Views How-To Guide

How to save a View

  • Click on the Views dropdown menu.
  • Click on “Save View”
  • Type the name you want for this View
  • Click on “Save”
  • How to edit and manage Views

    You can assign custom names to your saved views, making it easy to identify and recall specific chart configurations. Descriptive names help you quickly find and select the desired view, especially when managing a large number of saved layouts.

    You also have the option to create and manage multiple views of the same or different symbols. Each view can have its own unique configuration, including different sets of studies and preferences. This enables you to analyze multiple symbols or perspectives simultaneously without having to recreate the layout from scratch.

    How to edit Views

  • Load up an existing view.
  • Make any desired edits to it.
  • Click on “Save view”
  • By using the same name as the existing View you were using, it will override the previous version and save the new one.
  • How to delete Views

    You can delete unwanted or outdated views to maintain a clean and organized view list. Removing unnecessary views helps users focus on the most relevant and up-to-date chart layouts.

    To delete any existing views, simply click on the “X” right next to its name on the Views dropdown menu.