How to use TradingView Templates

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TradingView templates are a really user friendly feature of the TradingView platform. TradingView Templates allow users to customize their preferred tools or chart setup for easy retrieval.

Creating templates for drawing tools or indicators allows users to really customize their charting experience not to mention increase efficiency, and productivity plus provide a better user experience.

In this post I will explain how to use TradingView templates plus answer some common questions around the topic.

Can you save a template in TradingView?

Yes, TradingView allows users to save templates for almost all tools and indicators. 

TradingView offers pre-built templates plus users can create their own template to customized settings on drawing tools or group favorite indicators on a chart.

What are TradingView templates?

TradingView templates are a handy feature that saves user formatting of your drawings and indicators.

This offers users loads of convenience. Users can apply pre-configured settings of their favorite tools and indicators than save each one with their own template. The tool and/or indicator template can then be applied to a chart. Eliminating the need to edit tool settings or add indicators to a chart manually. 

TradingView offers two types of templates. Tool templates and Indicator templates. I will explain the distinction between each of these in the following sections:

What is TradingView’s Tool Template?

The drawing tool template saves user-specified properties/formats (i.e., color, text, alignment) of a particular drawing (i.e., horizontal line, Fibonacci, trend lines) in a template.

This pre-built template can then be applied easily on any new drawings – without having to reconfigure the settings repeatedly. 

In the following sections I will explain how to create and how to use TradingView templates.

What is TradingView’s Indicator Template?

The TradingView indicator templates saves user-specified settings of a particular indicator or group of indicators into a single saved template.  

TradingView indicator templates offer a really convenient way to build then retrieve a customized chart format.

Users can build their own Indicator templates or use any of the pre-built templates.

The following are examples of free, default indicator templates created by TradingView:

  • Swing Trading: Zigzag, Pivots, Pivots HL 
  • Displaced EMA: Volume, Exponential Moving Average 
  • Oscillators: Volume, Stochastic RSI, RSI, Commodity Channel Index 

How do I create a template in TradingView?

This section aims to be your guide in creating a template for both tools and indicators.

The following section will discuss step-by-step on where to find and how to apply drawing and indicators, how to personalize these two features, saving personalized preferences to a template, then applying these templates to a chart. 

TradingView template for Tools

In this section I will explain how to create templates for drawing tools: 

Step 1: Launch a chart 

Step 2: Locate the drawing panel on the left 

Step 3: Select the drawing tool you would like to use 

Step 4: Apply drawing on the chart. (For this example I have used a trend line tool. The same principle applies for a tools). 

A floating panel should appear 

Click on Settings (gear icon). This will open the settings configuration for the selected drawing. 

Note: If the floating panel does not appear, double click the drawing to reveal the settings configuration window. 

Step 6: Personalize the drawing by configuring settings

The black arrow on the screenshot below indicates the drawing/object which the setting configuration will be applied. 

Below are typical examples of what properties can be modify: 

Style: see black circle above

  • Color 
  • Width 
  • Extend 
  • Showing stats (date/price range) 

Text: add text labels on your drawing see blue circle above

  • Font 
  • Font style (bold/italics)
  • Font size 
  • Font color
  • Text alignment relevant to placement on drawing 
Adding custom text to a tool template
Sample style configuration

                                       

Step 7: Click the template button at the bottom of the window. See black arrow below

Click “Save As” see black box below

Saving your new TradingView template

Step 8: Give your template a name > Select “Save” 

For this example a new ‘trendline’ tool template has been created. If you now click on the templates button under settings you should see your new template listed.

Note: This template only applies to the tool it was created for. It will not appear for any other tool.

TradingView Indicator Templates 

In this section I will explain step by step how to create indicator templates: 

Step 1: Launch a chart 

Step 2: Locate indicators icon on the main toolbar > Click on “Indicators & Strategies”

See black circle below 

indicator template icon in top main menu

Step 3: Select all the indicators that you would like to add to your template 

Step 4 (optional): Adjust settings of indicators to your preferred settings 

  • Step 4.1: Hover on the indicator name > click on Settings (gear icon); or double click on the indicator itself 
  • Step 4.2: Click on Style to adjust indicator color, width, and/or line type
  • Step 4.3: Click on Inputs to adjust indicator length, input source 
  • Step 4.4 (optional): Save as default 

Note: Setting to default will modify TradingView’s default settings to the newly configured settings

  • Step 4.5: Click “OK”

*Repeat steps for other indicators you would like to personalize settings*

Step 5: Once all indicators are added and/or optionally modified, click Indicator Templates on the main toolbar > Select Save Indicator Template See black box below

Step 6: Name your template > Click Save 

Note: You can check the list of indicators under ‘Saved Indicators’ to ensure all your indicators are included in the template see black box above

How do I use TradingView templates?

In the previous section, we discussed how to create a template. In this section, we will discuss how to use the created templates made for both tools and indicators. 

Applying Saved Template to a Drawing 

Step 1: Use the drawing tool to create your drawing > Double click on your drawing 

This will open the settings configuration for the selected drawing.

Step 2:  Hover to the template button below > select your named template > Click OK

Your template for the particular drawing should then be applied to the chart. 

Sample drawing template applied to a chart 

           


Tip: The really nice thing about TradingView templates for tools is the last template that was used will be saved as default. As long as you save the chart. The next time you return to use that save tool the previous settings will be applied.


Applying a Saved Template to an Indicator 

Step 1: Launch chart 

Step 2: Navigate and click Indicator Templates on the main top toolbar

Step 3: Single click your created template See black box below

The indicator template will then be applied to your chart.

Select Tradingview indicator template to apply to chart

 Sample Tradingview indicator templates applied to a chart 

How do I share a TradingView template?

As of writing, TradingView does not have a share function for its templates. 

Alternatively, you can share charts. This includes chart layouts as well as indicator settings. As long as the chart sharing feature is enabled. 

If you would like to know more about how to share charts, I have written a detailed post about how to share a tradingview chart setup and layout.

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