Studies Reference Guide
My Account Reference Guide
Price Alerts How-To Guide
Doji Screener Reference Guide
Quick-Start Web Platform Reference Guide
Troubleshooting How-To Guide
Zoom Walkthrough Demo call How-To Guide
Strategy Notification Alerts How-To Guide
What are PayDay Cycles?
Mobile Companion App Reference Guide
Charting Tools
Chart Menu bar
Charting Area
Discover Tab Reference Guide
Discover Tab How-To Guide
Interactions How-To Guide
Smart Studies How-To Guide
Smart Studies Reference Guide
Strategy Chart Add-Ons Reference Guide
View Stats Panel Reference Guide
Filter List panel 
Scan Tab Reference Guide
Scan Tab How-To Guide
Watchlists How-To guide
Watchlists Reference Guide
Financial Window
Chatrooms Reference Guide
Day Trading Live Meetup/Chatroom Glossary
Community Wall How-To Guide
Community Wall Reference Guide
Streams Reference Guide
Streams How-To Guide
Video Library How-To Guide
Customize your Charts
What this helps you do
This guide helps you turn the Charts Workspace into your personal “default setup”, so every chart you open starts in a state that makes sense for how you trade. That matters because clean, consistent charts reduce second-guessing and keep you focused on reading price action instead of rebuilding your tools every time.
The idea
Customizing your charts is really two things: choosing what you want to see, and then saving it so you do not have to do it again tomorrow. The goal is not to make the chart fancy. The goal is to make it familiar.
If you also want to keep your workspaces organized across multiple charts, layouts, and grids, pair this guide with Organize Your Chart Workspace.
Step 1: Set your baseline chart
Start by getting the “bones” right.
If you do this first, every indicator and drawing you add afterward will make more sense.
Step 2: Add a comparison only when it answers a real question
Add Comparison is great when you are checking relative strength or trying to understand whether a move is market-wide or specific to one ticker.
Use it when you have a clear comparison in mind, like comparing a stock to SPY, QQQ, or a close peer. If you add comparisons casually, you end up staring at spaghetti and calling it analysis.
Step 3: Add indicators, then save the set
This is the fastest way to customize without constantly rebuilding.
Indicator Sets are the best way to create “modes” for your chart, like a clean price-action view vs a momentum view. If you want the full breakdown of how Indicator Sets work, use your Indicator Sets reference guide.
For deeper definitions of each indicator, use the Indicator Library.
Step 4: Use drawing tools like a highlighter, not a paint roller
Drawing tools are most useful when they make decision levels obvious.
Common examples are support and resistance, trendlines, channels, and Fibonacci tools. Add what you need, then stop. A chart with too many drawings becomes a museum exhibit, not a decision tool.
If you ever forget what a drawing tool is meant to do, the Drawing Tools Library is the place to check.
Step 5: Turn on only the on-chart helpers you will actually use
Two quick wins in the toolbar:
If you find yourself constantly toggling these on and off, pick a default and stick with it for a week. Consistency beats constant tweaking.
Step 6: Adjust chart settings after your chart is readable
Once your chart type, indicators, and drawings are in place, open Chart Settings and adjust the display so it supports what you are looking for.
Chart Settings is where you can fine-tune how the chart displays things like time, price, and sessions. The best time to touch these settings is after you have a baseline view you like, not before.
Step 7: Save your work so your next chart is not a restart
This is where “customizing” becomes real.
If you want to reuse the same chart setup again and again, save it as a Layout. Layouts help you keep your chart consistent across symbols, so you are not rebuilding your view every session.
If you want to use multiple charts at once, use Grids to create a multi-chart workspace, then apply your layouts inside each chart as needed.
You already have complete guides for Layouts and Grids, so keep those as the deep dive and let this guide be the “how to use them together without overthinking it” layer.
Step 8: Keep your right-side panel working for you
The Workspace Utilities panel is collapsible, so you can expand it when you need Watchlists, Chatrooms, or Alerts, and collapse it when you want more chart space.
A simple habit that helps: collapse it during focused chart review, then open it when you are ready to act, check alerts, or scan your watchlist.
A simple default setup you can aim for
If you are not sure where to start, build one clean “everyday chart” you can trust. One chart type, one timeframe, only the indicators you genuinely use, and a layout saved so it is always one click away.
That is a customization that pays you back every single day.