Close Navigation

TWS Beginners – Course Intro

Lesson 1 of 10

Duration 2:23
Level Beginner

To watch this video you must accept functional cookies.

Welcome to TWS for Beginners – a great place to start if you are new to the Trader Workstation also known as the TWS Mosaic platform! This course has been broken into a series of video lessons.

We will show you how the TWS Mosaic interface is comprised of several components critical to your trading activity – including the Monitor, Quote Details, Order Entry, Charts, News and Activity Monitor panels.

We will go into detail of the functions of each of the Mosaic panels, as well as show you ways in which you can successfully and easily navigate your way through them.

We will show you how to create a watchlist of specific asset classes, as well as how to configure the News panel to help you follow portfolio-related or stock-specific news.

Each lesson also has complementary Study Note, as well as additional relevant information.

We will show you where to locate:

  • the Lesson Study Notes
  • the Lesson Quiz to Test your Knowledge
  • the Final Quiz at the end of the course
  • the Study Notes, Quiz and Additional Information

Some of the features demonstrated in this series are only available with an “IBKR Pro” account. For information about IBKR Pro and IBKR Lite plans, view our comparison chart at IBKR.com/lite.

We will be demonstrating with an IBKR Pro account.

We encourage you to take advantage of all the course’s contents, including the quizzes, to truly make the most of your learning.

Following the completion of this course, you should have a solid understanding of configuring TWS Mosaic according to your personal preferences, how to enter tickers and create your own orders.

Join The Conversation

For specific platform feedback and suggestions, please submit it directly to our team using these instructions.

If you have an account-specific question or concern, please reach out to Client Services.

We encourage you to look through our FAQs before posting. Your question may already be covered!

28 thoughts on “TWS Beginners – Course Intro”

  • Aritrya

    Is the TWS software and the TWS API software works in Ubuntu Linux environment ??

    • Interactive Brokers

      Hello, thank you for reaching out. The TWS API software can be used on Ubuntu Linux. The TWS trading software itself does not officially support Ubuntu, but some users have reported being able to get it working through Wine or a Windows VM. The API software does not have any specific OS requirements, so it can be used natively on Ubuntu to connect to TWS running on Windows.

      We hope this helps!

  • Sebastian

    I am using Trader Workstation on Linux via the installer provided from IBKR. If you click “Login” there will be a dropdown, select Trader Workstation, click “Try Now”. It will redirect you to the page to download the installer .sh file. Then follow instructions to install it. It worked for me, on Debian based distro.

  • Paul

    Is the TWS software and the TWS API software works in AWS EC2 instance which is a Ubuntu Linux environment ??

    • Interactive Brokers

      Hello, thank you for reaching out. The TWS API software can be used on Ubuntu Linux. The TWS trading software itself does not officially support Ubuntu, but some users have reported being able to get it working through Wine or a Windows VM. The API software does not have any specific OS requirements, so it can be used natively on Ubuntu to connect to TWS running on Windows.

      We hope this helps!

  • Ute Lehmair

    Hallo, gibt es die Videos auch in deutscher Sprache? Vielen Dank

    • Interactive Brokers

      Hallo, danke, dass Sie sich gemeldet haben. Derzeit sind die Videos nicht auf Deutsch verfügbar. Wir haben Ihr Feedback an das entsprechende Team weitergeleitet. Wenn Sie in Zukunft konkrete Vorschläge haben, wie wir die Benutzeroberfläche verbessern können, würden wir diese gerne hören! Bitte lesen Sie diese FAQ, wo Sie Ihr Feedback hinterlassen können: https://www.ibkr.com/faq?id=32653353 Sie können auch an der Feature-Umfrage im Client Portal teilnehmen, wo andere IBKR-Benutzer Kommentare abgeben und abstimmen können: https://portal.interactivebrokers.com/portal/#/suggestions Wir hoffen, das hilft!

  • RANDHIR KUMAR

    Very effective courses for trader

    • Interactive Brokers

      Nothing makes us happier than satisfied learners!

