ChartingLens packs a lot of features into a single platform, and it can be hard to know where to start. As an AI-assisted trading platform, it combines charting, screening, and analysis into one workflow. This guide walks you through the workflow we use ourselves: a simple three-step process that takes you from finding a potential trade all the way to making sure you never miss the entry.
Whether you are a swing trader, a day trader, or a long-term investor, the flow is the same. Find something worth trading, research it properly, then set it and forget it until the setup triggers.
What You Get With ChartingLens
Before we walk through the workflow, here is a quick overview of the core features so you know what is available to you.
AI Assistant
The AI Assistant is the centerpiece of ChartingLens. You talk to it in plain English and it acts directly on your chart. You can ask it to backtest any strategy (e.g., "Backtest buying when RSI crosses above 30 and selling when it hits 70") and it will run the test, draw the trades on your chart, and return win rate, average gain, and total return. Found a strategy you like? Activate it as a live alert and get email notifications when the next buy or sell signal fires — even when your browser is closed. You can ask it to apply indicators or draw support and resistance levels directly on your chart. You can have it detect Smart Money Concepts like Fair Value Gaps, order blocks, and supply/demand zones. You can even screenshot your chart and ask the AI to analyze your drawings. It is like having an analyst sitting next to you that can actually draw on your chart.
AI Buy Signals
A curated, AI-generated list of stocks that the algorithm is currently tracking or watching for entry. Each signal includes a confidence score, historical win rate, and average return based on backtested data. Think of it as a daily shortlist of the market's most promising setups, ranked by conviction.
SuperInvestor Tracking
Track the portfolios of 30+ legendary investors including Warren Buffett, Michael Burry, Ray Dalio, and Stanley Druckenmiller through their quarterly SEC 13F filings. You can see every holding, what they recently added or sold, and how their portfolio is allocated. The standout feature is Overlap Detection, which cross-references all tracked investors and highlights stocks that multiple superinvestors are buying at the same time. When several of the world's best investors are independently loading up on the same stock, that is a strong signal worth investigating.
Alerts
Set price alerts, indicator alerts (MACD, RSI, Stochastic, ADX), or trendline alerts that trigger when price crosses or closes beyond a drawn trendline on a specific timeframe. You can combine multiple conditions across different timeframes into a single alert. All alerts run server-side every five minutes, even when your browser is closed, so you never have to sit and watch.
CL Score
A proprietary technical health rating from 0 to 100 for any stock. It combines trend strength, momentum, volume confirmation, and support/resistance analysis into a single number. A quick glance tells you whether the technicals are bullish, bearish, or mixed.
Stock Screener
Filter stocks by fundamental criteria (market cap, P/E, dividend yield, volume) and technical criteria (MACD, RSI, Stochastic, ADX) across two timeframes simultaneously. Find setups that align on both the daily and weekly chart in a single scan.
Bar Replay & Paper Trading
Replay historical price action bar by bar. Place simulated orders with stop losses and take profits to practice your strategy against real historical data. You can also jump to a random date so you don't know what's coming next, which is the best way to honestly test your chart-reading skills.
Auto Chart Patterns & Drawing Tools
ChartingLens automatically detects 13+ chart patterns (head and shoulders, triangles, wedges, channels, and more) and draws them on your chart. You also get a full set of manual drawing tools: trendlines, Fibonacci retracement, parallel channels, horizontal/vertical lines, text annotations, and long/short position markers with target and stop-loss levels.
Now that you know what is in the toolbox, let's walk through how to use it all together.
The 3-Step Workflow at a Glance
Find a Trade
Use AI Buy Signals, the Stock Screener, or Superinvestor Tracking to surface opportunities
Research It
Use the AI Assistant to backtest, check news, find key levels, and validate your thesis
Set Your Alert
Set a price, indicator, or trendline alert so the platform watches the trade for you
That is the entire loop. Let's break each step down.
