For example, if you always use a 150 period Moving Average on your charts, and prefer Swing Relations as your Bar Chart’s colour scheme, you can set up this layout once as a Template. With that Template selected, all new charts that you open will display the Moving Average and preferred Colour Scheme.
Creating and Saving Templates
There are two types of Templates available in Market Analyst, Page Templates and Workbook Templates. This tutorial will guide you through setting up a Page Template, and will include additional information on Workbook Templates at the end.
Creating the Template
1. Open a chart for any security.
2. Adjust the chart’s Properties to display as desired (for example set up the colour scheme as Swing Relations).
3. Ensure the chart’s time frame is set as desired (1 Day for example).
4. Apply any tools you want displayed on the chart.
Not all tools are compatible with Templates. Specifically only those tools that do not require you to select a starting point on the chart will work. Some examples of tools that will work are Moving Averages, Volume and MACD’s. Some examples of tools that will not work are Trend Lines, Price Extensions / Retracements and Ellipse.
5. With all the tools applied, ensure the chart looks exactly the way you want it to for all new pages that you open (items such as zoom level, etc).
Once you are happy with the page layout, you can save the Template.
Saving the Template
With the chart ready to be saved as a Template, right click on a blank area of the chart. Go to the Actions icon of the right click interface and select the option Save Page As Template. Left click this action once.
In the window that opens, enter a File Name for the new Template and click Save to continue.
Using Templates
Opening a new chart with a Template
With the Template file saved you can now use it to open new charts. To do this, click on the New menu and select the Page Template option. In the menu displayed will be a list of previously saved Templates. Locate the Template you wish to use and left click once.
In the window displayed, enter the code of the security you want to open and press Enter on your keyboard.
The chart will open with the selected template applied to it.
Applying a Template to a page that has already been opened
Applying a Template to an entire Workbook
Any tools that are already applied to the page(s) of existing charts will be removed and replaced by the Template. If you have existing work that you want to save on your charts, you should not use the Template function.
Workbook Templates
Workbook Templates are similar to Page Templates. They are used to open Workbooks with preset layouts. The difference is that a Workbook Template will open multiple pages for the one security, whereas a Page Template will open only a single page tab.
An example of a Workbook Template would be creating three pages, the first a Bar Chart with Moving Averages and Volume applied. The second page would be a Gann Swing Chart with labels enabled, and the third would be a Point and Figure Chart with a unit price of .10. Three Pages across three page tabs to make one complete Workbook. Once saved as a Workbook Template, you could create the same Workbook for any security with a single click.
Saving Workbook Templates
Create a Workbook for one security. There is no limit to the number of pages you can open, but it must be for the same security.
You can use any time frame, or chart styles that you like, however as with Page Templates there are limitations to the tools you can use. Refer to the above Page Template section for additional details.
With the Workbook created, click the File menu and select the Save Workbook as Template option.
Using a Workbook Template
Click on the New menu and select the Workbook Template option. In the menu displayed you will see a list of previously saved Workbook Templates.
Left click on the Template you want to use and enter the code for the security you want to use the template on.
The pages will open with the Template layout applied.
