Smart Checklist Widget

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: Click on the Sidebar button from the top right corner of the interface.

Click on the Sidebar button

Step 2: Select Add or Remove Widgets from the dropdown list.

Select Add or Remove Widgets

Step 3: Click on the Add New Widget button at the bottom of the side panel.

Click on the Add New Widget button

Step 4: Select Smart Checklist from the list.

Select Smart Checklist

Step 5: Click on Done and the widget will be added to the sidebar.

Click on Done

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.

Click on the Choose Script button

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.

modal window will appear providing you with a list of available scripts

Step 3: Select a script of your choice and click on the CHOOSE THE SCRIPT button.

click on the CHOOSE THE 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 also supports all kinds of conditions

Smart Checklist Widget Controls

The smart checklist widget offers a variety of controls to the traders for managing the widget as outlined below.

Chart Type

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
  • Raindrop
  • Line

Select the chart type

Extended Hours

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.

Extended Hours

Current Candle

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.

Current Candle

Refresh Button

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 the timestamp, of when the refresh button was pressed last time.

Refresh button and last refresh

Script Details

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.

Script Details

You can copy and paste the script details from this window.

Ability to copy the script details

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.

Vertical Confirmation Bars

Jun 30, 2022

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