What You Will Learn
By the end of this section, you will be able to:
- Create a custom watchlist of your favorite trading pairs for quick access
- Add, organize, and rename symbols in your watchlist
- Switch between different trading pairs instantly without searching
- Save your complete chart setup (with all indicators) as a reusable layout
- Load your saved layouts to get your workspace ready in seconds
- Understand the limitations of free TradingView accounts and how to work within them
Introduction
Congratulations! You've come a long way already. You can navigate TradingView, read candlesticks, and add indicators to your charts.
But here's the thing: Every time you want to analyze a different trading pair, do you really want to search for it, add all your indicators again, adjust all the settings, and start from scratch?
Of course not! That would waste a lot of time.
That's why professional traders use watchlists and saved chart layouts. These features let you work smarter, not harder.
In this section, you're going to:
- Build a custom watchlist so you can switch between your favorite trading pairs with a single click
- Save your entire chart setup (with all your indicators perfectly configured) so you can load it anytime
Let's make your TradingView workspace efficient and personalized!
Why Organization Matters
Topic 4.1: Creating a Custom Watchlist
What Is a Watchlist?
A watchlist is your personal list of trading pairs (or stocks, indices, etc.) that you want to keep an eye on.
Instead of typing "BTCUSD" or "EURUSD" into the search bar every time you want to see a chart, you just click on it in your watchlist and—boom—the chart loads instantly.
It's like having bookmarks or favorites in your web browser. You save the things you check often so you can get to them faster.
Locating the Watchlist Panel in TradingView
Let's find your watchlist panel.
- Look at the right side of your TradingView screen When you're on the main charting page, you should see a sidebar on the right side of the screen. This sidebar has several tabs: Watchlist (list or star icon), Alerts (bell icon), News (newspaper icon), and Ideas (lightbulb icon).
- Click on the "Watchlist" tab Usually at the top of the right sidebar. If you don't see the right sidebar at all, look for a small arrow icon on the right edge of your screen. Click it to expand the sidebar.
- You'll see a default watchlist TradingView usually creates a default watchlist with popular symbols like SPX (S&P 500), AAPL (Apple), TSLA (Tesla), maybe some forex or crypto pairs. This is fine, but we're going to create your own custom watchlist.
What Your Watchlist Will Look Like
Click any symbol to instantly load that chart with all your indicators already applied!
Adding Symbols to Your Watchlist
Let's add your first trading pairs to a custom watchlist.
- Create a new watchlist At the top of the Watchlist panel, you'll see the current watchlist name (probably "Watchlist 1" or "Default"). Click on the watchlist name. A dropdown menu will appear. Click "Create new list" or "New watchlist".
- Name your watchlist A box will pop up asking you to name your new watchlist. Type a clear name like: "Forex & Crypto – Main", "My Trading Pairs", or "Beginner Practice Pairs". Choose whatever makes sense to you. Click "Create" or "Save".
-
Add symbols to your watchlist
Look for a "+" button or "Add symbol" button at the top or bottom of the Watchlist panel. Click it. A search box will appear. Type the first symbol:
EURUSD. Select it from the dropdown. It will be added to your watchlist! - Add more symbols Repeat this process for: EURUSD (forex), USDJPY (forex), BTCUSD or BTCUSDT (crypto - choose Binance), ETHUSD or ETHUSDT (crypto - choose Binance), and any other pairs you're interested in (GBPUSD, AUDUSD, XAUUSD, SOLUSDT, etc.)
├── EURUSD
├── USDJPY
├── BTCUSDT
└── ETHUSDT
Organizing and Renaming Your Watchlist for Easy Reference
As you add more symbols over time, your watchlist might get messy. Here's how to keep it organized.
Rearranging symbols:
You can usually click and drag symbols up or down in your watchlist to reorder them. For example, you might want to group all your forex pairs at the top and all your crypto pairs at the bottom.
Removing symbols:
If you want to remove a symbol from your watchlist, right-click on it (or hover over it and look for a small X or trash icon). Select "Remove from watchlist" or click the X. Don't worry—this doesn't delete the symbol from TradingView. It just removes it from your personal list. You can always add it back later.
Creating multiple watchlists:
You can create multiple watchlists for different purposes. For example:
- "Forex – Major Pairs" (EURUSD, USDJPY, GBPUSD, etc.)
- "Crypto – Top 10" (BTC, ETH, BNB, SOL, etc.)
- "High Risk – Practice Only" (volatile pairs you're studying but not trading yet)
To switch between watchlists, just click the watchlist name dropdown at the top of the Watchlist panel and select the one you want to view.
Quickly Switching Between Pairs from Your Watchlist
Here's where the magic happens.
