Chart Builder Basics

The Chart Builder is the Terminal's charting workbench: pick any tickers, pick any metrics, and it draws the chart. Every number it plots comes from the exact same calculations as the stock and fund pages: a dividend yield in the builder matches the yield on the stock page to the digit.

Picking Tickers and Metrics

1. Add a ticker with the search field. Stocks and funds both work.
2. Open the metric picker and choose what to plot. The builder holds 96 metrics, organized into the same categories as the stock-page tabs (Price & Performance, Dividends, FFO for equity REITs, Earnings, Income, Balance Sheet, Cash Flow, Returns, Segments, Valuation, and ETF metrics for funds), with per-share variants tucked behind their parent metrics. A company with a KPIs tab adds a Company KPIs category: every segment result and operating metric its tab charts (Azure revenue, subscribers, load factor), drawn by quarter, TTM or year as the tab draws it. Add two companies to compare their own figures side by side, such as Microsoft's Azure revenue against Alphabet's Google Cloud revenue.
3. Keep adding. On Pro you can combine up to six series on one chart: compare one metric across several companies, or several metrics for one company.

On a phone the chart comes first: your tickers and metrics sit in one row above it. Tap Edit to add, recolor, hide or remove them, then Done.

Periods and Chart Types

Most metrics can be viewed annual, quarterly, or TTM (trailing twelve months: the last four quarters summed, updated each quarter). Price-style series plot daily, and so do the price multiples (P/E and, for equity REITs, P/FFO and P/AFFO). Where it makes sense you can also switch a metric between bar and line; specialized metrics (segment breakdowns, the income-flow diagram, drawdown) use a chart type built for them.

Beyond the basics: per-share variants, basis toggles (for example TTM vs forward P/E), trend lines, and free-text labels.

Growth and Share of Revenue

An amount on a fiscal period (revenue, earnings, cash flow, dividends, FFO, share count) can be drawn as growth instead of its value. Open the Values menu on the metric's chip and pick YoY % (versus the same period a year earlier), QoQ % (versus the quarter before, on Quarterly and TTM charts), 3Y CAGR or 5Y CAGR (compound annual growth over three or five years), or % of Revenue for income and cash-flow amounts. The math is the same as the YoY and CAGR line on the stock page's Statements tab, and the first year on the chart still compares against the year before the window. Percentages, multiples and daily series keep their values only. Growth is free; a free chart reads history back to the same five-year limit as the rest of the builder.

Your Chart Lives in the URL

Everything about your chart (tickers, metrics, period, timeframe, colors, labels) is stored in the page URL as you build. Copy the address bar and you've saved or shared the chart; anyone who opens the link sees exactly what you built (a free-account viewer of a Pro-sized chart sees it clamped to the free limits, with a note saying so). Bookmark charts you check often.

Start from a Stock Page

You rarely have to start from scratch. Most chart cards on stock and fund pages have an Export Chart link that opens that exact chart in the export workspace, and one tap from there puts it on the builder canvas, ready to extend: add a competitor, stretch the timeframe, or swap the period.

Free vs Pro Limits

• Free: one ticker and one metric at a time, with a five-year history window.
• Pro: up to six series, 10-year, all-time, and custom ranges beyond the five-year window, and the Pro-gated metrics (analyst estimates, total return, dividend safety, REIT FFO with its payout ratios and price multiples, segments, the income-flow diagram, the Debt Maturity Wall, the Value Graph series, and every Company KPI).

The builder's gating always matches the stock pages. If you can see a metric there on your plan, you can chart it here.