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A TradingView trade plan template: how to use TradingView and Systemly together in five steps

SystemlySystemly Team
·18 October 2026
A TradingView trade plan template: how to use TradingView and Systemly together in five steps

Count the windows. TradingView is open on gold, with six lines you drew last night and two indicators you are not sure you trust. A calculator app is open because you need a lot size. A notes app holds the plan you typed in a hurry, and a Telegram chat is open because someone else has a view. Four windows, one trade, and nothing that checks the others.

Most people who search for a "TradingView trade plan template" want to close three of those windows. They want one place where the entry, the stop, the targets and the size sit together on the chart they already use.

This guide shows one way to do it. Build the plan in Systemly, read it, then export it to TradingView, where it is drawn on your chart with a trade table quoting the same stop and money. You keep TradingView for what it does best, and you stop doing the arithmetic in a separate app.

Quick answer: To put a complete trade plan on a TradingView chart, generate the plan in Systemly, read its moves card and money figure, then use the TradingView export (Starter and above). The export is a Pine Script that draws the plan on your TradingView chart with a trade table quoting the same stop and money. Keep TradingView for drawing, screening and alerts, and come back to Systemly to check the trade while it is open. If you only want a blank template to fill in by hand, TradingView's own drawing tools are enough.

Systemly publishes this comparison. We have tried to be fair, and every competitor fact below is sourced and dated 13 October 2026.

Why use both?

The two tools do different jobs. A charting platform's job is to display the market and let you analyse it. TradingView does that very well, with "400+ built-in indicators and strategies" and "110+ smart drawing tools" by its own count (TradingView features). It leaves the trade to you.

Systemly's job is to produce a checked plan for your account and then follow it. Systemly (systemly.ai) is a UK-built forex and gold trade-planning app that turns live price data into a complete trade plan, with entry, stop, targets, position size and plain-English reasoning, and teaches the terms in a built-in academy of 32 courses.

So the pitch is not "leave TradingView". A charting platform is a blank canvas. Systemly is the same kind of chart with the plan already drawn on it, the next step counted down, and an honest "no trade" when there isn't one. The export lets you carry that plan back to the canvas you know.

To be clear about limits: if you draw your own analysis, write Pine Script, screen hundreds of stocks or trade exchange futures, TradingView remains your main tool. Systemly is narrower and more opinionated, and it covers the major forex pairs and gold on its Free and Starter plans.

What a trade plan template needs

A useful template answers six questions before you place anything. Here is how a hand-made template on TradingView compares with a Systemly plan and with what the export carries.

  • Direction and entry: Hand-made template on TradingView: You draw it; Systemly plan: Drawn on the chart, with when to get in; Carried by the TradingView export: Drawn
  • Stop: where the idea is wrong: Hand-made template on TradingView: You draw it; Systemly plan: Drawn, with a minimum stop width set by fixed rules; Carried by the TradingView export: Drawn and quoted in the trade table
  • Targets and what to do at each: Hand-made template on TradingView: You draw them; Systemly plan: Drawn, with a step for each, such as "close half and move your stop loss to your entry"; Carried by the TradingView export: Plan drawn on the chart
  • Position size for your account: Hand-made template on TradingView: You calculate it elsewhere; Systemly plan: Printed lot size; Carried by the TradingView export: Money quoted in the trade table
  • Money at risk, with costs: Hand-made template on TradingView: You calculate it elsewhere; Systemly plan: One figure, trading cost included at the stop; Carried by the TradingView export: Same money quoted in the trade table
  • "No trade" when nothing qualifies: Hand-made template on TradingView: You decide; Systemly plan: Plain-words "no trade", listing failed checks; Carried by the TradingView export: Nothing to export
  • Your own extra drawings: Hand-made template on TradingView: Unlimited; Systemly plan: Not the point of the app; Carried by the TradingView export: Keep drawing in TradingView

The last row is where TradingView wins outright, and it is why the export exists. You are not asked to stop drawing. You are given a plan to draw around.

The five steps

Step 1: Generate the plan in Systemly

Open the markets home, pick a market, let its chart load and press Generate. In under a minute the result opens on the same chart and timeframe. You can leave mid-scan and come back when it is ready.

Systemly reads live price bars for the trading style's three timeframes, never a screenshot. It refuses to scan if the data is stale, has gaps or carries a future timestamp, and it throws away weekend quote bars on forex and metals. The AI drafts the plan and fixed rules check it: the server repairs the target ladder, sets a floor under the stop width and recomputes the confidence score. The AI reads the chart. The code owns the trade.

