Site Usage Tips

Accessing via a Mobile Device:

I've been asked a few times if there are mobile apps for SwingTradeBot. The answer is no, however, the site is mobile-friendly and is 100% usable on a mobile device. A good portion of my own usage is from my iPhone & iPad, so mobile usability is very important to me. Having said that, when I really want to power through some charts, I do so on my laptop. It's so much faster to be able to open links in new browser tabs and to see all the information at once. (You can also open links in new tabs on mobile but it's just not as seamless & quick.)

It's "seeing all the information at once" where I had to make some compromises for mobile devices. There are certain places where some of the data is hidden (collapsed) from view on mobile devices. You'll need to make an extra tap in order to reveal the hidden data. On many of the tables you'll see a plus sign on the left side of each row. That signifies that some data has been collapsed/hidden from view in order to make the table fit on the screen.

You can simply tap the plus sign to reveal the hidden data.

Another mobile difference is the way the "Hover Charts" work. On mobile you'll have to tap the link once to get the chart to pop up. (Your mileage may vary on Android devices as to how to get the charts to appear - some Android tips are in the comments of the page about the hover charts.).

Pro Subscribers Account Customization

Pro-level subscribers should take advantage of the capability to define the characteristics of stocks they want to see in the scan results listings. Visit the Scan Filter Settings to define your "Tradable Universe" of stocks. This is where you can configure the site so that it only shows you, for example, stocks priced above $50 and which trade an average of 10 million shares per day. You can define this setting once instead of mucking with the scan result settings on every page load.

Similarly, pro-level subscribers can define your default chart settings so that the TradingView chart widget displays the indicators you care about.

Watchlists and Portfolios:

Rename Your Lists

While on a portfolio or watchlist page, you can click the pencil icon next to the list's name to change the name of the list.

edit name icon

This is more important for Pro users but all users can rename their watchlists and portfolios to something more meaningful. This will allow Pro users to more easily differentiate their multiple lists when adding stocks to them and when navigating via the menu.

Use the Hover Charts

On the top two tables on the Watchlist and Portfolio pages you can get a quick view of each stock's chart via the hover chart feature. On a desktop or laptop computer just hover your mouse pointer over the stock symbol and the associated chart will pop up. If you're on mobile a single tap on the stock symbol will reveal the chart. A second tap on the symbol will take you to the stock's page. While the chart is displayed, tapping somewhere other than the stock symbol will close the chart.

Get Hints for Technical Alerts

Whenever you see a dotted line under some text that's a sign that you can get pop-up (tooltips) help for that text. You'll see that in most places where the technical alerts/signals are listed.

On a desktop or laptop computer you can just hover your cursor over the text to get the pop-up. On mobile, you'll have to tap the text once. (Tapping twice on mobile or clicking the text from a computer will take you to the page for that event's scan results).

The text displayed is the same text that's displayed at the top of the event's scan results page. Some events have more detailed explanations right now but I'm working on beefing up the others.

Edit or Remove List Items

In your watchlists & portfolios, you can click the pencil icons to edit an entry and click the trash can icon to remove an item.

Adding a Stock to a Portfolio

add to portfolio form

Here are some tips on adding stocks to your portfolio(s).

  • Pro users can use the Portfolio dropdown to choose which portfolio they want to add the stock to
  • You can enter a short position by entering a negative number of shares
  • The Trailing Stops are optional but can be useful to alert you to when your position may need to be reevaluated.

Below you can see how the violated stops are highlighted in red. A glance to this part of your portfolio page can alert you to positions which may need attention. (Assuming you didn't actually enter the stop loss orders in the market with your broker.)

portfolio stop losses

Sorting Tables

Many of the tables are sortable. For those which are, you can just click on a column header to sort the data by that column. Clicking/tapping that column header again will reverse the sort. I often sort the scan results listings to get to stocks which interest me quicker. Once a column is sorted, you'll see a sort order indicator to the right of the column name, as in the image below which shows a table sorted by stock symbol.

Categorized Events/Alerts

I recently added a way to drill down to the technical alerts based on the type of alert. So, for example, if you're a breakout trader, that page will make it easier to zero in on the alerts most relevant to you.

News by Provider

You can get to the News by Provider page via the Research Menu. I built this page because I wanted to know what stocks were on Investor Business Daily's (IBD) radar. This allows me to get a quick look at what they or any of several other news outlets are writing about.

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