ChartingLens Platform Walkthrough: Every Button, Every Feature, Explained

Load Any Stock, ETF, or Crypto Instantly

Click the search box (or just start typing on the keyboard) to pull up the symbol search. It covers US and international stocks, ETFs, crypto, forex, metals, commodities, indices, mutual funds and futures, with tabs for each, and every market is free to chart. Type a ticker or a company name and press Enter: the chart loads instantly. International listings use their exchange suffix (BHP.AX, VOD.L), forex and metals use the underscore form (EUR_USD, XAU_USD) and futures use continuous symbols (ES=F).

Switch Between Candles, Bars, Line, Area, and More

Click the chart type button to change how price is rendered. Candles are the default, but you can switch to bars, a clean line chart for long-term context, an area chart for presentations, or hollow candles to highlight bullish vs. bearish closes more clearly. Heikin Ashi, Step Line, Baseline, Columns and Equivolume are in the same menu, plus Vol Candles Premium.

Switch Timeframes in One Click

The timeframe button sits just right of the chart type. Open it and pick a preset: 1m, 5m, 15m, 30m, 1h, 4h, 1D, 1W, 1M, 6M or 12M. For anything else (3m, 2h, 45m) choose Custom… and type it Premium.

• History per timeframe: 1m loads about 7 days (US stocks up to about 2 weeks), 5m to 30m about 1 month (US stocks up to about 2 years), 1h and 4h about 2 years, and daily goes back to the 1990s or earlier.
• Multi-chart layouts: each chart keeps its own timeframe, so set it on the chart you clicked into.

Rewind the Market and Trade It Bar-by-Bar

Replay lets you scroll back to any historical point on the chart and step forward one bar at a time. It's the closest thing to trading a real market without putting money on the line.

• Pick a custom date on the date picker if you want to study a specific event — earnings, a known breakout, an old crash.
• Or hit "Random Date" and the chart drops you somewhere in history without telling you where. You can't peek at what comes next, which makes the practice session feel like real, live trading.
• Play, pause, or step forward bar-by-bar at your own pace, at 0.1x to 10x speed.
• Place paper trades while replay is running with the Buy and Sell buttons: long or short, add to or close part of a position, and set stop-loss and take-profit levels with partial sizes. Everything executes against the historical data. This is the only place on the platform to paper trade.
• Review the session summary when you exit: win rate, profit factor, and average win and loss, alongside the live P&L you watched as it played.

Star a Stock to Add It to Your Watchlist

Click the star next to the symbol name to add the current stock to your watchlist. Click it again to remove it. That's the whole feature — but it saves a lot of clicks once you build up a list of names you track regularly.

View Up to 10 Charts in One Window

The Chart Layout button (the grid icon on the right of the top bar) splits your screen into multiple charts. Pick one of 47 arrangements with 1 to 10 charts and assign a different symbol or timeframe to each chart. Useful for watching correlated assets, multiple timeframes of the same stock, or scanning a group of names at once. Two or more charts is Premium.

• Each chart is independent: different symbol, different timeframe, different indicators. Click a chart to make it the active one; indicators, drawings and AI chart actions go to the active chart.
• Drawing Sync (near the bottom of the left toolbar, shown once a layout has 2 or more charts) mirrors a drawing onto every chart in the layout showing the same symbol. Turn it off and a drawing stays on the chart you drew it on.

Save Your Setup, Load It in One Click

Once you've configured a chart the way you like — indicators, drawings, timeframes, multi-chart grid — you can save the entire layout under a name and reload it anytime. No more re-applying indicators every morning.

• Save stores the arrangement, symbols, timeframes, indicators (with their settings, pane placement and opacity) and drawings, synced to your account.
• Load swaps the current chart for a saved one in a single click.
• Delete any saved layout you no longer use directly from the same dropdown.
• Multiple layouts let you keep different setups for day trading, swing trading, crypto, etc. Free keeps 1 saved layout, Premium 10, Pro unlimited.
• Bind a layout to symbols with "Load automatically for" when saving (or Edit Layouts, then Auto): switching to one of those tickers loads that layout with the symbol swapped in, so each stock can have its own view.

