No. of Recommendations: 8
Mike,

Let's have some fun and learn as we go.

Stockcharts has lots and lots of information for all kinds of traders, investors. At times, there will be information over your head when seeing the information for the first time.

Note ! there will be names of files or charts I name, however, you can change them to yours.

The first thing we are going to build is one or two chart portfolios of your favourite stocks.

First one, build with at least 10 stocks for now and then we will be adding a few more symbols.

Second one, build with at east 10 ETF (exchange traded funds) for now then we will be adding a few more symbols for training.

Next, we will need at least 3 charts to be used when viewing a portfolio. The first should be chosen as the default chart when viewing the portfolio lists. The other two will be used to be viewed with a click of the tab button on the chart (left side near the top just under the word refresh.

http://stockcharts.com/articles/step_by_step/2014/04/how-do-...

Second Tab.....http://stockcharts.com/h-sc/ui?s=ACAT - set this chart as the default. Give it a name - Mine was Sampler II
First Tab......http://stockcharts.com/h-sc/ui?s=O&p=D&yr=0&mn=4... Give it a name - Sampler I
Third Tab......http://stockcharts.com/h-sc/ui?s=ADP&id=p21259415924&... Give it a name - Sampler III

- - - - - - - - -

Next, we will be building some portfolios

http://stockcharts.com/school/doku.php?id=chart_school:scann... kruz at your leisure.

A. 13 ema over 50 ema.
B. 20 ema over 200 ema.
C. CCI Bullish (crossing above 0)
D. CCI Bullish (crossing above -100)
E. Long MACD 12 26 Line xover MACD 12 26 Signal

Let's get started to setup your stock/etf portfolios

Step 1: Open a web browser window and go to StockCharts.com, then click on the Members tab at the top of the page.

Step 2: If you are not already logged in, enter your login information. After successfully logging in, go to "Your chart lists"

http://stockcharts.com/docs/doku.php?id=chartlists peruse at your leisure to get acclimated.

Step 3: we are going to create personal portfolios.

Step 3a: click on "Create a New List" at the very bottom.

a widow pops up near the top and fill out a name for the stocks. How about Mikes Stocks 101, then click OK

next appears a worksheet to be filled out.

at the top where it says "view my" should same the name of your new portfolio in edit mode. click on the name you should see other portfolios.

You can enter ticker symbols in the "Add Symbols" area below

Look for "Many". In this line, we will be adding stocks /efts.

let's add the first 10 stocks. type in the ticker symbol followed by a comma (,) add the next ticker symbol followed by a comma (,). If you hit the enter key by accident, well you will have to start all over again.
once the list of stocks/etf's are complete click on the "Add Many" box

a new page appears showing you all the ticker symbols you inserted in the "Many" line.

you do not want to hit the "make public" , "send to a friend" tabs.

Now let's create a new list for your ETF's with at least 10 ETF's.

Let's edit the "Mikes Stocks 101"

click on "your chart lists"
scroll down until you find the portfolio
click on it where it says "summary edit"
portfolio appears
click on "edit list"
Find the "many" line. let's add 10 more stocks then click on "Add Many"
click on Members at the top go get back to square one.

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Next, we are going to create a few scanning tools that are used daily.

Step 1: Open a web browser window and go to StockCharts.com, then click on the Members tab at the top of the page.

Step 2: If you are not already logged in, enter your login information. After successfully logging in, go to "Advanced Scan Workbench"

Step 3: drop down to the Scan Criteria space:

Step 4: remove the data shown

Step 5: Insert the following copy and paste.

[type = stock] AND [country = US] AND [Daily EMA(20,Daily Volume) > 500000]
//and [SCTR > 90]
and [Daily EMA(20,Daily Close) > 10] AND [Daily CCI(14) crosses 0]

the 500000 is the volume, the 10 is the dollar or more. You can change the numbers if you wish and make another pass. For testing the new numbers you don't have to save it.

First thing to do is click on the "Check Syntax" tab to see if there are no errors.

if it passes, click on "Run Scan" tab - found 145 stocks.

for a tighter to the vest search, remove the "//" in the beginning of the second line down and rerun the Run Scan. found only 5 stocks.

put back the "//" in front of the second line down.

Now we are going to "Save As" and type in the name you want the scan to be. Since I have over 99/200 scanning tools, I save them in blocks of 10.

the name given to the above was : Scan - CCI Bullish (crossing above 0)

Let's move on to the next to the next scan to be used:

[type = stock] AND [country = US]

//and [SCTR > 90]

and [Daily EMA(5,Daily Volume) > 500000] AND [Daily EMA(20,Daily Close) > 10] AND [Daily CCI(14) crosses -100]

click on "check syntax" tab - if ok, click on the "Run Scan"

when done, go to the top and click on Stock Scans - Members to remove the scan results and start all over with the next scan. right click and then close tab.


save as Scan 11A - CCI Bullish (crossing above -100)

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Bullish 13/50 crossover - copy and paste the following:

[type = stock] AND [country = US]and [today's ema(13,close) > today's ema(50,close)] and [yesterday's ema(13,close) <= yesterday's ema(50,close)]

//and [SCTR > 90]

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Scan 18-AAA Long MACD 12 26 Line xover MACD 12 26 Signal - copy and paste the following:

[type = stock] AND [COUNTRY = US]
//and [SCTR > 90]
and [MACD Line(12,26,18) crosses MACD Signal (12,26,18)]
AND [Daily Volume > 500000]
AND [Daily Close > 10]

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Scan 60 - 20 ema price crossover Up - copy and paste the following:

[type = stock] AND [COUNTRY = US]
//and [SCTR > 90]
AND [Daily Volume > 500000]
AND [Daily Close > 10]
and[Yesterdays close <= Yesterdays EMA(20)]
and [Todays close > Todays EMA(20)]

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one last trick in looking for the above but not the whole stock market just a single stock / etf portfolio

drop down to the Scan Builder

find Chart lists:

then click on choose:

find "Mikes Stocks 101" then click the Insert tab to the right. click on the "Run Scan" tab. If none was found which usually happens because there is none to be found. Just move on to another portfolio.

what the above does is to scan only the portfolio with any of the above scanning tools.

Mike, take your time, go slow and get acclimated to the buttons and commands.

Best of luck in the journey.

Quillnpenn - earning a living as a Professional Swing Trader.
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