A chart should not disappear after you review it

While working on WickedDesk, I kept running into the same gap. A stock looked interesting, I reviewed the chart and perhaps saved it. A few days later, the context was gone. Why was I watching it? Where was the pivot? Which drawings were on the chart at the time? And what did the stock look like before the outcome was known?

A screenshot only answers part of that. It preserves an image, but not the timeframe, indicators, levels or a way back to the chart as it looked then. A note only helps if it remains connected to the right chart.

That is why I connected Atlas, Model Book and Journal more closely. A chart review can now be saved as a sequence. Observation, pre entry review, entry, exit and post trade analysis remain stages of the same idea. I also added a new group view and better earnings data.

Read groups faster

Before I open a ticker, I want to know where the movement is. The new tile view shows sectors, themes, industries and sub industries as large and small areas. Color shows direction. Size shows the strength of the move over the selected period.

You can switch between today, one week, one month, three months and six months. This matters when a strong day sits inside a weak month.

The tile view shows group performance over the selected period. A click opens the stocks in that group.

More context beside the chart

The Atlas sidecar now contains the information I use during a chart review: price, relative strength, ADR, volume, market capitalization, group breadth and rotation. ADR is the average daily range. Relative strength shows how a stock performs compared with the market.

Below that, you see the next earnings date and a quality check. It makes clear which parts of the idea are supported and which parts are still missing.

The chart remains the main area. The right side shows group context, metrics, upcoming earnings and the quality check.

Review earnings without opening another tab

Reported revenue alone is not enough. I also want to know what the market expected and how large the difference was. The quarterly view shows this for EPS and revenue. EPS is earnings per share. The estimate appears beside the actual result, with the percentage surprise below it.

The next row shows growth from the same quarter a year earlier. Positive and negative differences use separate colors. The upcoming quarter shows the current estimate until the company reports. The related filing can be opened directly inside WickedDesk.

EPS, revenue, expectations and surprises appear next to each other. The upcoming quarter shows the current estimate.

The same table works on a phone. You can move it horizontally and vertically while the labels remain visible on the left.

Published quarters and the next estimate remain readable in a scrollable mobile table.

Turn a review into a sequence

Chart studies are the most important addition. You can save a chart as an observation, pre entry review, entry, exit or post trade analysis. WickedDesk stores the symbol, data timestamp, timeframe, chart type, visible range, indicators and drawings.

Horizontal lines can be marked as pivot, entry, stop or alert. A pivot is the price area whose break may trigger a planned entry. When you return later, Past view shows the chart as it was saved. Continue today applies the same settings and drawings to current prices.

The chart study menu records each stage. You can reopen it with past prices or continue with current data.

Atlas works away from the desk

I did not want every second step on a phone to require a return to the desktop. Journal, Model Book, Playbook, Trade and Plan therefore open directly from the mobile chart.

The dialog first shows the five destinations. Below that, you choose whether the chart records an observation, the pre entry review, entry, exit or post trade analysis. Saved stages can be opened with past prices or continued with current data.

The mobile chart flow connects the visible chart with Journal, Model Book, Playbook, Trade or Plan.

Multiple charts remain usable as well. Instead of squeezing two narrow charts side by side, each view uses the full screen width. A swipe moves to the next chart.

The chart view switches between one, two, four or eight charts. On a phone, you move between them with a swipe.

The scanner opens above the chart. Selecting a result loads the ticker directly into Atlas.

Model Book gets real charts

Model Book is where you collect recurring setups. The current Atlas chart can now be saved directly. The ticker, timeframe and chart image come with it. You then add the observation, pivot and risk, choose a notebook and assign tags or a rating.

Presets provide a starting structure for common setups such as Episodic Pivot, Breakout, High Tight Flag, Flat Base, Wedge Pop and High Volume Edge. A preset does not detect the setup for you. It makes sure you answer the same questions for each study.

Model Book keeps the chart, thesis, metadata and tags in one place.

Presets give common setups a repeatable structure. They do not replace chart review.

The chart stays connected to the Journal

When you add a chart to the Journal, WickedDesk carries the important data into the entry. That includes price, relative strength, setup score, ADR, group, rotation and recent quarterly results. The saved chart remains linked to that entry.

This matters during review. You can open the original chart, add a later check and attach the post trade analysis to the same sequence. You see the information and drawings that were actually available when the decision was made.

Price, group, rotation and quarterly data are already present when the chart is added from Atlas.

The sequence shows the observation, date and metrics. From here, you can open the past view or continue with current prices.

Why these parts belong together

The group provides the first filter. The plan is built in the chart. Model Book keeps recurring setups. The Journal later shows whether the original assumption held up. The same saved chart connects those steps.

That was the point of this update. I wanted fewer screenshots without context and fewer notes whose starting point disappears. An idea should remain traceable from its first observation to the final review. If a recurring pattern emerges, it belongs in Model Book. If it becomes a trade, the sequence belongs in the Journal.

The features are available on desktop and mobile. Saved chart studies and their links belong to your account, so they are available on your other signed in devices as well.