How I Use StockCharts: My Complete Trading Process

Everything you do as a trader fits into three buckets: studying the market, managing your portfolio, and finding what to buy next. StockCharts Chief Strategist Grayson Roze shows the exact tools and routines he uses for each.

Trading isn't hard. Following your process consistently is. In this guided tour, Grayson shows how to turn StockCharts into a repeatable system, built on simple charts and a few well-chosen tools.
What you'll learn:
• Why the Market Summary dashboard is built to "box you in", and how to install the free Market Summary ChartPack
• How to put your portfolio in a ChartList and get daily and weekly ChartList reports by email
• Grayson's chart leveling system: Level 0 to Level 4 chart styles that keep you focused on price
• How to set up style buttons and use the Load Symbol Only checkbox to review any list with any chart style
• His three-tier watch list system: watch, stock up, buy
• When to use the Screener versus the Scan Engine, plus the AI Scan Wizard and scheduled scans
• The new-highs scan he runs every day, and the breadth read it gives you for free
Download the slides: https://stockcharts.com/welcome/webinar Get the Market Summary ChartPack: [ChartPack link] Subscribe to the ChartWatchers newsletter: https://stockcharts.com/newsletter Cyber Monday is November 30, our biggest sale of the year. Watch your inbox for early access.
Grayson Roze is Chief Strategist and co-owner of StockCharts.com, author of Tensile Trading: The 10 Essential Stages of Stock Market Mastery, and co-author of Trading For Dummies.

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0:00 Welcome
4:16 An insider's tour of StockCharts
8:35 The journey of a technician
9:58 The StockCharts paradox
11:25 Grayson's perfect breakout setup
13:24 You don't need an F1 car
15:43 Trading isn't hard. Consistency is.
16:55 Who uses StockCharts successfully
19:22 The 3 buckets: study, manage, search
21:24 The All Tools directory
24:08 Bucket 1: Study the market with Market Summary
29:03 The Market Summary ChartPack
30:34 Live tour of the Market Summary dashboard
38:44 Let your market analysis reach a conclusion
40:01 Bucket 2: Put your portfolio in a ChartList
46:08 Creating a ChartList, live
51:49 Daily and weekly ChartList reports
54:40 Chart leveling: Level 0 to Level 4
1:04:33 Style buttons
1:05:43 Saving chart styles and the Chart Style Library
1:11:52 Chart leveling in practice
1:14:46 The Load Symbol Only checkbox
1:19:13 ChartBook view
1:22:08 Bucket 3: The three-tier watch list system
1:25:46 Screener vs. scanner
1:27:51 Think in universes and filters
1:31:05 The AI Scan Wizard
1:32:26 Scheduled scans
1:34:57 Grayson's new-highs scan
1:37:48 Sample Scan Library and Screener walkthrough
1:43:32 More tools: Index Members, earnings, Sector Drill-Down
1:44:44 Key takeaways: process before profits
1:46:56 Stay in touch

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❗️DISCLAIMER
Past performance is not indicative of future results. Neither the Show Participants
nor StockCharts.com guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show.
Strategies or investments discussed may fluctuate in price or value.

Investments or strategies mentioned in this show may not be suitable for you and
you should make your own independent decision regarding them. This material
does not take into account your particular investment objectives, financial situation
or needs and is not intended as recommendations appropriate for you.

You should strongly consider seeking advice from your own investment advisor

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ℹ️ ABOUT STOCKCHARTS
StockCharts.com is the world's leading technical analysis and financial charting platform. Trusted by millions of online investors around the world, the company has been an industry leader in the financial technology space for more than two decades. With innovative, award-winning charting and analysis tools, our mission is to help you better analyze the markets, monitor and manage your portfolios, find promising new stocks and funds to buy, and ultimately make smarter investment decisions.

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