Technical Analysis, Portfolio, Modeling, Python Advisor and Scanning Software

Charting Workspace

Chartboard, a comprehensive technical analysis, charting, portfolio, modeling, and Python advisor software, is designed as a traditional Windows application centered around the concept of a Workspace. Let’s delve into its key features:

  • Ribbon UI Centric Workspace: Chartboard’s interface revolves around a ribbon-based UI, making it easy to navigate using both keyboard and mouse inputs.
  • Multiple Tabbed Views: Users can create multiple tabbed views across all chart, data and scripting categories, allowing efficient organization and analysis.
  • Explorer Bars: Chartboard provides explorer bars for managing chart, data, portfolio, modelling and python script collections, streamlining content exploration.
  • Context-Sensitive Properties Grid and Menus: The properties grid and menus adapt contextually, providing relevant options based on the user’s context and actions.
  • Automatic and Manual Scaling: Users can choose between automatic and manual scaling for charts, tailoring the display to their preferences
  • Customized Reference Resources: Chartboard offers context-sensitive reference URLs, blogs, stock home pages, statistics, tutorial videos, and more.
  • Docking Support: Users can arrange and dock various components within the workspace for optimal layout.
  • Import and Export Capabilities: Chartboard allows importing and exporting charts, data, markups, as well as copy-pasting content.
  • In memory database: The software includes an internal internal in memory paged database for efficient data management. No SQL required for deployment
  • Mark-ups, Drawing Tools and Cursors.
  • Regression curve fitting, linear, polynomial, exponential, Sornettes LPPL (Log Periodic Power Law) bubbles.
  • Portfolio integration, Trade modeling, Robo Signals, Market Replay with stepping and rewind etc.
  • Advisor and stock Scanning scripts based on Python 3.8 with Chartboard extensions.  Synthetic charts automatically generated from scan script chart and overlay prerequisites.  AI integration via python scripts.
  • OHLC, Point and Figure Category charts.  Template charts whereby variable stock data can be simply dragged to dropped.
  • Diagnostics console for developing and debugging python scripts.  Both conventional and python cursors for exposing chart data.

In summary, Chartboard provides a robust environment for technical analysis, portfolio, modelling and charting all within a familiar Windows application framework.  Download the Chartboard brochure.

Period Units

Workspace supports the following switchable data period units.

  • Yearly,
  • Quarterly,
  • Monthly,
  • Weekly,
  • Daily (both 5 and 7 day weeks).

Ribbon UI switchable for all chart categories with auto context swapping and serialization.  Market stepping and play back available for all period units.

Chart Categories

Workspace supports the following serialized chart categories.

  • Classic OHLC stack (Bar, Candle Stick and Line) with Overlays, stacked Oscillators and Indicators, Mark-ups, Drawing and Inspection Tools.
  • Point and Figure variants (Traditional, Percent and Manual).

Grid properties exist for all the above.  Charts are fully serialized and as such may be copied pasted and exchanged.

OHLC Category Charts

Classic OHLC stack constructed from any ordered combination of the following components sharing a common period axis.

  • Legend.
  • OHLC (Bar, Candles, Heikin-Ashi, Lines and Steps), (Linear & Log10 axis).
  • Overlays
  • Stacked Oscillators and Indicators
  • Mark-ups etc.
  • Drawing, Regression curve fitting and Inspection Tools including python scripting hints/help .

Serialized and persistent chart instances, customizable URL's, copy-paste functionality, community sharing.  Market replay with stepping for all period units.

Overlays

OHLC charts may be decorated with combinations of the following overlays.

  • Bollinger Bands (BB).
  • Chandelier Exit (Short and Long).
  • Ichimoku Cloud.
  • Ehlers MESA Adaptive Moving Average (MAMA).
  • Harmonic Patterns, both bullish and bearish (Cypher, Shark, Bat, Butterfly, Crab, Gartley)
  • Kaufman's Adaptive Moving Average (KAMA).
  • Keltner channels.
  • Simple (SMA) and Exponential (EMA) Moving Averages.
  • Guppy's Multiple Moving Averages (MMA) and 3D Rainbow.
  • Parabolic Set and Retrace (SAR).
  • PIVOT Points (Standard, Fibonacci, Demark).
  • Price Channels (Donchian).
  • Price by Volume (PBV) and Shorts (PBS).
  • Reversals, Key, Hook, Open-Close.
  • Signalines (EMA & SMA) for various oscillators and indicators
  • Tom Demark indicators (TD Sequential, Combo, Countdown), moving averages (TD I).
  • Volume and Shorts (Bars, Line or Opposing).
  • Zig-Zag with annotations.

