Getting Started with Snapchart

Install the Extension

Visit the Chrome Web Store and click "Add to Chrome". The extension will appear in your browser toolbar.

Grant Permissions

When you first use Snapchart on a trading platform, Chrome may ask for permission to access that site. This is required to capture chart screenshots and display the chat widget.

What we access: Only chart images you explicitly request to analyze. We never access your trading accounts or execute trades.

Sign In

Click the extension icon and sign in with your Snapchart account. You'll be authenticated across all your browser tabs automatically.

Open a Trading Chart

Navigate to any web-based trading platform like TradingView or Tradovate. Open a chart you want to analyze.

Activate the Chat Widget

You'll see a small Snapchart widget appear on your chart (bottom right corner). Click it to open the chat interface.

Get AI Analysis

Click the "Analyze Chart" button in the chat widget. Our AI will:

• Capture your current chart screenshot
• Identify patterns, support/resistance, and indicators
• Check against your active ruleset (if you have one)
• Provide detailed feedback

⏱️ Messages with screenshot analysis typically takes 5-10 seconds.

Ask Follow-Up Questions

After getting an analysis, you can chat with the AI to ask questions like following up on that analysis.

Why Use Rulesets?

Rulesets help you stick to your trading plan and avoid emotional decisions. When you analyze a chart, the AI checks if your setup follows your rules and gives you specific feedback.

Example: "Only trade when RSI is below 30" or "Never risk more than 2% per trade"

Create a Ruleset

1. Go to the Rules page in your dashboard
2. Click "Create New Ruleset"
3. Give it a descriptive name (e.g., "9 EMA Day Trading Rules")
4. Add your trading rules one by one
5. Click "Save" when done

Rule Examples

Activate a Ruleset

You can have multiple rulesets for different strategies (scalping, swing trading, etc.) but only one can be active at a time. Click the toggle switch next to a ruleset to activate it. All future chart analyses will reference that ruleset.

This allows for the AI to focus on one ruleset at a time and not give mixed feedback.

Save Important Analyses

When you receive particularly good analysis or insights, click the star icon (☆) next to the message to save it to your Favorites. It will highlight in gold signaling message is saved.

Favorited messages are kept permanently (or until you delete them), while regular chat history is only kept for 30 days. If you delete chat history, favorites remain safe.

Review Your Favorites

Visit the Favorites page in your dashboard to see all saved analyses. This is great for:

• Reviewing what worked in past trades
• Liking an inspiring feedback on a particular setup or emotions
• Building a library of good setups
• Learning from previous analysis
• Creating study materials for improvement