Once your watchlist is set up, switching between charts is super easy.
Just click on any symbol in your watchlist. Instantly, your main chart will update to show that trading pair—with all your indicators still applied.
- Click on EURUSD in your watchlist → The chart switches to EURUSD
- Click on BTCUSDT → The chart switches to Bitcoin
- Click on USDJPY → The chart switches to USDJPY
See how fast that is? No searching. No typing. Just one click.
Many traders start their trading day (or session) by quickly clicking through their watchlist to see what's happening:
- Is EURUSD trending or ranging?
- Is Bitcoin breaking out of a range?
- Is USDJPY at a support or resistance level?
This quick 2-3 minute scan gives you a sense of what the markets are doing before you dive deeper into any specific trade setup.
Topic 4.2: Saving Your Chart Layout for Reuse
Why Saving Layouts Saves Time
Right now, your chart probably has:
- 20-period SMA (blue)
- 50-period EMA (red)
- RSI (14)
- MACD (12, 26, 9)
- Volume
You spent time adding these indicators, configuring their settings, choosing colors, adjusting line thickness, and organizing them on your chart.
What happens if you close TradingView or refresh the page?
Sometimes, TradingView will remember your setup. But sometimes, it won't—especially if you're using a free account or switching devices.
If you don't save your layout, you'll have to manually add all those indicators again, reconfigure all the settings, and rebuild your workspace from scratch. That's frustrating and time-consuming.
• Search for indicators
• Add them one by one
• Configure all settings
• Adjust colors and thickness
• Repeat for EVERY chart
Takes 5-10 minutes EVERY TIME
• Click "Load Layout"
• Select your saved setup
• Done!
Takes 2 SECONDS
A saved layout is like taking a snapshot of your entire workspace. When you load it, everything comes back exactly as you set it up—all your indicators, all your settings, all your colors—ready to go in one second.
How to Save a Chart Layout with All Your Indicators Pre-Configured
Let's save your current chart setup right now.
- Make sure your chart is how you want it Before saving, double-check that: All your indicators are added (SMA, EMA, RSI, MACD, Volume), the settings are correct (20 SMA, 50 EMA, etc.), the colors and line thickness look good, and everything is organized the way you like. If anything needs adjustment, fix it now.
- Click the "Layouts" button Look at the very top of your TradingView screen, usually near the center or slightly to the right. You'll see a button that says "Chart Layout" or just "Layouts" (might have a small icon that looks like stacked rectangles). Click on it. A dropdown menu will appear.
- Select "Save As..." In the dropdown menu, you'll see options like: Save, Save As..., Load Layout, Rename, Delete. Click "Save As..."
- Name your layout A box will pop up asking you to name your layout. Choose a clear, descriptive name like: "Beginner Setup – Chapter 4", "Forex & Crypto – 5 Indicators", "My Main Trading Setup", or "SMA + EMA + RSI + MACD + Volume". Type your chosen name and click "Save" or "OK".
Your saved layout is stored in TradingView's system. You can access it anytime by clicking the "Layouts" button and selecting your saved layout from the list.
Even if you close TradingView, log out, or switch to a different chart, your saved layout will be there waiting for you.
Your Saved Layouts
Click any layout to instantly load that complete setup!
Loading Saved Layouts for Instant Chart Setup
Now let's test it out.
- Mess up your chart (on purpose) Go ahead and: Remove a few indicators (click the X icon on RSI or MACD), change the colors of your moving averages, switch to a different chart type (like a line chart instead of candlesticks). Your chart should look different now—maybe even messy or incomplete.
- Load your saved layout Click the "Layouts" button at the top. Look for the name of the layout you just saved (for example, "Beginner Setup – Chapter 4"). Click on it.
- Boom! Instant restoration In one second, your chart is back to exactly how you had it: All indicators are back, all settings are correct, colors and line thickness—everything exactly as you saved it.
No matter what happens, you can restore your perfect workspace in one click.
Using Saved Layouts Across Different Symbols
Here's another cool thing: Your saved layout works on any trading pair.
Try this:
- Load your saved layout ("Beginner Setup – Chapter 4")
- Switch to EURUSD using your watchlist → All your indicators appear on the EURUSD chart
- Switch to BTCUSDT using your watchlist → All your indicators appear on the BTCUSDT chart
The layout is universal—it applies your indicator setup to whatever chart you're viewing. This means you only need to set up your indicators once, save the layout, and then you can use it on hundreds of different trading pairs.
Important Note: Free TradingView Accounts Have Limitations
Here's something important to know:
Good question! Here's how it works:
- Moving Averages (SMA and EMA) are sometimes counted as one indicator that you've added twice
- Some indicators don't count toward the limit (like Volume, which is a built-in chart feature)
- TradingView's limits can vary depending on how they categorize indicators
What If I Hit the Indicator Limit?
