The charting space provides the tools to flexibly configure charts with data from different markets, exchanges, and multiple data products.

Charting Space

Viewport

Dashboard

Time Machine

Time Scale

Rate Scale

Time Frame Scale

Timeline Chart

Rate Scale

Time Frame Scale

Layers Manager

Layer

Charting Space

The charting space is the hierarchy that governs the configuration of the charts, and the bidimensional space on which charts are drawn.

Think of the charting space as a huge drawing board. You may have lots of information plotted on different parts of the space and use a viewport to look into that space.

There is only one charting space hierarchy, thus all charts are configured here. As is common throughout the system, different concepts and elements of the charts such as scales, data layers and so on, are represented by nodes in the hierarchy. The system allows great flexibility on how to visualize information over the charts by adding, configuring, and arranging these nodes.

Viewport

The viewport is a window through which you may look into the charting space.

The viewport offers an opening into the visual environment in which you may see, analyze and go over every piece of data involved in the process of trading cryptocurrencies:

  • Live and historic market data;
  • Data crunched in the form of indicators;
  • The specific effects of the rules you will program into your strategies, and how strategies behave during testing and live trading sessions.

At this point, the system supports one viewport only. In the future, different viewports may give you direct access to different parts of the charting space.

Dashboard

A dashboard is a collection of time machines, each containing any number of charts.

The concept of the dashboard allows having multiple charts configured all at once, so that you may consult different exchanges, different markets, different time frames, or different technical studies on demand, simply by moving around and zooming in or out. You may put charts side by side, or even superimpose them to study market flows, search for arbitrage opportunities, or simply keep them in sight when you analyze particular market situations.

At the moment, the functionality of a dashboard is trivial: grouping time machines. However, in the future, it will offer various features to enhance the user experience.

Adding a Dashboard Node

To add a dashboard, select Add Dashboard on the Charting Space node menu.

Time Machine

A time machine synchronizes multiple timeline charts over the same timeline. Timeline charts within a time machine may have different rate scales or time frame scales, but their time scale will always match.

Think of a time machine as an aide that helps you keep any number of pieces of information synchronized on the same time scale. Every data structure that you set up within the same time machine, will always be synchronized in time. Put in other words, the open and closing datetime of each dataset will always be aligned on the vertical axis.

On the other hand, when you arrange charts on different time machines, they are completely independent of one another.

Adding a Time Machine Node

To add a time machine, select Add Time Machine on the Dashboard node menu.

Time Scale

The time scale controls the scale of the horizontal axis, that is, the timeline of the corresponding time machine, and of all of the timeline charts within it.
Scale Minimum and Maximum Values

A time scale has a minimum and a maximum value. The minimum value is the value at the left border of the chart. The maximum, is the value at the right border of the chart.

In technical terms, the minimum and maximum scale values are constantly changing as, whenever you pan across the charts, you are directly affecting the minimum and maximum scale values. That said, the actual scale doesn’t change when panning across a chart.

Automatic Scale

The system features an automatic adjustment of the scale, which is turned on by default in our shared workspaces. The scale may be automatic in its minimum value, in its maximum value, or both.

When the scale is automatic in the minimum value, the scale is adjusted so that the chart shows all data from the beginning of the market. Panning the charts under such setting has the effect of compressing and decompressing the data against the left border of the chart.

When the scale is automatic in the maximum value, the scale is adjusted so that the chart shows all data until the end of the market. In such case, panning the charts has the effect of compressing and decompressing the data against the right border of the chart.

When the scale is automatic in both the minimum and maximum value, the scale is adjusted so that the chart shows the whole market. In such case, when you click and drag to pan the charts, the settings turns back to manual on both ends of the chart.

Manual Scale

The scale features a manual mode. When in manual mode the scale does not change, even if the minimum and maximum values change while panning through a chart. This is the natural state of the time scale.

Controlling the Time Scale from the Charts

Automatic Scale

1. To change the automatic scale settings, place the mouse pointer over the corresponding time box, press the Shift key and slowly scroll the wheel of the mouse. The action cycles through different possible scale automation settings. Notice a tiny green triangle to the sides of the time scale icon.

  • A triangle pointing right means that the maximum value of the scale is automatic.

  • A triangle pointing left means that the minimum value of the scale is automatic.

  • Both triangles present at the same time means that both minimum and maximum values are automatic.

  • No triangle means that both minimum and maximum values are in manual mode.

Pay attention to the effects of the different setting for the automatic and manual time scales.

