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Intro to Global Configuration

Lesson 1 of 6

Duration 2:23
Level Beginner
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Different traders have various needs, and therefore Trader Workstation or TWS has been designed to allow for customizations. These customizations are managed via TWS Global Configuration. There are numerous settings to choose from ranging from general display and font to specific trading tools. In this course, we will go over how to access Global Configuration and how to make changes for various tools to best suit your needs.

The TWS Global Configuration can be accessed in both Mosaic and Classic TWS.

  • To access Global Configuration from any Mosaic layout, select File in the upper left corner of TWS and click Global Configuration in the drop down.
  • From Classic TWS, Global Configuration can be accessed by selecting Edit in the upper left corner then select Global Configuration.
  • It can also be accessed from any panel through the Configuration Gear in the upper right-hand corner of the panel and TWS Global Configuration will open directly to the available settings for that specific panel. We will now go into the Global Configuration area using Mosaic.

Once you click on Global Configuration there are two main sections.

  • The left pane is the main menu which will dictate the tool or area of TWS that is being configured.
  • Click on the plus sign to expand the high-level sections to view the sub-pages.
  • Once a page is selected on the left pane, the right pane will contain the available settings to configure. After all changes have been selected, click Apply and OK to activate the changes.

Keep in mind most changes are applied and effective immediately, but some require exiting and restarting TWS to become effective.

In the following lessons, we will dive deeper into some of the main Global Configurations available such as Display Settings, Order Presets and Hotkeys.

TWS User Guide – Global Configuration

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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.

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