What happens to everything I have saved in Daily Graphs Online when I transfer my account over to MarketSmith?
It’s simple to transfer your saved items in Daily Graphs Online to MarketSmith. Once you decide to transfer your account to MarketSmith, call us at 800-424-9033. Tell the Customer Support Representative you would like your data from Daily Graphs Online transferred. The next time you log into MarketSmith, the following items will have been automatically uploaded from your Daily Graphs Online account directly into MarketSmith.
- Stock Lists
- Chart Annotations
- Custom Screens
- Fund Screens
- My Funds List
Please note that the above items will be transferred to MarketSmith only once, and at that time any items you’ve saved in MarketSmith will be overwritten.
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Will my Stock Lists be transferred to MarketSmith?
All Stock Lists you created in Daily Graphs Online will be automatically copied into MarketSmith the first time you sign in. Your lists will retain the same list names and contents, and they will be accessible from the List Manager.
Changes you make to the copied lists in MarketSmith will not appear in Daily Graphs Online. If you are in Daily Graphs Online and you make changes to your saved lists once they’ve been copied to MarketSmith, those changes will not appear in the lists in the new tool.
Lists can only be copied from Daily Graphs Online to MarketSmith once at the time of initial log in to the new product. You may not copy any data from MarketSmith to Daily Graphs Online, but you can still import lists from one program to the next. Learn how here.
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Will my saved Custom Screens be transferred to MarketSmith?
Any Custom Screens you saved in Daily Graphs Online will be copied automatically the first time you sign in. Your screens will retain their existing names, criteria and criteria categories. They will be accessible from the Screener Task Panel in the MarketSmith Screener.
Screens can only be copied from Daily Graphs Online to MarketSmith once at the time of initial log in to the new product. Data will not be synced between Daily Graphs Online and MarketSmith.
Learn more about the MarketSmith custom screener.
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Will my saved Annotations be transferred to MarketSmith?
All annotations made in Daily Graphs Online will be transferred into MarketSmith the first time you log into the site. The annotations capabilities in Marketsmith have been greatly enhanced. You may draw on your charts, create advanced mark ups, take notes, apply global flags and more. You can even easily access all of your annotated stocks through the Notes & Discussion Panel.
Read more about how we have enhanced the annotations capabilities in Notes & Discussions.
Annotations can only be copied from Daily Graphs Online to MarketSmith once at the time of initial log in to the new product. Data will not be synced between Daily Graphs Online and MarketSmith.
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Will my Fund Lists be transferred to MarketSmith?
Fund lists will be transferred and will be accessible from the List Manager following your first log-in. Please note, however, that your Shares and Market Value information will no longer be available.
Lists will be copied to MarketSmith just once, at the time of your initial sign in to MarketSmith. Data will not be synced between Daily Graphs Online and MarketSmith, but you can still import lists from one program to the next. Learn how here.
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Will my Option Lists be transferred to MarketSmith?
Option lists will not be transferred, but you can import any list into MarketSmith quickly and easily
To import a list from Daily Graphs to MarketSmith, you must first export the list items from Daily Graphs Online.
Once you have your list in the proper format, importing into MarketSmith is a snap. Learn how here.
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