Add, Configure, and Remove Indicators

Click the indicators button to open the full library of 70+ built-ins. Search by name or browse the categories: All, Favorites, Saved, Trend, Momentum, Volatility, Volume and Pattern. Every indicator is configurable: period, price source, colors, line style, an optional smoothing MA, opacity, and which pane it draws in.

• Built-in indicators: RSI, MACD, moving averages, Bollinger Bands, ADX, Stochastic, VWAP, Ichimoku, Supertrend and the rest of the classics, plus enhanced versions (Smart MACD, Smart RSI and more), Smart Money tools (Fair Value Gap Pro, Market Structure Pro, Liquidity Sweep Pro, Supply & Demand Zones) and chart-pattern detectors. Free charts hold 3 indicators each; Premium and Pro are unlimited.
• Use the legend row at the top-left of each pane: the eye hides an indicator, the gear re-opens its settings, the trash removes it.
• Move indicators between panes from settings: pick "New pane" or "Same pane as …" to stack oscillators together. Each pane's right edge has move up, move down, collapse and maximize controls, and you can drag the divider between panes to resize them.

Open More ChartingLens Windows for More Monitors

The Open New Window button (next to Chart Layout) opens a second, independent ChartingLens window in your browser. Drag it to a second monitor and you've got a full multi-monitor setup. Each window has its own symbols and layout, so you can change the symbol on one without touching the other.

Track the Stocks You Care About

Your watchlist is a live list of every symbol you've favorited (using the star button in the top bar). Each row shows the symbol, last price, change and % change, and every column sorts. Click any row to load that symbol on the main chart. A stock-info box at the top shows price, P/E, EPS, price target, earnings date and the CL Score for the selected symbol.

• Synced across devices when you're signed in.
• Drag to reorder, and use the pencil to remove symbols. The list-name dropdown creates, renames, clears and deletes lists.
• Paste a whole list with "+": commas, spaces and line breaks all separate, exchange prefixes like NASDAQ: are stripped and duplicates are dropped.
• Limits: Free keeps 1 list of up to 40 symbols; Premium 10 lists with unlimited symbols; Pro unlimited.

A 0–100 Bull/Bear Read on Any Stock

The CL Score is our proprietary technical rating from 0 to 100, built from daily trend (ADX and its directional lines) and momentum (MACD, Stochastic, RSI) and adjusted for the P/E ratio and analyst price-target upside, so you can get a quick technical health-check on any stock without studying a dozen charts. It is the badge in the Watchlist panel's stock-info box, showing "?" until you click to reveal it.

• 70+: strong technical conditions
• 50 to 69: moderate, wait-and-see
• Below 50: weak technical conditions

Deep-Dive on Any Stock Without Leaving the Chart

Click "Show More" and a Detailed Information modal opens with everything you'd want to know about the current stock — broken into five tabs along the top. No new tab, no bouncing between sites, just one panel with the full picture.

Overview

The default tab. Shows the snapshot you'd want before placing a trade — current price, key fundamentals (open, high, low, volume, market cap, P/E, EPS), performance over multiple timeframes, the 52-week range with the current price plotted on it, and analyst price targets (low, mean, high) so you can see where Wall Street thinks the stock is heading.

Company Profile

The "what does this company actually do" tab. Business description, sector and industry, headquarters, employee count, CEO, and other corporate details. Useful when a screener surfaces a ticker you've never heard of and you need a 30-second briefing.

Options Flow

Options activity for each expiration: call and put volume, call and put open interest, the put/call volume and open-interest ratios, average call IV, and the most active call and put strikes. Helpful for seeing which way options traders are leaning. Options are for analysis only here; nothing is charted or traded.

