MetaTrader 5 HelpWorking with ChartsTemplates and Profiles 

Templates and Profiles

A template is a set of chart window parameters that can be applied to other charts. The following can be stored in a template:

  • chart type and color;
  • color scheme;
  • chart scale;
  • OHLC line shown or hidden;
  • attached Expert Advisor and its parameters;
  • imposed custom and technical indicators with their settings;
  • line studies;
  • separators of days.

When a template is imposed into a chart, the stored settings, as they are, will be attached to the security and period. For example, one can create a template that includes indicators of MACD, RSI, and Moving Average, and then use it for other charts. In this case, charts windows will have the same view for different symbols and periods.

Templates are stored in the /Profiles/Templates directory in TPL files. A template created once can be used unlimited amount of times.

There are several predefined names of templates in the client terminal:

  • default.tpl — the basic template that is automatically applied when creating a new chart;
  • tester.tpl — the template that is used for a chart where the testing results are displayed;
  • debug.tpl — the template that is applied to a chart created when starting the debugging of a MQL5 program from MetaEditor.

To create a template with necessary parameters (or change an existing one), adjust a chart in a desired way and save the template under necessary name using the corresponding command.

Any template can be changed by saving the active chart window properties to it.

Manipulations with Templates

In order to open the menu of working with templates, one should execute the "Templates" command of the "Charts" menu, the chart context menu command of the same name or press the Templates Menu button of the "Standard" toolbar. The following actions with templates are available from this menu:

Menu of Templates

Manipulations with templates

Templates Menu

  • Creating
    In order to create a new template, the "Save Template... Save Template..." command should be executed. As a result, on the basis of the active chart window a new template is created.
  • Imposing
    A template can be imposed into a chart window by selecting a necessary file in the lower part of template managing menu or from any available folder in the "Open" window which is called by the "Load Template..." command.
  • Modifying
    For template modification the same actions must be executed, but instead of the new file name already existing template should be selected.
  • Deleting
    The "Remove Template" command of the "Charts" menu and the chart context menu of the same name allow to delete templates.

Profiles

Profiles offer a convenient way of working with groups of charts. The following can be stored in profiles:

  • charts that were open at the moment when the profile was saved
  • location and size of these charts;
  • templates that were applied to these charts.

When a profile is opened, each chart with its settings is placed exactly in the same location where it was before, at the profile saving. All changes in open chart windows are automatically saved in the current profile. The list of all chart windows of the current profile can be found in the "Window" menu. The name of the current profile is displayed in one of the status bar windows and checked in the profile managing menu. When the terminal is installed, the profile by default (DEFAULT) is created. Initially, four basic currency pairs are stored in it: "EUR/USD", "USD/CHF", "GBP/USD", and "USD/JPY". All profiles are stored in the /Profiles/Charts folder.

Since chart templates with possible attached Expert Advisors are also saved in profiles, the option of automated EA disabling during profile changing is available in terminal settings.

Managing Profiles

Profile management is gathered in the menu that can be called by the "Profiles" command of the "File" menu, clicking the Profiles Menu button of the "Standard" toolbar, or clicking in the status line window with the current profile name. The following actions can be performed here:

Menu of Profiles

Commands

Profiles Menu

  • Next — switch to the next profile in the list. The same action can be performed by "Ctrl+F5" hotkeys;
  • Previous — switch to the previous profile in the list. The same action can be performed by "Shift+F5" hotkeys;
  • Save As... Save As... — save the current profile with a new name. The new profile will be a copy of the current one and will become active;
  • Remove — delete a profile. Selection of this command opens the menu of existing profiles. Select one of them to delete it.

The lower part of this menu contains the list of existing profiles. In order to apply one of them, click with the left mouse button on its name.

A pre-defined profile can be assigned to a trade account in the client terminal. This profile must have a name that coincides with the number of the trade account. If there is a corresponding profile when switching to the given trade account, it will be opened automatically. If there is no pre-defined profile, the current profile will remain active.

The current profile and the default profile (DEFAULT) cannot be deleted.

 

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