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Some New Chartsmart Features

Thursday July 26, 2018

Here are some videos on some of the new features coming in Chartsmart Version 5.0. The videos below are done in our new video format.


A) The Exclude ETFS Feature
when checked on allows you to exclude ETFS from your screens. For example a screen of NYSE securities might give 4100 securities but if you exclude ETFS it might be more like 2600 securities that are real companies.


B) The Alternate SYMBOL SEARCH option
allows you to search for a symbol by string match, not just by SYMBOL or COMPANY NAME. This helps you find stock charts for symbols you may not be sure of.


C) The Auto Update Option
allows you to do you Chartsmart updates automatically while you are not there.


D) The PRINT charts to PDF
allows you to print an unlimited number of pdfs of charts to a folder. For example 100 charts with 4 charts per page.


E) The Backup Emergency
runs a lot like windows restore. Each time you start Chartsmart it saves your custom lists for the last 15 times you started Chartsmart then if you lose something you can always restore from a previous automatic backup.


F) Linking to the Internet
allows you to get intraday quotes, news, financials, insider info, and much more from the web for the chart you are viewing in Chartsmart. In addition you can also click on the GLOBE in Chartsmart and that will give you all the quotes for the stocks in your watch list, portfolio, or filtered list up to 70 on one page.


G) Universal Form Settings
now enables you to change the color of the menu backgrounds in Chartsmart to better suit you plus you can enlarge or change the fonts of the help boxes so they are more readable.


H) More Assistance in Chartsmart.
We have now offered more help and immediate access to the videos on our web page within the software. On almost every menu now there is a small GREEN help button that starts with a V that when played, will give you a short video on how that specific menu works. For example, how to understand the ZWTCH watch list menu.


I) Custom Formulas, Custom Filter Alerts, and Backtesting.
This video gives an overview of the incredible unique capabilities of Chartsmart when it comes to creating your own custom formulas, creating alerts that will display on charts when your filter criteria sets are triggered, and comparing your filter sets by backtesting over specific periods. Again this video is an overview and not meant to teach the details but possibly trigger your imagination as to how you can customize Chartsmart to screen out the US and Canadian stocks that you want. This is quite a long and somewhat overwhelming video so anyone who can see it from beginning to end .. congratulations!

There is lots more coming in Chartsmart Version 5.0 Stock Charting and Screening Software!

© 2018, ChartSmart Inc.
www.chartsmart.com

Some New Chartsmart Features
Posted by chartsmart at 12:07 pm

Some New Features in Chartsmart – Green Video Buttons

Monday July 23, 2018

As we have mentioned, Chartsmart Version 5.0 is around the corner and we are continuously doing new builds as we add new features. Right now we are in the process of redoing all our videos, and more importantly adding small green buttons onto the menus of Chartsmart, over 150 of them, which will play a video from the web for you while you are in Chartsmart. For example, you could be looking at the WATCH LIST MENU (ZWTCH) and then click the little green button to play a video on how to use it. This is going to help our current users explore many of the features in Chartsmart they may not know about, such as how to create your own screens using our custom variables. In addition it will assist individuals new to Chartsmart in understanding how it works. Over 25 years Chartsmart has accumulated a lot of features and it can be overwhelming for someone new unless they have the proper help. Videos are part of the new age of digital technology and are a tool for communication that was not as easy to use or as economical, in the past.

© 2018, ChartSmart Inc.
www.chartsmart.com

Some New Features in Chartsmart – Green Video Buttons
Posted by chartsmart at 12:07 pm

Chartsmart Version 5.0 is soon to come!

Thursday July 05, 2018

Currently the most recent version of Chartsmart is Version 4.50.  In the latter part of 2018 we expect to have completed Version 5.0.  If you reinstall Chartsmart now it will already have many of the features in Version 5.0. We are continually adding new features as we do new builds of Version 4.50.  The build number is always shown on the top of the first menu when you start Chartsmart.  In order to view the changes to come in Version 5.0 you can check our Version Upgrade Link below. If you click on the link you can see many of the new additions to come highlighted in Blue:

Chartsmart Version Notes

 

© 2018, ChartSmart Inc.
www.chartsmart.com

Chartsmart Version 5.0 is soon to come!
Posted by chartsmart at 10:07 am

New Chartsmart Feature (Automatic Update of your data to save you time)

Thursday June 21, 2018

Most subscribers do not know but there is a way for Chartsmart to automatically do your daily update, even if you are not present.  Though Chartsmart updates are quite simple there is a simple step to make it even easier.  If you go to the Charting Menu and click on DISPLAY then MISC DISPLAY SETTINGS you can select checkbox 14 which will automatically update Chartsmart when you start Chartsmart.  You can even go another step and click on checkbox 15 which will close Chartsmart automatically after your update.

