Access the Settings Menu
Click the Profile Icon in the upper right corner of Symbolik and choose Settings.
From here you will have the ability to customize the look and feel of Symbolik to your own personal preferences.
Click here to jump to a section:
General Settings Chart Settings
Data Settings Notification Settings
Theme Settings Feature Preview
General Settings
Date Format: Change the format the date is displayed in Symbolik.
Time Format: Choose between12 Hour and 24 Hour display of time.
Time Zone: Show price activity in the Time Zone of your choosing.
Text Size: Choose a larger or smaller font based on your preferences.
Data Settings
Choose the preferred exchange to be displayed when entering symbols. The default exchange will be the first to show up when entering a symbol in the Symbol Search field, as well as in creating Portfolios and Alerts. You can also override the number of decimals to display on the price axis. The default is symbol dependent.
Theme Settings
Customize the display of your charts in Symbolik with one of four custom themes: Light, Dark, Dark Solarized and Raven Black
Notification Settings
Symbolik Advanced users can choose to have Scans and Alerts be sent via Email or SMS text message.
Verification
These choices require the user to Verify their Email address and cell phone number in the Account Menu on Symbolik. Choosing those options from the Settings menu will prompt you with a link to Verify your email or phone number if you have not done so already.
Feature Preview
We're continually adding new features to improve your Symbolik experience. This section provides earlier access to just some of the many features, enhancements and experiments in development in an effort to generate customer feedback and shape the future of Symbolik.
Feature Preview functionality is still under development and may not have the full functionality anticipated upon full release to Symbolik. Feature Previews may not have additional documentation available in the Help Center until the full release to Symbolik.
Click the Opt-in to Feature Preview toggle button and then choose the features you wish to enable and click the Update Feature button.
Chart Settings
*Some Chart Setting changes made from the System Preferences will not affect any current charts, but become the default for new charts, tabs and workspaces going forward. To make changes to your current chart instance, access the Chart Settings from the ellipses menu in the Heads-Up Display (HUD).
Data Series
These settings affect how the primary chart data is rendered.
Base Series Color: Defines the default color of the data series (e.g., line chart or candlesticks).
Opacity (%): Controls the transparency of the base series color. 100% is fully opaque, 0% is fully transparent.
Chart Type: Choose between chart types such as Candlestick, Bar, Line or Mountain.
Adjust the appearance of bars or candles based on whether they closed higher or lower than they opened. Click the chart type to access and customize settings specific to your preferred chart style.
Up Close Overlay: Color: Sets the overlay color for up (bullish) closes. (with Opacity % control)
Down Close Overlay: Color: Sets the overlay color for down (bearish) closes. (with Opacity % control)
Chart Display
Adjust the overall appearance of text and background on your chart.
Text Color: Sets the color of non-price data related text displays. These include: axis labels and HUD text.
Text Weight: Controls how bold or light the chart text appears.
Chart Background Color: Sets the background color of the charting area. Opacity % for background color.
Gridlines
Control the visual appearance of vertical and horizonal gridlines. You can customize:
- Line Color
- Line Style (solid, dashed, dotted)
- Line Thickness
Heads Up Display
Control the HUD OHLC value to display the current bar (default) or to show data from the cursor.
Background opacity will box a background color around the HUD for clearer display of data options.
Cursor Controls
These controls enhance your Symbolik navigation and chart analysis:
Cursor Magnet: Pulls the Mouse to nearby Price outputs to select values with precision.
Draw Tool Lock: Persists the selected tool after each drawing for continued use.
Cursor Coordinates: Allows you to toggle display between No Labels, Labels Only or Labels and Lines, better known as Crosshairs. Crosshair color and lines can be customized in the same menu below.
Global Cursors: Display price, date and time coordinates across all the tabs chart instance when using a multi-chart layout.
Crosshair Color and Line Style: Customize the line type and color of crosshairs when selected from the Cursor Coordinates menu.
Learn more about these powerful settings here: Cursor Controls
Chart Layout
These settings influence chart spacing, margins, and scaling.
Zoom Scale: Adjusts the default zoom scale for the chart. Higher values show fewer bars; lower values show more.
Top Margin / Bottom Margin / Right Margin: Adds spacing between the chart content and the edges of the panel.
Vertical Auto-Scale: Force scale the time axis to data, 1st indicator or all indicators.
Draw Tools
Draw tools by default will be preserved on a chart instance for that symbol. If you prefer to never have them preserved, or would prefer a prompt to determine which tools get saved, you can make that selection.