Smart Checklists are configured in the same way you configure a scan, backtest, or multi-factor alerts on the platform - by using the TrendSpider visual scripting system. You can even use any saved Script template as a smart checklist out of the gate.
When you open a chart, the Smart Checklist will automatically check all of your conditions against that symbol to display a simple list of the conditions and the status of them on the name you are looking at. This will give you a quick “at-a-glance” status check on the symbol.
Every time you change a symbol, all the Check Lists in the current workspace will catch up accordingly.
In this documentation, we will explore the following:
- Add Smart Checklist Widget
- Load a Script
- Smart Checklist Widget Controls
Let’s get started 🚀
Add Smart Checklist Widget
Step 1: Sign in to your TrendSpider account and navigate to the right side of the interface to select the Smart Checklist widget from the list.
Step 2: Click on the “Checklist” sidebar widget.
Step 3: Click on the “Add to the Sidebar” option to add the Smart Checklist widget.
The Smart Checklist widget will be added in the sidebar column as can be observed below:
Load a Script
Smart Checklist makes use of scripts saved in your Script Manager window. With the Smart Checklist widget, you can load any script of your choice from the list of scripts already created. For more information, please refer to this documentation on- Scripts. Write once, use everywhere: scan, backtest, create alerts.
Follow the instructions below to load a script from Script Manager.
Step 1: Click on the Choose Script button from the top of the widget.
Step 2: A modal window will appear providing you with a list of available scripts to load into the Smart Checklist Widget. If the list is comprehensive, you can use the search bar and enter the name of the Script you would like to load.
Step 3: Select a script of your choice and click on the CHOOSE THIS SCRIPT button.
The script will be loaded into the widget and will run and check all of the scripting conditions against the symbol selected in the interface.
Note*: Smart Checklist also supports all kinds of conditions such as Price, Candlestick Pattern, Indicator, Earning Dates, Earning Values, Dividends Dates, Dividends Values, Splits, News Content, Analyst Estimates, and Watch Lists.*
Smart Checklist Widget Controls
The smart checklist widget offers a variety of controls to the traders for managing the widget as outlined below.
Select the chart type you would like to use with the selected script from the dropdown list. You can select from any of the following charts:
- Generic OHLC
- Heikin Ashi
Choose whether or not to include pre and post-market data when checking your Smart Checklist conditions.
For more information on Extended Hours, please refer to the documentation on- Extended Hours Support.
Select this checkbox and instruct the Smart Checklist to use the most current open candle. If not checked, it will focus on the most recent closed candle.
Click on the Refresh button to refresh against any new chart selected. Smart Checklists automatically refresh when you open any chart or change symbols, but the widget does not update in real-time automatically. Hence, you must manually refresh them with this button.
The widget also provides you with the timestamp, of when the refresh button was pressed last time.
Click on the 🛈 button to browse and view a detailed description of the conditions and preferences loaded into your current script template.
This is the full and untruncated list of conditions and statuses that make up your Smart Checklist.
You can copy and paste the script details from this window.
Vertical Confirmation Bars
Along the left side of the widget, you’ll find two columns; one which signals each condition separately, and the column to the far left which signals when all conditions are met. If your conditions are nested, it will display another column to indicate that the conditions are nested within another condition group, and display the status for the entire column as well.
This is designed to provide a quick and instant visual representation of the status of your conditions in your Smart Checklist.