If you try to add a 4th or 5th indicator and TradingView won't let you, you'll see a message like: "You've reached the maximum number of indicators. Upgrade to add more."
If that happens, here's what you can do:
Option 1: Prioritize your indicators
Choose the 3 most important indicators for your trading style. For example:
- Keep: SMA, RSI, MACD
- Remove: EMA (since SMA already shows trend), Volume (use less)
Option 2: Use different indicators at different times
You can have different saved layouts for different purposes:
- Layout 1: SMA, EMA, Volume (for trend analysis)
- Layout 2: RSI, MACD, Volume (for momentum analysis)
Switch between layouts depending on what you're analyzing.
Option 3: Consider upgrading (optional, not required for this course)
TradingView offers paid plans (Pro, Pro+, Premium) that remove these limits. But again, you do NOT need to upgrade for this course. The free plan is more than enough for learning and practicing.
Don't stress about the limits. Focus on learning to use 2-3 indicators really well, rather than cluttering your chart with 10+ indicators. Less is often more in trading.
Quick Summary
Let's recap what you just learned:
- You created a custom watchlist – You added your favorite trading pairs so you can access them with one click
- You learned to organize your watchlist – You can add, remove, rename, and reorder symbols to keep everything tidy
- You can switch between pairs instantly – Just click any symbol in your watchlist and the chart updates immediately
- You saved your chart layout – You created a complete snapshot of your workspace with all indicators and settings
- You can load your layout anytime – No matter what happens, you can restore your perfect setup in one click
- You understand free account limitations – Free accounts have limits, but these are manageable and don't prevent effective learning
Common Mistakes & Tips
Practice Activity (10 minutes)
Before moving on, complete this quick practice to solidify what you just learned:
Task 1: Build Your Watchlist
- Create a custom watchlist and add at least 5 trading pairs
- Include at least 2 forex pairs (EURUSD, USDJPY, GBPUSD, AUDUSD, etc.)
- Include at least 2 crypto pairs (BTCUSDT, ETHUSDT, BNBUSDT, SOLUSDT)
- Add 1 additional pair of your choice (gold, oil, stock index, etc.)
Task 2: Practice Switching
- Click through each symbol in your watchlist
- Spend 10-15 seconds looking at each chart
- Ask: Is price above or below the moving averages?
- What's the RSI reading? Is MACD bullish or bearish?
Task 3: Save Your Layout
- Make sure all indicators are set up properly
- Click "Layouts" → "Save As..."
- Name it "My Trading Setup" or "Beginner Chapter 4"
- Save it!
Task 4: Test Your Layout
- Mess up your chart: remove all indicators
- Change to a line chart, switch to random symbol
- Then: Click "Layouts" and load your saved layout
- Watch everything restore perfectly in one second!
Task 5: Create a "Favorites" Watchlist (Bonus)
- Create a small "Favorites" watchlist with only your top 2-3 pairs
- This gives you even faster access to your absolute top choices
Reflection Questions
Take a moment to think about (or write down) your answers:
- How much time do you think having a watchlist will save you? (Think about how many times per day you might switch between charts.)
- What would happen if you didn't save your chart layout and had to rebuild your indicator setup every time? (Hint: It would be frustrating and time-consuming!)
- How does organizing your workspace help you focus on actual trading rather than technical setup?
- What's your strategy for working within the free account limitations?
What's Next?
Excellent work! You now have a personalized, efficient TradingView workspace that's ready for serious practice.
In the next (and final) section of this chapter, you're going to learn about TradingView's Paper Trading feature. This is where you'll practice placing actual trades—without risking a single penny of real money.
You'll learn how to:
- Enter a simulated trade
- Set a stop loss and take profit
- Manage your position
- Close the trade
- Review your performance
This is the bridge between "looking at charts" and "actually trading." It's one of the most important skills you'll develop, and the best part is: it's completely risk-free.
A well-organized workspace isn't just about looking professional—it's about efficiency. The faster you can access the information you need, the more time you have to focus on what really matters: making good trading decisions.
You're building the habits and systems that real traders use every day. Keep going—you're doing fantastic!
Everything you're learning is for educational purposes only. Having a watchlist and saved layouts makes your workflow more efficient, but it doesn't guarantee trading success.
Trading forex and crypto involves significant risk. Losses can exceed deposits. Always practice extensively in demo accounts (which we'll cover next) before risking any real capital.
Organization and preparation are important, but they must be combined with proper risk management, discipline, and a solid trading plan.
Consult with a licensed financial professional in your country before making any real trading decisions. Stay organized, stay disciplined, and keep learning!