Step 1: Finding a Trade
Before you can trade anything, you need to know what to trade. ChartingLens gives you three different ways to surface opportunities, each suited to a different style.
AI Buy Signals
Let the Algorithm Do the Work
AI Buy Signals is a curated list of stocks that our proprietary algorithm has flagged. Each stock on the list is either actively in a trade (meaning the algorithm has identified a current setup and is tracking it) or being watched for a potential entry soon.
The system scans the market using the CL Score, historical pattern matching, and technical momentum to rank opportunities by confidence. You get a list sorted by the stocks most likely to move, along with the algorithm's win rate and average gain for each signal based on historical data.
Stock Screener
Find Stocks That Match Your Exact Setup
If you have a specific set of criteria you look for in a trade, the Stock Screener lets you build your own filter. This is for traders who already know what they want and just need the platform to surface stocks that match.
You can filter using two types of criteria:
- Fundamental filters — Market cap, P/E ratio, dividend yield, price range, and volume thresholds
- Technical filters — MACD crossovers, Stochastic signals, ADX trend strength, RSI levels, and more
What makes this screener different is the dual-timeframe mode. You can set technical criteria on two different timeframes simultaneously. So if you want a stock where the MACD is bullish on both the daily and the weekly chart, you can filter for exactly that. This is useful for confirming that a setup aligns across timeframes before committing to a trade.
Superinvestor Tracking
See What Legendary Investors Are Buying
Every quarter, institutional investors with over $100M in assets are required to file a 13F form with the SEC disclosing their holdings. ChartingLens tracks over 30 of these investors, including Warren Buffett, Michael Burry, Ray Dalio, Stanley Druckenmiller, and more, and lets you browse their portfolios in real time.
You can see what each investor currently holds, what they recently added or sold, and how their positions are allocated across sectors.
But the real power is in the overlap detection. ChartingLens cross-references all tracked investors and highlights stocks that multiple superinvestors are buying simultaneously. When several of the world's best investors are independently loading up on the same stock, it gives you a strong signal about where institutional capital is flowing.
Step 2: Researching Your Trade With AI
You have found a stock that looks interesting. Now you need to decide whether to actually trade it. This is where the AI Assistant and the CL Score come in.
Backtesting a Strategy
Test Your Strategy Before You Risk Real Money
One of the most powerful features of the AI Assistant is natural language backtesting. Instead of writing code or configuring complex settings, you just describe your strategy in plain English.
For example, you could type: "Backtest a strategy that buys when RSI crosses above 30 and MACD crosses bullish, and sells when RSI hits 70."
The AI will apply the strategy to the stock's historical data, draw all the relevant indicators on your chart, and return stats including win rate, average gain, and total trades. You can see exactly where the strategy would have entered and exited.
Checking the News
Ask the AI Assistant about recent news for any stock. This is useful when a stock has made a big move and you want to understand why before deciding whether the move is likely to continue or reverse. Simply ask something like "What's the latest news on TSLA?" and the AI will give you a summary of recent events and catalysts.
Support and Resistance Levels
Get Key Levels Drawn Directly on Your Chart
Ask the AI for support and resistance levels on any stock and it will identify the key price levels and draw them directly on your chart. You can even ask for levels on specific dates or timeframes.
This helps you identify where to enter a trade, where to set your stop loss, and where to take profits. Instead of eyeballing levels, you get AI-calculated zones based on price action and volume data.
Screenshot AI Analysis
Already have drawings on your chart? Trendlines, support/resistance zones, Fibonacci retracements? Use the Screenshot AI feature to capture your chart and ask the AI to analyze it. Ask things like:
- "Do my drawings look correct?"
- "Am I missing any key levels?"
- "Does this look like a bullish or bearish setup?"
- "What patterns do you see?"
The AI analyzes the visual chart, including your drawings, and gives you feedback. It is like having a second set of eyes on every trade.
