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Fundamental Charts: Annotations

This video explores the functionality YCharts provides to it's customers who are looking to use Chart Annotations in their analysis. It will take you through multiple workflows that touch on all aspects of Chart Annotations.

Getting Started

Showing Original Data

View Area Charts

View Events

Frequently Asked Questions

 


 

Getting Started

 

How to Add Annotations

1. Click on the arrow box that runs along the left hand side of the chart

How to Use YCharts Interactive Chart Crosshairs - Step 1

 

2. Choose one of the annotation options

How to Use YCharts Interactive Chart Crosshairs - Step 2

 

3. On the chart, click where you'd like to place the annotation. 

How to Use YCharts Interactive Chart Crosshairs - Step 4

    1. For shapes and lines, you will want to click once and then the line or shape should appear on the chart. Once you are happy with the placement, click again and then the annotation will be placed. 

 

4. To edit an annotation, click on the annotation and you should see an edit box appear. Here, you can adjust the color, text, placement, etc. 

How to Use YCharts Interactive Chart Crosshairs - Step 5 (1)

 


 

How to Show Original Data

1. Select "Annotate"

How to Customize YCharts Data Annotations and Chart Types - Step 1

 

2. Select the the gear icon next to the metric you wish to modify

How to Customize YCharts Data Annotations and Chart Types - Step 2

 

3. Select "Force Original Data Format" to override and "Apply"

How to Customize YCharts Data Annotations and Chart Types - Step 4


 

How to View an Area Chart

1. Select "Annotate"

How to Customize YCharts Data Annotations and Chart Types - Step 12

 

2. Select the gear icon

How to Customize YCharts Data Annotations and Chart Types - Step 13

3. Check 'Area Chart' and "Apply"

How to Customize YCharts Data Annotations and Chart Types - Step 15

 


 

How to View Events Data

1. Select "Annotate"

How to Customize YCharts Data Annotations and Chart Types - Step 5

 

2. Select the gear icon next to the metric you wish to add events for

How to Customize YCharts Data Annotations and Chart Types - Step 6

 

3. Select one or more checkboxes to add flags for “Earnings (E)”, “Dividends (D)”, and “Splits/Spinoffs (S)” dates

How to Customize YCharts Data Annotations and Chart Types - Step 11


 

Frequently Asked Questions

 

 

 


 

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