Chaikin Analytics Resources Chaikin Analytics WebApp User Guide Watchlists

Watchlist

Overview

The Watchlist shows you the Power Gauge Rating, Last, Change, Buy/Sell Signals, and Earnings Alerts for any list of stocks. Select any list in the List Navigator to display it in the Watchlist.

Use the View buttons above to toggle between the Watchlist, Panel View, and Alerts View.

By default, when you select a list in Watchlist View, stocks will be sorted by Power Gauge Rating, from strongest to weakest, with micro-cap and illiquid stocks filtered from view.

You can Import and Export lists, drag and drop symbols, or cut and paste into any User list or external application, such as Excel or Word.


Watchlist


Chaikin Analytics WebApp

Panel View





At the top of both views, you’ll see a Title Bar showing the List Name, a "Power Bar" indicating the number of Bullish/Neutral/Bearish stocks in the list, as well as the Global Filter Chaikin Analytics WebApp , Alerts Chaikin Analytics WebApp  and Signal Filter Chaikin Analytics WebApp  icons.

In the Watchlist, select any stock to chart it. Press the Up/Down Arrow keys to move through stocks. Charts will automatically load as you move through the list.

In Panel View, double-click a stock to chart it.


Alerts View

The Alerts View shows the Buy and Sell Signals and other Alerts that have triggered for the selected list. Double-click an alert to chart its stock or ETF. See Alerts. for more.


Composite Chart

If an Index or ETF is selected from the List Navigator, a Chaikin Analytics WebApp icon will appear. Press this to see a 1-year historical Chart, featuring the same indicators as you would see for a standard equity chart.

Chaikin Analytics WebApp


Adding and Deleting Symbols

You can edit the contents of a User List directly in the Watchlist window or Panel View.

To add a stock, enter a ticker symbol or company name into the symbol entry box and press [+]. If you are not currently viewing a User List, this action will add the stock to your Default list.

To delete a stock, hover over it in the Watchlist and press  Chaikin Analytics WebApp , or press the Delete key.

Sorting the Watchlist

Chaikin Analytics WebApp

When you select a list in Watchlist View, by default, stocks will be sorted by Power Gauge Rating, from Very Bullish to Very Bearish (within each Rating, stocks will sort alphabetically).

  • Press “Symbol” to sort alphabetically, once for ascending, again for descending.
  • Press “Signal” to sort stocks with Signals today to the top of the Watchlist – once for Buy Signals on top, again for Sell Signals on top.
  • Press “Rating” to sort the list by Power Gauge Rating – once for strongest on top, again for weakest on top.

Sorting Panel View

Gainers on Top

When you select a list in Panel View stocks will sort by today’s Percent Change by default, with biggest gainers on top in green, and biggest losers at bottom in red.

Select from the Sort By menu to sort by Rating, Symbol, Signal, or Pct Change.

   

Data Display

Chaikin Analytics WebApp Chaikin Analytics WebApp

Each stock shows Power Gauge Rating, Symbol, Last, Daily Change and Percent Change, a Buy/Sell Signal icon (if there is a Buy/Sell Signal today), and an Earnings icon (if there is an Earnings Alert today).


Signal Icon

Chaikin Analytics WebApp

Press the Signal icon to see what Signals are triggering for a stock today. A stock will display a green triangle if it has a Buy Signal today and a red triangle if a Sell Signal today. There may be multiple Signals triggering for a stock on a given day.

Note: It is possible, although very rare, for a stock to have an ‘absolute’ Signal such as an Oversold Buy at the same time as a ‘relative’ Sell, or vice versa – this will generally only happen for very illiquid stocks.

Earnings Icons

Chaikin Analytics WebApp

The Watchlist and Panel View will show you icons to help quickly identify important events in a stock's Earnings cycle. These are based on Earnings Reports which are processed nightly, so you should expect Earnings data to be reflected the day after a stock reports.

Note: Earnings and Estimate data in Chaikin Analytics is sourced from Zacks Investment Research, which uses a proprietary reporting methodology (Zacks BNRI - 'before non-recurring items') which makes values highly consistent across stocks and across time. Some Earnings Warnings conditions are based on Chaikin Power Gauge factors, which are sourced from S&P Compustat. Both are industry-leading providers, however they use different methodologies.

