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TradingView Templates: Streamline Your Trading Analysis

· 18 min read

TradingView templates are like having your trading toolkit pre-packed and ready to go. They let you save your favorite chart setups—all your indicators, drawings, and layouts—so you can apply them in a single click. This is a massive time-saver, especially when you're analyzing multiple markets and don't want to start from zero every time. In this guide, we'll walk through everything from the simple first steps to some clever ways to use templates, whether you're just starting out or have been trading for years.

TradingView Templates: Streamline Your Trading Analysis

What Exactly Are TradingView Templates?

Think of a TradingView template as a snapshot of your perfect chart setup. It captures all the tools you use—like your preferred moving averages, the RSI with your custom settings, or that specific set of trendlines you always draw. Instead of manually adding each element every time you open a new chart, you just load your template and everything appears instantly.

This is especially useful if you follow the same strategy across different stocks or crypto pairs. You can group your analysis tools into reusable packages. The real beauty is in the flexibility; you can choose to apply just your indicators, just your drawings, or the whole package together.

At its heart, the template system in TradingView lets you work with three main types:

Template TypeWhat It SavesBest For
Indicator TemplatesA group of technical indicators (e.g., a combo of Bollinger Bands and MACD).Quickly applying your core strategy tools to any chart.
Chart TemplatesThe entire chart layout, including timeframe and visual style.Switching between your "big picture" view and your "close-up" trading view.
Drawing TemplatesYour custom annotations, like trend lines or Fibonacci retracements.Keeping your chart markups consistent without redrawing them.

The whole process is built right into TradingView, so there's no extra software needed. You can create, rename, or delete templates directly from your chart. This simple feature can shave minutes off your setup time for each chart, letting you spend more energy on actually understanding the market moves. For example, if you're watching several forex pairs, you can apply your "Volatility Scan" template to all of them in seconds, ensuring you're always looking at the same key signals.

Types of TradingView Templates

TradingView has a few different kinds of templates, each designed to help with a specific part of your trading analysis. Think of them like custom toolkits you can set up once and use over and over.

Indicator Templates This is probably the type of template you'll use the most. Imagine you have a favorite set of indicators you always use together—like a specific combination of moving averages and a momentum oscillator. Instead of adding each one manually every time, you can bundle them all into a single indicator template. With one click, you can apply the whole group to any chart, and it will remember all your specific settings, like the time periods and the colors you prefer.

Chart Templates Chart templates go a step further. They save your entire chart setup, not just the indicators. This includes things like the chart's background color, the grid lines, and even your preferred timeframe. This is a lifesaver if you use multiple monitors and want all your charts to look and feel the same. You could create a template perfect for scanning cryptocurrency charts and another tailored for stocks, so everything stays consistent.

Drawing Templates Sometimes, the most important part of your analysis is the lines and shapes you draw on the chart. Drawing templates are made just for that. You can save a collection of your favorite tools—like trend lines, Fibonacci retracements, or support and resistance boxes—and reapply that exact same set of drawings to another chart. It's incredibly handy for quickly spotting patterns you trade frequently.

The beauty is that all these templates work together smoothly within TradingView. You can build a whole library of them that fits exactly how you trade, whether you're making quick, short-term trades or planning long-term investments.

How to Create Indicator Templates in TradingView

Want to save your perfect chart setup so you can use it again in one click? Creating a TradingView template is the way to go. It's surprisingly simple and can save you a ton of time. Here's how to do it, step-by-step.

First, open a chart and build your setup. Click the "Indicators" button at the top of the chart to add your favorite tools—like the RSI or VWAP. As you add them, you can tweak their settings. For instance, you might change the RSI period from the default 14 to 21 to make it a bit less sensitive to small price movements.

Once your chart is set up exactly how you like it, it's time to save it as a template. Go back to the "Indicators" menu, scroll down to the section labeled "Templates," and choose "Save as Template." Give it a clear, descriptive name, like "Momentum Suite" or "Trend Confirmation," so you'll remember what's inside later.

