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Chart Header

Stock Detail

The Chart header shows stock detail including Power Gauge arc, stock symbol, company name, Last, daily Change (and percent change), Industry Group, Options button, Earnings Info, Technical Rating, and Industry Rating.

Click the Power Gauge arc to expand the Chart Header to see Stock Detail information including Power Gauge Components and Factors.

Note: Make your browser at least 1280px to see the Earnings Info.

Filter Warning

Chaikin suggests deprioritizing ‘low-quality’ names from your investment process. Stocks which are very low-priced, low-liquidity, or micro-cap tend to respond less reliably to quantitative analytics, including ours. These stocks can be indicated using the Global Filter in the Watchlist, which is On by default.

If the Global Filter is On, and you chart a stock which does not pass the Filter, a warning icon will display next to the stock symbol.

Hover over the Warning icon to see which criteria caused the stock to fail the Filter.

Industry Hotlink

Press the Industry Group name to hotlink to that Industry, allowing you to easily compare a stock to its peers. The Industry list will replace the previous watchlist.

ETF Group

When you enter an ETF, its ETF Group will display in the Chart Header. Click the ETF Group to load these ETFs as a list in the Watchlist.

For instance, if you enter “XLF” (the SPDR Energy Sector ETF), you will see:  Click this to load all US Energy ETFs into the Watchlist.

Trading Notes

You can add a Trading Note for any stock or ETF, to remember entry or exit points, trading strategy, or whatever you like. Notes can be added from the Watchlist right-click menu, or from the Chart header.

In the Chart header, select the Note icon to add a Note for the current stock or ETF. A new Note will say “Type to add your note”. Type your Note up to 512 characters.


If a Note already exists for this stock or ETF, a “Note Anchor” icon will display in the top left corner of the Chart. In this case, click the Note Anchor to edit the existing Note.

You will be prompted to save any changes:

Note: Trading Notes are for informal purposes only. They are not historically archived or otherwise intended for professional compliance purposes.


If the stock you are viewing has Options traded on it, the Options button will be active. Press it to see the OptionsPlay window for this stock. If the stock is not Optionable, the button will be greyed out. The button will be active for all ETFs.

Earnings Info

If your browser is at least 1280px wide, you will see Earnings Info in the Chart Header for the stock you are charting. Which info is shown depends on where the stock is in its Earnings cycle – either Upcoming Earnings info, Earnings Surprise info, or Estimate Revision info.

Note: Earnings Reports and Estimate Revisions are processed nightly and will be reflected in the Chart Header the day after they are received.

Click the EPS icon in the Chart Header to see an Earnings Detail popup allowing you to show historical Earnings on the Chart, and click again to hide it.

Upcoming Earnings

Generally, if the stock you are charting has a valid next Earnings report date, you will see info about the upcoming report – report date, fiscal quarter to be reported, and current consensus earnings estimate for the quarter.


Hover over the EPS icon to see Upcoming Earnings detail (the same popup is accessible from the Watchlist).

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 or Moon 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.

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.

A Bullish Warning ahead of Earnings can be triggered by:

  • PGR 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 Surprises

If the stock you are charting has reported Earnings within the past 3 trading days, you will see information about the completed report.

The Chart Header shows fiscal quarter, report date, actual reported quarterly EPS, and Consensus Estimate at time of report.

  • A Bullish Earnings Surprise (actual EPS greater than estimate) will be colored green.
  • A Bearish Earnings Surprise (actual EPS less than estimate) will be colored red.


Hover over the EPS icon to see detail about the completed Earnings report (the same popup is accessible from the Watchlist).

The popup shows 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.

Estimate Revisions

If the stock you are charting does not have a recent or upcoming Earnings report, and the consensus quarterly estimate has changed more than 2c and 2%, you will see Estimate Revision info in the Chart Header, including the old and new estimate.

Click the EPS icon to see Upcoming Earnings detail.

No Earnings Data

If the symbol you are charting does not have a valid next report date, or last report date, the Chart Header will show “No earnings data.” This includes ETFs.


This is an indication of where a stock is in relation to its short, intermediate, and long-term trends.

Industry Rating

Industry Rating looks at the aggregate Power Gauge Ratings of stocks in this company’s Industry Group to assign a Rating from Strong to Weak.

Expanded Stock Detail

Click the Power Gauge icon in the top left to expand the Chart Header for Power Gauge factors and other stock detail. Click the Power Gauge icon again to collapse the Chart Header.

    • NeutralPositive Potential (or Neutral+)” means the underlying rating is Bullish, but is being clipped because the stock is breaking down below its long-term trend.
  • NeutralNegative Potential (or Neutral-)” means the underlying rating is Bearish, but is being clipped because the stock is breaking out above its long-term trend.

Power Gauge Drill Down

The center panel allows you to drill into the Power Gauge rating, starting with the four top-level components:

Press (+) to expand a component to see its 5 factors, and (-) to close it again.

Each “slider” represents the stock’s rank relative to a comparison universe (either the Russell 3000 or the stock’s Industry Group, depending on the factor).

Factors are all scaled so that “green is good”, i.e. Bullish, and Red is Bearish. For some factors – for example, Debt/Equity Ratio – a low value is better. In these cases, the slider position will be toward the right for companies with a relatively low Debt/Equity ratio.

Another example is the Short Interest factor: generally, low Short Interest is Bullish, as it means there are not a lot of bets against the stock. So stocks with relatively low Short Interest will have a higher factor rank.

Remember, scaling for some factors is relative to Industry, which may not always be intuitive. For instance, a company with a seemingly low (i.e. favorable) Debt/Equity ratio may not rank as well compared to its Industry peers, and the factor value may not be as high as you might expect. Though possibly counterintuitive, this is actually what makes the Power Gauge model so effective.

Factor ranks are weighted using proprietary weights and combined first into component scores, then into an overall “raw” Rating. A “technical overlay” is then applied to arrive at a final Power Gauge Rating for each stock. Ratings are updated after each trading day, before the following open.

Factors are explained in more detail in the Power Gauge Rating section.


Press the arrows to see Fundamentals, Performance, Earnings, and Ratios, sourced from Zacks.

Expanded ETF Detail

Click the arrow icon next to Trends to show the detail view and again to hide it. As a shortcut, double-click in the header or detail view to open and close the view.

The Power Gauge Rating is in development and coming soon as are its components (Momentum, Relative Strength, and Weighted Average PGR). The fundamentals summarize the ETF’s key characteristics and statistics.

  • Assets. Assets under management.
  • Avg Daily Vol. Average daily trading volume.
  • Beta. A measure of volatility: 1 = matches the S&P 500, >1 = more volatile, <1 = less volatile.
  • Div Yield. The ETF’s current dividend yield.
  • Holds. The asset types held.
  • Strategy. Long or Short.
  • Management. Active or Passive.
  • Expenses. Fees as a percentage of the ETF’s asset under management.