Upcoming Earnings Alerts

The day of a stock's Earnings report, you will see a grey EPS icon in the Watchlist and Panel View. This may be accompanied by a Bullish or Bearish Warning "!", based on a number of factors.

Chaikin Analytics WebApp Chaikin Analytics WebApp
Chaikin Analytics WebApp Chaikin Analytics WebApp

Popup

Hover over a grey EPS icon to see information about a stock's upcoming Earnings.

Chaikin Analytics WebApp Chaikin Analytics WebApp

The top section shows next report date, fiscal quarter being reported, quarterly consensus estimate, year ago quarterly EPS, and - if there is a Warning icon - a message explaining it. If the next report date is today or tomorrow, a Sun Chaikin Analytics WebApp or Moon Chaikin Analytics WebApp icon will indicate whether the stock reports before market open, after the close, or during market hours (no icon).

The bottom section shows report date, quarter reported, EPS, and revenue for the stock's last quarterly Earnings report.

Chaikin Analytics WebApp A Bearish Warning ahead of Earnings can be triggered by:

  • Power Gauge Earnings Surprise or Estimate Trend factor being Very Bearish (bottom 20% of the Russell 3000)
  • A recent drop in the consensus estimate or average analyst rating for the stock.

Chaikin Analytics WebApp A Bullish Warning ahead of Earnings can be triggered by:

  • Power Gauge Earnings Surprise or Estimate Trend factor being Very Bullish (top 20% of the Russell 3000).
  • A recent increase in consensus estimate of average analyst rating for the stock.

Though the Power Gauge Rating should be the primary input to your evaluation of a stock's potential, these Earnings Warnings should serve as inputs to any decision made around an Earnings event.

Earnings Surprise Alerts

For 3 trading days after an Earnings report, the "EPS" icon in the Watchlist will turn green, red, or black depending on whether actual Earnings beat, missed, or matched the consensus estimate. If there was an Earnings Surprise, you will also see a Surprise icon ("!").

Chaikin Analytics WebApp

Popup

Hover over a green, red, or black EPS icon for detail about the completed Earnings report, including: report date, fiscal quarter, quarterly EPS & revenue reported, consensus quarterly estimate, quarterly EPS and revenue change from 1 year ago, and amount by which the reported EPS missed or beat the estimate.

Chaikin Analytics WebApp

Note: Earnings Surprise icons are generated from final Earnings reports, processed nightly. Earnings Surprise Alerts which display in the Alerts window are generated from intraday Earnings updates which are not final reports, but are updated multiple times during the day.

Estimate Revision Alerts

You will see Chaikin Analytics WebApp or Chaikin Analytics WebApp for any stock with an Estimate Revision Alert, which isn't displaying an upcoming or recently reported EPS icon.

Chaikin Analytics WebApp Chaikin Analytics WebApp

Estimate Revisions are processed nightly after each weekday and generate an Alert for stocks where the consensus has moved more than 2c (and more than 2%) in either direction.

Popup

Hover to see the old and new consensus estimate.

Chaikin Analytics WebApp

Watchlist Controls

Global Filter

Chaikin suggests focusing your investing process on stocks which are not very low-priced, illiquid, or micro-cap, as these 'lower-quality' names can often do not respond as reliably to quantitative analytics. The Global Filter can automatically hide these from your Watchlist display, and allows you to easily show them again when needed.

Global Filter settings are also automatically used by the Screener

Filter Settings

Chaikin Analytics WebApp

By default, the Global Filter is On and any stock which is less than $3, trades less than 25,000 shares a day, has a Market Cap of less than $50 million, or does not have options traded on it will fail the filter and will not be shown.

  • Filter State. Turn the Filter On or Off.
  • Price. Enter a minimum value for Previous Close. Default = $3.
  • Liquidity. Enter a minimum value for 20-day average daily volume (in shares). Default = 25,000 shares/day.
  • Capitalization. Enter a minimum Market Cap (in millions). Default = $50 million.
  • Only include Optionable stocks? Select On or Off. Default = On.

