summary: how to use, create, edit, and delete screener templates — including the pre-built daily bias template.
screener templates save your report selection, tickers, and session — and restore your full setup in one click. for the full comparison of how templates work across reports, WIP, and the screener, see templates — reports, what's in play, and screener.
templates live in the right nav panel alongside bookmarks — it's the first section at the top.
the daily bias template
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: AAPL, AMZN, AVGO, GOOG, META, MSFT, NFLX, QQQ, SPY, TSLA, ES, NQ, RTY, YM
session: New York
reports: 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.
creating a custom template
build your own template any time you've set up a screener configuration you want to keep.
configure the screener with the reports, tickers, and session you want to save
click save as template — you'll find this in the right nav panel or at the top of the screener
choose which tickers to include from your current selection
give the template a name
click save — it appears in the right nav panel immediately
a few things to know when building your template:
reports — every report currently active in the left sidebar is saved to the template
tickers — you choose which ones to include, so you can save a subset of your watchlist
session — the session currently selected is saved with the template
applying a 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.
editing a template
if you need to update a template — different reports, different tickers, adjusted session — you can edit it directly:
open the template from the right nav panel
hover over the template and three dots will appear
click the three dots and select edit from the dropdown menu
update the name, reports, tickers, or session as needed
save your changes
deleting a template
to remove a template you no longer need:
find it in the right nav panel
hover over the template and three dots will appear
click the three dots and select "delete" in the drop-down menu
deletion is permanent — the template can't be recovered once removed. if you're unsure, consider editing it instead.
common questions
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 futures setup, one for stocks, and one for specific sessions or strategies they run regularly.