Trade List importation templates enable you to save and reapply the formatting selections you’ve made in each step of the Import Trade List wizard [e.g., Data Format, Separator information, Field assignment (mappings)]. You can save your formatting selections on the Import Trade List wizard’s last dialog box, Field assignment, by clicking [Save template]. When the Save Template dialog box appears, enter the name of the template and click [OK]. Once saved, this template will be available for selection from the Template drop-down list box of the Accounts & Trade List Name dialog box, enabling you to automatically configure your Trade List without processing subsequent wizard steps.
When using a Trade List importation template, the Trade List importation process can be as simple as five steps:
Click the Import List 
button on
the Portfolio Trader toolbar.
Select the base account for the Trade List from the Accounts list box; an account is selected by default, so this step may be unnecessary.
Enter the name of the Trade List in the List Name field.
Select a template from the Template drop-down list box.
Click [Finish].
You can modify the formatting selections that were applied via a template by continuing through the Import Trade List wizard steps; see the To Import a Trade List topic for more information.