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Interactive Options Course
Lesson 9 of 17
Trading presets allow you to specify commonly-used order parameters ahead of time, reducing the time it takes you to set up the order before you can transmit.
We include some order parameters by default which you have likely noticed when you create an order. When the user creates a buy order on a stock by default the order entry panel populates using 100 shares, a limit order type, and sets the limit price to the ask (at the time the order is created).
A user may tailor the presets to better reflect their trading style. We can demonstrate by changing the order preset for stocks to default to a quantity of 300 shares at a time, using a market order.
Note that dollar amounts may also be chosen instead of shares if desired.
Use the Settings page to access Trading Presets. In this example, the user selects Stock as the asset type to change the preset. Note that presets can be made for any available asset.
Notice that many preset fields can be defined to the user’s needs. For this example, user inputs order quantity to 300 Shares and sets Order Type to Market.
If necessary, system defaults can be restored at any time by clicking Revert to Defaults in the upper right.
To save these changes I just need to exit the Settings window.
Let’s now see how the order preset behaves when a new order is created in the Order Panel. The buy order automatically populates with 300 shares, the set to market. From here the user simply needs to submit the order.
Note also that, as prior to changing the preset, the user can still change input values if necessary. Instead of 300 shares, the user can still change the value to 500 and so on before submitting the order.
An important point to remember is that presets are shared across platforms. That means that if the user logs out of IBKR Desktop and log into TWS and then create a stock order, the updated default order parameters would be the same as in IBKR Desktop and the user would see a 300 share market order.
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The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.
Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
I am new to this platform. Can you tell me how to set an alert for a stock? I have searched in your FAQ’s and don’t see it.
Hello Mary, Welcome to IBKR! Please view this FAQ with instructions to set up alerts in TWS: https://www.ibkr.com/faq?id=27279175
Please reach back out with any more questions. We are here to help!
I am having trouble with orders selling out as I buy. I believe it is a preset issue and reset the presets to default. I cannot find any information about setup in the IBKR desktop version, only the TWS version (which appears more simple and is described in training videos). Do either of these different avenues for preset setups take precedence over the other? I know a preset setup will be activated over all trading platform types in IBKR. Thank you. Andrew
Hello, thank you for reaching out. It is possible to reset your presets in IBKR Desktop following these steps:
Log in to IBKR Desktop.
Click Portfolio
Click Settings> Trading. This will bring you to Trading Presets
Click your desired security.
Click Revert to Defaults
Resetting your presets will transfer across platforms. We hope this helps!
PLEASE BUILD A PRESET FOR FUTURES OCO ORDER. Immediately after placing a limit order a few % away from market level, I want an automatic % profit and automatic % stop order. PLEASE provide that preset option for futures trading.
Hello Kevin, thank you for reaching out. We offer a profit taker for futures at this time. In TWS, open Global Configuration> Presets> Modify Futures. The Target order and Attached Stop Order offer the option to modify the order by percent. We hope this helps!
can you make it so i can add a screener in my custom layout and when i click it it will add it to the order window. also a hotkey that allows to buy with a single click.
Hello, thank you for reaching out. At this time, this is not possible. However, this feedback has been passed to the appropriate team.
For now, we have only basic hotkeys available:
https://ibkrguides.com/releasenotes/ibkrdesktop/2023/preview/ntws-preview-v0.04.htm
Advanced keys are certainly in our development queue for future releases.
For future reference, please view this FAQ for instructions to submit any specific suggestion(s) on how we can improve: https://www.ibkr.com/faq?id=32653353
HOLA PUSE UNA ORDEN DE COMPRA DE ACCIONES Y QUERIA PONER QUE SE REINVERTIRA LOS DIVIDENDOS NO SEY COMO HACER ME PODRIA AYUDAR.GRACIAS
Gracias por comunicarse con nosotros. Consulte estas preguntas frecuentes para obtener instrucciones sobre cómo administrar su elección del Programa de reinversión de dividendos en acciones (DRIP): https://www.interactivebrokers.com/faq?id=28226119
¡Esperamos que esto le resulte útil!
Como puedo comprar más de 5 contratos de opciones al mismo tiempo?
Gracias por tu pregunta. Puedes especificar el número de contratos que deseas comprar cuando realices el pedido. Puedes revisar esta lección en video para más información: https://www.interactivebrokers.com/campus/trading-lessons/introduction-to-option-tools/
Si vas a la Configuración del video (rueda dentada), luego subtítulos, puedes cambiar el idioma. Es posible que primero tengas que seleccionar inglés, luego volver a la misma configuración y ahora debería haber la opción de traducción automática en una variedad de idiomas. ¡Esperamos que esto ayude!
Hi, i have a feature request for trading desktop. when trading options i would like to have a default setting of including both the profit taker and stop loss at a fixed % off of the purchase price. ie if i buy at 1 i want stop loss at 0,9 and profit taker at 1,35
Hi Fred, thank you for sharing. If you have a specific suggestion(s) on how we can improve, we would like to hear it! Please review this FAQ on where you can leave your feedback: https://www.ibkr.com/faq?id=32653353
You can also post in the Feature Poll in Client Portal where other IBKR users can comment and vote: https://portal.interactivebrokers.com/portal/#/suggestions
The option to do presets on mobile has disappeared. Can no longer set share size, primary order, stop, profit taker, etc.
Hello, thank you for reaching out. We cannot replicate your issue. If you navigate to your Settings> Trading Settings> Trading Presets, you should be able to find this information on IBKR Mobile. We hope this helps!
buenas tardes, quisiera saber como puedo independizar los graficos en otros monitores independientes gracias
Hola, gracias por contactarnos. Deberías poder arrastrar un diseño personalizado a otro monitor. Si esto no responde a tu pregunta, vuelve a contactarnos. ¡Estamos aquí para ayudarte!
The automatic creation of up/down bracketed orders for stocks is very nice, but I would like to add a third attached order, which would close out my position on a particular period — say one month from now. Is there any way to do add that third attached order in a preset?
Hello, thank you for asking. At this time, it is only possible to create two attached orders. We hope this helps answer your question!