The Custom section of the site contains all the user-specific programs such as the personalized quote screens and the customizable charting programs.

The Custom section also contains all of the subscriber's downloadable data files and historical price information files.

The following information applies to all charts on Barchart.com.

Charts are available on every symbol in the Barchart.com database. The default dynamic daily chart contains six months worth of price activity with the open, high, low, close, change and volume numbers for each bar presented in a display box above the chart. Each data point can be viewed by moving your mouse through the chart. This is also true for all information displayed on the chart, including the results of studies, stock splits, dividends and earnings data.

• Splits are represented by the blue triangles on the bottom of the chart.
• Earnings are represented by the green triangles on the bottom of the chart.
• Dividends are represented by the purple triangles on the bottom of the chart.

When you draw a barchart with an overlay, the first three numbers are the high, low and closing price for the day, followed by "res = " which is short for results, then the results of the study selected as the overlay.

Volume is represented by horizontal lines beneath the open, high, low, close barchart. A green volume bar represents the last price increased compared to the previous trading session and a red volume bar represents the last price decreased compared to the previous trading session.

Custom Charts

Custom Charts contains a selection of studies from our programming library, giving the user over 40 of the most commonly requested technical analytics, ranging from simple comparison charts to true Point and Figure. Custom Charts is an on-demand charting program with user-selectable parameters. Easy to use, it works with any browser and will create virtually any chart with a time frame ranging from one day of trading activity to 25 years of monthly prices.

In general, all studies are in order: red, green, blue. Example: 5, 10, 15 day moving average would have three lines: the 5 day in red, the 10 day in green, the 15 day in blue. For Secondary Studies on the same chart the colors are in order: dark green, purple and black.

Symbol

The symbol is the stock or the commodity contract you wish to plot. If you are unsure of the symbol, click on lookup symbol.

Size

Select the pixel x pixel size of the chart.

End Date

The last day of data that will appear in the chart. The default end date is the current day. Only change this if you want to make a historical chart.

Scale

Allows you to change the scaling of the chart. Linear scaling will calculate the most intelligent scale using the high, the low and a series of acceptable divisors for possible scales. The Logarithmic Scale uses logarithmic scaling instead of the linear scaling. No Scaling removes the logical divisors and takes the highest point on the chart, the lowest point on the chart, and the number of divisors to create the y-axis.

Time

Changes the density of the chart. The longer the time frame, the closer together the individual bars. The shorter the time frame, the more distance between bars.

Frequency

The frequency defines the unit of time to use per price. We currently have Intraday charts of 5-minute, 10-minute, 30-minute, and 60-minute (1 hour). We also have daily, weekly and monthly. Depending on "frequency" and density, you can set the time frame of your chart. For example, to draw an 8-year chart, use a frequency of "monthly" and the maximum density.

Compare to

The "compare to" field allows you to put in a second symbol. This will generate a percent change chart for the two symbols, overlayed. The left-most date will be a relative zero for each, and then a percent change will be calculated. The left-most date can be adjusted by both the density and frequency.

Note When doing a comparison, all other studies are disregarded, since they are meaningless with respect to the comparison plot. Even volume is not plotted.

Prices On and Creating Text Files.

Features

• Click Volume On if you want the volume to appear at the bottom of the chart. (This will not be active if you also have overlay studies).
• Click Events On if you want the chart to visually display events (splits, dividends, etc.)
• Click Grids On if you want finer grid lines on the chart. The grids will provide finer detail for vieweing.
• Click Fine Lines to decrease the line size of the chart.

The chart is divided into either one or two windows. Each window can have a study and an overlay. Each study (and overlay) can take custom arguments (which you supply in the arguments boxes). Up to 3 custom paramters can be entered. Volume will be replaced by any overlay, and if a two-window chart is drawn, the java prices will not display.

Parameters

For help on the different studies used please refer to the learning center.

Delayed chart data vs. Realtime chart data

There is a difference in how Barchart.com compiles and display chart data for delayed quotes and for realtime quotes.

For delayed quotes the information is only available in 5-minute increments. The information is back dated to the start of the period, so on a 5-minute chart information in the period dated 12:45 includes all trades between 12:45 and 12:49 inclusive. A trade at 13:00 would be included within the next bar dated 13:00.