If a stock fails any of the criteria, it fails the filter. These stocks will automatically be put into a 'Filtered Stocks' window can be easily shown or hidden. Filtered stocks will also be indicated on the Chart.

Select [Cancel] or press [Esc] to hide the window, or [Save] to save changes.

Filter Bar

Chaikin Analytics WebApp Chaikin Analytics WebApp

If the Global Filter is On, you will see a Filter Bar, indicating the number of Filtered Stocks.

The Watchlist View allows you to show and hide Filtered Stocks Window:

Press Chaikin Analytics WebApp to show the 'Filtered Stocks' window. You can loop thru and chart these stocks, as you can with the main Watchlist window.

Press Chaikin Analytics WebApp  to hide the Filtered Stocks window and return to the main Watchlist.

Press Chaikin Analytics WebApp  to turn off the Filter and hide the Filter Bar.

Currently, you cannot show the Filtered Stocks Window in Panel View.

Note: Power Bar values, Alerts, and Filter By Signal include all stocks regardless of Global Filter state.

Signal Filter

Press the Signal Filter icon (in the Watchlist), or the Filter by Signal drop-down (in Panel View) to show only stocks in the current list triggering a Chaikin Buy or Sell Signal today.

Press outside the Signal Filter window to hide it.

Chaikin Analytics WebApp Chaikin Analytics WebApp

If a Signal is greyed out (unpressable), this means no stock has that Signal active. Press outside the Signal Filter window to hide it.

When filtered, you will see the name of the active Signal filter. Press Chaikin Analytics WebApp to unfilter and return to the complete list.

The 6 pairs of Buy/Sell Signals in the Chaikin system are described in the Signals section.

Note: If the Global Filter is On, a Signal will be active even if it is triggering only for a Filtered stock. You may need to show the Filtered Stocks window to see the stock.

In the Watchlist, if you are viewing a large list displayed on multiple Pages, the Signal Filter will reflect all stocks, regardless of which page they are on. You only need to Filter By Signal once to see all stocks triggering that Signal.

Page Navigator

Chaikin Analytics WebApp

The Chaikin Analytics Watchlist View can display and update 500 stocks at a time.

If a list has more than 500 symbols, you will see a Page Navigator allowing you to go directly to a particular page of 500 symbols, or step to the previous or next page.

If the Global Filter is On, the Filter will be applied only to the current Page of stocks.

Note: There is no Paging in Panel View.

Alerts

Alerts Popup Via the Watchlist

Press the Alerts icon Chaikin Analytics WebApp to see stocks in the current list which have had Bullish and Bearish Alerts within the past 2 trading days, including Buy/Sell Signals. The number shown in the Alerts button is the total number of signals and other Alerts for that list.

Alerts highlight important events about the price activity, Power Gauge Rating, and earnings of stocks you are watching. While not intended as actionable trading events on their own, they call attention to specific stocks for a closer look.

Alerts View

You may also view Alerts for your currently selected list by clicking on the Alerts icon in the menu bar towards the top right of the screen.

Chaikin Analytics WebApp

The View shows the Buy and Sell Signals and other Alerts that are currently triggered for the stocks and ETFs in your selected list. Double-click an Alert to view the chart for that stock/ETF. Use the arrow keys to move quickly down your User List or the lists of industries, indices, ETFs, and Hot Lists.



Chaikin Analytics WebApp

Select either “Bullish Alerts” or “Bearish Alerts”, then select any Alert to chart that stock. You can loop through stocks while in the Alert window with the Up/Down Arrow keys.

If the Global Filter is On, or you are viewing a large list displayed on multiple Pages, the Alerts Window will reflect all stocks in the list.

Press outside the Alerts window to hide it.

 

Alert Types

Chaikin Analytics provides the following types of Bullish & Bearish Alerts:

Alert Description
Power Gauge Alerts Stocks whose Power Gauge Rating has become Bullish or Bearish as of a result of the most recent update.
Earnings Surprise Alerts Companies which have reported quarterly earnings different from the analyst consensus estimate.
Estimate Revision Alerts Companies whose consensus earnings estimate for the upcoming quarter has changed (by at least $.02 and 2%).

