Lesson #4: Working with Projects
What are Projects?
Why use Projects?
Do I have to use Projects?
Select a Project
Create a Project
Customize a Project
What are Projects?
A project is a file that contains its own:
- indicators;
- trendlines;
- captions; and
- chart format.
Projects do not contain price data which is stored separately.
Why use Projects?
Separate projects enable you to customize charts for specific purposes:
- Daily, weekly and monthly studies with default time periods and chart intervals;
- Groups of indicators; and/or
- Sectors or industry groups with their own indices.
Do I have to use Projects?
No. Some users are content to use the Default project alone.
Select a Project
Select a project from the bar below the charts
Or use the
button to display the full list of projects.
Create a Project
To create a new project:
- Select File >> New Project on the chart menu
- Enter a new name and click OK
We have also [pre-loaded] a number of indicator studies in the project menu.
Customize a Project
- Open the project and set your chart as you want it to display;
- Use the F6 shortcut key or View >> Project Defaults to open the Options window
- Leave Default Security unless the project is intended for a specific stock or index
- Set Time Period, Chart Interval, Price Scale and Chart Type to Use Current...
- Click OK
You can also use the Format Charts menu to set a specific color scheme, font size, grid or indicator width.
