IQ Wizard Templates
A template is a saved signal or custom indicator configuration that you can load again later. Templates exist to make the IQ Wizard faster: once you have a setup that works — a target with its parameters, a tuned ML engine, a chosen indicator set, or a step chain you spent time building — you can save it under a name and reuse it instead of rebuilding it from scratch every time.
A template can be created from four places in the wizard:
Classification
Regression
Manual Signal
Custom Indicator
Saving a template
Wherever a template can be created, the builder's footer offers Save as Template next to the ordinary Save button. The two do different things:
Button | What it does |
|---|---|
Save | Puts the signal or custom indicator into the strategy you are currently building. |
Save as Template | Stores the configuration for reuse. It does not, by itself, add anything to your strategy. |
Choosing Save as Template asks you for a name. Names identify the template, so each one must be unique. Reusing an existing name is rejected.
What each type stores
A template stores the configuration, not the placed signal. Fields that only make sense for one specific signal inside one specific strategy are deliberately left out, which is what makes the template reusable.
Type | What is saved |
|---|---|
Classification | The target and its parameters, the Advanced ML Engine settings (model and its options, memory, sampling, scaler), the selected indicators, the Decision Mode and the Confidence Level. |
Regression | The target and its parameters, the prediction ranges and Not Match Value, the Advanced ML Engine settings and the selected indicators. |
Manual | The full step chain — every step, its parameters, and how each step's inputs reference earlier steps — together with the Final Signal Trigger label. |
Custom Indicator | The same step chain as a Manual template, saved from the builder's Custom Indicator mode. |
Both AI types also record the base and helper timeframes they were built against, so the correct indicator catalogue can be restored when the template is opened again later.
Using a Template in the IQ Wizard
Templates are loaded from inside the builder you are already working in — not from the Templates page.
In Entries/Exits, click Add+ on an Entry or Exit box, or Add Custom Indicator on an indicator selector.
Choose the mode you want (AI Classification, AI Regression, or Manual). A Saved Templates bar appears at the top of the builder.
The bar lists your saved templates as chips. Click one to load it.
Its configuration fills the builder's fields.
Carry on from there — adjust anything you like, then Save to add the signal to your strategy.
Loading a template does not consume or lock it. The template stays exactly as it was saved; what you load is a copy that you are free to change, so the same template can seed as many signals as you need.
Each chip in the bar also carries a small ×. This deletes that template after a confirmation prompt. The same delete available on the Templates page, offered inline so you can clear out a template you no longer want without leaving the wizard.
Template Types
The four types correspond to the four builders they are saved from, and each can only be loaded back into the builder it came from.
Classification
Saved while configuring an AI Classification signal. Load it when creating another AI Classification signal to restore the target, its settings, the ML engine configuration, the indicator selection, the Decision Mode and the Confidence Level in one click.
Regression
Saved while configuring an AI Regression signal. Load it when creating another AI Regression signal. In addition to the target and engine settings, this restores the prediction ranges and the Not Match Value, which is usually the most time-consuming part of a regression signal to set up.
Manual
Saved from the Manual Signal Builder. Load it when creating another Manual signal to restore the whole step chain and its trigger label.
Custom Indicator
Saved from the same builder in Custom Indicator mode. Load it when adding a Custom Indicator to restore the step chain that computes it.
The Templates page
The Templates page is where you review and look after what you have saved. It is a management view: nothing you do here adds a signal to a strategy.
Open it with the Templates button on the My Strategies page.
The page lists every saved template as a tile showing its type badge, its name, a short summary of its configuration and the date it was saved. A row of filters across the top narrows the list, each with a count:
All
AI · Classification
AI · Regression
Manual
Custom Indicator
A Refresh button re-reads the list, and each tile offers the three actions below.
View & Edit Configuration
Opens the template in the very same builder it was created from — an AI Classification template opens the AI Classification tab, a Custom Indicator template opens the Custom Indicator builder — pre-filled with everything it has saved. This is how you inspect what a template actually contains, as well as how you change it.
In this mode the footer's two buttons change to match what you are doing:
Button | What it does |
|---|---|
Save Template | Overwrites this template with your changes. |
Save as New Template | Leaves the original untouched and saves your changes as a separate template. |
Overwriting a template changes the saved configuration itself, so the next time you load it in the wizard you get the updated version. It does not reach back into strategies you already built from it — those keep the configuration they were created with.
Rename
The pencil icon on a tile turns the name into an editable field. Press Enter or click Save to confirm, Esc or Cancel to abandon the change. As when first saving, the new name must not already be taken.
Delete
The bin icon removes the template, after a confirmation prompt warning that it cannot be undone. The template disappears from your saved collection and stops appearing in the Saved Templates bar, so it can no longer be loaded in the wizard.
Deleting a template has no effect on strategies or signals you already created from it. They hold their own copy of the configuration and continue to work unchanged.