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Chartbooks Guide

Official Documentation from Sierra Chart

A chartbook is simply a workspace to view charts and data. It’s possible to have many open at once and navigate between them, however excessive charts may reduce performance.

Tip: Add a OpenChartbook and CloseChartbook button to the Control bar for faster navigation. How-to is linked HERE

How to Download Someone Else’s Chartbook

  1. Usually the chartbook will be in the Downloads folder, with a .CHT file extension
  2. Move the provided file(s) to the Data folder of Sierra. (User/SierraChart/Data). A chartbook is in CHT format, but some require a spreadsheet
  3. Open Sierra Chart > File (Title Bar) > Open Chartbook > “the_file_provided.cht”

The chartbook will open, but in many cases, two things need to be changed to properly see charts and data.

  1. Change the timezone to your preferred zone
    • Chart > Chart Settings > Session Times (tab)
    • Adjust as needed
  2. Change the symbol.
    1. Edit (title bar) > Translate symbols to the current service
    2. or

      b. Chart (title bar) > Chart Settings > Symbol (tab)

      Tip: If the chart is blank, Title Bar: Edit > Translate Symbols to Current Service

Chartbook Settings

To adjust some chartbook settings such as autosave, simple:

  • Title Bar: Global Settings > General Settings > Charts > Chartbooks > Adjust as needed

Configuring Chartbook Workspace for Multiple Monitors

By default all charts added to a chartbook are contained within the workspace of the main computer monitor.

Charts are either attached or detached to the workspace.

To detatch/attach a chart window from workspace:

  • Select by clicking the desired chart
  • Title Bar: Window > Detach Chart Window (or Attach Chart Window to re-attach it)
  • Drag detached chart windows to desired locations between computer monitors
  • Title Bar: File > Save

Note: It is possible to align windows from multiple instances (Instances Resource Link):

  • Title Bar: Window Always Visible (this prevents a minimize if needed)

How to Change the Name of Chartbook

2 Methods:

  1. Find the file within the User/SierraChart/Data/ folder and rename manually
  2. Open the chartbook, Title Bar: File > Save As > Type a new name > Save

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📊Sierra Chart Master Handbook - Unofficial

Please be aware that the information contained in this handbook is not intended to be and should not be taken as financial advice. The creator is not a financial advisor and the materials provided should not be relied upon in making any financial decisions. Any actions taken based on the information contained in this handbook are taken at the reader's own risk and the creator will not be held liable for any losses or damages resulting from such actions.

In addition, the creator is not a registered broker or financial advisor in the United States and the materials contained in this handbook do not constitute financial advice or a recommendation to buy or sell any financial instrument. The creator does not endorse or recommend any particular investment strategy and the reader should not rely on any information contained in this handbook as the basis for making any investment decisions.

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The creator of this handbook is not an expert and the materials contained within are provided for educational and entertainment purposes only. No material contained in this handbook suggests a specific method or strategy for investing or trading, and under no circumstances should anything contained in this handbook or any related materials be considered as financial advice.

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