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How To Create A Technical Analysis Report (Template Included)

Patrick Stockdale
Written by Patrick Stockdale | March 10, 2022

A new trader, technical analyst or financial media writer may need to make a technical analysis report of a financial market.

Creating these reports is a great way for new traders or technical analysts to speed up their learning of technical analysis and writing them helps develop their education on applying technical analysis to the capital markets.

To create a technical analysis report, draft a report with the following:

  1. Write An Introduction About The Financial Market/Markets Being Analyzed
  2. Include Current And Up To Date Price Charts Of The Market
  3. Highlight Potential Technical Buy Points, Stop Loss Areas & Price Targets In The Report
  4. Create A Summary Section In The Technical Analysis Report About The Potential Risk Factors

If a report includes the above list, there is more than enough to have a fully completed and detailed techncial analysis report of any market.

These reports can also be used for studying the price action too and assist in speeding up a new traders understanding of technical analysis concepts.

1. Write An Introduction About The Financial Market Being Analyzed

The first step in creating a technical analysis report is to write an introduction to the financial market being analyzed.

This helps introduce the reader and provide some context to the financial markets being analyzed.

The introduction paragraph of the technical analysis report will vary depending on who the report is written for.

If it’s for a financial media company, it will most likely need to be written more formally than one that’s written for a trader’s own technical analysis journal.

Technical Analysis Report Introduction Example

Below is an example of a technical analysis report introduction section.

This technical analysis report will highlight important technical analysis findings in $TSLA stock and the S&P500 Index.

There are a number of interesting technical buy points forming in these financial markets. Traders might be interested in putting these markets on their watchlists for a potential trading setup in the near future should these chart patterns and indictor continue to completion.

The technical setups forming in these markets can be traded intraday or on a longer term swing trading timeframe of a few days or weeks if the setups reach the buy point area.

This technical analysis report introduction paragraph example is short and to the point. It helps introduce the reader to the markets being analyzed and informs traders of potential trading setups forming in these markets.

2. Include Current And Up To Date Price Charts Of The Market

The next step in the technical analysis report is to include as many relevant and up to date price charts of the markets being analyzed.

This is one of the most important steps in the report as it’s much easier for a reader to visually see the technical analysis on a price chart than in writing.

It also helps to include multiple timeframe price charts in the report. This will help cover both perspectives of shorter term day traders and longer term swing traders.

Again, this will depend on who the report is actually written for.

The Price Charts With Technical Analysis Section Of The Technical Analysis Report Example

Below is an example of the section of the technical analysis report that includes the price charts of the markets with notes about the charts.

Here are some price charts of Tesla stock and the Nasdaq 100 index with interesting chart patterns forming.

Tesla’s Symmetrical Triangle Technical Chart Pattern:

technical analysis chart report example 1

In this chart of Tesla, we see a symmetrical triangle chart pattern forming on the daily timeframe of the candlestick price chart.

The price is currently above the 10 day and 50 day moving averages and is consolidating just below the triangle resistance level.

Traders should watch this resistance area for a potential breakout.

Nasdaq 100 Ascending Triangle Chart Pattern:

technical analysis chart report example 2

In the Nasdaq 100 Index candlestick price chart above, we see an ascending triangle chart pattern forming.

The price is also above the 10 day and 50 day moving averages. There is a technical buy point if price can break out of the ascending triangle.

The above charts to include in the report also include some market commentary. The market commentary provides extra context for the readers of the technical analysis report.

3. Highlight Potential Technical Buy Points, Stop Loss Areas & Price Targets In The Report

In this section of the technical analysis report, include details on potential technical buy points as previously outlined on the charts of these markets.

The report should also include technical stop-loss price levels and also technical price targets so readers get an idea of where to place profit targets.

This gives the reader of the report a full picutre of where to buy, where to set stop-losses and where to set price targets, all through using technical analysis.

Technical Buy Points, Stop Losses & Price Targets In The Technical Analysis Report Example

Below is an example of highlighting potential buy points and stop losses in the report based on the example of Tesla stock and the Nasdaq 100 above.

From the above price charts, the technical buy point in Tesla stock is if price breaks out above the price of $731.00 on volume.

A stop loss order should be place near the technical support level of $701.00. A target for the trade is at the next resistance level at a price around $880.00. This will offer a risk reward ratio of 4.96 to 1.

The technical buy point in the Nasdaq 100 is if price breaks out above $12,300 on volume with a stop loss placed at the $11,800 and a trailing price target as price will make new all time highs.

This provides clear buy points, stop loss and price targets in the technical analysis reports.

4. Include A Section In The Technical Analysis Report About The Potential Risk Factors

The next section of the technical analysis report should make clear the potential risk factors with trading or investing if these technical analysis setups reach their buy points.

Again, what is written into the risk factors section of the report will depend on who the report is for but it is very important that all the risks are clearly outlined for a reader to make their own judegements on.

Typically, the report should include risks with technical analysis, news announcement risks and general capital risks with trading and investing in markets.

Technical Analysis Report Risk Factors Section Example

Below is an example of the risk factors section of a technical analysis report.

While these technical analysis setups in the Tesla stock and the Nasdaq 100 look promising, traders should also do their own due diligence on any market they trade.

Risk factors of trading these chart patterns include the price failing at the breakout level, potential price gaps if a trading position is held overnight, earnings releases causing extreme market volatility or an unexpected news announcement causing large price declines. "

The risk factors section helps ensure the readers are fully aware of potential risks that can occur and ensure they are aware of every possible outcome.

Technical Analysis Report Template PDF

Below is a technical analysis report template that new traders or technical analysts can use to follow and fill out in the markets they are analyzing.

Conclusion

A technical analysis report can be short at only 1 – 2 pages or very long depending on how many financial markets are included in the report.

Covering every aspect of the report is important as it provides clarity for the reader. Writing out these reports is also a great way to learn technical analysis quickly.

It helps to be able to look back at these reports and compare them against what actually transpired in the markets discussed in the reports.