Create Financial Charts

Financial charts are a great way to tell a story about business or financial markets. They visualize financial changes over a given period of time. There are two types of financial charts available with Infogram: candlestick chart and waterfall chart. 

Infogram is a free, easy to use tool to create candlestick and waterfall charts.
 

Create a Financial Chart

 

Types of Financial Charts

Candlestick chart

Candlestick charts visualize price movements over time for stocks, securities, and other financial instruments. It shows the open, close, highest and lowest price of an asset. Each candlestick displays the full price range interval.Candlestick chart

When to use a candlestick chart

  • Technical analysis of financial instruments
  • To provide a market overview
  • To interpret day to day market sentiment
  • To establish trends, view patterns, and predict future price movement

Waterfall chart

Waterfall charts show how an initial value is affected by different positive and negative factors over a period of time. It shows where the change happens between start and end points. 

Let's imagine that you need to calculate the net profit for a company. Add sales revenue, subtract expenses and taxes, and you will arrive at the total net profit.  
Waterfall chart

When to use a waterfall chart

  • Performance analysis
  • To illustrate how annual profit is affected by revenue and costs
  • For inventory audits to show positive and negative changes in quantities
  • To explain how the final net value is calculated

How to Create a Financial Chart with Infogram

  1. Log in to Infogram
  2. Select Waterfall or Candlestick from the chart menu
  3. Upload or copy and paste your data
  4. Customize labels, colors, and fonts
  5. Download your financial chart as an image or embed on your website

Financial Charts Best Practices 

  • Use green-red or white-black colors to represent positive and negative values
  • Label values for easy readability

 

Create a Financial Chart