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0:04 Hello everyone. Welcome to the full Sierra Chart crash course. The purpose of this video is going to be for those of you that are just starting out with Sierra Chart or have never used it to get a beginners guide to all the basic functionality of this great trading platform. Now, I know a lot of people when they start using Sierra Chart get a little bit overwhelmed. It is definitely a software that takes a little time to get used to and you need to invest the time to get to know it really well, but I can tell you um you know, I've been using it for 6 years now. And I do think
0:49 it is the best value trading platform out there. for the price that you pay and the power and customization that you get, it is definitely, I think, the best platform that I've used specifically for futures trading. And so, I hope this video is going to be a great guide for all of you. Okay, this is going to be a long video, but I'm going to put timestamps down in the pinned comment below so you can navigate more easily through everything. We're going to go from the very basics of when you create an account and install it to how you can open your first charts, how you can do
1:34 basic customizations, how you can change the time frames, how you can add indicators, um how to handle the uh navigation, the scales, how to use chart drawings, etc. and basic trading functions. Okay. So, by the end of this, you should have a very good basic understanding of Sierra Chart as well. If you can see down below, I do have a website ww.ier charttemplates.com where I have a lot of different uh customized uh chart books and different templates. If you're interested to just get a head start, you can go check those out and you can install them on your
2:22 system and be ready to go with fully customized uh charts for a bunch of different uh uses. Okay. Also, I wanted to point out if you're already a follower of my channel for a while, you know that I have a lot of Sierra Chart guide videos. There is an entire playlist if you go on my channel under playlist called Sierra Chart Guys and I already have over 40 videos there going into very specific topics uh about a bunch of different functions you can do. Some of them I'm going to cover today uh a little bit uh quicker, but if you want more in-depth guides on a lot of topics, definitely go check out the
3:10 Sierra Chart playlist, and I'm going to add a link to it down in the pin comment below as well. Let's go into the screen. So, I think the best place to start is in the Sierra Chart homepage. Okay. So, right here is first thing you're going to need to create an account, a username and password. This is where you come to manage with your packages where you're going to add credit and pay for the account uh and the platform etc. So, you're just going to go to main software download and here you're going to select Sierra Chart by default is only made for Windows. I do know some people that use
3:57 it with uh parallels or other software on Macs or Linux that you can run Windows uh programs in myself. You know, when I really got serious with Sierra Chart, I decided that I was just going to switch to a Windows computer, and that's what I've been using since 2019, just because so many trading softwares are specifically made for Windows. Okay. So, after you install it, um, let's now go into the different account types that are offered. Okay. Under account management, we can go to pricing and we have the different packages that
4:43 Sierra chart offers. Now you can see we have this split into two main categories. We have base packages and integrated packages. Okay, base packages we have base standard three and base advanced five. Okay, the difference between base and integrated is that the base packages do not support external service connections. Okay, so pretty much this is the services that are allowed on the base packages simulated trading um delayed trading. So if you're trading futures with a base package, you're
5:29 going to have a 10m minute delay. You do have Forex, CFD, and crypto data for free. Okay. I've never used Sierra Chart to trade forex or crypto, so I don't really have any firsthand experience with that. I'm mainly going to be focusing on the futures market in this video, which is what I trade. But obviously, everything I'm going to teach you of how to open charts, customize uh graphics, etc., you can use that with whatever market you're going to be using it in. Okay, so the base packages you're not going to be able to have live data for futures or connect to any futures
6:14 brokers. Okay, so base standard three is basically you're just going to get level one data. are just basic indicators and just price action. If you're going to want to be able to uh use like footprint charts, market depth, market profile, etc. All those things, then you will need an advanced package. So, if you're only using Sierra Chart to practice and you don't need live data, then the base package five is more than enough for you. Okay. However, if you want to access live data or connect if you're trading a prop account uh like
7:00 take-profit trader or one of those, you will need an integrated package or if you're going to trade a real life funded account with a broker. Okay, with the integrated packages, you have package 10, 11, and 12. Package 10 is the same as the base package on the basic where you're only going to get level one data and basic indicators, but you can connect it to a live uh feed. Okay? And you can connect to live CME data. Myself, the package I use and always recommend is package 11. This is going to give you all the advanced orderflow indicators. As you can see here, TPO
7:48 chart, that's B market profile, numbers bar and numbers bar, calculated values. These are footprint charts. That's what they're called in Sierra Chart. Then you get market depth historical. And you're going to get the volume profile interactive drawing tool, which is very useful, and we're going to look at this later. It's basically a u drawing tool to make volume profiles which is going to save you a lot of time because if you're in the uh integrated uh basic package 10 or three you can use volume profiles but you need to manually go look for the indicator apply it set the starting date set the ending date etc.
