes back the next time you open the app.

Calling off a pause that hasn’t started

A pause from renewal shows Pauses 1 Nov 2026 — Live returns 1 Dec 2026. Click Cancel pause and it uses none of your days.

When a new version is ready

The app tells you when there’s a newer version and lets you pick when to take it. A thin bar appears across the top: ⟳ A new version is ready.

• Reload restarts on the new version now.
• Later hides the bar. The update loads the next time you switch away from the tab.

Either way you lose nothing. Your workspace saves as you go, and again as the page closes. Ignore the bar and switch tabs, and it’s the same as Later.

The app checks every 10 minutes, and each time you come back to the tab. So the bar can show up a while after a release. If the update arrives in the first 10 seconds after you open the app, it reloads once by itself with no bar.

Using the app on a phone or tablet

On a phone or tablet the app shows one thing at a time, with tabs along the bottom. Your layouts, charts, lists and theme are the same ones you have on a computer.

The tabs are Screener, Chart, Data, Journal, Community and More. You see Journal only if your plan includes it. Turn a phone sideways and the tabs move to a strip on the left.

Charts

• Next chart: tap Chart again while you’re on it. The badge, like 2/3, says which one.
• Or swipe sideways along the row under the chart, or use ‹ › at its ends.
• Change symbol: tap the symbol under the chart to search.
• Or drag from the symbol to spin through the screener’s list. Let go to pick.
• The same row has bars, a calendar for going to a date, the interval, fx for indicators, and ⋯ for layouts.

One finger pans the chart and two fingers zoom. Swiping over the chart never changes chart, so you can pan freely.

Data

Each view is a card. Swipe sideways to move between them, or tap the short names at the top to jump straight to one.

Screener

What’s applied reads across the top. What changes it is along the bottom: search, 🌐 for universes, ⚑ for conditions, and ⊘ to turn conditions off and on. You can tick saved conditions here, but you build new ones on a computer.

More

More holds your layouts, the theme, AI on plans that include it, and Sign out.

On a tablet

The ▦ key shows every chart in the layout at once. Tap one to select it. ⛶ shows the selected chart alone.

Shortcuts that work anywhere

These keys work anywhere in the app.

There’s no panning the chart with arrow keys.

Keys inside a control

What isn’t there yet

Save yourself a hunt. These aren’t in the app yet:

• Alerts.
• Scrolling charts together. The crosshair can be linked between charts. Scrolling or zooming one doesn’t move the others.
• Intraday for Indian stocks, and seconds bars. Minutes and hours work for US symbols and ratios of them.
• Renaming or deleting a track list. You can change what’s in it.
• Saving a chart as a picture. Export chart data… gives you the numbers as a CSV.
• Fills in the journal. Plans aren’t filled for you yet, and you can’t type fills in. Imported trades stay in their book.
• Analysing your books by strategy, or sizing a position from them.
• Not sure what’s saved? See What’s remembered.