TWS Notes for 890

The enhancements and modifications below are in build 890 of TWS. To identify the build number, on the TWS Help menu select About Trader Workstation.

A new order default feature, Presets, allows you to create and save multiple order default strategies and select and change strategies quickly on an order line using the new Presets order field.

To create a preset strategy, on the Configure menu select Global Configuration. In the left pane select Presets. From the right-click menu on an instrument type, select Strategy and enter a name. Define order defaults for the new strategy and click OK. To create a strategy for a specific underlying, select Ticker and specify the symbol, then define order defaults.

In the trading window, tickers with defined strategies will display the Preset icon with mouse-over help. To allow selection of new strategies from the trading window, first display the Presets field from the Market Data list in the Layout manager. Next, click in the presets field to choose a different strategy (if you have created multiple strategies).

The Order Ticket has been redesigned to display the Quote Panel along the top. In addition, the Basic and Time in Force tabs have been combined, and the Scale functionality has been separated from the other Order Ticket functions. When you click the Scale tab the ticket changes to Scale mode.

Functionality has been added to allow all algo orders to be defined from an order line on the trading window. Previously algos could only be set up from the Order Ticket. To create an algo order, create an order by clicking the Bid or Ask field of a ticker. The Destination drop-down includes a new section labeled Algorithms. Select IBALGO, CSFBALGO, or JEFFALGO. Once you select an exchange, a new algo management line appears below the order line. These additional fields work in conjunction with the basic order line parameters Quantity, Type and Price. Define the algo order parameters in both order lines and click "T" to transmit the order.

The ISW has been enhanced to include the following:

• Algo exchanges have been added to the Order Entry Panel (OEP) Destination drop-down list.
  
• Users have the choice to see their own orders reflected in the Deep Book in both the ISW and Market Depth windows, highlighted in white. To activate this option, in the ISW and Market Depth Settings pages, check Show pending orders in the book.
  
• The order-related buttons in the Left Button panel can all be activated at once for Instantaneous Transmit by checking the Armed checkbox.
  
• A new configuration page for customizing column display for the Level II Panels has been added to both the ISW and Market Depth configuration selections.

 

Real-time charts have been enhanced with the following features:

• Bright yellow triangles indicate news stories on the underlying. This feature is controlled using the Show News checkbox in the charts configuration Settings page. Hold your mouse over a triangle to see the news headline. Click the headline if interested to read the news story.
  
• A new command, Display All Trades, has been added to the ChartTrader menu. When checked, all trades on the underlying, including any made prior to opening ChartTrader or from another TWS window, will be indicated with a trade marker shown at the time of the trade; blue markers indicate buys, red markers indicate sells. Hold your mouse over a trade marker to see details.
  
• When an indicator line is selected, the Edit Indicator and Delete Indicator commands will be displayed in the right-click menu.
  
• The Compare to Index box includes a checkbox to Add to Quote Panel. When checked the selected index is displayed in the Quote Panel.

P&L Pie charts have been added to the Report Selector in IB Risk Navigator^SM. In addition, single account users can see the Clearing Brokerage on all reports. To add this field, on the Dimensions menu select Dimension Settings and check Clearing Brokerage.

New advisor features include the display of multi-account data in the IB Risk Navigator^SM, and a new Account field on Page settings. When you define an Account or account group in the Page's settings, all orders are allocated to that page-level account or account group.

The following items have been fixed or modified in build 890 of TWS:

• Basket Orders that include IBAlgo orders with the Max Percent of volume - the Max Percent value in IBAlgos included in a basket file now translates directly between the BasketTrader and an Excel basket file. Customers creating basket files manually from Excel should enter the Max Percent value as the actual percent; for example, if you want the Max Percent of volume to be 10%, enter "10" in the corresponding Excel field.
  
  
• The list of destinations aggregated as Smart are no longer listed in parenthesis in the Exchange field, but are displayed via mouse-over help when you hold your mouse over the "i" icon on a ticker line.
  
  
• Canadian stocks on the Toronto Stock Exchange can now be sent as Market-on-Close (MOC) orders.
  
  
• The Export Contracts command on the File menu includes a Format list where you can choose to export the full page of tickers with all information (Full description), only the local symbol, only the ConID, or FT format which includes only the Stock symbols.
  
  
• You can now have TWS price Smart-routed Volatility orders on Index Options off a near month futures price. To enable this feature, from the Volatility and Analytics page in Global Configuration, check Price index options relative to futures contract. When you create an index options order from a Volatility page, a new field, Reference Contract, is displayed. Select the Futures contract to use as the reference contract in calculating the limit price.
  
  
• A Pause button has been added to the Market Scanner page. Click to pause the auto-refresh flow of scanner data. Click again to resume.
  
  
• You can define where Pending orders are and are not displayed, on a per-page basis. By default, pending orders on an underlying will be shown on any page that has the contract ticker line, and on the Pending page. Use the Page menu, Settings command to modify this default.
  
  
• Unbundled customers - The Misc sub-panel in ISW and the Routing page in the Order Wizard now display the Smart Strategy selection drop-down. For details on Smart routing strategies, see the TWS Users' Guide.
  
  
• A new toolbar on the top right of each page includes an icon to Show orders separately. When selected, orders will be created in a separate Orders panel instead of directly below the ticker line.
  
  
• The Trades window now displays a row of day-of-the-week checkboxes to let you show trades as far back as a week.
  
  
• The Close positions function has been modified to correctly close positions in Separate Trading Limit and Advisor accounts.
  
  
• The ability to show the Total Row has been added to the Layout manager, and the Total Row can now be displayed on the Trades Summary page.
  
  
• Two new fields have been added to the Trades Summary page: Total (BOT) shows the total price for buys; Total (SLD) shows the total price for sells.
  
  
• The TWS Login box now includes a link to Show all fields. Click to display languages and color palette selections.
  
  
• The real-time charts Time Axis feature has been fixed to accurately display the time axis correctly.
  
  
• Several new system-level hotkeys have been added including: Ctrl + C to copy, Ctrl + V to paste. New hotkey actions have been added, including Transmit Page and Close Positions. To record and modify hot keys in Global Configuration by selecting Hotkeys from the left pane.
  
  
• The ability to Show Legs has been added to the right-click menu from a combination order line. If legs are already displayed, this command will do nothing.
  
  
• The ISW (Integrated Stock Window) has now supports clearing choices and HFA accounts.
  
  
• A new column, Data Source, can be added from the Market Data list in the Layout manager. This field shows the source for your market data, currently either Interactive Brokers or eSignal (if subscribed).
  
  
• Blotter - The Tickets panel now allows selection of multiple tickets. In addition, you can use the Rapid Order Entry panel in the Blotter.
  

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