ChartnautDocs

Forward Insights

A Forward Insight takes a study's answer and puts it on the chart, on the bar where the setup happens. The next time BTC breaks its opening range from above the upper VWAP band, you click the mark and read 51 in 61 there, instead of remembering a report you read last month.

It works on a study that measures what happened after the event. A study that only looks at the bars before or during the event tells you so when you try.

Attach a study to the chart

The button is the same whether the Agent ran the study or you did.

  1. Open the finished study's results. In the Agent, click Open the full report on the Study results card. In the study builder, the run card shows them.

  2. Click Attach to chart.

  3. What do you care about? lists the results the study already measures. Pick the one you want on the chart, such as the rate of reaching the prior day's high, and click Continue.

  4. Break down by lists the ways the study splits its events. Pick the ones that should change the reading, such as distance from VWAP. Each combination becomes its own reading on the chart. Pick none to show one reading for every event.

  5. Click Apply breakdown. Chartnaut updates the study to publish the answer for each group and runs it again, so the chart shows real numbers. This usually takes about a minute.

  6. Check the preview under What the trader sees on a matching event.

  7. Type a Pin name and click Save pin.

Screenshot to capture · 4:3 · forward-insights-wizard
Attach to chart wizard on the Break down by step
Route/morpheus/agent
FocusThe wizard dialog on Break down by, with distance from VWAP picked and the Apply breakdown button
StateFinished opening range study run; hit rate to prior day high chosen on the first step
Sourceclient/src/components/terminal-studies/AttachInsightWizard/AttachInsightWizardDialog.tsx:108 AttachInsightWizardDialog
The Break down by step, with distance from VWAP picked.

Pin saved to chart confirms it. In the Agent, a Forward insight card says Saved to the chart, with Open it in the library to go to it.

Applying the breakdown saves a new version of the study and a new run, and the Forward Insight is tied to that run. The run you started from is left as it was.

What it is tied to

A Forward Insight belongs to one definition, one version and profile of it, and the timeframe the study ran on. It shows on charts where that definition is added with that profile, on that timeframe, live and in replay. Forward Insights on the chart covers what you see when you click a mark.

Manage your Forward Insights

  1. Open the definition from Tools → Definitions.

  2. Open the Forward Insights tab. Each row shows the name, the sample (n=61), the timeframe and how many readings it has.

  3. Click a row to preview the card it shows on the chart and each of its readings with its own sample.

  4. Click Learn about this to see all the study's published results, and Open study to go to the study.

Screenshot to capture · 16:10 · forward-insights-tab
A definition's Forward Insights tab
Route/morpheus/research?flow_id=<BTC opening range definition id>&tab=knowledge
FocusThe Forward Insights tab header, one insight expanded with its preview card and readings, and the Learn about this button
StateOne Forward Insight saved for the Default profile
Sourceclient/src/routes/authenticated/morpheus/flow-research/FlowDetail/FlowTerminalStudiesTab.tsx:137 FlowTerminalStudiesTab
A definition's Forward Insights tab with one insight expanded.

The tab lists the Forward Insights for the profile and version you have selected. When other versions have some too, click All versions of followed by the profile's name to see them.

To remove one, click its trash button. It is archived and stops showing on the chart. To change one, attach the study again with the breakdown you want and archive the old one.

When it goes wrong

  • Couldn't apply your breakdown: nothing was saved to your chart. Go back and try again.

  • This study doesn't publish a metric that can go on the chart yet: ask the agent to add the number you want as a result, run the study again and attach that run.

  • The agent is still working: wait for its turn to finish, then click Attach to chart.

  • The chart says No study pin on this chart yet: the chart's timeframe is not the one the study ran on. Switch the chart to that timeframe.