Manual Scale

2. To adjust the scale, make sure either or both minimum and maximum values are in manual mode. Place the mouse pointer over the time box and scroll the wheel of the mouse. The scale will increase or decrease accordingly, depending on which values are set to manual.

When the scale is set to manual, scrolling the mouse wheel on top of the time scale box changes the scale.

Notice that, while changing the scale, a number is displayed replacing the actual datetime. This is a reference value of the scale, that may serve for comparison purposes, with scales in other charts.

Adding a Time Scale Node

To add a time scale, select Add Time Scale on the time machine node menu.

Configuring the Time Scale

Select Configure Rate Scale on the menu to access the configuration.

{
    "fromDate": "2019-05-02T20:07:50.872Z",
    "toDate": "2019-05-22T20:28:21.515Z",
    "autoMinScale": false,
    "autoMaxScale": false
}
  • minValue is a date in the Epoch time format that represents the value of the scale at the left border of the chart.

  • maxValue is a date in the Epoch time format that represents the value of the scale at the right border of the chart.

  • autoMinScale sets the mode of the scale for the minimum value; true sets the value to automatic, false sets the value to manual.

  • autoMaxScale sets the mode of the scale for the maximum value; true sets the value to automatic, false sets the value to manual.

Rate Scale

The rate scale controls the scale of the vertical axis, that is, the scale of the quoted asset, either of the time machine or of the timeline chart, depending on where the node is located.

Rate scales may exist both at the level of a time machine and at the level of a timeline chart, each affecting the corresponding concept.

When set at the level of the time machine, the scale settings affect all charts within the time machine. When set at the level of the timeline chart, the settings override the rate scale at the time machine level. This allows having multiple charts on the same time machine, each with a different rate scale.

Scale Minimum and Maximum Values

A rate scale has a minimum and a maximum value. The minimum value is the value at bottom of the chart. The maximum, is the value at the top of the chart.

In technical terms, the minimum and maximum scale values are constantly changing as, whenever you pan across the charts, you are directly affecting the minimum and maximum scale values. That said, the actual scale may change dynamically or not, depending on the scale-automation settings.

Automatic Scale

The system features an automatic adjustment of the scale, which is turned on by default in our shared workspaces. The scale may be automatic in its minimum value, in its maximum value, or both.

When the scale is automatic in the minimum value, the scale is adjusted so that no piece of information in the span of the chart ever remains below the bottom of the chart. As a result, the lowest data point aligns with the bottom of the chart.

When the scale is automatic in the maximum value, the scale is adjusted so that no piece of information in the span of the chart ever remains above the top of the chart. As a result, the highest data point aligns with the top of the chart.

The scale may be automated on either, or both minimum and maximum values at the same time. In the later case, no data point in the span of the chart ever remains out of the visible area of the chart, as the lowest data point aligns with the bottom of the chart and the highest aligns with the top.

Manual Scale

The system also features a manual mode. When in manual mode the scale does not change, even if the minimum and maximum values change while panning across a chart. This design feature allows comparing different periods using the same scale, which may be valuable in many cases.

Scale Offset

The offset is a feature of the rate scale by which the scale may be shifted upwards or downwards. As a result, charts aligned on the vertical axis—synchronized in datetime by a shared time machine—may be put one above the other. In technical terms, what happens is that the scale is shifted upwards or downwards.

Controlling the Rate Scale from the Charts

Automatic Scale

1. To change the automatic scale settings, place the mouse pointer over the corresponding time machine or timeline chart rate box, press the Shift key and slowly scroll the wheel of the mouse. The action cycles through different possible scale automation settings. Notice a tiny green triangle below and/or above the rate scale icon.

  • A triangle pointing up means that the maximum value of the scale is automatic.

  • A triangle pointing down means that the minimum value of the scale is automatic.

  • Both triangles present at the same time means that both minimum and maximum values are automatic.

  • No triangle means that both minimum and maximum values are in manual mode.

Pay attention to the effects of the different setting for the automatic and manual time scales.

Manual Scale

2. To adjust the scale, make sure either or both minimum and maximum values are in manual mode. Place the mouse pointer over the corresponding time machine or timeline chart rate box and scroll the wheel of the mouse. The scale will increase or decrease accordingly, depending on which values are set to manual.

When the scale is set to manual, scrolling the mouse wheel on top of the rate scale box changes the scale.

Notice that, while changing the scale, a number is displayed replacing the actual rate. This is a reference value of the scale, that may serve for comparison purposes, with scales in other charts.

