Published: March 14, 2025

Last Updated: April 24, 2026

Your Chart Settings let you customize which indicators or other information appear on the chart, helping you tailor the view to your preferences.

To access Chart Settings, go to the Chart tab on the Asset Details page (when you search for a ticker) or on the Position Card Page (when you click a position in your portfolio).

Click on the green Open Chart Settings button on the far left of the chart.

Screenshot taken from a TradeSmith Platinum account on Apr. 24, 2026.

Please note that your available Asset Detail or Position Detail page tabs will vary depending on your subscription.

From the Settings menu, you can easily turn on or off chart features to customize your view. Any item marked with a colored circle will be displayed on the chart.

The menu is organized into several categories, including Lines, Health, Events, Cycles, and Charts, making it easy to find the features you want to adjust.

Please note that some options are available only with your TradeSmith subscription. For example, the Cycles section is accessible to users with Trade Cycles by TradeSmith or TradeSmith Platinum accounts.

Screenshot taken from a TradeSmith Platinum account on Apr. 24, 2026.

Chart Settings Menu

Let's review key chart setting features.

Lines

• VQ Trailing Stop: displays the VQ% trailing stop on the chart and tracks the security's VQ from a recent high close price since the entry date.
• % Trailing Stop: displays a custom percentage trailing stop, defaulting to 25%. You can adjust the % trailing stop by clicking the edit pencil icon and adding your preferred % trailing stop loss.
• Entry Date: displays the previous day's close. You can edit the entry date by clicking on the edit pencil icon.
• Latest Close: displays the latest close price to be displayed on the chart as a horizontal green dashed line.

Health: Short-Term or Long-Term

• Health: displays health bar information at the bottom of the chart, so you can see a security's Short-Term or Long-Term Health.
• Smart Moving Average is a trend indicator unique to each security, engineered to be the best moving average based on a security's ever-changing volatility, and it ONLY applies to the Long-Term Health.
• Yellow Zone: displays the price for which the security must drop to be in the Yellow Zone, which is about half of the security's Volatility Quotient (We can ONLY determine the Yellow Zone price for the Long-Term Health).
• Stop Loss: displays the price at which the security must drop to enter the Red Zone, which means sell (We can ONLY determine the Red Zone price for the Long-Term Health).
• Entry Signal: displays the entry for the Health Indicator as a green "E" bubble, and applies ONLY to the Long-Term Health Indicator.

The Short-Term Health follows the Reactive Moving Average, which adjusts quickly to the latest market movements, providing you with earlier signals than the Long-Term Health indicator.

Charts

• Volume: displays the volume graph at the bottom of the chart.
• Historical VQ: displays the security's historical volatility.
• Business Quality Score (BQS): displays a company's historical BQS, which reflects its growth, profitability, payout, and safety fundamentals.
• Price: allows you to change the chart display from line to candlestick or OHLC (Open-High-Low-Close) bars.
• Smart Money Index (SMI): displays the Smart Money Index, which is available to Money Movers and TradeSmith Platinum accounts.
• Hover with details: enables or disables the data box you see when you hover your mouse over the chart.
• Stock Rating: pertains to Ratings by TradeSmith and provides the overall stock rating, ranging from Very Bullish to Very Bearish.
• Insider Sentiment: pertains to Money Movers by TradeSmith and displays the insider sentiment. An "insider" refers to professional investors such as company officers and directors who may have access to inside company information before it is made available to the public.

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).