How to get started with Schwab Advisor StreetSmart Edge® charts

How to get started with Schwab Advisor StreetSmart Edge® charts

Schwab Advisor StreetSmart Edge, makes it easy to create, open, and save charts to and from the application or your computer using the Chart tool. Create and open charts to quickly absorb data and understand a security's performance using the steps below.

See Help with the Chart tool for advanced features and customizations.

To start using Schwab Advisor StreetSmart Edge charts, you will need the following:

  • Access to Schwab Advisor StreetSmart Edge Tooltip  security access
  • Schwab Advisor Center StreetSmart Edge enrollment Tooltip

Use this process to create and name a new chart.

  1. Go to Schwab Advisor Center® > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Chart tool from an existing layout or from the Launch Tools menu.
  3. Use one of the following steps to create a new chart:
    • Click the + icon next to the existing tab to create a new chart.
    • Right-click on an existing chart and select New Chart. Selecting this option will remove the current chart and remove any previously-established studies.
  4. On the chart screen, click the + icon next to the existing tabs to create a new chart.
  5. Add a name for the chart and then press Enter to save the name.

Use this process to open an existing chart template.

  1. Go to Schwab Advisor Center > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Chart tool from an existing layout or from the Launch Tools menu.
  3. On the chart screen, right-click any tab to open the menu.
  4. Select either Open Chart from Template or Choose Open Chart from File…
    • Opening from a template—Select from the list of saved chart templates, or choose Other… to open a chart file saved to your computer.
    • Opening from a file—Use this menu item to open a saved chart file from your computer.
  5. Select Open Chart from Template and then choose a saved template or choose Other to load a template from your computer.

Use this process to rename your charts.

  1. Go to Schwab Advisor Center > Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Chart tool from an existing layout or from the Launch Tools menu.
  3. On the chart screen, double-click the tab to activate the name field.
  4. Add a name for the layout and then press Enter to save the name.

Use this process to save charts to save your charts.

  1. Go to Schwab Advisor Center Trading > Schwab Advisor StreetSmart Edge to access the application.
  2. Navigate to the Chart tool from an existing layout or from the Launch Tools menu.
  3. On the chart screen, right-click the chart tab that you want to save.
  4. Select either Save [chart name] as a Template… or Save [chart name] as a File…
    • Saving as a Template—Saves the chart as part of the software. You can quickly access your charts by selecting Open Chart from Template from the right-click menu.
    • Saving as a File—Saves an .xml file directly to your computer. You can back up this file, move it to another computer, or share it with other users.

Once you have created or opened your chart:

  • You can continue to customize your experience or start working in the application.
  • For additional questions about the application, call an AS Trading Representative at 800-930-4379, Monday – Friday from 8:30 a.m. – 7:00 p.m. ET.

Articles
Introduction to Schwab Advisor StreetSmart Edge®
Introduction to Schwab Advisor StreetSmart Edge® tools
Introduction to the Schwab Advisor StreetSmart Edge® Chart tool
How to customize a Schwab Advisor StreetSmart Edge® tool display
How to work with Schwab Advisor StreetSmart Edge® tool tabs


Help guides
Help with the Chart tool