Serialized and persistent across chart instances, customizable URL's, copy-paste functionality.  Certain overlays support robo buy and sell signals.  All overlays support python scripting.

Oscillators and Indicators

Multiple items from the following list can be selected to form the classic OHLC chart stack.

  • Aroon.
  • Average Directional Index (ADX).
  • Average True Range (ATR).
  • Chaikin and Chaikin Money Flow (CMF).
  • Coppock.
  • Commodity Channel Index (CCI).
  • Detrended Price Oscillator (DPO).
  • Ehlers Fisher Transform (EhlerFT).
  • Elder Ray (EFI).
  • Pring's Know Sure Thing (KST).
  • Linear or Quadratic Regression Oscillator (SLOPE).
  • Momentum Structural Analysis (MSA).
  • Moving Average Cumulative Distribution (MACD).
  • Money Flow Index (MFI).
  • On Balance Volume (OBV).
  • Place markers (Shades and Mark-ups).
  • Price variation bars, Absolute and Percent (PBars).
  • Price Momentum Oscillator (PMO).
  • Percentage Price Oscillator (PPO).
  • Percentage Volume Oscillator (PVO).
  • Rate of Change (ROC).
  • Relative Strength Index (RSI), Stochastic (StochRSI).
  • Stochastic Fast, Slow and Full (STO).
  • Triple smoothed exponential moving average (TRIX).
  • True Strength Index (TSI).
  • Volatility or Standard Deviation (STDDEV).
  • Volume and Shorts (Line, Bars and Opposing Bars).
  • Vortex indicator (VTX).
  • Williams %R (Wm%R)

Selections support Mark-ups, Drawing and Inspection Tools.  Stack items may be shuffled, enabled, disabled, added and removed.  Serialized and persistent across chart instances with custom URL's and copy paste functionality.  Certain items support robo buy and sell signals.   All oscillators and indicators support python script integration.

Mark-ups

OHLC category charts support the following mark-ups.

  • Event Series (G20, FOMC meetings etc) (Events).
  • Time bars & lines (Timelines).
  • Portfolio positions (Trades) and payments (Dividends).
  • Modeling positions (Modeling)
  • Robo buy & sell signals
  • Tags

Serialized and persistent across chart instances, customizable URL's, copy paste functionality.

Drawing and Inspection Tools

Numerous drawing tools exist for drawing and illustrating OHLCv category chart trends.

  • Trends (Lines, Wedges, Channels & Flags)
  • Fibonacci Retracements, Zones & Fans.
  • Shapes (Blocks, Ellipses and Circles).
  • Harmonic Patterns, both bullish and bearish (Gartley, Butterfly, Bat, Crab, Shark, Cypher)
  • Support and Resistance bars, Period bars.
  • Cursors for inspection, Market Replay and Advisors
  • Fitted regression curves, linear, polynomial, exponential, Sornettes LPPL bubbles.
  • Tags and Notes

Serialized and persistent across chart instances, copy paste functionality.

Chartboard Community

Classic OHLC stack constructed from any ordered combination of the following components sharing a common period axis.

  • Files
    Manual exchange of workspaces, data spaces, charts and data sets.
  • Email
    Images, charts and data sets attachments exchanges.
  • Web integration
    Activation of customized 3rd Party web references (Wiki), training (youTube), blogs (Hotcopper), trading, stock home pages, statistics (Yahoo).
  • AI integration
    3rd Party AI integration is available via python scripts run as clients of the Chartboard workspace.  Diagnostics console and python inspection cursor available for debugging scripts from within the Chartboard environment.

Configured URL's are samples only and should not be considered as endorsements or contents as valid.

Python Advisor and Scanning

Embedded Python Advisor and Scanning scripts that run as embedded clients and callback into the Chartboard data structures.

  • Python 3.8 based with Chartboard Extension Functions (CBEF) and Classes (CBEC).  Integrated script development and Diagnostic Console .   Python inspection cursor for exposing scripting interfaces.
  • Replay support with variable stepping.
  • Trade modeling, drawing and markup support.
  • Python integration with subsequent 3rd Party products.
  • Synthetic charts automatically generated from scan script chart and overlay prerequisites.

Chartboard is available for free download from here.  Sample OHLCvs data is contained within the download.

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