This one action saves everything: the specific indicators you have loaded, their settings, where they're placed on the chart (overlaid on the price or in their own panel below), and even your color choices. If you're interested in more advanced scripting techniques, our guide on Pine Script enum: a complete guide to enumerated types in TradingView can help you create more sophisticated template logic.

A quick tip for building effective templates: try to avoid using indicators that do the same thing. Instead of stacking multiple moving averages, for example, pair a trend-following tool like an EMA with a momentum oscillator like the CCI. This keeps your chart clean and gives you different types of information.

TradingView does have a limit on how many templates you can save, which depends on your subscription. But even with a free account, you get a solid number of slots to store your most important strategies.

After you create a template, the best thing you can do is test it. Open a different chart and apply your new template to make sure everything loads correctly. If something's not quite right, you can always go back and edit the template from the same menu.

If you're new to this, start simple. Create a template with just a couple of basic indicators, like a Simple Moving Average crossover, before moving on to more complex setups with custom scripts. Getting the hang of it with easy templates first will make the whole process feel much more intuitive.

Applying and Managing TradingView Templates

Applying a TradingView template is incredibly simple. On any chart, just head to the "Indicators" menu, click on "Templates," and pick your saved setup. Your entire bundle of indicators and drawing tools loads instantly, without changing the actual price data on your chart.

This is a lifesaver during live trading. You can seamlessly switch from, say, a stock trading template to a forex one, helping you stay focused when the markets get chaotic.

Managing your templates is just as important. You can:

  • Organize them in your list for easy access.
  • Edit any template by loading it, making your tweaks, and simply saving it again with the same name.
  • Delete old ones you don't use to keep your library clean and relevant.

If you're tracking a bunch of assets at once, you can apply a single template across all the charts in your layout. This is a huge time-saver for anyone managing a portfolio.

As your collection grows, use the platform's search function to find a specific template in seconds.

It's a good habit to occasionally review and update your templates. Market conditions change, and your setups should too. For example, during a high-volatility period, you might quickly edit a template to widen the Bollinger Bands.

Here are a couple of pro tips that many traders find helpful:

Pro TipDescription
Color-Code NamesAdd a color to your template names to categorize them at a glance. For instance, you could make all your "Bullish" uptrend setups green.
Backup with JSONYou can export your templates as a JSON file for safekeeping and import them later. (Heads up, this typically requires a Pro plan feature).

By getting a handle on applying and managing templates, many traders find they save a significant amount of time—some report cutting their setup time in half. This frees you up to focus on what really matters: analyzing the trading signals themselves.

Why TradingView Templates Are a Game-Changer for Traders

Think about the last time you set up your trading chart. You probably added your favorite indicators, drew your trend lines, and set everything up just right. Now, imagine having to do that from scratch every single time. Exhausting, right? That's where TradingView templates come in to save the day.

The biggest win is getting your time back. Instead of manually adding the same indicators over and over, a template loads your entire setup instantly. This means you can scan for new opportunities much faster, which is a huge advantage when the market is moving.

They also keep you consistent. If you have a specific strategy—like using a 50 and 200-day moving average crossover—a template makes sure it's applied the exact same way every time. No more worrying that you accidentally used a slightly different setting, which could throw off your whole analysis. This is especially crucial for backtesting, as you can quickly apply your current strategy to old data to see how it would have performed.

For traders who juggle different markets, templates are an organizational lifesaver. You can have one template packed with tools for stock trading (like volume profiles) and another perfectly set up for futures (with pivot points). It's like having different toolkits for different jobs, all ready to go in one click.

Sharing ideas becomes incredibly easy, too. You can share a template with a friend or your trading community with a simple link. It's a fantastic way to learn from others, whether you're exploring a classic strategy or something more modern. For those interested in platform comparisons, our analysis of TradingView vs MT4: choosing the best trading platform provides valuable insights into where templates fit into your overall workflow.

