Our Charting tool allows you to build a chart containing metrics for – Market Data, Commodities, Macroeconomic Data, Bonds, Interest Rates, Indices, Currencies, People as well as your customized Watch Lists.
To demonstrate the functionality, we are using the Annotated Stock Chart on the left navigation bar under the “Companies” tab (for public listed companies).
This pre-built chart shows you the share movements over time associate with respective Key Events.
Let’s familiarize ourselves with the features of the Charting space.
- Chart space – this is where your series would appear
- Entity search bar – clicking the bar would enable you to pick your subject entity or the series you want to plot.
- Compare – this is an additional feature from the enhanced Chart Builder. The button allows you to add comparables for your subject entity using the determined data point.
- Metrics – this will display your commonly used data items, allowing you to plot a variety of metrics.
- Annotations – this easily allows you to pick the event you want to plot within your series. It enables us to see key developments that may or may not affect a performance of a company.
- Time Period – we have pre-determined periods for you but you can also make use of the calendar icons should you fail to see your desired coverage from the default time frame.
- Open – clicking this button will show you your saved charts as well as the charts saved by your colleagues which you have access to.
- Save – it enables you to save your charts and set the access level so that your colleagues can also pull up the charts you have saved.
- Export – clicking on the Excel icon will trigger your chart to be exported to Excel.
- Chart Summary – all of your entities and charted companies will be shown here.
Use the Edit function under Chart Summary to update the series setting – change color, frequency, style, currency etc.
Our charting tool also allows you to conduct analysis - click on a series and choose Studies.
- Simple Moving Average: SMA is calculated by finding the average price of a security over a set number of periods. The maximum number of days you can specify in the period text box is 1500 days.
- Exponential Moving Average: EMA is a weighted average in which the historical prices in the specified time frame determine the average but more weight is placed on the more recent periods. The maximum number of days you can specify in the period text box is 1500 days.
- Relative Strength: Strength indicates the price movement of a company relative to a base index.
- Relative Strength Index (RSI): The RSI compares the magnitude of a stock's recent gains to the magnitude of its recent losses.
- Rate of Change (ROC): Rate of change is a price momentum indicator. It displays the cyclical fluctuation in a security's price.
- Up/Down Volume Ratio: The Up/Down Volume ratio compares the representation of buyers vs. sellers over a period of time.
- On Balance Volume (OBV): The normalized OBV is defined as the sum of volumes for up days minus the sum of volumes for down days over a period of time, divided by the average volume over the same period.
- Moving Average Convergence Divergence (MACD): MACD uses moving averages, which are lagging indicators, to include some trend-following characteristics. These lagging indicators are turned into a momentum oscillator by subtracting the longer moving average from the shorter moving average.
- Stochastic Oscillator: The Stochastic Oscillator is a momentum indicator that shows the location of the current close relative to the high/low range over a set number of periods.
- Williams R%: Williams R% shows the relationship of the close relative to the high-low range over a set period of time. The nearer the close is to the top of the range, the nearer to zero (higher) the indicator will be. The nearer the close is to the bottom of the range the nearer to -100 (lower) the indicator will be.
- Bollinger Bands: The Bollinger bands are an indicator that compares volatility and relative stock price levels over a period of time. The indicator consists of three bands designed to encompass the majority of a security's price action.
- Standard Deviation: Standard Deviation is a measure of volatility for a set of data. It measures the dispersion of a set of data from its mean and is defined as the square root of the variance. It requires a period, i.e. number of days, to calculate the standard deviation. The period default is 20 days in Chart Builder. Volatile stocks will have higher standard deviations.
Benchmark an entity to an index by right clicking on the series and choosing Benchmarks.
You can also right-click to update the charts functions/settings.
To build from scratch, hover over the Charting tab and select Chart Builder.
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Common Charting inquiries for your reference:
To chart the total return for an index
1. From the Charting tab menu, select Chart Builder.
2. In the Select Entity field, click Advanced Lookup.
3. Under Filter by, select Market Indices.
4. In the Select Entity field, type the desired index.
5. Click Find.
6. From Search Results | Market Indices, select the desired index.
7. Click View Securities.
8. Select the desired total return index.
9. Click the Add (>) arrow.
10. Click Apply.
11. Under Quick Metrics, place a check mark next to Index Value.
Note: This automatically adds the chart.
To create a custom index
1. From the Charting tab menu select Chart Builder.
2. Right-click the chart.
3. Click Add New Series.
4. Type the company name in the Select New Entity field.
5. From the type-ahead find select the desired company.
6. To add additional companies repeat steps 4-5.
7. Under Entity select Custom Index.
8. Place cursor in the Search for a metric.. field.
9. Select the desired metric.
10. From the Weight drop-down menu select the desired index weight.
11. To expand More click the bullet (‣).
12. From the Frequency drop-down menu, select the desired frequency.
13. Click +ADD TO PANE 1.