8:37 Whereas with the integrated drawing tool is going to be a lot easier. Package 12 is going to give you access to MBO functionality. Market by order where if you're using the DOM, you can see the order that the limit orders are resting in the book. This is also dependent if your broker allow uh supports this. I've never used it. And again, I always advocate to just use package 11. That's what I always recommend people using my templates to uh select. Okay. And then if you go down here, you can see that actually if you sign up for
9:24 more than one month at a time, you're going to get a little discount as well. So, when I sign up for package 11, as we have here, I'll usually sign up for three months at a time. So, I'm going to get a 15% discount. Sometimes I sign up for 6 months, which is going to give you a 25% discount. So, just something to keep in mind. And all these packages, even if you sign up for a package, you can switch packages at any time you want through the uh account management control panel. And it's just going to adjust the prorated time that you have
10:09 based on uh you know, how much you paid for the package. If you go up a uh up a level, it's just going to prorrate it and give you less days remaining. If you go down on a package, it's going to give you more days, etc. Okay, so now that we've discussed that, let's quickly talk on how to add the CME live data if you're going to be trading futures. So, I just logged into my account. And if you go under services, under the account control panel, you're going to go down this list of all the different uh exchanges and data services they offer, and you're going to want to go
10:55 through the one that says Denali exchange data feed. Denali data is going to come in into all the integrated packages. So package uh 10, 11, 12 are going to come with Denali data which is Sierra Chart's own internal data feed which is extremely fast and reliable. Okay. And even if you're for example going to use a prop account with Rhythmic, you are still going to need to have Denali data activated in order to connect Rhythmic to that account. Okay. Now, under the Denali data, you can see
11:41 that there's an option called activate deactivate Denali exchange data feeds. And here you have all the offerings for the CME. So let's go ahead and click this. Okay. And now on this menu, you can see all the different options that they have for CME. As you can see, this is the one that I have activated. CME with market defaf for nonprofessional trading accounts. And I pay $13 a month for it. It is charged on the first day of the month. Okay. And this money, this is not going to Sierra Chart. This is going to the CME the because you're paying directly for CME
12:28 data. One thing to keep in mind is um if you want to qualify for this lower data feed, you need to uh verify that you're a nonprofessional trader. So, for that, you're going to want to um connect some kind of live futures account where they can verify your nonprofessional status. Even if you're going to use a rhythmic account for prop firms, you will need to fulfill this step in order to qualify for the lower price data feed. And there's actually a whole article here on Sierra Chart talking about that.
13:13 And just to quickly go over this is under if you look for rhythmic and the website, this is the section where they talk about this. Uh I'm not going to go through this whole thing. I have a video where I talk about this as well already on the channel, okay? But what they say here is basically if you're going to use a prop firm, you need to verify your nonprofessional status. So the easiest way is to have a live futures account. Even if you're not going to use it, just open a um a small futures micro account. Some companies like you can check out EdgeClear or Stage Five, which is the
13:59 brokers that I use. You can open accounts with as little as like $200. And that way, you're going to be verifying that requirement to qualify for a nonprofessional trader. So, you can get the cheaper data feed for the CME. Okay. Okay. So, now that you have installed Sierra Chart on your system, you're going to run it. And this is the platform in the back. There's no chart books or anything open yet because we're going to go through that process together and show you everything starting from scratch, but I wanted to show you this is when you install Sierra Chart, it's going to go on your hard
14:44 drive under the Sierra Chart uh folder. And just this is some of these files you're not going to have in the beginning. They'll be added in as you start downloading things and connecting accounts etc. But some of the files to keep in mind this Sierra 4 config file. This is an extremely important file because this is going to hold all the different customizations you're going to do. uh your chart graphic settings, the fonts that you're using, the shortcuts that you have saved, all that stuff is going to go under that file. Okay? I have a video on my playlist talking about if you're going to transfer an
15:31 installation of Sierra Chart from one system to another. Uh I go over all the files that you definitely want to back up and transfer. Okay. And now just the data folder. This is what's going to hold most uh this is where all your customized templates and chart books as well as the chart data is going to be stored. So if I arrange this by file size, you can see I have some really big files here. 3 gigabytes, 2 gigabytes. This is all the intraday data for the ES and the ENQ charts. Okay. With Sierra chart, you have two types of data.
16:17 Historical and intraday. Daily time frames and above are historical and they take up very little memory and load very fast. Intraday charts are going to have a lot more data because you're basically registering all the TIG data for every second of the day. And in this case, you know, my hourly chart goes back all the way like two years ago, back to like the middle of 2023. So, I need to load two whole years of data. So that's why I have all this future uh past contracts. I have all the contracts from 2024
17:02 23 cuz remember futures goes in trimesters. You have the December, March, June, September contracts. So you're going to have to download all that data. So when you first open a chart is going to take a while to load to get all that data in. Okay. So this SC those are all your data files and all your CHT files. This is going to be all your chart books, your templates. So you can see I have a bunch of different chart books here. This is all the files that are available on my web store as well that I have uh saved over here. So
17:48 you can see they're very small files. So, if you ever uh want to transfer a file from one system to the other or whatever, then you're just going to drop your CHT file in the data folder. If you buy one of my templates, you're going to get a download for the file. You're just going to drop it in the data and that's going to be ready to go. If you go on Sierra Chart file, open chart book, and you're just going to look for your CHD file and select it. and you can open it. Okay, but let's now go ahead and talk about first of all let's talk about connections before we start with the chart cuz be you cannot do anything if
18:35 your system is not connected and online. You can see by this green status bar that I am connected and I have um you know data coming in. For that you're going to go to file right here data trade services. Okay. So here if you go under current select services this is all the different datas that you can select on Sierra chart. There's bid mix CQG um interactive brokers IQ feed LM AX etc. This one SC data this is the basic
19:23 internal Sierra chart. So, you can use this if you're not really going to connect with a live broker or with rhythmic for like a prop firm. I would recommend you can just use SC data uh for futures and it's just going to load everything. You're just going to have delay data. But this is the basic Sierra chart internal data. Now, for my live futures accounts that I have with EdgeClear and Stage 5, I'm going to use the Teton CME order routing. Uh Teton is a service that Sierra Chart offers where your orders are sent directly to your clearing firm. So, you're actually going to save on transaction fees with this
20:11 service. So, it's a really amazing fast, low latency service and I really recommend it. If you're going to use a live broker, definitely try to set it up with Teton. And then obviously you have Rhythmic Direct. If you're going to use prop firms like TakeProfit Trader, Apex, etc. that offer Rhythmic accounts. This is where you're going to go and put in your username, password, select your server. Uh, you know, usually it's Rhythmic Trading Chicago or Apex has its own server, etc. Okay. And when you select that, you're just going to hit apply all. Okay. And it's going to connect. If this is red, it means you
21:00 don't have a connection. I go connect. And now we are online. Okay. So, we talked about connections. Let's open up our first chart and start going from there. So, we're going to go to file. And like I said, if you already have a chart book, you can go to open chart book and select it from your system or you can select new chart book or you can go above here and select new open historical or intraday chart. So remember, anything below daily time frames is going to be an intraday chart. Okay? Or you can select fine symbol. So let's we're going to work with the