On a personal level, templates help quiet the noise. By removing all those little setup decisions, they reduce mental clutter and help you stay in that focused "zone" during your trading session. When market conditions shift, you can adapt in seconds—switching from a fast-paced scalping template to a slower swing trading setup without breaking a sweat.

Ultimately, TradingView templates level the playing field. They give you access to a professional, organized workflow without needing to be a tech wizard, letting you focus on what really matters: trading.

Get the Most Out of Your TradingView Templates

Getting your TradingView templates set up right can feel like having a super-organized trading desk. It saves you time and helps you stay focused. Here's how to do it well, without overcomplicating things.

First, figure out what you actually need. What indicators do you use on almost every chart? Group ones that work well together logically. A good rule of thumb is to stick to 5-7 indicators per template—any more and your chart can become a cluttered mess that's hard to read.

When you save a template, give it a clear name and description. Using a phrase like "tradingview templates" in the description can help others in the community find it if you decide to share. Stick to a simple color scheme that's easy on the eyes, and don't be afraid to create new versions (like "Swing V2") as your strategy evolves.

Pineify Website

For traders looking to build truly unique templates, Pineify offers a powerful solution. Its visual editor lets you combine multiple technical indicators into a single, clean script, perfect for creating a custom, all-in-one template without any coding. This approach helps you follow the best practice of limiting on-chart indicators while still accessing the complex logic you need.

Quick Guide to Template Best Practices

PracticeWhy It Matters
Limit IndicatorsPreents chart clutter and analysis paralysis.
Logical GroupingPuts related tools together for a smoother workflow.
Descriptive NamingHelps you and others quickly identify the template's purpose.
Consistent ColorsCreates a visually cohesive and less distracting chart.
VersioningLets you track improvements without losing your original setup.

Taking It a Step Further

Once you're comfortable, you can try some more advanced moves:

  • Layering Templates: Instead of one massive template, try using a base template for your core chart setup. Then, you can overlay a second, smaller template for a specific set of indicators. This gives you a hybrid view that's super flexible.
  • Integrate with Alerts: Once your template is loaded, set up alerts directly on the indicators. This automates your watchlist and can send you signals when price hits key levels you've defined.
  • Add a Custom Edge with Pine Script: If you dabble in coding, you can embed your own Pine Script functions right into a template. Think of things like a volatility-adjusted RSI or a custom support/resistance marker. This is how you build a truly proprietary setup. For those who prefer not to code, tools like Pineify's AI generator can create these custom scripts for you in minutes, translating your trading ideas directly into error-free Pine Script code.

A Few Things to Watch Out For

The biggest mistake is over-customizing a template until it's so rigid it can't adapt to different market conditions. Always test a new template in a demo account first.

And while the TradingView community is a goldmine for inspiration (you can find everything from displaced moving average ribbons to complex market structure tools), always remember to tweak any shared template to fit your own risk tolerance and style.

By following these practices, your templates will become a reliable foundation for your trading, making you faster and more consistent.

Examples of TradingView Templates That Actually Work

Let's look at a few real-world template examples that traders use every day. Think of these as starting points you can adapt, not rigid rules.

A great starting point for beginners is the "Simple Trend Follower." It's built around a 20-period Exponential Moving Average (EMA) to show the trend's direction, and then uses the MACD indicator (with the common 12, 26, 9 settings) to help time your entry when the price pulls back toward the moving average. It keeps things clean and focused.

If you're into crypto, a "Volume Breakout" template can be incredibly useful. This one typically combines the On-Balance Volume (OBV) indicator with a 50-period Simple Moving Average (SMA). The goal is to spot periods where an asset is being heavily accumulated (bought up) before it makes a big price move.

