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25 min readBeginner to AdvancedLast updated: January 2025

What is Technical Analysis?

Technical analysis is the study of market action through charts, primarily focusing on price and volume patterns. Unlike fundamental analysis which examines company financials, technical analysis believes that all information—financial, economic, political, and psychological—is already reflected in stock prices.

Why Use Technical Analysis?

  • Helps identify trends and market sentiment
  • Provides entry and exit points for trades
  • Aids in risk management through stop-loss and take-profit levels
  • Complements fundamental analysis for a holistic approach

The Three Pillars of Technical Analysis

Market Discounts Everything

All known information—earnings, news, economic data, insider knowledge—is already reflected in the current stock price. This means charts contain all the information you need.

History Repeats Itself

Human psychology drives market behavior, and emotions like fear and greed remain constant over time. This creates recurring patterns that can be identified and traded.

Trends Persist

Objects in motion stay in motion. Once a trend is established, it’s more likely to continue than reverse. This is why “trend following” is such a popular strategy.

Understanding Chart Types: Your Market Windows

Each chart type reveals different aspects of market behavior. Professional traders use all three depending on their analysis needs.
Candlestick Charts
  • Open, High, Low, Close (OHLC)
  • Market sentiment in each period
  • Buying vs. selling pressure
Green/Hollow = Bullish (Close > Open)
Red/Filled = Bearish (Close < Open)
Wicks = High/Low extremes
  • Pattern recognition
  • Short-term trading
  • Reversal signals
Line Charts
  • Closing prices connected
  • Clean trend visualization
  • Long-term direction
  • Removes market noise
  • Clear trend identification
  • Easy support/resistance
  • Long-term analysis
  • Trend following
  • Beginner education

Essential Technical Indicators: Your Market Compass

Technical indicators are mathematical calculations based on price, volume, or open interest data. They help traders identify trends, momentum, and potential reversal points. Think of them as your market GPS—they don’t predict the future, but they show you where you are and where you might be heading.
Indicators are best used in combination with price action and chart patterns. No single indicator is foolproof; always confirm signals with multiple tools.

Moving Averages: The Foundation of Trend Analysis

Simple Moving Average (SMA)

Calculates the average closing price over a specific number of periods. It “smooths out” price fluctuations to reveal the underlying trend direction.

SMA = (Sum of closing prices over N periods) ÷ N

Example: 20-day SMA = (Day 1 close + Day 2 close + … + Day 20 close) ÷ 20

20-Day SMAShort-term

Day trading, short-term trends

50-Day SMAMedium-term

Swing trading, intermediate trends

200-Day SMALong-term

Major trend, bull/bear market line

  • Price crosses above SMA
  • Short SMA crosses above long SMA
  • Price stays consistently above SMA
  • Price crosses below SMA
  • Short SMA crosses below long SMA
  • Price stays consistently below SMA
Exponential Moving Average (EMA)

Unlike SMA which treats all prices equally, EMA gives more weight to recent prices. This makes it more responsive to new information and better for fast-moving markets.

Reacts faster to price changes, providing earlier signals. Perfect for traders who need to act quickly on trend changes.

AspectSMAEMA
Response TimeSlowerFaster
SmoothnessSmootherMore volatile
Best ForLong-termShort-term
False SignalsFewerMore

Momentum Indicators: Measuring Market Strength

RSI (Relative Strength Index)

Measures the speed and change of price movements on a scale of 0-100. It’s like a speedometer for your stock—showing if it’s moving too fast up or down.

Above 70Overbought (Sell signal)
30-70Normal range
Below 30Oversold (Buy signal)

In strong trends, RSI can stay “overbought” or “oversold” for extended periods. Always confirm with trend analysis.

MACD

Moving Average Convergence Divergence shows the relationship between two moving averages. It’s excellent for spotting trend changes and momentum shifts.

MACD Line: 12 EMA - 26 EMA
Signal Line: 9 EMA of MACD Line
Histogram: MACD Line - Signal Line
• MACD crosses above Signal = Bullish
• MACD crosses below Signal = Bearish
• Histogram shows momentum strength

Chart Patterns: Reading Market Psychology

Chart patterns are visual representations of market psychology. They form when buyers and sellers reach a temporary equilibrium, creating recognizable shapes that often lead to predictable price movements. Think of them as the market’s body language—telling you what traders are really thinking.
Patterns show probabilities, not certainties. A “bullish” pattern might fail 30-40% of the time. Always use stop losses and never risk more than you can afford to lose on any single trade.

Building Your Technical Analysis Trading Plan

Technical analysis is only valuable when it leads to profitable trading decisions. Here’s how to build a systematic approach to trading with technical analysis.
Never trade based on emotions or “gut feelings.” Stick to your plan and adjust only based on objective analysis.
Trend Confirmation: Price above/below key MA
Pattern Recognition: Clear bullish/bearish pattern
Momentum Agreement: RSI/MACD supporting direction
Volume Confirmation: Above-average volume on signal
Stop Loss: Below support/above resistance
Position Size: Risk 1-2% of portfolio per trade
Risk-Reward: Minimum 2:1 ratio
Maximum Risk: Never more than 6% at once
Profit Target 1: Next resistance/support level
Profit Target 2: Pattern-based target
Trailing Stop: Protect profits as trade moves favorably
Time Stop: Exit if no progress after X days

Common Beginner Mistakes & How to Avoid Them

Analysis Paralysis
Using too many indicators at once, leading to conflicting signals and indecision.

Stick to 2-3 complementary indicators: one for trend, one for momentum, one for volume. Master these before adding more.

Ignoring Volume
Focusing only on price action while ignoring volume confirmation of moves.

Always check volume. High volume breakouts are more reliable than low volume ones. Volume should increase in the direction of the trend.

No Risk Management
Entering trades without predetermined stop losses or position sizing rules.

Always set stop losses before entering trades. Risk no more than 1-2% of your portfolio per trade. Have a plan before you trade.

Forcing Patterns
Seeing patterns that aren’t clearly there or trading marginal setups due to boredom.

Wait for high-quality setups. It’s better to make fewer, better trades than many mediocre ones. Patience is profitable.

Your Next Steps in Technical Analysis

Ready to apply technical analysis alongside fundamental research for complete market understanding?
Combine with Fundamental Analysis

Learn to analyze company financials and intrinsic value to complement your technical analysis skills.

Study Fundamental Analysis →
Explore Trading Strategies

Discover different trading approaches and timeframes that utilize technical analysis principles.

Learn Trading Strategies →
Master Risk Management

Learn advanced risk management techniques to protect your capital while trading.

Study Risk Management →
Practice with Market Data

Understand different market conditions and how they affect technical analysis accuracy.

Explore Market Regimes →
Technical analysis is a skill developed over time. The more you practice reading charts and applying indicators, the better you’ll become at interpreting market signals.