New to StockCharts? Start Here (Official New Member Webinar)

New to StockCharts? Chief Strategist Grayson Roze walks you through how to set up your account, where everything lives, and how he uses the platform himself as an active trader.

This is our new member webinar, recorded live for people just getting started on StockCharts. Grayson sorts every tool on the site into the three things you’ll ever do as a trader or investor: study the market, manage your portfolio, and find what to buy next. Then he shows you how to get each one set up.

Your first steps as a new member:

Install the free Market Summary ChartPack (two clicks, 31 ready-made ChartLists)
Put everything you own into a portfolio ChartList
Save your favorite chart setups as ChartStyles, or grab one from the Chart Style Library
Build a watch list system for new ideas
Try the Screener and the new AI Scan Wizard

He also covers his chart leveling system, Style Buttons, Load Symbol Only, scheduled scans, ChartBook, and why he starts every search with new highs.

Questions? Our support team is real people, available through chat, email and the Help menu on any page.

Chapters:
00:00 Welcome, new members
01:30 How to reach our support team
03:35 Meet Grayson Roze
05:45 Why simple beats complex
08:50 What a great setup looks like
11:30 The real secret: routines
14:40 The 3 things you’ll do on StockCharts
16:50 Find any tool: the All Tools page
18:40 Step 1: Study the market with Market Summary
26:40 Install the Market Summary ChartPack
28:25 More market analysis tools
33:20 Step 2: Put your portfolio in a ChartList
40:50 How to create a ChartList
43:30 Save your first ChartStyle
47:30 Keep your charts simple: chart leveling
52:50 Set up Style Buttons
57:45 Load Symbol Only explained
1:01:45 Price alerts and ChartList views
1:06:35 Step 3: Find what to buy next
1:11:05 Screener vs. scans
1:13:40 Using the Screener
1:17:15 The AI Scan Wizard
1:18:10 Schedule your scans
1:20:25 Start with new highs
1:22:35 Review results in ChartBook
1:24:50 Research tools
1:27:05 Final advice for new members

👍🏻 If you enjoyed this video be sure to hit the THUMBS UP
✅ If you found value, consider SUBSCRIBING to our channel and ring the bell so you never miss a new video! Subscribe Here: https://tinyurl.com/wvet7qj

👍🏻 FOLLOW US
X - @StockCharts - https://x.com/stockcharts
Facebook - https://www.facebook.com/stockchartsdotcom
LinkedIn - https://www.linkedin.com/company/stockcharts.com-inc.

❗️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

–––––
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.

ℹ️ ABOUT STOCKCHARTS TV
StockCharts TV is devoted exclusively to financial charting and market analysis from the web's top technical experts. With a constant stream of technical charting-focused content, there's always something insightful, educational and entertaining to watch on the channel. Receive SMS online on sms24.me

Watch on YouTube

Subscribe on YouTubeReaderBot

TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.

Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.

Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.

TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.

Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.

@YouTubeReaderBot allows you to subscribe to Youtube channels.

By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.

Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.

Look for new videos or channels and share them with your friends.

You can start using our bot from this video, subscribe now to New to StockCharts? Start Here (Official New Member Webinar)

What is YouTube?

YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.