Knowledge Base
Bubble Charts
Overview
The Bubble Chart is a new style of Market Intelligence chart, which allows you to plot a series of codes onto the chart and quickly gauge their performance based on 3 custom script criteria.
One script will control each symbols position on the X-axis. Another will control each symbols position on the Y-axis
The final script will control the size of the bubble itself.
Once all 3 scripts have been setup, you can quickly identify symbols which display outside of the group, with symbols containing higher value results displayed near the top-right corner of the bubble chart (with a larger surface area).
Actions & Properties
Actions
Clone Chart: Creates a copy of the chart within the same page tab using the same settings / symbol list.
Open List As: Allows you to open the list of symbols used to build the Bubble Chart as a different chart style which also uses multiple codes (RRG, for example).
Print Chart: Prints a copy of the chart as a PDF.
Restore Default Settings: Click this action if you have adjusted the default settings of the Bubble Chart, and wish to return to the standard properties originally installed with Optuma.
Save Settings as Default: If you have adjusted any of the Bubble Chart's properties (such as the default scripts, for example) you can save the adjustments as your new default setting. Each time you open a new Bubble Chart it will display using the new settings.
Send To: Expands to show different locations the Bubble chart can be sent to. Options include Clipboard (to paste in a different program), Image File, and if you have the publishing module Word, Outlook or Powerpoint.
The Send To action also includes an option to create an Animated GIF of the Bubble chart.
This will take a snapshot of each day for the number of selected days, then combine them into a single animated GIF image.
Properties
Show Values: Shows / Hides the list of symbols used to build the Bubble Chart on the right-hand side of the chart.
Auto Scale: Allows you to set what the Auto Scale uses to set the maximum / minimum values in view. The options are Current Bars (default), Full History, Manual.
Date Range: Sets the amount of historical data loaded for the Bubble Chart (Last Year be default).
X Axis: Used to set the script to determine each symbols position on the X-axis. By default, the Bubble chart will use the symbols RSI value.
Y Axis: Used to set the script to determine each symbols position on the Y-axis. By default, the Bubble chart will use the symbols difference between the 5-period Simple Moving Average value and the Close Price.
Size: Used to set the script to determine each symbols bubble size. By default, the Bubble chart will use the symbols Fast Stochastic value.
Label Font Size: This slider bar can be used to increase / decrease the size of the text label displayed within each bubble.
Show Zero Lines: Available from Optuma v1.5 and later this checkbox allows you to add Vertical and Horizontal lines at the zero values for each scale.
Scales Font Size: This slider bar can be used to increase / decrease the size of the text labels displayed in the X and Y scales.
Date Control Link: If a price chart for a security displayed in the Bubble Chart is tiled alongside the Bubble Chart, selecting this option will display a vertical date line on the price chart. The date line can then be repositioned and the Bubble Chart will automatically correspond to the selected date position.
Show History Slider: Allows you to show / hide the history slider bar displayed along the top of the Bubble chart.
Linked to List: You can link the Bubble Chart to a preset list of symbols contained within a Scan, Symbol List or CSV file. If linked to a scan, the Bubble chart will update automatically with new results each time the scan is ran.