  • c

    is TWS supported by apple OS – is it free for people with open trading accounts withe ibkr?
    does it have DOM and time and sales?

  • Mark

    Can I have more than one window open at one time? I have several custom templates in tabs, but would like them to pop out to form a separate window. Is that possible?

    • Interactive Brokers

      Thank you for asking. Yes, it is possible to have multiple windows open at the same time in TWS Mosaic. You can open additional windows and customize your layout in several ways:

      To open multiple Order Entry windows:
      Unlock the layout for editing by clicking the “lock” icon on the Anchor Window.
      Disable the window group by selecting “No Group” on the Anchor Window.

      Change the window group color on the first Order Entry.

      Open another Order Entry from the New Window menu and select a different window group color.

      To add another BookTrader window:
      Click the chain link icon in the upper-right corner of the anchor bar to un-group it.
      Select “No Group”.

      Click the New Window button in the top-left of Mosaic and select BookTrader.

      To create linked groups of windows:
      Click the Group windows “chain link” icon in the top right of a window’s title bar.
      Select a group number/color for the windows you want to link.

      Repeat for other windows you want in the same group.

      These methods allow you to have multiple windows open simultaneously and customize your layout according to your preferences.

      Please review these resources for more information: https://www.interactivebrokers.com/faq?id=41560012

      https://www.interactivebrokers.com/faq?id=69638461

      https://www.interactivebrokers.com/faq?id=34485128

      We hope this information is helpful!

  • Heike

    Gibt es die Videos auch in deutscher Sprache?

    • Interactive Brokers

      Hallo, danke, dass Sie sich an uns gewandt haben. Sie können unsere verfügbaren Deutschkurse auf der IBKR Campus-Website einsehen. Klicken Sie auf Kurse > Deutsch. Wir hoffen, das hilft Ihnen weiter.

  • Kay

    hello, this looks very useful. I find tos much more intuitive than TWS. How long does it take to watch all the videos and do all the quizzes – just a rough estimate. thx.

    • Interactive Brokers

      Hi Kay, thank you for reaching out and we are happy to hear that you are enjoying IBKR Campus. The length of each video and course is different. We hope this helps.

  • John

    I have a question about charts in tws. How can I show the volume numbers together with OHLC, when moving mouse? Thanks.

  • nico

    dear.thanks for helping me. at wat time do day options expire for spy day options?at wat time must i buy the spy when the put option is higher than the stockprice?i hear different times. with or without aftermarket prices.sorry to ask. nico van veen.

    • Interactive Brokers

      Hello, thank you for reaching out. The US Stock options that stop trading at the end of the regular trading day on the 3rd Friday of the month (considered Monthly option) are settled using the Composite Close (CC) price calculated around 16:00 EST. An option is expired after the OCC completes it’s processing. The standard expiration date for US Stock options is the Saturday immediately following the 3rd Friday of the month.

      The positions in your account are later updated by IBKR accordingly. Expired options are removed from the account over the weekend. You can see the closing expiration transactions in your Trade Confirmation Report the next day and later in your Activity Statement. Please view this FAQ for more information: https://www.interactivebrokers.com/faq?id=64160414

      We hope this helps answer your question!

  • Anonymous

    I have a quick question about the chart in TWS. Now moving the mouse will show the OHLC. How can I make it also show volume? Thanks. John

  • Carmen

    Estoy empezando a conocer la plataforma, me gustaria si tuvieran algunos videos en español. Gracias

  • Jorge Enrique Celu M.

    Con mucho temor pero convencido de que “solo a través del proceso” es que se aprende, y a pesar de que he tenido experiencia en otras plataformas considerablemente mas sencillas, quiero aprovechar los cursor para fortalecer mis capacidades y pronto tener resultados consistente y confiable que me aseguren la permanencia en el mundo del trading.

  • Jorge Enrique Celu M.

    Thank you very much

  • Anonymous

    Thank you very much

  • Jorge Enrique Cely M

    Than you very much

Leave a Reply

Disclosure: Interactive Brokers

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.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.