A template keeps a set of tester settings you like (modelling, execution delay, deposit, currency, leverage and how the dates are picked) under a name. Later you apply it to a new test, or run it straight away with any EA, so every test of a series uses the same settings.

Plan: every plan.

Save a test's settings as a template

1. Click Results and open a backtest whose settings you want to keep.
2. Click Save as template at the top right, next to Re-test.

1. Give it a Name that says what it holds, for example "Every tick 10k 1:100, last 5 years". A Description (optional) helps later.
2. Under Dates, choose how a test from this template picks its period: Rolling window (the last few years or months, ending on the day you run it), Fixed dates (always the same From and To) or Year to date.
3. Click Save template.

Use a template

1. Click Library › Templates. Each template shows its modelling, deposit and leverage, and its dates.
2. Click Use to open Backtests › New test with the template's settings filled in (the page says Loaded from template). Pick the EA, set file, symbol and timeframe, and add the test as usual.

Run a template in one step

1. On Library › Templates, click Run next to the template.
2. Pick the EA, its Set file, the Symbol and the Timeframe.
3. Check the Test name and pick the Trading account (the test terminal to run it on).
4. Click Queue backtest. The test goes to Backtests › Queue.

Good to know

• A template does not keep the EA, set file, symbol or timeframe: you pick those each time you use it.
• The … button on a template has Edit, Duplicate and Delete.
• Templates and Settings › Defaults work together: Defaults fill every new test, a template fills the ones you start from it.

Related guides

• Set your default test settings
• Run a backtest
• Save a test to the Library and re-run it