Sector Comparison

Stacks the current stock against its sector peers across the metrics that matter — performance, valuation, growth, and momentum. Quickly tells you whether the stock is leading or lagging its group.

Insider Trading

Recent buys and sells filed by company insiders (officers, directors, 10%+ owners). Heavy insider buying near lows is one of the strongest fundamental tells — and this tab puts it in front of you in seconds.

Get Notified When Something Actually Happens

Alerts let the platform watch the market for you. Open the bell icon and click "+" Add Alert: the Create Alert dialog walks through Condition, Trigger (once or every time, candle close or live price, expiry) and Notify (on-screen popup, sound, email). Four types are supported:

• Price alerts: trigger when a stock crosses a target level. Quickest route: right-click the chart, then Set Alert, or click the "+" on the price axis.
• Indicator alerts Premium: RSI, MACD, Smart MACD, Stochastic and ADX levels and crosses, or price versus a moving average, on up to 2 timeframes (every rule must hold on each).
• Trendline alerts Premium: click a trendline you've drawn, then the bell in the drawing toolbar that appears. The alert fires when price crosses above or below that line, so you don't need to babysit breakouts.
• Strategy alerts Premium: get notified when one of 11 preset strategies fires a buy or sell signal, or click "Get Buy/Sell Alerts" on a backtest result to turn that strategy into an alert.

Find Stocks That Match Your Exact Setup

The screener scans through 2,000+ US stocks, plus 10 international markets (ASX, HKEX, LSE, TSX, XETRA, Euronext Paris, NSE/BSE, TSE, SGX, NZX) from its Market dropdown, and filters them down to the names that match your criteria. You can combine fundamental and technical filters:

• Presets: 17 ready-made scans (High RVOL Gappers, Short Squeeze Candidates, Dividend Income, Quality Compounders and more) fill every box for you, and you can still change any value.
• Fundamental: market cap, sector, price, P/E, dividend yield, EPS growth, volume, RVOL, float, short float, gap %, pre-market %, earnings timing and more.
• Technical: MACD crossovers, Stochastic signals, ADX trend strength, RSI levels, moving-average position, Parabolic SAR, 52-week highs and lows, candlestick patterns and more.
• Dual-timeframe Premium: apply technical filters across two timeframes at once (e.g. "MACD bullish on daily AND weekly").
• Chart patterns and My Script Premium: the chart-pattern filter finds double bottoms, head and shoulders and other patterns, and the "My Script" tab runs one of your own indicators across a whole market.

A Curated List of Stocks the Algorithm Is Tracking

AI Buy Signals lives inside the AI Chat panel; there's no separate sidebar icon for it. The platform's algorithm scans the market every day and surfaces the top 25 momentum stocks, each either Active (entry conditions have already triggered and the setup is in progress) or on the Watchlist (the stock meets most criteria but is waiting for a final trigger, such as a pullback or breakout confirmation). Each reveal costs 1 AI credit: Free accounts see the top 3, Premium and Pro see all 25, and crypto and forex signals (switched on in AI Settings) are Premium.

Two ways to pull it up — both green-boxed in the screenshot above:

• "AI Signals - Buy/sell recommendations" preset (top green box) — Tap this preset at the top of the AI Chat suggestions list and the AI returns a fresh ranked list immediately. Best when you're starting your session and want a list of names to look at.
• Chart-icon button next to Send (bottom-right green box) — A one-click shortcut sitting beside the Send button. Same result as the preset, just faster to reach when you're already mid-chat.

The response is grouped into Active positions and Watchlist candidates, with a header like "AI Buy Signals (10 Active, 15 Watchlist)" so you know how many of each. Each entry shows the entry confidence score, historical win rate, days held, take-profit and stop-loss levels, and a quick read on the chart structure (support, resistance, momentum). The default strategy uses +10% take profit, -5% stop loss, and a 28-day max hold for a 2:1 reward-to-risk setup.