If the answer is "no trade", stop here. That is a result, not a failure. The plan lists which checks failed, and on 13 measured markets, for Day and Swing styles, it can draw the price above and below that would change the answer, with an "Alert me" option. Up to three "no trade" answers a day do not use up a plan.

Step 2: Read the moves card and the money figure

The moves card is a short numbered list. It says when to wait, when to get in, where a dip may come, what to do at each target and when the plan is wrong. One step is current, and a countdown ring shows the time to the next useful moment, such as the next candle close or a session open. It turns amber under 30 minutes.

Then read the money. The plan shows one figure at the lot size the card prints, with trading cost included at the stop. The risk warning uses the same number. If the risk looks too large for your account, an account-size warning appears. "Why this trade" sits one tap from the chart, with the full analysis below it. If a term is new to you, the Academy's 32 courses explain the vocabulary.

Not ready to risk money? Place the plan as a paper trade instead. It fills on real prices with real spreads and costs, at a balance you set to match your real account, and the plan's stop, targets and size carry over. It is on every plan, including free (up to 3 open paper trades).

Step 3: Check the times in your own zone

Systemly shows times in your own time zone, and the London and New York sessions follow their own daylight saving. That matters this month. Between 25 and 31 October 2026 the UK has changed its clocks and the US has not, so the London and New York overlap runs 12:00 to 17:00 UK and 16:00 to 21:00 Dubai, and US data lands at 12:30 UK instead of 13:30 (BabyPips sessions).

If a major economic release for either currency lands inside the trade's life, the plan carries a news warning. The Fed's next decision is on Wednesday 28 October 2026, at 18:00 UK and 22:00 Dubai (Federal Reserve calendar). A gold plan open that evening should show it.

Step 4: Export the plan to TradingView

Use the TradingView export. The plan comes out as a Pine Script that draws it on a TradingView chart, with a trade table quoting the same stop and money you read in Step 2. The export comes with Starter and above. New accounts below Plus get their first plan as a Plus preview, which includes the export, so you can try it once before choosing a plan.

Pine Script is TradingView's own scripting language, now at version 6 (Pine Script docs). You do not need to read or edit the code to use it.

Step 5: Add it to your TradingView chart and keep working there

Add the exported script to your TradingView chart as you would any Pine Script. If you are on TradingView's free Basic plan, which allows 2 indicators per chart, leave room for it (TradingView pricing).

Now check the feed. TradingView's default XAUUSD page uses OANDA's data (TradingView XAUUSD), and the same symbol can differ between brokers. One prop-firm education blog puts typical gaps at $0.20 to $0.60 between two spot gold brokers, notes that most charts plot the bid price, and advises: "Analyze on the feed closest to where you execute" (ForTraders). If your broker's feed is on TradingView, put the plan on that chart.

Then keep doing what TradingView is good at: your own drawings, your watchlist and your alerts, whose limits by plan we set out in TradingView alerts and plan alerts. While the trade is open, come back to Systemly to check on it. Scanning a market you already hold gives keep, tighten or exit, not a fresh contradictory plan. It only flips sides if price has moved against you by a quarter of the old stop or more and the new plan passes every check.

A worked example: what "the same money" means

Here is the arithmetic behind a money figure, so you can recognise it in the trade table. These are illustrative numbers, not a Systemly trade. Assume one standard gold lot is 100 ounces (check your broker's contract) and an illustrative rate of $1.34 to the pound. Dirham figures use the official peg of AED 3.6725 to the US dollar.

A UK trader with £2,000 risks 1%: £20, or $26.80. A gold stop $6.00 from entry loses $6.00 × 100 = $600 per lot. So $26.80 ÷ $600 = 0.0447 lots. Round down to 0.04, because rounding up adds risk, as any forex lot size calculator will also do. Real risk before costs: 0.04 × $600 = $24.00, about £17.91, or 0.9% of the account.

A Dubai trader with AED 10,000 risks 1%: AED 100, or about $27.23. The same $6.00 stop gives $27.23 ÷ $600 = 0.0454 lots, which also rounds down to 0.04. Real risk before costs: $24.00, about AED 88.

Systemly's money figure adds the trading cost at the stop, so expect it to sit a little above the bare arithmetic. That is the honest number, because the spread is paid whether the trade works or not. If you want to check a trade by hand, the free Risk Doctor position-size check does it before you place anything.

The mistake that undoes the workflow

The common mistake is to export the plan and then move the stop on TradingView because it "looks too close". The consequence is that the trade table no longer matches the trade. The money at risk has changed, but the number you are looking at has not.

Think of it like a recipe. You can add extra garnish without trouble, but if you double the salt, the quantities on the card no longer describe the dish you made. Add your own drawings freely. If you want a different stop, go back to Systemly and check the trade, so the size and money are worked out again.