Scale Offset

3. To shift or offset a timeline chart on the vertical axis, place the mouse pointer on the rate box, left-click and drag upwards or downwards, as desired. The timeline chart will shift in the specified direction while the remaining charts stay in the same position.

To control the offset between timeline charts, right-click on the rate box and drag upwards or downwards.

Adding a Rate Scale Node

To add a rate scale, select Add Rate Scale on the time machine or the timeline chart node menu.

Configuring the Rate Scale

Select Configure Rate Scale on the menu to access the configuration.

{
    "minValue": 388.60416666666424,
    "maxValue": 9715.104166666664,
    "autoMinScale": true,
    "autoMaxScale": true
}
  • minValue is a numerical value that represents the value of the scale at the bottom of the chart.

  • maxValue is a numerical value that represents the value of the scale at the top of the chart.

  • autoMinScale sets the mode of the scale for the minimum value; true sets the value to automatic, false sets the value to manual.

  • autoMaxScale sets the mode of the scale for the maximum value; true sets the value to automatic, false sets the value to manual.

Time Frame Scale

The time frame scale controls the time frame setting, that is, the period represented by each candle, either of the time machine or of the timeline chart, depending on where the node is located.

When the time frame scale is set at the level of the time machine, the scale setting affects all charts within the time machine. When set at the level of the timeline chart, the setting overrides the time frame scale at the time machine level. This allows comparing charts in different time frames, but still synchronized at the datetime level.

Controlling the Time Frame Scale from the Charts

1. To set a time frame value, place the mouse pointer over the corresponding time machine or timeline chart time frame box and scroll the mouse wheel.

To set a time frame, scroll the wheel of the mouse over the time frame scale box.

Adding a Time Frame Scale Node

To add a time frame scale, select Add Time Frame Scale on the time machine or the timeline chart node menu.

Configuring the Time Frame Scale

Select Configure Frame Scale on the menu to access the configuration.

{
    "value":"06-hs"
}
  • value can be any of the time frames supported by the system:

    • 01-min, 02-min, 03-min, 04-min, 05-min, 10-min, 15-min, 20-min, 30-min, 40-min, and 45-min.

    • 01-hs, 02-hs, 03-hs, 04-hs, 06-hs, 08-hs, 12-hs, and 24-hs.

Timeline Chart

The timeline chart represents a chart within a time machine, which may have independent rate and time frame scales, as well as particular layers.

In other words, a timeline chart—often referred simply as chart—is a set of information to be displayed over a timeline. The information may include candles—the main and foremost resource—as well as any other indicator, study or—in general—data products that may be available.

You may add as many charts as you wish. Charts within the same time machine are synchronized in the y-axis, that is, in the datetime dimension. Charts in different time machines are independent of each other concerning the datetime. In either case, you may also add rate scales and time frame scales at the timeline charts level.

The information that each timeline chart makes available on the screen is given by the layers set up in the corresponding layers manager.

Adding a Timeline Chart Node

To add a timeline chart, select Add Timeline Chart on the preferred time machine node menu.

Layers Manager

The layer manager determines which layers will be visible on the corresponding timeline chart.

In other words, you use the layers manager node to configure which data products you wish to be made available for visualization purposes on the charts, in particular, on a specific timeline chart to which the layers manager node is attached to.

Adding a Layers Manager Node

To add a layers manager, select Add Layers Manager on the preferred timeline chart node menu.

Configuring the Layers Manager

Select Configure Layers Manager in the menu to access the configuration.

{
    "visibleLayers": 3,
    "panelLocation": {
        "upOrDown": "up",
        "leftOrRight": "left"
    },
    "label2FontSize": 12
}
  • visibleLayers keeps track of how many layers the managers is rolled to, that is, how many layers it is displaying.

  • panelLocation keeps track of the position of the panel relative to the four screen corners.

  • label2FontSize allows adjusting the font size of the second-order label of each layer, displaying the name of the exchange and market.

Layer

A layer represents a reference to a data product in the data storage node of the network hierarchy. Conceptually, it means that a certain data product, which exists in a certain location on the network, holds the data to be rendered on the charts.

To set up a layer, you need to establish a reference with the data product of your choice.

Adding a Layer Node

To add a layer, select Add Layer on the layer manager node menu.

Configuring the Layer

Select Configure Layer on the menu to access the configuration.

{
    "status":"on", 
    "showPanels":true
}
  • status may be on or off and refers to the layer being visible or not on the charts.

  • showPanels may be true or false; true shows the plotter panel that may be associated with the data product as per the plotter module definitions; false makes panels invisible.