• Active vs Watchlist tags — instant view of which setups have already triggered vs which are still forming.
• Entry score per signal — higher score = stronger setup.
• Click any ticker in the response to load that stock's chart and continue the research with the AI Assistant or CL Score.

The Most Powerful Tool on the Platform

The AI Assistant is its own deep-dive section because it does so much — chat, presets, backtesting, custom indicators, screenshot analysis, and more. Skip down to the AI Assistant section ↓ for the full breakdown.

See What 20 Legendary Investors Are Buying

Every quarter, large institutional investors must file a 13F form with the SEC disclosing their positions. ChartingLens tracks 20 of these funds (Berkshire Hathaway, Scion, Pershing Square, ARK, Bridgewater, Renaissance, Citadel and more) and lets you browse each one's top 10 positions from its latest 13F, with new buys, adds and trims versus the prior quarter. The whole panel is Premium, Berkshire included; free accounts see a locked preview. The panel has three controls, color-coded in the screenshot above so you can find them at a glance:

• Edit / Add Hedge Fund (yellow): the button in the top-right corner. Use it to choose which of the 20 managers you follow. Add the ones you want, remove the ones you don't, and the panel only loads what you actually care about.
• Recent Additions (orange) — Tab at the top. Shows the freshest NEW BUY positions across every tracked manager — i.e. what they bought this past quarter that they didn't own before. The fastest way to spot a manager taking a brand-new conviction position.
• Overlaps (green) — Tab at the top. Cross-references all tracked managers and highlights stocks multiple investors are buying simultaneously. When several legendary managers independently load up on the same name, that's about as strong a conviction signal as you can find.
• Click any holding in the list to load that stock's chart instantly.
• Performance and Politicians: the Performance toggle shows how the portfolios have done, and the Politicians tab lists congressional trades from periodic transaction reports.

Courses, a Trading Journal and Daily Rewards

• Learn: interactive charting courses drawn live on a real chart (Fundamentals: Trendlines, Support & Resistance, Chart Patterns; Strategies: Fair Value Gaps). Lessons and quizzes, which ask you to read an actual chart, are free. "Practice on examples" opens a graded bar-replay scenario where you draw the setup and trade it Premium.
• Notes: a trading journal synced to your account. New tags a note with the symbol on the chart, notes autosave, you can filter by All, the current symbol or Pinned, search across every note, and drop in the Trade template (entry, stop, target, review). Free keeps 3 notes of 5,000 characters, Premium 25 of 50,000, Pro unlimited of 200,000.
• Daily Streak: check in once a day to build a streak. 3 days earns a CL Score reveal, 7 days a Buy Signals reveal, 14 days two CL Score reveals plus an extra AI question, and 30 days seven free days of Premium.

One-Click Questions for Common Workflows

Don't know what to ask? Click the Quick Actions button directly above the chat input. It is a library of ready-made prompts in four groups: General (analysis, support and resistance, news, trend, sector peers), Screener (breakouts, coiling setups, selling drying up), Backtesting (golden cross, RSI mean reversion, MACD crossover and more) and Indicators (RSI, MACD, Bollinger, Smart Money tools). Each one is a fully-formed prompt the AI runs against the current chart; some are marked Premium.

Test Any Strategy Without Writing a Single Line of Code

Type a strategy in plain English and the AI runs it against the history loaded on the active chart, then you click "Run Backtest on Selected Chart" in its reply. Preset strategies (golden cross, RSI mean reversion, TSMA cross and the rest under Quick Actions, Backtesting) run on every plan for 1 AI credit each; backtesting a custom strategy you describe is Premium. For example:

"Backtest a strategy that buys when RSI crosses above 30 and MACD crosses bullish, and sells when RSI hits 70."

