Study Templates

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Studies can be assembled into sets to create study templates. Once a template is created, an entire set of studies can be applied to any chart, at any time, with just one click. It is possible to switch between different templates and to apply several templates at once. Study templates can include indicators as well as signals.

Templates can be Created, Applied, Renamed, and Deleted, set to be Auto-Applied to all new charts, as well as Exported to or Imported from a file.


Creating Templates

A template is created by saving a set of studies applied to a chart; to learn more see Applying Studies.

A template is saved using the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Click the Save button.
  3. In the Save Template dialog box that appears, enter a name for the template and click the OK button.


Applying Templates

A template is applied from the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Select a template by clicking the template's name.
  3. Click the Apply button.


Renaming Templates

A template is renamed in the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Select a template by clicking the template's name.
  3. Click the Rename button.
  4. In the Rename Template dialog box that appears, enter a new name for the template and click the OK button.


Deleting Templates

A template is deleted in the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Select a template by clicking the template's name.
  3. Click the Delete button.
  4. In the Remove Study Template confirmation dialog box that appears, click Yes to delete the template.


Auto-Apply Templates

One or more templates can be set to be automatically applied to all new charts.

Auto-Apply is set from the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Check the check box next to the name of each template to be automatically applied.
  3. Click the Close button; checked templates will be automatically applied to all new charts.


Exporting Templates

A template can be exported to a file with a .tml extension by using the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Select a template to be exported by clicking the template's name.
  3. Click the Export button.
  4. In the Save As dialog box that appears, choose the name for the template file and click the Save button.


Importing Templates

A template can be imported from a file by using the Format Study Templates window:

  1. Open the Format Study Templates window.

    To open the Format Study Templates window, right-click on an empty area of the chart and then click Format Study Templates.

    The Format Study Templates window can also be opened by selecting Format in the main menu and clicking Study Templates.

  2. Click the Import button.
  3. In the Open dialog box that appears, navigate to and select the template file, and click the Open button.