If you want to get really fancy you can use the WINDOWS SCHEDULER or any scheduler app to start Chartsmart at a preset time, maybe 5 PM Pacific, since data updates are usually up by 4:30 Pacific Time.  This way Chartsmart will start, then if checkboxes 14 and 15 are on, it should update and close automatically so it is ready to go when you come to your computer.  Another neat Chartsmart feature!

© 2018, ChartSmart Inc.
www.chartsmart.com

New Chartsmart Feature (Automatic Update of your data to save you time)
Posted by chartsmart at 03:06 pm

A neat new feature in Chartsmart (Exclude ETFs from your screens)

Thursday June 21, 2018

There are so many ETFS (Exchange Traded Funds) now that it is difficult to tell whether a symbol is a stock or an etf.  In fact of about 8000 trading symbols on AMEX, NEW YORK, and NASDAQ, over 1800 are ETFS.  In Canada over 250 of about 4000 symbols are ETFS.  It can be very confusing if you just want to look at ETFS, or if you just want to look at stocks that are NOT ETFS.  Well Chartsmart has a great new feature for this.  If you go to the top of the Charting Menu and click on DISPLAY, then on MISC DISPLAY SETTINGS, option 16 will allow you to include or exclude ETFS from your screens.  For example if you want to look at NYSE and NASDAQ equities but not include ETFS you can select to exclude ETFS and whenever you run a screen you can scroll through the charts of your screened list and be assured these are real companies!

Personally I think this is a great feature because if you are concerned about fundamentals, you can scroll through the stocks in you list and few the fundamentals on the charts in Chartsmart, without viewing ETFS when you might not know otherwise!

© 2018, ChartSmart Inc.
www.chartsmart.com

A neat new feature in Chartsmart (Exclude ETFs from your screens)
Posted by chartsmart at 03:06 pm

Chartsmart Software nearly 25 years in business

Tuesday February 06, 2018

As we restart our news blog we thought it would be worth mentioning that Chartsmart now approaches its 25th year in business.  Given the significant and rapid changes that have occurred in the internet and technology over the past years we are proud to say that we still continue with a strong subscriber base, many who have been with us for over 2 decades.

Chartsmart began as a simple private database program attempting to screen out stocks that had low cap and low prices on the TSX Venture exchange.   There were no charts, only a basic screening ability.  Then we branched into chartbooks for the Canadian Venture Exchange and learned the sophisticated programming required to create stock charts.  It was not too much longer before we then took over the Independent Survey Company, the Red and Blue book, that had existed for over 45 years.    While we made chartbooks, updates for a basic Chartsmart program were provided on 3 1/2 inch diskettes mailed monthly.  It was even some time before we were able to get emailing the update files to work reliably.  As high speed internet came on we continued to develop Chartsmart into a sophisticated stock charting and screening program that covered Canadian and U.S. exchanges.   Now individuals can download the stand-alone software in only seconds onto their PC.

One of the critical advances made in recent years was incorporating fundamentals into our screens, in conjunction with technical indicators.   In addition you will not find many software packages that will display the fundamentals on the stock charts. along with the technicals.

We want to thank all of our subscribers throughout the years, and those who still remain users of Chartsmart for being a part of its development.  Now we continue, though we are also branching into new areas in the financial industry.   We wish you all the greatest success possible in your investing in 2018.

The Chartsmart Team

© 2018, ChartSmart Inc.
www.chartsmart.com

Chartsmart Software nearly 25 years in business
Posted by chartsmart at 02:02 am

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Although we attempt to provide all investment information with the intent of maximum accuracy, ChartSmart Software and any other parties, accept no liability for it's use. The data provided may not be reproduced in any form and users are prohibited from reselling or redistributing the data. Fundamental Data is provided by COREDATA. U.S. end of day quote data is provided by TENFORE. Use of the data is at your own risk and is hereby disclaimed by the ChartSmart and any associated suppliers. ChartSmart daily updates are available at about 4:20 p.m. Pacific Time. Fundamental data is updated on approximately a monthly basis. ANY DISTRIBUTION FOR COMMERCIAL PURPOSES IS STRICTLY PROHIBITED.