21:47 SP500 with the ES future symbol for all the purposes of this video, but obviously you can use NQ for NASDAQ or whatever other market you want to trade. At the moment, we are in the last week of the June 2025 contract. So, we're just going to use this one for now. So, I'm going to select June 2025 and I'm going to press open intraday chart. Okay. I'm going to close this. It's going to load. It's going to say downloading historical data. and it's just going to be downloading. And this is where we are
22:33 right now. So, this is the current present moment, uh, June uh, 9th at 1000 p.m. East uh, 12:00 p.m. midnight and 10 p.m. Mountain. Okay. So, when you first open Sierra Chart, it's going to have a chart book there by default that is going to probably look really weird with all these weird colors. You can just go ahead and go to file, close chart book, and just close that. And then you can start building your new chart like I showed you with the fine symbol or open intraday or historical. So now that we have the chart open before we even uh change this to
23:22 candlesticks and change the time frame etc. The first thing I think we need to talk about is how to move the chart and how the scales work. One of the things that I think drives people crazy when they first open Sierra chart is that they cannot freely move the chart like they do on Trading View. That's what happened to me. I came from Trading View where you just open the chart and you move it up and down, left and right. You do whatever you want on Sierra Chart. When you first start out, the chart can only be moved side to side. you cannot move up and down. You have to come to the scales and you have to move using
24:09 the right hand price scale to move up and down and it's just frustrating. So the first thing you want to do is we're going to customize the chart movement. Okay? And actually my most popular video on my Sierra chart playlist is called how to move a chart like trading view which is where I talk about this. So, we're going to go to global settings. We're going to go to tool settings. And at any point in the video, I recommend if you want, you can just pause the video in order to see all the settings that I have on the screen if you want to copy them or anything. So, here is my tool settings that I have
24:58 right now. But the main things you're going to want to keep your eye on is first of all under tools you can see you have several options here pointer which is just the little arrow chart values crosshair. This is going to be a crosshair where it's going to be showing you at all times the price and the date and time. And you can see you have the crosshairs all the time. or if you choose hand, the hand tool is how you're going to be moving the chart. So the hand tool for me is the most important. So the way I have it set up is after single use change to hand. Okay,
25:47 so this is always going to be my default. Then under right click exit current drawing tool to hand again. So if I select any drawing tool or I make any changes once I finish is going to go back to the hand function. Okay. And then support vertical scaling movement with hand tool. You want to select this. Yes. Once you select yes on this, this is going to allow you to move up and down. So once you have all this things set up, you're going to be able to move your chart up and down, left, right,
26:34 diagonally, and do everything you want. Okay? So very important first step just to be able to navigate everything a lot uh easier. So let's get out of here. And now let's talk about the scales. With the scales, if I come down to the time scale and I click and drag, you can see that is going to zoom in and zoom out. There's also a neat zoom option under tools. If you see this zoom in, you can, let's say, I want to zoom in on this area. You just click and drag and it's just going to maximize that area that you selected. Okay. Now, oh,
27:23 another function under tool settings. So with your mouse once you have those settings made with your mouse you can use the wheel of your mouse and it's going to contract and expand the charts as well which is something that is very useful and if you come from trading view that is how you're going to be used to doing it. Okay. So now with the scales like I said price uh time scale you can click and drag under the price scale there's different functions. If you right click on the scale, it's going to bring up this menu. And you can see um
28:10 under scale range, you can have automatic I think would be the most uh common setting to have. And then up here you can see you have three options. Interactive scale, range, move, or locked. If you click range, which is what I like to have, if you click on this and drag it, it's going to expand and contract. So, this is the same function that we have as um as trading view as well where you can just click and expand. If I click move, if I click and drag, it's just going to move vertically up and down. And if I click
28:56 locked, it's going to be locked and nothing happens if I clicked if I click on the price scale. Okay, but let's just go back and leave it in the range. Okay, so with that we have covered the generals of moving the charts and the scales. So, let's start off now with going over the basic functions of how we're going to start customizing this chart. We're going to first probably we want to put this into candlestick form. So for that we're going to go to the chart menu
29:42 and you can see under graph draw types you have all the different settings you know you can use uh hey kinashi you can use reno or hey kinashi is actually added as a indicator study but here you're just going to go candlestick bars and there you have your candlesticks. Okay, now we are on a one minute time frame. The colors on all this are probably going to look different than you because I already customized my colors and we're going to talk about graphic settings in a little bit. Okay, first let's just get the chart uh with the candlesticks and on the uh time frame. If you want to change time
30:29 frames, you're going to go into chart again and right here under bar periods, you can select from a bunch of different ones. If you want a custom period, you're going to click custom. And that's just going to open the chart settings, which you can also access from chart chart settings here. And you're going to go to bar period. And right here, you're going to be able to select everything you want. I always like to use uh tick charts, which is called number of trades per bar, but I also use timebased charts, which is what we're going to do here. So, you can see here bar period value 010. This is hours, minutes, seconds. So, we
31:18 have a one in between. That means we are on the one minute chart. But let's just go bar periods and go into a five minute. It's just going to reload. And there we have our fiveinut uh chart. Okay. So now we have an ES chart with candlesticks and five minutes. Another important thing under chart settings, and this is going to affect a lot, how much data you're going to download and have to load because remember Sierra Chart is not cloud-based. Everything is stored on your computer. So, the more data you save, the bigger the files are going to be. But here under data
32:05 limiting right here you're going to see where it says load data limiting days to low for intraday chart type. We have this set at 30. That means that I can go back 30 days on this five minute chart until I hit basically the end of the data that I have downloaded. If I need to go back further, as I'm going to have to do on higher time frames, like if I go to the hourly, I'm definitely going to need to put a lot more days in the data. But we'll cover that later. But you can just go to chart settings, data limiting, and you can change the number of days you're
32:51 going to load. Right over here under symbol, there's a few other options as well. If you want to change the contracts, you just go to symbol select and you're going to bring back again the in this case, you know, you can choose all different types of markets, but we're going to focus on CME. So, I have here, but if you wanted to go to the micros, you just go to MEES and select the MEES, etc. Okay, cancel. So now that we have this, let's go ahead and add um or let's go ahead and talk about the graphic settings. Okay, so
33:38 this we covered already. Let's go into the graphic settings. Now with Sierra Chart, I'm just keeping notes because there's a lot to cover. With Sierra Chart, you have two types of graphics. You have individual graphics and you have global graphic settings. If we go under global settings, graphic settings global this is going to be all the uh settings both in color widths and also in fonts for all the different things that are going to affect every chart that you have the global settings function
34:23 enabled. How do you know if you have it enabled? Well, if you go into chart and then you go into graphic settings chart, this is the specific settings for this chart. And you can see right here we have enabled use global graphic settings instead of this settings. Okay. And that's why I have a gray background, red and green candlesticks, black wicks, etc. because that is how I have this all set. Like you can see here, chart background, I have this tone of gray on my global settings. If I wanted to change the settings just for this chart,
35:09 I would go into graphic settings chart. I will take this off. And then let's say I want a dark background. I just go here, click apply, and now I have a dark chart. Okay. So again, this is based on the individual chart settings. But if I mark this off, use global settings. apply. It's going to revert back to what I have under here. I would recommend always using global graphic settings so everything is uniform. Okay.