For those who like a more advanced approach, the "Displaced MA Ribbon" is a favorite. It works by shifting multiple EMAs forward on the chart, which can sometimes help you anticipate where the trend might turn next. You'll see this in a lot of shared strategies from experienced chartists.

Over in the forex world, many traders rely on a two-part system:

  • A "Support/Resistance Kit" drawing template that automatically places horizontal lines at key past price levels (pivots).
  • An indicator template that layers on Fibonacci retracement and extension tools. Together, they help map out potential bounce and breakout zones.

For the fast-paced stock day trader, a "Scalp Oscillator" setup can help with quick, overbought/oversold decisions. This usually pairs indicators like the Stochastic oscillator and the Commodity Channel Index (CCI) to look for short-term reversal points.

The beauty of these examples is how they show that a good template isn't one-size-fits-all; it's tailored to a specific market and style, which is what helps improve your consistency.

Here's a real-world example of the impact: One futures trader created a custom template for the Micro E-mini S&P (MES) that included VWAP and some basic order flow cues. By applying this same setup day after day, they cut their pre-market chart analysis time by about 70%. That's the real power—it turns your screen from a blank canvas into a familiar workspace. The more you experiment with building your own, the faster you develop an intuition for what works for you, turning these templates into your own personalized trading assistant.

Your TradingView Templates Questions, Answered

What's the point of saving a TradingView template?

Think of a template as your personal trading setup, saved in a snap. Instead of manually adding the same indicators and drawing the same trendlines every time you open a new chart, you just save your entire layout once. Then, with one click, you can load it all back up. It keeps your analysis consistent and saves you a ton of time.

Is it easy for a beginner to make one?

Absolutely! If you can add an indicator to a chart, you can create a template. There's no coding or complex stuff involved. Just set up your chart the way you like it, click the floppy disk icon (or "Save as Template" in the menu), and give it a name. That's it. Your personal setup is now saved for future use.

How many templates am I allowed to save?

This one depends on your TradingView plan. If you're on the free plan, you can still save a handful of templates, which is plenty for getting started. If you find yourself wanting to save dozens of different strategies and layouts, you'll have unlimited storage with a paid Pro or higher plan.

What's the difference between an "indicator" template and a "chart" template?

This is a great question because it clarifies what you're saving.

  • An Indicator Template saves just the technical tools you're using, like your favorite moving averages or the RSI oscillator.
  • A Chart Template saves the whole package—your indicators, plus your chart type, time frame, and even the color scheme. It's a complete snapshot of your entire workspace.

Can I share my awesome template with a friend?

You sure can! TradingView lets you generate a public link to your template. This is super handy for collaborating with others or sharing a specific trading strategy you've built, like a cool moving average crossover setup, without having to explain every single step.

Do these templates work on my phone?

Yes, they work seamlessly on the TradingView mobile app. You can load any template you've saved on your desktop directly onto your mobile chart. It's perfect for checking your setup on the go. Just know that if you need to create a new template from scratch or do heavy editing, it's generally easier on a computer. If you're looking to optimize your mobile experience, check out our guide on the best chart settings for TradingView to complement your template usage.

Your Next Steps with TradingView Templates

Ready to dive in? Here's a simple, practical path to get you started and make these templates work for you.

First, just log into your TradingView account. Don't overthink it. Pull up a demo chart and try bundling a couple of basic indicators together. Play around with it—apply your new template to a few different stocks or currencies to see how it behaves. This hands-on tinkering is the fastest way to learn.

Next, tap into the collective wisdom. Head over to the TradingView community forums. It's a goldmine. You can download templates that others have built, and once you've tweaked yours, share it back to get feedback from traders who are doing the same thing. It's a great way to refine your setup.

If you find yourself using this daily and wanting more control, that's when you might look at a pro plan. The upgrade unlocks more powerful template management features. For the next week, consciously track how using these templates influences your trading decisions. What did you notice? What would you change?

Finally, share what you discovered in the comments below. Let's learn from each other and build better workflows together.