With delayed data, a qualifying bid or ask price, that is a bid price above the last price, or an ask price below the last price on CBOT, CME, KCBT and MGEX contracts will be included within the price data on the charts. This is not true for realtime chart data, which only includes trades.

For realtime quotes the information is available in ticks, or in any time increment from 1 minute through to 99 minutes. The information is front dated to the end of the period. So on a 5-minute chart information in the period date 12:45 includes all trades between 12:41 and 12:45. A trade at 8:30 for the S&P will be included on the 8:30 bar. A trade a 8:31 on a 5-minute chart will dated as 8:35 and included with any other trades between 8:31 and 8:35 inclusive.

To see a list of our our realtime products, please go to http://realtime.barchart.com

Custom Quotes will let you hold up to 20 stock or commodity quotes on your personal quotes page. Custom Quotes displays the open, high, low, last, change, volume, percent change and previous settle price. It is viewable in an end-of-day and an intra-day mode and the symbol links to the chart of the item. The "c" next to the last indicates a closing price. You can sort by any of the columns by clicking on the header for that column.

Custom Quotes stores your settings using cookies within your browser.

The MultiQuote Portfolio program has five different views:

• Quote Screen: The Quotes Screen view provides a daily summary of the futures in your portfolio with links to Quotes, Charts, and Options for each of the futures. You can enter or delete symbols right on this page and the changes will be reflected on your portfolio.
• Portfolio: The Portfolio view provides a detailed listing of your holdings including daily data.
• Portfolio (Edit Mode): The Portfolio (Edit Mode) is where you enter details of your stock transactions, such as number of shares and purchase/sale price. Changes made on this screen will be reflected in the Portfolio and Quote Screen views.
• Opinions: This will show the short-term, medium-term, long-term, and overall technical opinions for each item listed in your portfolio list.
• Add/Edit: The Add/Edit view is the portfolio maintenance page you are currently viewing. You can add, edit or rename your portfolios, and you can manage your quotes.

Quote Screen view

This is the quickest way to add symbols to the screen. At the bottom of the current screen you will see the "enter symbol" box. Enter the symbols you want to appear, separated by commas, and click on "refresh" to add them to the quote screen. The quote screen has 11 columns. The first column is the symbol. The second column shows the latest price. The change is the difference between the latest price and the previous close. Pct. Chg. is the percentage change of the difference between the latest price and the previous close. The next column is volume followed by the open, high, low, and previous close. You have the ability to sort the tables using any of the columns as the sort option except "Date" or "Time CST". Each column is a hyper link that by clicking on it, will sort the table according to that column.

Portfolio (Edit Mode)

The Portfolio Edit Mode is where you put in the details to track stocks that you have purchased or are paper trading. Enter the symbol in the first box. In the second column, select the action (either bought or sold). Then put in the entry date (the day you bought or sold the stock). The next column is the quantity of shares, followed by the entry price, a low-alert price (if the price goes below this number, the alert will signal), and a high-alert price (same as low, but vice versa). You use the closing date column and the closing price column if you have closed out the trade. Once you are done filling in the columns, click on "Update Portfolio" to save your settings. Then change from "Portfolio (Edit Mode)" view to "Portfolio" view.

Portfolio view

Portfolio view allows you to track the profit/loss of the stocks listed in your portfolio. The first column is the symbol, followed by the date you purchased the shares, then the action (bought or sold), price of shares at time of purchase, the quantity of shares purchased and then the total cost of the shares. The next column is the current price. The Dly Chg is the difference between the current price and the previous settle price. The next column is the current value of your shares, followed by percent change and finally the current profit/loss of your trades. The total amount paid and the total profit/loss is listed in the bottom row. After the profit/loss column there is a column for the result icons. A smiley face means the stock is making a profit and a frown means it is losing money. If you have entered a low and/or high alert, there will be a "bomb" icon when the price breaks your alert. You have the ability to sort the tables using any of the columns as the sort option except "Date" or "Action". Each column is a hyper link that by clicking on it, will sort the table according to that column.