35:56 And you can see here, you know, you can change everything. You can change the chart text, the background, the grids. I mean, I'm not going to go one by one, but literally when I started learning Sierra chart, I spent hours just going through each of these functions, changing this and seeing what changed, what didn't, and you know, sort of learning everything here. This one, candlestick outlines, fill down volume. This is all the colors for the candlestick charts. Uh if you go down more um you know chart window chart DOM chart trade window chart trading order line this is all the
36:44 trading order functions. So this is the colors of all your lines for your positions when you're trading etc. Okay. So just go through all these things and you can customize everything there. Okay. So now we've covered that. Let's add some basic indicators into this. Now, as you can tell, there's no price line on this. By price line, I mean you'll usually have a line that connects the current price to the price scale. With Sierra Chart, that doesn't come by default. So that is something that I always like to do in the
37:29 beginning and I'll show you how you can add these things and then how you can save this templates. So then it is very easy to add to other charts in the future. Okay. So let's go into analysis and then all these things that you see here in analysis everything here these are customized indicators that I have saved as templates so that whenever I open up a new chart and let's say oh I open a new chart and I want to put in uh um you know a 21 uh EMA. I just have it here. I
38:17 click on it and it's added into the chart. Okay. And I'll show you in a second how you can do this. But let's just go into analysis studies. The studies, this is basically the indicators. And you have a huge list of indicators all included by default available on Sierra Chart. Okay. So, for this one, we're going to go into the P. Okay. So, it's actually under the C is
39:04 the current price line. And anything you select, you're going to click add and you're going to have it now on the studies to graph. Now, nothing is going to happen until you click apply. Once you click apply, now we have the line, but you can see, you can barely see it. There's a green line here, and it's not even going to the right. So, we're going to need to customize this study now. So for that you can just select any study that you have here on the list and you're going to go into settings. Okay. Every indicator is going to have this three tabs. Settings inputs which is going to
39:52 be all the data you're going to use. Subgraphs which has to do with like the colors. and then alerts if you want to set any custom alert code or anything. Um, one thing I do, you don't have to do it, but this is sort of a little pet peeve I have. Every indicator you add, you're going to start getting all this text on top of the screen here. So in order to avoid that just take off this display study subgraph name displayed info values and it's going to just uh take that off. Okay. So if we go into the settings
40:37 settings inputs I'm not going to touch anything on the price line here. Uh chart region number one. This just means that this is on the main chart. If it was region two, then it's going to come below etc. Okay? And different indicators will have presets into different regions as we're going to see. So in this case, I'm just going to go to subgraph and I'm going to change the color. So let's say I want a dark gray line. Okay. Apply. And now you can see you got a nicer line here. You can change this as well. Uh there's a solid line, dash, dot. I like the alternate cuz it's very
41:24 subtle as well. But I think the Yeah, I think the alternate is the one that I like the most, which is a very fine dotted line. But obviously, you can change the width as well. Also, you can change the transparency level, etc. But let's leave it at one. Now, draw style. As you can see, let me get this out of the way. As I showed you before, we have this line, but it's only going from here to here. I wanted to go through the entire screen. So, for that, under draw style, this is going to apply again to all the indicators. There's a ton of
42:10 different draw styles. And the one that I like to use is the this one right here. Line line at last bar left to right. If I put that apply now you can see that this line is going all the way from the left edge to the right edge. Okay. So with that we have officially added our first indicator into this. Now, I'm not going to, you know, waste a lot of time putting a ton of indicators, but just I
42:56 would say the two basic ones that I always put on my charts is the price line and then a countdown timer until the next candle. That one is just called countdown timer. We're going to click add, apply, and it's going to be right here. So, obviously you can see that it looks huge. We want to customize this. So, we're going to go to settings. Uh, width size, I'm going to bring this down to 14. And then I'm going to leave the text black, but I'm going to make the background the same color as the background on my chart. And there we go. Okay. And I'm going to
43:43 take off the displays here. Click okay. And now we have our countdown timer. For any indicator study that you apply under settings, there's an option here for short name. So you can add customized names to everything. This is very useful, especially if you're adding a bunch of the same indicator. You might be confused as to the names that everything has the same name. So under the short name, you can add a nickname of whatever you want. Okay. So now this I can click and drag it anywhere on the screen. So I'm just going to put it here. And there we have it. Now we have
44:29 our five minute candlestick chart with a price line and with a countdown timer until the next candle. Now let's briefly talk about the study templates like I told you before. So let's say I want to add um a 21 exponential moving average. If I go to analysis, you can see that I already have something here called 21 EMA plus. If I click on it, it's going to ask me clear existing studies on chart. I'm going to click no. And now right here we have a 21 EMA added on the chart. This is a template
45:16 that I had already saved beforehand. Let me show you how you're going to do that. I'm going to go into studies. Again, I also have a shortcut here. if I right click to studies. And we're going to talk about toolbars and shortcuts a little bit later on in this video. But let's go into studies. I'm going to select it. You can also hide studies by clicking hide apply. And it's going to go away, but you still have it here. You can also change the order of the studies as well, but let's unhide it. And now let's just delete it. So, I'm going to remove apply and it's going to be gone. Okay. So,
