Charts Summary

Access Advanced Charts within IBKR Desktop to monitor asset prices. You may change the time frame displayed as well as add technical studies, draw trend, and Fibonacci lines.

Instructions
Time

You may change the time period displayed from the lower left of the chart by clicking on any of the desired time period buttons.

Adjust the charts time period

To choose a specific date or custom date range, select the calendar icon and choose a desired date.

The chart custom date option.

Additionally, you can change the chart’s time period from intraday to daily, weekly, or another available interval by selecting the desired time frame in the top-left corner.

The chart periodicity menu

Chart Type

To change the chart type, select the Chart Type icon and choose from the available options, including Bars, Candles, Hollow Candles, Volume Candles, and Lines.

Chart type menu

Chart Indicators

You may add chart indicators by clicking the indicators button and selecting or searching for a study.

The chart indicators

Once the user has added a series of indicators to a chart, it may be saved as an indicator template by tapping the four-squares icon and entering a name followed by ‘save’. Saved templates may be accessed by clicking this icon later.

Drawing Tools

Drawing tools appear along the left edge of the chart.

The chart drawing tools.

Use the tools to draw Fibonacci Retracement, Trend Lines and more. Hold your mouse over an icon to see the extended tool menu when applicable. To remove drawings and indicators from the display, the user would right click on a trend or Fibonacci line and select ‘remove’.

Hot News

Hot news icon displays the latest news stories relevant to the specific symbol shown on your chart.

The chart hot news

Chart Customization

Click the Settings hexagon icon on the top right above the chart for customization options, such as changing colors, labels, background, gridlines and more.

The chart custommization

The chart settings

Enlarge Chart

  1. Use the sidebar icons The sidebar icon. to expand the chart on one or both sides.

    Enlarging a chart

Save a Chart

Turn on Auto Save to ensure your work is automatically saved as you make changes.

  1. Click the Auto Save button in the top right corner of the chart.

    The save chart snapshot

  2. To manually save a chart, make a copy of a chart, rename a chart, or open a previously saved layout, click the arrow icon in the top right corner of the chart.

  3. This will save every aspect of the chart window including the multi-chart layout and all instruments, indicators, time periods, intervals etc.

To take a single, on-demand, real-time market data quote for a specific asset:

  1. Click the Snapshot button at the top of the chart.

    The load chart option.

Outside RTH

To view data outside of regular trading hours on an advanced chart:

  1. Click the Settings hexagon icon in the top right corner.

    Alternatively, right-click anywhere in the chart and select Settings.

  2. Click the Symbol tab.

  3. Under Data Modification, click the Session drop-down menu and select Extended Trading Hours.

    Please Note: The Session drop-down menu will not display if the time interval is 1 day or greater.

    The enanble outside regular trading hours on chart.

  4. You can also select the RTH/ETH button in the bottom-right corner of the chart to quickly switch between RTH and ETH.

 

Additional Resources