Opinions view

Opinions view will list the technical opinions for each of the stocks listed in your portfolio. The short-term studies are based around 20 days' worth of data; medium-term studies are based around 50 days' worth of data; and long-term studies are based around 100 days' worth of data. To view the strength and direction of the opinion, click on the symbol of the stock in the symbol column of the Opinion view portfolio.

Add/Edit view

You can add, delete or rename your portfolio quote screens from this page.

• Add: To add a new portfolio, choose "Add a New Portfolio" from the "Select a Portfolio" drop-down list. Then, enter the name for the new portfolio in the "Enter new name" field. Click "OK."
• Rename: To rename a portfolio, choose the portfolio you want to rename from the "Select a Portfolio" drop-down list. Then, enter the new name for this portfolio in the "Enter new name" field. Click "OK."
• Delete: To delete a portfolio, choose the portfolio you want to delete from the "Select a Portfolio" drop-down list. Leave the "Enter new name" field blank. Click "OK."

Excel feature

Many of these pages can be exported into a spreadsheet format. To import a portfolio, opinion, or quotescreen view into a comma-separated file (Microsoft Excel compatible), click on the Excel button in the upper right of the middle frame. You can then select "file" and "save" to save it to one of your drives.

FlipCharts

The FlipCharts feature will load your symbols into a chart book that you can flip through quickly, without having to launch a chart for each symbol. The FlipCharts button is located in the upper right section of the middle frame.

Custom Setup

The Custom Setup feature offers a new view for your portfolio lists. When you click on the custom setup button, the Custom View Setup screen appears. You have a choice between two different types of custom screens:

• Fundamentals - includes fundamental information about the stock, such as p/e ratio, dividends rates and yields, total equity and liability, etc.
• Technicals - includes technical indicators, such as moving averages, stochastics, MACD, etc.

Select one or the other from the "Create New..." box in the middle of the page. Then enter a name for your new custom view. This will take you to a page where you can select the items you want to appear in the custom view. Place your mouse cursor in the boxes next to the items you want to appear and left click to check off each box. Once you are finished, click on "Save Custom View" at the bottom. This will take you to the Custom View page. You can select this again at a later date by clicking on the "view" box, selecting the custom view name, and then clicking on "change."

With Email Quotes, Barchart.com will send you a daily email with a market summary report and up to 20 personalized daily quotes.

Use Chart Builder to save a portfolio of your favorite charts. Chart Builder will hold your favorite charts customized to your needs. You can re-draw any chart by selecting your list name for the chart or you can re-draw all of your charts at once with Multi-Page.

Click here for a detailed help page on Chart Builder.

Use chart preferences to save your favorite chart settings. With chart preferences set, every chart you draw will contain your personalized predefined chart settings. Chart preferences will let you select any of the chart settings from custom charts.

Barchart.com Quotes Screeners are divided into two unique groups: Technical Quotes Screeners and Fundamental Quotes Screener.

Fundamental Quotes Screener:

With Fundamental Quotes Screener, you have the ability to search our extensive database of stocks by utilizing over 100 funtamental parameters. You can search by using price, price earnings, quarterly and yearly high and low prices, relative strength and historical volatility to view desired stocks. There are other numerous fields you may search in order to derive the best possible set of stocks satisfying your investing needs. Each search result can be saved for easier and faster viewing; it can be also updated, and deleted.

Technical Quotes Screeners:

With the Technical Quote Screener, you have the ability to run technical searches on commodities, equities and mutual funds. Each search provides you with the ability to search through our extensive database by numerous technical indicators such as, but not limited to, weighted alpha, stochastic %K, stochastic %D, relative strength, and percent R. Each search result can be saved for easier and faster viewing; it can be also updated, and deleted.

Saved Searches:

In the process of creating a Fundamental or Technical Quotes Screener, it allows you the options of naming and saving your search. Once you have named and saved the search, you can return to this search by going to the Saved Searches link, located in the left hand menu of the Custom section of the site (click on the tab marked "Custom"). The Saved Searches page is broken into four different sections:

• Equities Technical Search
• Mutual Funds Technical Search
• Commodities Technical Search
• Equities Fundamental Search

There is a Quicklaunch button to start the search for each saved search. The Update button allows you to edit the search. And delete allows you to remove the search from your saved list.

Administrator Panel:

Admin Panel allows you to view all of your saved searches, separated into four different categories: