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Knowledge Base

Chart Element

Overview


The Chart Element tool lets you create a text label which displays a single field from the standard fields list (Name, Sector, % Change, Volume, Timeframe etc), as well as Fundamental data (eg Sector, PE Ratio, Market Cap) and even script formulas (eg % from 20MA, RSI(14) value). This is very useful when taking screenshots or copying the charts in to documents or social media posts (click here for a video on how to easily take screenshots of your charts).

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To add a Chart Element to your chart, select the tool from the Price tool group, and left-click on the chart on which you wish to add the tool. Optuma will then draw the tool on the chart using the default settings.

Actions & Properties


Actions


Add to Toolbar: Click this action to add the selected Chart Element to your custom toolbar.

Apply Settings to All: When multiple Chart Elements have been applied to a chart, page or workbook, this action can be used to apply the settings of the one selected to other instances of the tool. This is a great time saver if an adjustment is made to the tool - such as hiding or adding levels - as this allows all the other Chart Elements in the chart, page or entire workbook to be updated instantly.

Copy Tool: 
Allows you to copy the selected Chart Element, which can then be pasted onto a different chart window.

Move to Back: If the tool is displaying in front of other tools or indicators clicking this action will move the tool to the background.

Move to Front: If the tool is displaying behind other tools or indicators on the chart, clicking this action will bring the tool to the forefront.

Restore Default Settings: Click this action if you have adjusted the default settings of the Chart Element, and wish to return to the standard properties originally installed with Optuma.

Save Settings as Default: If you have adjusted any of the Properties (colour, for example) you can save the adjustments as your new default setting. Each time the Chart Element is applied to a chart, the tool will display using the new settings.

Delete:
Delete the Chart Element from the chart.

Properties


Tool Name: Allows you to adjust the name of the tool, as it's displayed in the Structures Panel.

Field: Select a single field from the standard, fundamental or scripts list.

Script: When Field is set to Script this property will display. Clicking it opens the Script Manager window allowing you to edit the selected script. This property was added in Optuma v1.4.

Field Type: Allows you to manually override the display style of the selected element from Auto, to Text, Number, Percentage, ate, etc. This property was added in Optuma v1.4.

Label Alignment: Allows you to select how the Chart Element is aligned against the tools anchor point. There are 8 options available: Top Left, Top Right, Centre Top, Bottom Left, Bottom Right, Centre Bottom, Centre Left, Centre Right.

Font Size: Allows you to adjust the size of the text displayed for the label. Moving the slider bar to the right increases the font size.

Font Colour: Changes the colour of the label. Clicking on the drop down arrow will display a colour swatch. Locate the desired colour and left-click it once to select it.

Show Title: When selected will display the title of the chosen field, e.g. Market Cap, Volume.

Lock To Time/Price: When selected the Chart Element will remain at a fixed position on the chart. By default, it is a floating label.

Show Background: Selecting this check box will add a background to the Chart Element.

Show In All Layouts: When using Chart Layouts select this option to show in all charts.

Tool Transparency: Use this slider bar to adjust the transparency of the tool. Moving the slider to the left will increase the transparency of the tool.

Visible: Un-tick this checkbox to hide the tool from the chart.

 Last updated Fri, Dec 7 2018 11:16am

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