46:05 the way you save templates, let's say I'm going to add, let's go to moving averages and let's say I want to put a moving average exponential add. I'm going to go into well I can click apply and it's just going to add the default that Sierra Chart has. But I'm going to go to settings. Let's say I want um a um I don't know. Let's say I want a 10 exponential moving average. So I'm going to click 10. I'm going to go to subgraphs. Let's say I want this to have a
46:51 purple color. Okay. Apply. I can change the thickness as well. Let's say I want to make it a little thicker with number two. Okay. So, I have my 10 EMA here. Now, how do I save this so that in the future I can just go and click on analysis and apply this to anything? You're going to click on it and then underneath where it says name you're going to put I'm going to put 10 EMA. Now this is very important. You want to select this prompt to remove existing studies. I want to click that
47:38 because if I don't click that, whenever I go and apply this indicator, it's gonna override and delete everything else that I have on the chart. So, you can see when I click this on, it adds a little plus to the end of it. That plus means that the system is going to ask you if you want to clear the chart or you just want to add it into the chart. Okay? So once I do this, I'm going to click save single. It's going to ask for a confirmation. Yes. And that indicator is saved. Okay. You can also give this a name and put I don't know you can say a basic
48:26 chart combo. And then you can click save all. And that is going to save the entire template of the entire collection of indicators that you have are going to be saved under that. So that's where you're going to use if you want to save a whole group. And I have this already set. I actually have if we go into analysis you can see that I have a combo where I have price line and countdown already added as a combo. So any new chart I can
49:11 add these two things by default already. Okay. So, let's just go delete this. And now, if we go into analysis, look what we have right here first. 10 EMA plus. This is the one we just created. I'm going to click it. Clear existing studies on chart. I'm going to click no. And now it's going to add the 10 exponential moving average. and it's going to keep the countdown and price line that we already had. Okay, and that's how you're going to work with indicators. It's all going to be under analysis and under studies. Okay, so in
49:56 this case, I'm just going to delete this. Okay, so now we've covered how to customize your first chart, how to change the symbol, the candlesticks, the colors, um the time frames, and how to add basic indicators. Okay, so now this is all covered. Now let's talk about how we can now duplicate and create more charts. One thing that is very important to get familiar with in Sierra Chart is the lock fill space option. Okay, you're
50:42 going to find that under uh chart and you can see here lock fill space. What that means, if I drag this chart, you can see that I can just go and the chart goes all the way to the right edge and disappears. Okay. If I lock the fill space and I can do it either through this option or I have a shortcut here with my right click, lock fill space. If I do that, and you can see now you get this little green mark on the bottom right, the chart is going to stop at whatever place you lock the fill space. What is
51:27 the good use of this option? Well, this option is good if you have a chart that you just want to keep loading and loading without disappearing on the side of the screen. Then you want to lock the fill space. I use it uh mostly on my footprint charts. So that way every time it prints a new candle, it just pushes everything to the left and continues printing a new candle on the same spot. So that way I don't come back and then suddenly all my charts are like disappeared because it's already back, you know, in the future. Okay, so that lock fill space, it's a pretty important function to familiarize yourself with,
52:14 especially if you're using on the lower time frames. Okay, so now let's go and make this into a complete chart book. We have a five minute chart here. Let's go ahead and make a one minute, a one hour a daily chart for this. Okay. So, uh we're not going to cover in this video footprint charts or market profile charts cuz those are a little bit more involved and we just I just want to cover the basics to get you all up and running with Sierra Chart. Okay? But I do have videos for those two charts in
52:59 my Sierra Chart playlist. So definitely check it out as well if you want to learn about those. So the easiest way to make new charts, you know, you don't want to have to go and click file, new intraday chart and start everything over. So, the best way to do it is you go to the bottom where you have your tabs. And under the tabs, you're going to rightclick and let me actually move my camera because I know that my camera is in the way now of the text. So, you're going to rightclick and it's
53:47 going to bring a menu. Okay. And you can see under here it says duplicate chart, duplicate chart to chart book or rename. Okay, first let's do rename. I always like to make my own custom names. So, I'm just going to put five M. Okay. And now you can see it's just going to say 5M. So I know that's a five minute chart. Now if you have several chart books open, the way that you're going to copy one chart into another chart book is just by right-clicking, duplicate chart to chart book, and then you're going to have a list and you can select
54:32 which one, click okay, and it's going to copy into another chart book template. But in this case, we just want to duplicate this into the same chart book. So, I'm just going to rightclick and click duplicate chart. And now we have two charts that say five minutes. Usually, this is going to move. So, you want to move your countdown again. So now what I'm going to do is I'm just going to go into the first one. I'm going to click on chart bar periods 1 minute. And now I have the same chart with the
55:18 same indicators that I had in the original, but now I have a new time frame. Okay. And now I'm going to rightclick, rename. I'm going to write 1 M. Okay. And now I have the one the one minute chart. Now I'm going to do this one more time. Rename. I'm going to put one H. So this is going to be the one hour chart bar periods one hour. Now we have an hourly chart. Now, as you can see, as I showed you, look, I cannot move any further back because remember
56:06 that we had this set up. So, there's only 30 days loaded on this chart. So, I cannot go below before uh May 11th. Okay. So on the hourly chart, I'm going to go into chart chart settings data limiting and let's say I want to load 120 days. Let's load up uh four months of data. Apply all. And now this is going to start loading. So now this is going to go back. And now I can go back four months of price action. Okay. To go to the end, you can just press end