CL Score
Get a Bull/Bear Score in One Glance
The CL Score is a proprietary rating from 0 to 100 that summarizes the technical health of any stock. It factors in trend strength, momentum, volume confirmation, and support/resistance levels.
- High score (70+) — The technicals are bullish. Momentum, trend, and volume align to the upside.
- Mid score (40-70) — Mixed signals. Worth watching but not a strong conviction trade.
- Low score (below 40) — The technicals are bearish. Consider avoiding long entries or looking for short setups.
The CL Score is visible in the stock info panel on the sidebar. Use it as a quick sanity check after your other research: if everything else looks good but the CL Score is low, it might be worth waiting for conditions to improve.
You can also ask the AI Assistant general questions about market sentiment, sector performance, or anything else you need to build conviction before entering a trade.
Step 3: Never Missing an Opportunity
You have found a trade and done your research. Maybe the stock isn't quite at your entry level yet, or you are waiting for a specific technical signal to trigger. This is where alerts come in, so you don't have to sit and watch the chart all day.
ChartingLens alerts run in the background every five minutes even when your browser is closed, so you can walk away and let the platform watch the trade for you.
Price Alerts
The simplest alert type. Set a target price level and get notified when the stock crosses it. Right-click anywhere on the chart to quickly set a price alert at that exact level, or use the alerts panel in the sidebar. Great for entries, exits, or just keeping an eye on a stock you are interested in.
Indicator Alerts
Trigger on Technical Signals, Not Just Price
If your trading strategy is based on technical indicators, you can set alerts that trigger when specific conditions are met. Supported indicators include:
- MACD — Alert on bullish or bearish crossovers
- Stochastic — Alert on crossovers or when it enters overbought/oversold zones
- RSI — Alert when RSI crosses above or below a specific value
- ADX — Alert on bullish or bearish trend signals
You can combine multiple conditions into a single alert and even set conditions across different timeframes. All conditions must be true at the same time for the alert to trigger, so you get precise, high-conviction signals.
Trendline Alerts
Get Notified When Price Breaks Your Trendline
Draw a trendline on your chart, then right-click it to set an alert. You have two trigger modes:
- Price Cross — Triggers immediately when the live price crosses the trendline
- Candle Close — Triggers only when a completed candle closes above or below the trendline on a specific timeframe
The candle close mode is especially useful for avoiding false breakouts. A quick wick through a trendline does not trigger the alert. Only a confirmed close on your chosen timeframe (1-hour, daily, weekly, etc.) will fire the notification.
All alerts show up as in-app notifications with sound, and premium users also receive email notifications so you can stay informed even when you are away from your computer.
Bonus: Charting Tools That Tie It All Together
The workflow above is the core loop, but ChartingLens also gives you a full set of charting tools to support your analysis at every step.
- 10+ chart types — Candlestick, Heikin Ashi, line, area, baseline, and more
- 9 timeframes — From 1-minute to monthly
- 15+ technical indicators — RSI, MACD, Bollinger Bands, Ichimoku, VWAP, Supertrend, and more, with customizable colors and parameters
- Drawing tools — Trendlines, Fibonacci retracement, parallel channels, horizontal/vertical lines, text annotations, and trading position markers (long/short with target and stop-loss)
- Multi-chart layout — View up to 3 charts with 8 flexible layout arrangements (side-by-side, stacked, asymmetric grids) plus multi-window support for multi-monitor setups (Premium)
- Bar Replay — Step through historical price action candle by candle at adjustable speeds, great for learning and practicing your strategy
- Watchlists — Create multiple named watchlists with live price updates and quick access to stock fundamentals, earnings dates, analyst targets, and the CL Score
- Insider Trading tab — See recent insider buys and sells from company executives for any stock you are viewing, including cluster detection when multiple insiders are buying at the same time
All of your drawings, alerts, and watchlists are saved to the cloud, so everything stays in sync across sessions.
Frequently Asked Questions
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