Chart Smart

Technical and fundamental analysis of
US and Canadian stock exchanges

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Custom Formulas

Here you will learn how to get the most out of ChartSmart by adding custom formulas for your software.

Customizing Your Own Screening Formulas

Custom Formulas - How to Create - Did you know you can customize your own formula in ChartSmart using the YOU SPECIFY tab in the Filter Menu.

Custom Formulas - Variables - This is a list of basic variables you can use to create custom formulas.

Custom Formulas - Samples - These are sample Custom formulas created by our technicians. You can paste them into your custom formulas in the YOU SPECIFY section of the FILTER MENU.

Custom Formulas - Samples - Historical Variables - These are sample Custom formulas created by our technicians using HISTORICAL VARIABLES. That means you can put a number in front of the variable which means that is the value of the variable x days before (ie 10RSI14 means the 14 day RSI value 10 days ago). You can paste them into your custom formulas in the YOU SPECIFY section of the FILTER MENU.


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"ChartSmart is our main technical research tool at Stocks and Speculations. We use ChartSmart daily for everything from simple charting to the most robust and specific search and filter applications.

ChartSmart enables us to scan, sort, and classify thousands of companies in mere minutes and file our results for easy retrieval. Thank you for a great product. We wholeheartedly endorse and recommend ChartSmart."

Brian Fagan,
Editor and Publisher.

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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.