56:53 on your keyboard and that's going to take you to the present. Another important thing under chart settings that I wanted to talk to you about is session times. With this, you want to make sure that whatever instrument you're using, you're going to have the correct times for this. For NQ and ES, NASDAQ S&P 500 futures, I always have it set in here. You can actually see this times are not correct. So, time zone, I'm going to set this
57:38 to US Eastern time. I always use New York time. Click apply. Is going to start reloading again. And then you can see here. So, regular trading hours 9:30 a.m. to 5:00 p.m. Use evening session. I always have this set to yes because I like to split my sessions from 6 PM and I set this to 9:29 a.m. with 59 seconds. That is how I always have done this by default. Okay. And New York time as well. Okay. So,
58:24 we're going to click that and let's just now add on a daily chart. Rename. I'm just going to put daily. And so for this one, when we go to chart bar periods, when I put daily, You can see that now I have a long-term chart but we got all this mess here because it is not set to roll over into all the previous contracts. Okay. So what I do
59:11 for that you go to chart chart settings under data limiting chart data type is going to be set as historical. Number of days to load for historical I mean we don't need that much. I'm going to set this at 2,000 days. Apply. Okay. And then under symbol you can see that under continuous contract it says none. That's why this looks all screwed up here because we don't have the data from all the previous contracts that have expired. So for this you're going to click and I
59:58 always use continuous futures contracts volume base rollover back adjusted apply all. And now the chart just reloaded. You can see when you use historical charts it's really fast to load because the data it's a lot lower. And now you can see you can see the timer doesn't really work well on the uh higher time frames. So I'm just going to hide the countdown timer here. And that's pretty much it. So now we have a one minute, five minute, hourly,
1:00:46 and a daily chart all in the S&P 500. And we all have it with the same um the same uh price line indicator. We have the countdown timer on the lower time frames etc. Okay. And now with this charts, you know, you can go ahead into the studies and just add whatever indicators you want. You can add a 50, 200 moving average. I always like to have that on the daily, etc. Okay, now we've covered that. Now, let's going to let's talk about chart linking. This is very important because this is how we're going to be able to synchronize all our
1:01:33 charts uh in our chart book. So let's go into the five minute chart. Okay. And you can see that currently there's nothing showing here. There's no number. But if you go into chart and down here to linking, you can either do it through here or you can go to chart settings and select linking over here. This is one of the nice things with Sierra Charts is there's always a lot of different ways to do the same thing. Okay, you can get to the same thing through different places. So, under linking from the list, you can have I mean a
1:02:19 ton, but I'm just going to use number one. And I click apply. And now you can see that we have a little L1 symbol here. That means this chart has the number one link. Now let's select what things do we want all this charts to link with. Okay. And so for this um symbol yes I'll usually the things that I will always synchronize is symbol time zone session times
1:03:12 and that's pretty much it. you know, depending you can go through this list. You can maybe synchronize other things that you want. I'm going to click apply all. And now everything that says yes is going to synchronize under all the charts that have the number one link. Okay. Um what I do is I have my chart book with ES and NASDAQ. Each one of them has their own uh minute charts, footprints, everything. So, I have all the ES under link one, all the NASDAQ under link two. So, now let's go to the rest of the charts and apply link number one to all of them.
1:03:59 So, the one minute, the one hour and the daily. Okay. So, now you can verify I go through all my tabs and they all have the L1 right here. So, now that I have all the charts linked, let's go and for example, change the symbol. So you can see now one thing you do have to go manually through all the charts chart settings linking and you will have to select the yes times for all of this. Okay. So we're just going to
1:04:45 click this and I'm going to do this for all the charts that we have. So now if I go into my five minute chart and let's say we want to go into the micro ES instead of the mini mees June 2025. I click apply all and now you can see that all the charts are now reverted into the mees and you can verify it on the top left here where it says the instrument that you're in as well and it also says it on the title on top here. Okay. So now we changed it and now we
1:05:34 are all in the MEES market on all of them. Okay. This chart linking also works for the drawing tools as well. the way we're going to do the chart drawing synchronization and I'm going to talk about the toolbarss and drawings a little bit more uh in detail later but it's important that we talk since we're talking about linking charts is very important that we cover this now so under chart chart settings you can see there's a category called chart drawings okay and this is the settings that I have you can see that
1:06:20 there's an option here that says copy chart drawings from chart numbers and it is blank. Okay. So what you want to do is you want to note the number of every chart that you have which is going to say it right here on the title and it's also going to have it right here on the top. So if I get out of this, you can see the one minute chart is number one, five minute number two, hourly three, daily number four. In general, you're not going to want to copy, you know, drawings from the five minute chart on the daily chart. You're going to copy drawings from the higher time frames into the lowest.
1:07:06 So the daily chart in this case, I'm going to leave this blank because I don't want this to copy anything from the lower time frames. If I go on the hourly chart, I'm going to go to chart drawings and I want it to copy drawings from chart number four, which is the daily chart. I'm going to click apply all. And now we have right here. Okay. copying from chart number four. Now I'm going to go to the five minute and I want it to copy from chart four, and three apply. And now I'm going to go to the one
1:07:51 minute chart settings drawings. And I want this to copy from the four daily threehourly to five minute. Apply all. Okay. And now we're all set. And now you can see let's say I'm analyzing the 1 hour chart and I think this is going to be an important uh support area to hold. So, I'm going to take a horizontal ray tool here from my toolbar or you can find it here under tools. You have all the different drawings and things you have. So, we're going to take the horizontal ray and I'm going to set it here.
