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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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2 thoughts on “Intro to Global Configuration”

  • Anonymous

    when I place order from chart trader using buttons with profit take and stop loss order, once The profit take executes does the stop loss get cancelled right away /

    • Interactive Brokers

      Thank you for your question. You can review our available order types and how they work on our website: https://spr.ly/IBKR_OrdersCampus

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