summary: WIP templates save your dashboard configuration — session, lookback, filters — so you can switch between setups in one click.
WIP templates save your dashboard setup — session, lookback period, and data filters — and let you switch between configurations in one click. for the full breakdown of what gets saved and how WIP templates compare to report and screener templates, see templates — reports, what's in play, and screener.
note: custom sessions are not supported on what's in play — templates can only save one of the 3 built-in sessions (NY, London, or Asian).
default templates
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.
creating a custom template
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.
set up WIP with your preferred session, lookback period, and data filters
click save as template
give your template a name and save
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.
some examples of how traders organize their WIP templates:
by session — an NY template, a London template, an Asian template, each with session-specific lookback and filter settings
by strategy — a gap fill template, a reversal template, each filtered to the reports relevant to that approach
by instrument — a GC/CL template set to the Asian session, an ES/NQ template set to NY
deleting a template
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.