1:08:37 And now, if I go into the five minutes, that drawing is going to show on the five minute. And I can adjust it here back there. So now you can see same drawing here. If I go into the one minute, I'm going to have the same drawing right there. And on the daily, there's not going to be anything because we didn't want to copy anything from the lower time frames into the higher ones. Okay. If I draw something on the daily, let's say I go to tools and I grab um a rectangle and let's say I want to mark off this box here.
1:09:24 Always the first drawing that's going to come up. This is going to be the first template that you have saved on the drawing tools. my rectangle is gonna come as a blue box with black edges because that's my number one uh template, but it's going to vary in your system depending how you have yours set up. But if I go down to the hourly, I have the box here, which is obviously going to look huge. Five minutes is going to look humongous because etc. Okay. And if I want to erase the drawings, then I'm just going to select it and I'm going to click delete and it's gone.
1:10:11 Okay. Now, the drawings, there's different settings you can do. Under tools, there's a lot of different options. Um, under the under the global settings, tool settings, there's going to be some things here. I'm just going to let you look at my settings if there's anything that you want to copy. But I would say the one setting that I really like to have, it's called the enabled delete selected drawing with right click. I have it at yes. Okay. with that. What it does is instead of having to click on it and
1:10:58 then go and click tools and click erase drawing or having to go click and then go to my keyboard and press delete. If I click on it once and I activate it and I right click, I delete it. So, it's basically like a little shortcut to delete things faster. Now, the one thing you need to be aware of is sometimes you might delete things by mistake like that. So, when I have a drawing that is pretty important, I like to just mark it and then go and lock that drawing uh lock that drawing up, which I do with the right click.
1:11:46 And then I just select lock drawing. And now you can see I cannot select or move it. And if I select and rightclick it, I'm going to get a popup window asking me, are you sure you want to delete it? So I can click yes or no. Okay. So that's just a little tip. So with the drawings everything is under tools and you can save you know different configurations. You can set it, you can click on it and then move it, adjust it, do whatever you want. If you want to go into the settings, just doubleclick it and it's going to bring up all the properties for this. There's different uh tabs
1:12:34 here. label alignments. You can select the color from here. Let's say I want this to make this green cuz it's a support area. Okay. Outline width. I can change it. Make it thicker, make it thinner, etc. Configurations. You can see here there's different presets that I have made. And this for to configure this ones. You're just going to um you know change the settings that you want. Go to configuration, select the one you want to change and you're just going to click save and that's how you're going to be saving all your presets on this. Okay. You can add
1:13:20 text to them, etc. Another tool that I really like as well is if you click on it and you go to um into tools which I have set here as a template I mean as a shortcut. So, I don't know. Let's say, you know, let's just add this ray tool here, this trend line, and then let's add a um a horizontal line. Let's add a support res um right there. So, let's say if I want to add text to this, I right click on it and I click modify text. And here let's
1:14:08 say I want to put daily support. Okay. And now I get the label here. And you can see it's showing me the price because in the settings for this I have show endpoint price. Yes. So that's why it's showing me this. And you can just play around. I'm not going to go too much into this. This is just you know you go and play around with all the settings and see all the adjustments but again very customizable everything. Now one handy tool for all the drawings is under tools you can go to manage chart drawing windows and this is going to bring up
1:14:54 all the different tools that you have on all your charts added. So from here, let's say I want to hide this trend line. So I'm just going to click ray, hide. And now that's going to disappear, but it's going to show as hidden here. And I can show it again. I can delete things. I can lock things. So, this is a really cool uh sort of dashboard control panel where you can oversee all the different drawings that you have. Okay. So, let's delete everything. Click, right click, click, right click. Okay.
1:15:39 So, we have now covered drawings. And now that we have a bunch of different charts open and we have our chart book with our minute, five minute, hourly, and daily chart, let's talk about window management and how you can organize all your charts on a Sierra chart. Okay, under the window menu, you can see you're going to have several options. Right now the windows are maximized and that's what they taking up the whole screen. If I put minimize is going to just bring them down into tabs and I can organize them. If I put cascade
1:16:25 is going to put them into tabs one in front of the other. If I put tile horizontally is going to split them like this vertically like this. But you can see it cuts off one of them etc. or tile as grid horizontally. So these are all presets. If you hit res um if you move like stuff around and then you click restore, it's just going to bring things back. Okay. But the way I like to do things is let me just maximize. And then I'm going to go and just click here.
1:17:11 Okay. And now you can see that I can just click on the title of any window and I can move it around. Okay. Just go around like this. One thing that I like to do, and this is a personal preference, but I like to get rid of this title bars. You can do that by going to chart and taking out here. I like to get rid of the scroll bar at the bottom because I can just drag it. So, I don't need a scroll bar. So, I get rid of the scroll bar and I get rid of the title bar. When I do that, you can see now I just have a little edge. Now, it is a little bit harder to click and
1:17:57 drag it without the title bar. So, if you want to get it back, just click on the chart and then go and enable the title bar. Okay. But in this case, I'm just going to take this off. And I'm going to do the same for all of them. I'm going to take off the scroll bar, take off the title bar. Again, this is just personal preferences for me. And this one, take off the scroll bar and the title bar. Okay. And now you can just organize the charts however you want. Let's say I
1:18:44 want to have my lower time frames here on the left side and I want to have this ones here on the bottom left. So if you go you can see if you go to the corners or the the sides you're going to get the arrows on the corner you're going to get the diagonal so you can move it in whatever direction you want. And then let's say this ones I want to make the daily or the 60 minute. I want to make this one big like this. And let's say the daily I'm just going to put it as a
1:19:30 a little chart on the side here. Like that. Okay. So now I have this all uh organized. So, let's make this a little bit thinner and bring this down. Okay, so that's pretty much let's say that's how I want it organized. If I now just go and close click the X button, it's going to ask me save all. If I hit yes, it's going to close the program and save all the settings that I have on the chart book. Okay. But the next time that I open this, it's going to open exactly with the same configuration that I am showing here right now. Now, if I want to maximize
1:20:15 this, I can just go here, click window, maximize, and now I'm back to full tabs. If I click window restore, it's going to go back to the same settings that we used to have before. Okay. And again, you can go to chart and add the title bars if it's easier, if you prefer it. For me, I just like to maximize my space. Now, if you have multiple monitors and you can obviously put one chart on top of the other and then when you click this one, it's going to come back up on top, etc. If you have multiple monitors,
1:21:04 then the way you're going to detach charts is you're going to go to Windows. I also have a shortcut here. Right click, detach, attach chart window. And you can see that now it jumped. And now I can drag this in and out and go into different monitors. Okay, with this ones, for this ones, you got to click it on the top here over the names. It's a little bit tricky to click this. So, you might want to enable the title bar if you're going to use multiple monitors cuz it's going to be a lot easier to click this and move it around. Okay?
