Stock Charts

A stock chart is a type of financial chart used to represent the price movements of a stock or other financial instruments over a specific period. It provides a visual summary of key price data—typically including the opening, closing, high, and low prices for each time interval (e.g., daily, weekly). These charts are often used to analyze trends and patterns in financial markets.

Stock charts can be used for data that consists of time values. The time values usually cover the x-axis of the chart, and have to be valid date-time stamps. If daily time values are absent, it is possible to use other valid date-time stamps, such as the first day of every month. The time values should occupy the first column of the chart's data source.

The zoom area on the x-axis of a stock chart has a minimum size of 5 times the smallest interval of the data points. For example, if the smallest interval of data is 1 day, then the chart can be zoomed down to a range of 5 days as a minimum.

In User Mode, dragging and dropping on the Stock chart triggers scrolling inside the chart. However, dragging and dropping on the Stock chart in the Designer Mode moves the entire chart and does not trigger scrolling inside the chart. To scroll inside the Stock chart in the Designer Mode, right-click on the chart and select the "Lock" option.

By default, the maximum amount of data points a Stock Chart can display is set to 5000. You can change this threshold by modifying the value of the "turboTreshold" key in the "series" section of the Advanced Chart Properties. Setting this value to 0 disables the threshold. An increased amount of data points can have detrimental effects on the rendering performance of Stock Charts.

Setting up a stock chart

To create a stock chart in the Designer, follow these steps:

  1. Build a new Jedox Web Spreadsheet or open an already existing one.

  2. From the toolbar at the top of the interface, Click on the Insert option in the toolbar, and from the dropdown menu, select Charts. This will display a variety of chart types that are available for selection.



  3. From the chart options, find and select the Stock chart type. You can choose between Candle stick , Open-high-low-close, Stock line, Stock line with markers, Stock smooth line, Stock smooth line with markers, Stock step lines, Stock column, Stock column range, Stock line area, Stock line area with markers, Stock smooth line area, Stock smooth line area with markers, Stock line area range, Stock area smooth lines range, or Stock points chart variations based on your needs.

  4. Define the data series and dimensions for the x-axis (e.g., time or categories) and y-axis (e.g., values or metrics). To do this, you can use the Data Source section. In this section, you can select your Source type from Sheet range, Ad hoc View, Stored View, or SQL query.

  5. Use the customization options to adjust labels, legends, size and position, and the chart's visibility.

  6. Click on OK to incorporate the chart into your report. You can now preview the final output to ensure it meets your requirements.

By following these steps, you can effectively create and customize a stock chart to visualize your data trends and insights. For more information on how to fill the Insert Chart menu, check the Creating a Chart article.

Stock charts types in Jedox

Updated May 5, 2025