Who does what

  • Free charts and paper trading: TradingView: Yes, for all users, across markets and order types; Systemly: Plan levels on a live chart; paper trades of its own plans on every plan, up to 3 open on free
  • Your own drawings and indicators: TradingView: Full toolset; Systemly: Chart layers (swings, sessions, gaps) from Starter
  • Screening many markets: TradingView: Six screeners; Systemly: No
  • Building a plan for your account: TradingView: Not built in; Systemly: Yes
  • Sizing and costing the trade: TradingView: Not built in; Systemly: One money figure at the printed lot
  • Saying "no trade": TradingView: No; Systemly: Yes, with failed checks listed
  • Checking an open trade: TradingView: Your judgement; Systemly: Keep, tighten or exit
  • Record afterwards: TradingView: Your own notes; Systemly: Every plan tracked; losses logged

TradingView's paper trading is free for all users and takes any order on any market it covers (TradingView support), and it lists six screeners for stocks, bonds, ETFs and crypto (TradingView features). Those are real reasons to keep it.

Where TradingView on its own is the better choice

If you already have a method, size your own trades and keep your own record, a hand-made template on TradingView may be all you need. Draw the entry, stop and targets, note the size in a text box and save the layout. Basic allows 1 saved layout and Essential 5 (TradingView pricing).

TradingView alone is also the better choice for markets outside Systemly's list on your plan, for stock screening and for anyone who writes their own strategies. And if you want to practise any order you like, on any market, TradingView's paper trading is broader. Systemly's paper trading only practises its own plans.

How we compared

We set out the workflow using Systemly's product facts as of October 2026, including the TradingView export, which comes with Starter and above. TradingView facts come from its features, pricing, support and symbol pages, checked on 13 October 2026, and time details from published session and Fed calendars. The worked example is illustrative, uses stated assumptions and is not a Systemly trade. Features and prices change, so check both products before you rely on them.

FAQ

Is there a trade plan template for TradingView?

TradingView has no single built-in trade plan template, but its drawing tools let you mark entry, stop and targets by hand. Systemly offers another route on Starter and above: it builds the plan, then exports it to TradingView as a Pine Script that draws it with a trade table quoting the stop and the money at risk.

How do I export a Systemly plan to TradingView?

Generate a plan in Systemly, then use the TradingView export. The plan comes out as a Pine Script, which you add to your TradingView chart like any other script. It draws the plan with a trade table quoting the same stop and money. The export comes with Starter and above, and new accounts get one Plus preview plan that includes it.

Does the exported plan include position size?

The trade table quotes the same stop and money as the Systemly plan, and that money figure is calculated at the lot size the plan prints, with trading cost included at the stop. Systemly works out the size from your account. If you change the stop on TradingView afterwards, those figures no longer match the trade.

Can I use the export on TradingView's free plan?

The export is a Pine Script, and TradingView's free Basic plan allows 2 indicators per chart, so leave room for it. The export itself comes with Systemly's Starter plan and above, not its free plan. Systemly's free plan shows the plan's levels on a live chart inside Systemly.

Why does the plan look slightly different on my TradingView chart?

Different data feeds quote slightly different prices. TradingView's default XAUUSD page uses OANDA's feed, which may not be your broker's, and most charts plot the bid price. One source puts typical gaps between spot gold brokers at $0.20 to $0.60. Put the plan on the feed closest to where you trade.

Do I still need TradingView if I use Systemly?

You do not have to drop either. TradingView is better for your own drawings, screening, scripts and free paper trading. Systemly is better for a checked plan sized for your account, an honest "no trade", practising that plan on paper and following the trade afterwards. The export exists so you do not have to choose.

What times does Systemly show for UK and Dubai traders?

Systemly shows times in your own time zone, and the London and New York sessions follow their own daylight saving. A trader in London or Dubai sees the sessions in the right place all year without changing settings, including the out-of-sync week of 25 to 31 October 2026, when the UK has changed its clocks and the US has not.

Put the plan on the chart you already use

Close three of those four windows. Build a free trade plan on Systemly, look at real plans in the community feed first if you prefer, then try the export on your first plan. For the full comparison, read TradingView vs Systemly, and for a closer look at TradingView's own AI assistant, read TradingView AI Copilot vs Systemly. If gold is your market, our XAU/USD trading strategy guide and how to size a gold trade go deeper.

Sources

Trading forex and CFDs carries a high risk of losing money, and most retail accounts do. Systemly is an educational and trade-planning tool. It does not provide financial advice or personal recommendations, and it is not authorised by the FCA or licensed in the UAE to do so. Past outcomes do not predict future results.