Symbol Linking

Charts can be symbol-linked, which means that they will always display the stock that you click on in one of your Trade Ideas Windows. When changing the symbol in a scan, your symbol-linked Chart will automatically change as well.

To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.

By default, a Chart will be linked to all Trade Ideas windows and belong to the blue Color Group.

By default, Trade Ideas Windows have Symbol Linking enabled and belong to the blue Color Group.

You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific chart.

There are two ways to create a Linking Group.

How to create a Linking Group

  • Option 1:

You can assign charts and windows individually. To do so, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Group Color in the top left-hand corner.

Next, right-click into your Chart, select Properties, and then Symbol Linking.

Add a Checkmark to the left-hand side of the Symbol Linking option, then select a Color Group from the Symbol Linking dropdown. Your Chart will now be linked to all the windows that belong to the same Color Group and update accordingly whenever you change the stock symbol in one of these windows.

Please note, that the Chart will also be linked to the default blue Link to All Group.

  • Option 2:

To establish a Linking Group for a number of windows, go to the Toolbar, open the Tools Tab, and select Symbol Linking Channels.

The next window will display all the Trade Ideas windows currently in use.

By default, each window is assigned to the blue Link to All Linking Group. To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark. You can select all windows at once by choosing Select All at the bottom. You can clear your selection by selecting Clear Selected at the bottom.

Once you have selected the windows for the new Linking Group with a checkmark, open the Link Channels dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose Set All Selected to assign the windows to the Linking Group.

All the selected windows will now display the color of the Linking Group you have assigned them to.

To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Channels dropdown, then select Filter By. To see all available windows, select Clear Filter.

Once you have assigned the windows, select Close.

All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.

To link a chart to a Color Group, right-click into it, select Properties, and then Symbol Linking. Add a Checkmark to the left-hand side of the Symbol Linking option, then select a Color Group from the Symbol Linking dropdown. Your Chart will now be linked to the selected window group and update accordingly whenever you change the stock symbol in one of your scans or other Trade Ideas Windows.