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How-to4 min read · beginner

How to save and apply a chart template in MetaTrader

How to save your chart setup — indicators, colours, and settings — as a template so you can apply it to any chart in one click.

Important: This is educational content only, not investment advice. Trading involves substantial risk of loss. Never trade money you cannot afford to lose.

What a template saves you

A chart template stores your whole setup — the indicators you have added, their settings, the colours, and the chart style — so you can apply all of it to any other chart in a single click. It saves you rebuilding the same layout over and over.

It is a small time-saver with a real benefit: consistency. Looking at every market with the same familiar layout helps you read them the same way and avoid silly oversights.

The numbered steps to save one

Step 1: Set up a chart exactly how you like it — add your indicators, adjust colours, and choose candlesticks or bars.

Step 2: Right-click the chart and choose Template → Save Template (or use the Charts menu).

Step 3: Give the template a clear name and save. On MT5 you can also set a template as the default so every new chart opens with it.

Step 4: To apply it elsewhere, open any chart, right-click, choose Template → and pick your saved template. The new chart instantly takes on your whole layout.

Handy variations

You can keep several templates for different purposes — one clean layout for reviewing a trend, another with more tools for closer analysis. Switching between them is just a couple of clicks.

Templates travel with the platform installation, so if you move computers you may need to copy the template files across or rebuild them. Keeping your setups simple makes that painless.

An honest note

A template is purely cosmetic and organisational — it saves layout, not trades, and carries no risk itself. Just remember that a tidy chart full of indicators does not improve your odds; it only improves your comfort. The discipline still lives in your plan, not your template.

Important: This is educational content only, not investment advice. Trading involves substantial risk of loss. Never trade money you cannot afford to lose.

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