Notes: Alerts are processed between market close and the following open and are available each morning, except Earnings Surprise Alerts which update multiple times during the trading day.

Earnings Surprise and Estimate Revision Alerts are based on Zacks BNRI methodology ('before non-recurring items').

Power Gauge Alerts

Chaikin Analytics WebApp

Power Gauge Ratings are updated before each trading day, generally by 7:30am EST. Alerts are generated for any stock which has become Bullish or Bearish as a result of the update. (Note: there is no Alert if a Bullish stock moves to “Very Bullish” or a Bearish stock moves to Very Bearish).

Date: The effective date of the alert – generally, the date of calculation.

For more detail about Power Gauge behavior, see the Power Gauge Rating section.

Earnings Surprises

Chaikin Analytics WebApp

Earnings Surprises can be a primary driver of volatile market activity.

Chaikin Analytics receives quarterly Earnings announcements multiple times during the trading day. Stocks where the actual reported quarterly EPS differs from the consensus estimate generate an Earnings Surprise Alert.

We have found that stocks with Very Bearish Power Gauge ratings are at higher risk for negative earnings surprises, and the converse is true for Very Bullish ratings. This is because Power Gauge factors, such as those in the Expert Opinions component, look at the activity of various market participants like Analysts, Short Sellers, and Company Insiders who may have a more accurate picture of a company’s earnings dynamics. You can use this fact to help position you ahead of earnings announcements.

Date: Date of the earnings announcement.

Price: Actual reported quarterly EPS.

Est: Consensus estimate quarterly EPS.

Pct: Percent difference between Estimate and Actual.

Estimate Revisions

Chaikin Analytics WebApp

Changes in analyst Earnings Estimates can also be significant drivers of market activity.

Chaikin receives consensus quarterly estimates nightly after each weekday, and generates Estimate Revision Alerts when the new estimate differs from the previous estimate by more than 2 cents per share (and 2%).

Date: The date the Alert was calculated.

Old: Previous consensus earnings estimate for upcoming quarter.

New: New consensus earnings estimate for upcoming quarter.

Pct: Pct difference between Old and New estimate.

Cut & Paste, Drag & Drop

Chaikin Analytics supports standard mouse and keyboard actions to manage Watchlist contents. You can select one, multiple, or all symbols in a list to Cut, Copy, Delete, or Paste to any User list or external application. Or Drag and Drop selected symbols from any list to any User list. You can Undo and Redo the most recent action in a Watchlist.

You can also Import a List from a .csv or Excel file on your computer using the List Importer, and Export any List to a .csv file on your computer.

Note: These actions are supported in Watchlist View - Panel View does not support multi-select, drag & drop, cut & paste, or list import/export.


Selecting Symbols

Chaikin Analytics WebApp

Selected symbols are highlighted in blue. By default, when a list is loaded, the first symbol will be selected, and its chart displayed.

Shift-Click on a symbol to select a continuous range of symbols.

Ctrl-Click (Mac: Cmd-Click) on a symbol to add it to (or remove it from) the current selection.

You can select symbols across Watchlist pages, and within both the main Watchlist window and Filtered window.

R-button Menu

Chaikin Analytics WebApp

Right-click (Mac: Ctrl-Click) anywhere in the Watchlist window to see a menu showing various symbol actions and their keyboard shortcuts. Standard keystrokes: on Windows, use Ctrl-keys; on Mac, Cmd-keys.

Note: In Firefox, certain actions may only be performed with keystrokes. You will be prompted if you try to use the menu for these.

Keyboard Shortcuts

Windows Mac Description
Ctrl-X Cmd-X Cut: Remove selected symbols from the current List, and copy them to the Clipboard.
Ctrl-C Cmd-C Copy selected symbols to the Clipboard.
Ctrl-V Cmd-V Paste selected symbols from the Clipboard to the current List. Symbols already in the list will not be duplicated.
Ctrl-A Cmd-A Select All symbols in the list, including Filtered symbols and those on multiple Watchlist pages. Click on any symbol to Unselect All.
Delete Delete Delete the currently selected symbol or symbols.
Ctrl-Z Cmd-Z Undo the last cut, paste, delete, or drop action in the current list.
Shift-Ctrl-Z Shift-Cmd-Z Redo the last undone action.

