Studies Reference Guide
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Price Alerts How-To Guide
Doji Screener Reference Guide
Quick-Start Web Platform Reference Guide
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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
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Discover Tab Reference Guide
Discover Tab How-To Guide
Interactions How-To Guide
Smart Studies How-To Guide
Smart Studies Reference Guide
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Filter List panel 
Scan Tab Reference Guide
Scan Tab How-To Guide
Watchlists How-To guide
Watchlists Reference Guide
Financial Window
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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
Organize Your Chart Workspace
What this helps you do
This guide helps you set up a chart workspace you can actually reuse, so you spend less time rebuilding charts and more time reading them. You’ll use Grids to control how many charts you see, Indicator Sets (previously Views) to standardize a chart’s setup, and Layouts to save the whole workspace for later.
This matters because if your charts are configured differently every time you sit down, your brain ends up comparing apples to… a completely different chart. A tidy workspace keeps your analysis consistent, makes comparisons faster, and helps you avoid “setup drift” where the chart looks different simply because your settings changed.
The quick mental model
Think of these as three layers:
Grid = how many charts you’re looking at right now.
Indicator Set = the “outfit” for one chart (studies and chart settings).
Layout = the saved workspace (the whole room, not just one outfit).
If you remember nothing else: Indicator Sets are chart-level presets. Layouts are workspace-level presets. Grids are the arrangement.
When to use what
Use a Grid when you want to compare side-by-side (multiple symbols, multiple timeframes, or both).
Use an Indicator Set when you want your chart setup to stay consistent (same study stack, same look, same vibe).
Use a Layout when you want to reliably return to a full workspace (your preferred grid and chart mix) without rebuilding it.
A practical workflow that stays clean over time
Start with the workspace you actually want to see
Pick a Grid that matches your real use case.
The goal is simple: make the number of charts match the number of comparisons you’re trying to make.
Standardize your chart “defaults” with Indicator Sets
Once one chart is configured the way you like (your preferred studies, timeframe, and chart type), save it as an Indicator Set.
This is your “reset button” for that chart. If you ever change a bunch of settings while experimenting, you can reload your Indicator Set and get back to baseline fast.
A small but useful habit: keep one set that’s intentionally plain, like “Clean Chart,” so you can strip things back when you need to.
Build your full workspace, then save it as a Layout
After your charts are arranged and configured the way you want, save the whole workspace as a Layout.
Layouts are your “walk back into the same room” tool. They’re especially helpful if you switch between different modes, for example:
You’re not creating more work. You’re creating fewer rebuilds.
Keep it maintainable
This is where most people accidentally create chaos.
Use this simple rule:
If everything becomes a Layout, your list turns into a junk drawer. If everything becomes an Indicator Set, you’ll still be rebuilding your workspace every time. Balance keeps it usable.
Common traps (and how to avoid them)
“My chart doesn’t look like it did yesterday.”
Reload your Indicator Set for that chart. It’s the fastest way to get back to a consistent baseline.
“I saved everything, but my workspace still feels messy.”
You probably saved too many versions. Keep only the few workspaces you actually return to weekly.
“I’m trying to save one chart, but I keep saving the whole workspace.”
That’s an Indicator Set job. Layouts are for the whole workspace.
A simple setup that works for most traders
If you want a no-drama starting point:
That’s enough structure to be consistent without turning your charting into a filing cabinet.