How to Use ChartingLens: Find Trades, Research With AI, and Never Miss an Opportunity

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.

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, moving-average crosses, 52-week levels, and more
• Chart Pattern filter Premium — match stocks with a fresh double top or bottom, head & shoulders, triangle, wedge, channel, or flag — detected on real price data by the same engine that draws patterns on your chart, and combinable with every other filter

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.

Two shortcuts worth knowing: curated presets give you one-click scans like "$3-10 High RVOL Gappers" and "Short Squeeze Candidates", and Screener Loadouts let you save an entire filter setup under a name so your go-to scan is one click every morning — synced to your account.

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 18 of these investors, including Warren Buffett, Michael Burry, Ray Dalio, Stanley Druckenmiller, and more, and lets you browse their portfolios in real time.

Every holding carries a recent-buy badge — NEW BUY, BOUGHT +X%, or SOLD −X% — so you can see at a glance exactly what changed since the previous quarter, and a Recent Changes view filters the entire list down to just the moves.

The Performance view goes a step further: for each fund it estimates the portfolio's return since its latest filing, benchmarks it against SPY to show real alpha, and assigns a risk score. Click any fund card for the deep dive — sector mix, concentration, this quarter's new buys and trims, and which positions are driving the returns. So before you copy a legendary investor's trade, you can check whether their recent picks are actually working.

And the overlap detection cross-references all tracked investors and highlights stocks that multiple hedge fund managers 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.

Let the AI Pick the Best Setup From Stocks You Already Follow

If you already keep a watchlist, you don't have to check every chart on it one by one. Open the AI Chat and ask:

"Can you look at My Growth Watchlist and tell me which ticker is likely the best opportunity?"

The AI evaluates every symbol on the list and comes back with the strongest candidate and the reasoning behind it — so your morning routine goes from twenty chart-checks to one question.

You can also rank the list by any of 17 fundamental metrics. Ask things like:

• "Which stock in my watchlist has the highest insider ownership?"
• "Rank my watchlist by analyst upside."
• "Which of these has the lowest P/E?"

Scan the Entire Market for Chart Patterns With One Question

Chart patterns are one of the oldest edges in trading — the hard part has always been finding them. Flipping through hundreds of charts hunting for a clean double bottom is a full-time job. The AI Pattern Screener does it in about a minute: ask the AI Chat in plain English and it runs live pattern detection on real price data across 2,000+ liquid US stocks — or just your watchlist.

Try prompts like:

• "What stocks have a double top on the 1h chart?"
• "Find all stocks with double bottoms on the daily."
• "Scan my watchlist for head and shoulders."
• "Which stocks have a bull flag forming right now?"

It detects double tops and bottoms, head & shoulders (and inverse), triangles, wedges, channels, and flags on any timeframe from 15-minute to weekly. Progress streams into the chat while the scan runs, and every result shows the pattern's direction (bullish or bearish) and freshness — including a "forming now" tag for setups completing on the current bars. Click any symbol to load its chart, then ask the AI to "add Master Chart Patterns" to see the exact pattern drawn on the candles.

Scans stick to liquid, major-exchange names, so every hit is a stock you can actually trade — no pink sheets, no stale tickers.

Test Your Strategy Before You Risk Real Money

One of the most powerful features of the AI Chat 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.

Answers That Adapt to What You're Actually Asking

The AI doesn't give the same canned analysis to every question — it reads your intent and changes the entire shape of its answer:

• "I bought TSLA at $180 — should I take profits?" — You get hold, trim, or sell guidance anchored to your entry price, with an updated stop and exit plan, instead of a generic fresh-entry analysis.
• "Is MSFT a good 5-year hold?" — You get an investment-thesis breakdown: fundamentals trajectory, valuation, secular tailwinds and risks, and how to build the position.
• "Why did NVDA drop today?" — You get the actual news story, straight up.
• "Best day-trade levels on SPY right now?" — You get session-focused levels: opening range, premarket high/low, and VWAP.

Every direct "is it a buy" question gets a verdict-first answer — the call comes first, the supporting analysis after, so you're never hunting for the conclusion.

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.

If You Can Describe It, the AI Can Build It

Beyond the 40+ built-in indicators, you can ask the AI to build any indicator you can describe:

• "Color every candle where RSI is above 70 and volume is rising."
• "Mark every close that's a 20-day high with an arrow."
• "Combine RSI and ADX into a single composite line."
• "Add the SSL Hybrid indicator" — name any well-known indicator (Squeeze Momentum, Wave Trend, Order Blocks, Hull MA…) and the AI builds the canonical version natively.

Every rule you specify is honored exactly — the AI generates the indicator, runs it against your actual chart data, and self-corrects before you ever see the Apply button. That includes conditional colors: describe a line that turns red in overbought and green in oversold, and that's what you get, bar by bar.

Every AI-built indicator updates live as new candles form, shows its parameters in the pane legend with a settings gear to tweak them, and can be saved to your personal library — cloud-synced, so your custom toolkit follows you to any device. Popular presets (RSI, MACD, Bollinger, Stochastic, ATR, SMA, EMA) apply instantly without using an AI credit.

Bring Your Favorite Indicators With You

Have an indicator written in Pine Script that you don't want to trade without? Paste the source code directly into the AI Chat and it converts the script into a live, native chart indicator — plots, boxes, zones, trend lines, and labels all render through the charting engine, and the script's input settings stay editable from the indicator legend.

The converter validates its own output by dry-running the indicator against your live chart data before showing you the Apply button, and tells you honestly if any part of the script had to be approximated. Once applied, you can save it to your indicator library and reuse it on any chart, on any device.

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.

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 & Smart MACD — Alert on bullish or bearish crossovers, or when the value crosses an exact numeric level you pick
• Stochastic — Alert on crossovers, overbought/oversold zones, or exact levels
• RSI — Alert when RSI crosses above or below a specific value
• ADX — Alert on bullish or bearish trend signals, or exact trend-strength levels

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.

The fastest way to set one: click the "+" button directly on an indicator pane (RSI, MACD, Stochastic, ADX) to drop an alert at that exact value — with an editable value box to fine-tune the level before you set it. Every alert also has a trigger mode (once or every time), candle-close or live-price evaluation, an optional expiration, and a custom message.

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.

Alert on Your Own Indicator's Buy/Sell Signals

This is where alerts and the AI assistant meet. Ask the AI to build a custom indicator with buy and sell signals — for example, "Build an RSI indicator that marks a buy at the 30 value and a sell at the 70 value" — and once it's on your chart, click the bell icon in the indicator's legend. Pick whether you want buy signals, sell signals, or both, choose your notification channels, and ChartingLens will alert you the moment your indicator prints a new signal on a closed bar.

• No historical spam — signals already on the chart when you arm the alert never fire; only genuinely new ones do
• Confirmed on close — signals are evaluated at bar close, so a marker that flickers mid-bar can't trigger a false alert
• On-screen, sound, or email Premium — the same channels as every other alert type

Signal alerts are checked live while ChartingLens is open and the indicator is on your chart — leave a tab running and any strategy you can describe in plain English becomes a hands-off signal watcher.

Trade Past Markets Like It's Live

Bar Replay rewinds any chart to a past date and steps forward candle by candle. You can place real long or short orders with stop losses and take profits, and your P&L is tracked just like a live trade — except no money is on the line.

Use the random date button to jump to a moment in history you don't recognize. That's the only honest way to test your chart-reading skills, since you can't peek at what happens next.