1:21:53 But you can just get on with it. You just have to make sure you're not clicking any of these options. You're sort of clicking in between them because you cannot grab it over here. It has to be grabbed above the text here on the title. Okay. And then if I want to just restore this window, attach chart window, and it comes right back up in here. Okay. So, that is how you're going to be uh operating and moving all of your uh different charts. And I'm just going to maximize it again. Okay.
1:22:39 Okay, so now let's start talking about the chart shortcut menus and the toolbars that you can customize to have all your favorite um tools etc at your fingertips. So by default it share a chart always comes with the first toolbar up on the top here but you can configure them to be on the right on the left on the right or the bottom. You can have several at a times etc. For me one is more than enough. The way you're going to customize this is under global settings. You're going to go down into customize control bars and you're going to click control bar one.
1:23:25 And basically everything you see on this right side is everything that I have up on the top here. I can change the order of things by um selecting move up down. I can add separators. So you can see there's little spaces. So I have it by little categories. I have the status bar. I have uh some drawings, my volume profile tool, etc. I have my Fibonacci here. Um I have some customized templates. You can see here you can uh save customized tool configurations. This is very very useful. And I have
1:24:11 some other orders for uh the uh trade copier high pending orders and then for my hand and chart values tool. So you can see like here if I want to look at the values I just click on values here. I click on hand. I go back to the hand. If I want to put a rectangle I just click the rectangle tool. And then if I want to put my preset templates, if I click on this and I click bullish LVN. Oh, it's actually sorry, it's not this one. It's the extended rectangle is the one. This is basically all the settings
1:24:58 are saved to the specific drawing tool you're use. So, for my extended rectangle, if I click bearish, LVN is going to make it red. If I click bullish, it's going to make it green. And this is what I use. If you've seen my market analysis videos, you know, I always like to mark out my low volume note zones. That's what I use this for. Uh, the volume profile tool as well. This is something I didn't mention, but if you have the advanced packages, you're going to get the volume profile tool where you can just click anywhere, drag. It's just going to quickly reload. And then you're going to have
1:25:47 a volume profile here with all the presets that you have. If I go into studies, you can see that is going to show the volume profile here in the list of indicators that I have on the chart. Okay, but I'm just going to delete this. Okay, so for the toolbar again, you can customize it. You can look at this list. There's hundreds of selections. So I recommend just taking your time. go through every single one of these. You know, you can go into tools, etc., and just figure out what things you think would be most useful for you
1:26:34 to have up here on the top of this. Okay. If we go into on the control bar and we just rightclick on top of it, you can see we can select customize directly there or you can also configure each button as well. So for each button you can select the different presets of how it's going to look. Also under settings you can see I customize the names for a lot of things. So for example this one is called show order fills but if I go to properties under caption I just wrote
1:27:21 fills and that's why I just have a button that says fills. So you can make the name shorter or whatever you want to do under the caption setting in the uh properties menu over there. Okay. And also you can change the location. I can attach it to the left here. I can attach it to the bottom etc. But I'm just going to leave it there at the top. Okay. So that is the control bars. And again, I only use one. Now, the customize chart header. This is basically just going to customize what it's going to say over here on the charts. I just have symbol open, high, low, close, and the link
1:28:07 number. Pretty basic. Um, then this I don't touch the trade dumb. Uh, chart shortcut menu. This is going to be very, very useful. This is going to be when you right click on the chart. This is going to be all the options that are kind of come up when you rightclick. Okay. So, I definitely recommend taking a big advantage on this. So, go into chart shortcut menu and the same thing you have hundreds of options here and you can just go through. This is the ones that I personally use. Okay.
1:28:55 And so you know you can have I have all the attach detach charts, graphic settings, studings, chart settings, um opening trade windows, shorting order fills, my most used chart drawings as well are all in here. Okay. Okay. We're getting close to the end of this video. I know it's been very long, but I just want to go into as much detail as I can to make it, you know, clear for all of you, uh, how to use the basics of Sierra Chart. So, now let's go into trading functions, basic trading functions, because there's a lot of advanced bracket options you can use and
1:29:41 everything, but we're just going to talk about the basics. So, if you want to trade, obviously you need to have live data. You're going to be connected to your broker, your prop firm, whatever. Uh, in this case, um, for me, first of all, I'm just going to show you this under a simulation environment. So, to go into sim mode, you're going to go into trade and right here, trade simulation mode on is going to ask you if you want to activate. I click yes. Okay. And now you can see on the title here it says sim mode. And actually my shortcut is now enabled here as well on
1:30:28 the toolbar for sim mode. Okay. So, you're going to go into the trade menu and this trade menu is going to apply to whatever chart you have active at that time. Okay. So, I'm going to go click on trade and the first thing you have to do is enable chart trade mode on. So click this and now you have your chart trade mode enabled. If you were not in simulation mode and you enable that, you're going to get a uh a notification here of the number of contracts that you have per
1:31:13 position or per order etc. Okay, but we have the chart trade mode on and now we need to open the trade window for the
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