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Knowledge Base

Scatter Plot Charts

Overview


Scatter Plots are included in the Market Intelligence Charts available for Professional and Enterprise Services clients. Using simple scripts it's possible to create visualisations based on any technical value. This example shows the US SPDR Sector ETFs with weekly percentage change vs volume over a 5 day period:

It's also possible to add a third script on the Z-axis for a 3D version:



To open a scatter plot chart go New > Multi-Code Chart > Market Intelligence Chart > Scatter Plot.

Using the history slider you can adjust the time frame in view (the codes tail length) to plot a code's trajectory over the scatter, looking for statistically important events such as clustering, or divergence.

Actions & Properties

Actions


Clone Chart: When selected an exact replica of the existing Scatter Plot chart will be created

Print Chart: Opens the page in a PDF document, which can then be printed.

Reset Scales: When selected the Scatter Plot chart will return to its default position.

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

Save Settings as Default: If you have adjusted any of the Scatter Plot's properties you can save the adjustments as your new default setting. Each time you open a new Sector Map it will display using the new settings.

Send To: This option allows the current chart to be saved as either an image file, saved to the clipboard or added to a Manual List. If you have Professional Services then the additional options of sending the chart via Chat Message, to Word and Outlook are also available.

The Send To action also includes an option to create an Animated GIF of the Scatter Plot.

image

This will take a snapshot of each day for the number of selected days, then combine them into a single GIF image.

image

In the above example, the scatter plot results from the last 30 days will display, changing the image once every 0.5 seconds. The full cycle will take 15 seconds to complete. Cycle Animation is enabled meaning the animation will not stop, it will continue in a loop.

Open List As: For all the securities that are included in the Scatter Plot the following can be created: Charts, Relative Rotation Graph, Sector Map, Watch List, Watch Tiles, Relative Comparison Chart, Spread Chart.

Properties


X-Axis: Expands to display the following options:
  • Script - From here you can select the script to use for the X Axis. For more information on using the Optuma Script Editor, click here.
  • Midpoint - Alters the position of the Midpoint on the X-Axis. Moving the slider left or right will alter the position.
  • Transparency - Use the slider bar to adjust the transparency of the X-Axis plane. Moving the slider to the left will increase the transparency.

Y-Axis: Expands to display the identical property options as the X-Axis.

Z-Axis: Expands to display the following options:
  • Clear Script - When selected the Z-Axis will be removed from the chart leaving only the X and Y axis resulting in a two-dimensional chart.
  • Script - From here you can select the script to use for the X-Axis. For more information on using the Optuma Script Editor, click here.
  • Midpoint - Alters the position of the Midpoint on the X-Axis. Moving the slider left or right will alter the position.
  • Transparency - Use the slider bar to adjust the transparency of the X-Axis plane. Moving the slider to the left will increase the transparency.

Size Script: Expands to display the following options:
  • Clear Script - When selected the Size component will be removed from the Scatter Plot chart.
  • Size Script - From here you can select the script to use for the Size. For more information on using the Optuma Script Editor, click here.

Grid View: Click this option to switch from a 3D graphical view to a Grid View.

Date Range: Sets the date range to be used for the Scatter Plot.
  • Everything
  • Today
  • Yesterday
  • Last Week
  • Last Fortnight
  • Last Month
  • Last Quarter (3 Months)
  • Last Year
  • Last 5 Years
  • Last 10 Years
  • Year To Date
  • Date Range (Specifically select a date the chart will plot from).

Tail Styles: Click this option to adjust the tail styles:
  • Shows Tails - When deselected only a dot symbol will be displayed for the current value, omitting the tail view from the chart.
  • Tail Length - Can increase or decrease the length of the Scatter Plot tails.
  • Line Width - Allows you to adjust the width of the tail line. Moving the slider bar to the right increases the thickness.
  • Smooth Tails - When selected the tail image is smoothed removing any angles.

Display: Controls what features of the Scatter Plot will be displayed.
  • Show Grid - When selected the grid will be added and displayed on the chart.
  • Show BG Colours- When this option is deselected each axis will switch from being shaded to displaying a white panel.
  • Show Scales - When selected the scales will display for each axis.

Lock Rotation: When selected the chart cannot be rotated and displayed as a two-dimensional image.

Show Values: Displays a table to the right of the Scatter Plot Chart that will list each security with the current values.

Labels: Alters the labels that are displayed on the Scatter Plot chart, can be set to: Code, Name, Name and Code, no label at all.

Label Colour Style: Can change the colour style from either Single Colour to Tail Colour.

Label Font Size:
Sets the size of the font for the Labels. To adjust the font size, click and drag the slider left to make the text smaller or right to make the text larger.

Colour Style: Sets how the plot lines will be coloured.
  • Random - When selected each plot line will be allocated a random colour.
  • Fund Weight - This option will colour the plot lines based upon their fund weight
  • By Sector - Plot lines will be allocated a colour based on the sector.

Date Control Link: If a chart is opened from the Scatter Plot, selecting this option will sync the Scatter Plot to the chart for that security. A vertical date line will be added to the tiled chart, moving this line will then display the corresponding point in time on the Scatter Plot.

Linked to List: The Scatter Plot can be linked either a scan or fund.

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