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Key terms for this guide
These glossary pages cover the ideas and platform language most closely tied to this workflow.
Backup before importing
Before installing custom scripts, back up templates, workspaces, and custom indicators. A few minutes of backup work can save a lot of platform cleanup later.
- Backup workspaces, templates, and custom scripts before large import sessions.
- A simple backup makes it much safer to remove conflicts if needed.
- This is especially important when testing several third-party tools.
Prefer source-readable packages
Unlocked or source-readable packages are easier to inspect, troubleshoot, and modify. Locked packages can still be legitimate, but they reduce transparency.
- Source-readable packages are easier to verify and adapt later.
- Locked packages may still be fine, but they increase the trust burden.
- When both exist, the source-readable option is usually the better long-term workflow.
Test in simulation first
Load the indicator on a clean chart, review settings, test alerts, and watch behavior in simulation before using it in live trading.
- Simulation reveals alert spam, redraw behavior, and unwanted chart clutter quickly.
- A clean test chart shows what the tool is really doing without workspace noise.
- Even simple tools should earn trust before they touch a live workflow.