summary: templates let you save your configuration and load it in one click — they're available in reports, what's in play, and the screener.

templates are one of the most useful features across the edgeful platform. instead of reconfiguring your settings every time you come back, you save a setup once and load it instantly whenever you need it.

the concept is the same everywhere templates appear — save your current configuration, give it a name, and restore it later in one click. but what gets saved depends on where you're using them.

templates work in three places: reports, what's in play (WIP), and the screener. the workflow is identical everywhere, but each captures different settings so you can match your trading routine.

report templates save your full left sidebar configuration — the report, ticker, session, date range, and any filter settings you've applied. this is where most traders use templates the most, especially if you run the same setups across multiple instruments or sessions.

a template saves everything in the left sidebar dropdowns:

the practical implication: if you like to run multiple versions of a report with different customizations (say, monitoring a 30-minute initial balance as well as a 60-minute initial balance), you can quickly switch the report without needing to manually apply the customizations — getting you to the end result you're looking for faster.

templates work the same throughout edgeful — same interface, same right sidebar, same workflow. the difference is what gets saved.

report templates save a single-ticker configuration: one report, one instrument, one session, one date range. you'd use these to flip between different report setups — an NQ gap fill template, an ES IB template, and so on.

screener and what's in play templates save a multi-ticker configuration: a list of instruments along with their session and filter settings. instead of one ticker, these templates capture the full basket you want to scan — NQ, ES, YM, RTY, GC, or whatever mix you track.

your templates live in the right sidebar. by default, the sidebar shows only templates for the report you're currently viewing — so if you're on the gap fill report, you'll see your gap fill templates.

to see everything, toggle all templates. this shows every template across all reports in a single list — useful when you're managing or organizing your full template library.

from the report page:

there's no limit to how many templates you can create. one thing to note: if you save a template after setting up the report and customizations, you will need to select whether you'd like the session, date range, and ticker to be saved inside of the template.

click any template in the right sidebar. the left sidebar updates instantly with the saved configuration — report, ticker, session, date range, and filters all populate at once.

loading a template doesn't modify it. you can load the same template repeatedly without changing anything about it. loading also doesn't auto-update the template — if you want to update a template, you need to explicitly edit it and save it.

templates don't auto-update when you change the sidebar. to update a template:

the dots only appear on hover — if you're looking for an edit button and can't find it, hover directly over the template name.

hover over the template in the right sidebar until the 3 dots appear, click them, and select delete.

the dots only appear on hover — if you're looking for a delete button and can't find it, hover directly over the template name.

template names are the only way to distinguish them at a glance. a few formats that scale well as your library grows:

avoid generic names like "template 1" or "my setup" — they become impossible to navigate once you have more than a handful.

templates allow you to have a more efficient workflow once you know exactly what information you want to see in a report and want to quickly reference it in the future without needing to customize the report each time.

the most effective workflow is to set up your customizations first, then build your templates on top so you can very quickly access this customized report going forward.

for example: if you've customized the ORB report to use a 5-minute opening range, that parameter is always active when you're on the ORB report. you can then have a "NQ ORB NY" template and an "ES ORB NY" template — both will use the 5-minute customization automatically.

WIP templates let you save your dashboard configuration and switch between different setups in one click. instead of manually adjusting your session, lookback period, and data filters each time you open WIP, you load a template and you're ready to go.

when you save a WIP template, it captures your current dashboard configuration:

loading a template instantly applies all 3 settings at once — no need to configure each one separately. WIP templates are separate from report page templates and save only your WIP dashboard settings — they don't affect any individual report page configuration.

edgeful provides 2 default WIP templates to get you started:

most popular — ES & NQ: loads the most frequently used reports for ES and NQ. a good starting point if you trade US equity index futures and want to see the setups most traders focus on during the NY session.

ultimate reversal setup — ES & NQ: loads the reports that make up the ultimate reversal setup (URS) for ES and NQ. use this if you're running the URS strategy and want WIP filtered specifically to the reports that matter for that setup.

once you've configured WIP the way you want it — session, lookback period, and filters set — save it as a template so you can reload it any time.

your template will appear alongside the defaults in the templates panel. you can create as many as you need — one per session, one per strategy, one per instrument — whatever fits how you trade.

to delete a WIP template, hover over its name in the templates panel. when the 3 dots appear, click them and select delete.

the default templates can't be deleted — only user-created templates can be removed.

screener templates save which reports are active, which tickers you're tracking, and which session you're running. the screener also includes a pre-built daily bias template to get you started — it combines high-signal reports across a representative set of tickers for a quick morning read.

a template captures your exact screener configuration and lets you restore it in one click. instead of rebuilding your setup every morning, you open the screen, click your template, and you're ready to trade.

templates live in the right nav panel alongside bookmarks — it's the first section at the top.

edgeful includes one pre-built template to get you started: the daily bias template.

it's designed to give you a broad read on market direction at the start of the session by combining high-signal reports across a representative set of tickers:

tickers (14 total): AAPL, AMZN, AVGO, GOOG, META, MSFT, NFLX, QQQ, SPY, TSLA, ES, NQ, RTY, YM

session: New York

reports (4 total): opening candle continuation, IB standard, IB by rejection, previous day's range

the idea is simple — these tickers cover a wide slice of the market (mega-cap tech, broad indexes, and key futures), and the report combination gives you a fast picture of overall bias before you narrow down to your specific setups. it's a solid starting point for any morning routine.

build your own template any time you've set up a screener configuration you want to keep.

a few things to know when building your template:

click any template name in the right nav panel. the screener updates instantly — reports, tickers, and session all switch to match the saved configuration.

you can switch between templates at any point during a session. applying a new template replaces the current active configuration.

if you need to update a template — different reports, different tickers, adjusted session — you can edit it directly:

to remove a template you no longer need:

deletion is permanent — the template can't be recovered once removed. if you're unsure, consider editing it instead.

there's no folder system for templates — they're a flat list. naming conventions do the organizing work. a few common structures:

by instrument — one template per ticker for your core reports. clean if you run the same reports across multiple markets.

by session — separate templates for NY open, London, and daily. useful if you run different analysis windows depending on time of day.

by strategy — a gap fill setup, an IB setup, an ORB setup, a reversal template. good for traders who move between different strategies throughout the day.

by trading context — a pre-market analysis template, a morning setup template, an end-of-day review template. matches templates to the moments in your routine when you use them.

are templates account-wide, or device-specific?
templates are account-wide, not device-specific. a template you create on one device is available on any device you log into.

does loading a template auto-update it?
no — loading a template doesn't auto-update it. if you want to update a template, you need to explicitly edit it and save it. just loading it and making changes won't modify the stored template.

can I share my templates with other users?
no — templates are private to your account. they can't be exported or shared with other edgeful members.

I created a template with the wrong reports — do I have to delete it and start over?
no, you can edit it directly. open the template in the right nav panel and use the edit option to update whatever needs to change without losing everything else.

if I update my watchlist, do my templates update too?
no — templates save the specific tickers you included at the time of creation. if you add new tickers to your watchlist, they won't automatically appear in existing templates. you'll need to edit the template to include them.

can I have multiple templates for different strategies or sessions?
yes — there's no limit to how many templates you can create. most traders keep a few: one for their main instrument, one for different sessions, and one for specific strategies they run regularly.