The AI applies the rules to historical data, draws every entry and exit on the chart, and returns:

• Win rate and total return: the share of winning trades and what the strategy made overall.
• Profit factor, max drawdown, best and worst trade: how the wins and losses stacked up.
• Total trades and the Trade Log: how often the setup actually appeared, trade by trade.
• Monte Carlo & Stress Test: 2,000 resamples and reshuffles of the trades, plus slippage, best-trades-removed and losers-first scenarios.
• Find Best Timeframe: re-runs the same rules on 15m, 1h, 4h and 1d and ranks them, with a Sharpe ratio for each.

Get as Specific as You Want

The AI handles surprisingly complex strategy logic, not just "buy when RSI crosses 30." You can layer on time-of-day filters, exact risk/reward rules, volume filters, and more, all in plain English. A few examples of the kind of detail you can throw at it:

• "Only enter trades between 9:00 AM and 12:00 PM EST to avoid the afternoon chop."
• "Use a 5% stop loss and 10% take profit on every trade for a 2:1 reward-to-risk ratio."
• "Skip the trade if volume is below the 20-day average — only take high-conviction setups."

Combine any of these with your entry/exit rules and the AI tests the full strategy as one. The more specific you get, the more accurately the backtest mirrors how you'd actually trade it live.

Build Your Own Indicator by Describing It

If the indicator you want isn't in the standard library, ask the AI to build it Premium. Describe what it should calculate and how it should look on the chart, and the AI generates a working custom indicator. Save it and reuse it on any chart. Already have a script? Paste a Pine Script indicator or strategy, or a thinkorswim ThinkScript study, straight into the chat and it is converted into a native indicator and drawn on the chart (Premium); the reply lists anything that had to be approximated.

Example prompts:

• "Build me an indicator that highlights every candle where volume is more than 3x the 20-day average."
• "Create an indicator that draws a line at the previous day's high and low."
• "Make a momentum indicator that combines RSI and ADX into a single line."

Get Key Levels Drawn Directly on Your Chart

Ask the AI for support and resistance and it scans the chart's history, calculates the most-tested levels, and draws them directly on the chart. Its reply explains why each level matters (how many times price has touched it, how recently, and any moving average or swing point behind it), so you know which levels actually count.

Ask for the Type of Level You Actually Want

"Support and resistance" is the default, but you can be specific about how the levels should be calculated. The AI knows the most common methods and will draw exactly the type you ask for:

• Psychological levels — Round numbers like $50, $100, $200. Useful for stocks that respect whole-dollar magnets.
• Fib levels — Fibonacci retracements (38.2%, 50%, 61.8%) and extensions, drawn from the swing high/low the AI identifies.
• SMA / EMA levels — Dynamic support and resistance from moving averages — 20, 50, 100, 200-day, or whatever lengths you specify.
• Volume-based levels — Price points where the most volume changed hands (volume profile / VPOC).
• Pivot points — Daily, weekly, or monthly pivots and their associated R/S levels.

Example prompts:

• "Draw the major psychological round-number levels for this stock."
• "Show me the Fib retracement from the recent swing high to the swing low."
• "Plot the 50, 100, and 200-day SMAs as dynamic support and resistance."

Have the AI Read Your Chart, Drawings and All

Type your question, then click the camera button next to the chat input: the assistant captures your current chart, including any trendlines, zones, or annotations you've drawn, and analyzes the visual setup. To send your own image or a screenshot from another platform, click the paperclip, paste it with Ctrl+V (Cmd+V on Mac), or drag the file onto the chat. Use it for a second opinion on your own analysis or to ask "is this pattern what I think it is?"

Real-Time News, Earnings, and Market Context

Switching to the premium model unlocks live web search inside the chat. Ask "why did NVDA move today?" or "what did the Fed announce this morning?" and the AI pulls real-time news, earnings, and macro data into the answer with sources cited.

Turn a Backtest Into a Live Trade Notification

After running a backtest you like, click Get Buy/Sell Alerts Premium on the results and the strategy becomes a live alert that fires whenever its buy or sell conditions trigger on that chart. You don't have to recreate the rules manually; they carry over automatically.