Drag and Drop

Hold down the mouse button on a selected symbol to drag the current selection out of any list.

Hover over a User List name in the List Navigator – you will see a (+) indicating that you are about to drop symbols onto this list.

Chaikin Analytics WebApp

Release the mouse to drop symbols onto the target List, or wait 2 seconds for the target list to be loaded, and then drop symbols.

Chaikin Analytics WebApp

Dragged symbols are not removed from the original List.


Paste to External Application

When you have cut or copied symbols to the Clipboard, you may paste them on to an external application such as Microsoft Word or Excel. Symbols paste as a column in Excel.

Firefox Exception

Actions which involve the Clipboard (Cut, Copy, Paste) must be done with keystrokes in Firefox. If you select these options from the Menu, you will be warned.

Importing a Watchlist

Chaikin Analytics WebApp

In the Watchlist View, select “Import a List” from the R-button menu to import a list of ticker symbols into Chaikin Analytics, from a file. The file must be located on your computer, or a drive you can access, and must meet the following requirements:

  • It must be in .csv or Microsoft Excel format, with a .csv, .xls, or .xlsx extension.
  • It may contain leading header rows, which will be skipped.
  • It must contain rows in which fields are separate by a comma or other delimiter you specify, where the ticker symbol appears consistently in the same column.

You can create the file either by exporting it from another system (such as an online broker or backoffice system), or by using Excel or an editor which supports .csv files.

The list will be imported into your “User Lists” section, and will be available across all Chaikin Analytics platforms. This feature is also available from “Import a List” on the app Settings Menu.

Note: TD Ameritrade Advisors can load their client lists into Chaikin Analytics via direct link to the Veo platform. Contact Chaikin Support for assistance.

Step 1: Upload a File

Chaikin Analytics WebApp

Press “Choose File” and select the desired file on your computer or accessible drive.

Specify the destination List Name (maximum 30 characters). By default, this will be the same as the file name, with any invalid characters removed. If the List already exists in your User Lists section, you will be asked whether you want to overwrite it.

Press “Upload”, to upload the file to Chaikin servers for importing.

Step 2: Import Ticker Symbols

Chaikin Analytics WebApp

Next, specify where ticker symbols reside in your file. Select one or more delimiters, which are characters that separate columns. Then specify which row tickers start on (header rows will be skipped), and which column tickers reside in.

Check the sample grid to verify tickers in your file are being recognized properly.

Note: Make sure no fields other than Ticker Symbol contain any of your delimiters; text qualifiers are not processed on other fields.

Press “Import” to import symbols, or “Back” to return to the previous screen.

A valid row must contain at least the specified number of columns, ending with an “End of Line” sequence (EOL or carriage return/line feed). Invalid rows will be ignored.

The value in the specified column, minus any leading or trailing quotes and spaces, will be processed as a ticker symbol. Any values after the specified column will be ignored.

The symbol must be a valid exchange ticker and known by the Chaikin database; unknown symbols will be skipped. Up to 1,000 valid symbols may be imported.

The importer will skip one blank row, but two consecutive blank rows will end the import, as will an “End of File” sequence (EOF).

You will be notified of success and/or errors which occurred during the import. Your list will only be created or overwritten if at least one symbol is successfully imported. If successful, your List will be created in your User Lists section and will be available across all Chaikin Analytics platforms.

Exporting a Watchlist

Chaikin Analytics WebApp

In the Watchlist View, select “Export List” from the R-button menu to export any List. The list of ticker symbols will be saved in a .csv file located in your browser's download area. You can move it from there to your Desktop or other desired location.

If the Global Filter in the Watchlist is On, you will see the following prompt:

Chaikin Analytics WebApp

Select "All Stocks" or "Only stocks passing filter" as desired. You can set Global Filter settings in the Watchlist." Chaikin Analytics WebApp

Note: You can also export a list by pressing R-click (Mac: Ctrl-click) on the selected list name in the List Navigator and selecting “Export List”.

Chaikin Analytics WebApp