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Charting Tools Quick Start Guide

Candlestick and bar charts of ETFs and stocks.

           This article was last reviewed and updated on 5/4/23
The  Charting Tools uncover the returns for each security in the listed portfolio. For any listed security, returns can be compared through several different periods and in-depth trading statistics. Advanced Charting and Asset-Returns Quilts are the key tools featured here.
The main charting component is Highcharts Stock which uncovers a wealth of  technical indicators (simple moving averages, RSI, Bollinger Bands, etc..) and chart overlays. To learn more about Highcharts Stock, click here. You will be taken to Highcharts, a third-party website.

Using the Tool

You can access the Charting Tools by clicking the icon on the home page, or by selecting the Hamburger Icon drop-down list on the left side of the platform, under Advanced Analysis Tools.

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1. Create or load a list of securities using the list tool. There is a toggle button at the top labeled Portfolio and Watchlist. Choosing Portfolio will run the charting tools as a single portfolio, while Watchlist will allow a user to compare a list of stocks or funds against each other.

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2. Optionally select asset return buckets, using the Asset Options form.

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3. Press the Apply button.

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Exploring the Data & Analytics

Advanced Charting

You can compare the total returns of each security of the following time periods:

  • 1M
  • 3M
  • 6M
  • YTD
  • 1Y

To go into further detail you can find out the following information about a security for any trading session:

  • Daily High
  • Daily Low
  • Daily Open
  • Daily Close

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Securities Return Quilt

  • The return quilt depicts total returns for each security in the latest, current portfolio. Historical portfolio rebalances, and portfolio weights are not considered here.
  • The latest time period is as of the last market close.

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