To set up Alerts in the Trader Workstation, right click on the symbol you wish to set the Alert for and left click on the "Alert" bell icon in the right click menu. If you wish to create a simple Price alert, you can do so from the "Configure Price Condition" pop up window. If you wish to create a different alert such as a Trade alert, Margin Cushion alert, Volume alert, etc., click the "Advanced Settings" button to choose your alert type…
It is possible to configure trade alerts to be sent to your email in both the TWS and IBKR Mobile trading platforms.
For information on trade alerts in the different trading platforms, see the Users' Guide links below:…
Precautionary settings such as the size limit, total value limit, and percentage constraint, can be changed in Classic TWS by selecting the Edit menu option followed by Global Configuration. In Mosaic, you can access Global Configuration through the File menu option. Once in Global Configuration, choose Presets on the left hand side. You can either set Precautionary Settings for all products through the Presets section, or click the plus sign to the left of Presets to expand the section and choose a specific product to modify. Scroll down to the Precautionary Settings section and make changes to the size limit, total value limit, and/or percentage constraint. Once finished, click Apply to save your changes and OK to close the window…
You can restore your layout by clicking the File menu option followed by Settings Recovery. From there, select the date you wish to restore back to. If you have a saved layout on your computer, you can click the Custom button to select the file. Once you have select the day or file, click OK to apply the layout. It may take a few moments, but your old layout will return. If the settings do not restore to your desired layout, please try a different day from the list…
The following linkages of a primary user to the identical primary user on another IBKR account are supported:
Right click on the tab header and select Layout. Make sure you are on the Order Columns tab and find the Order Attributes section on the right under Available Columns. Click the green plus sign (+) to expand the section. Click OCA Group and click the Add button in the middle. You should now see the OCA group column on the left side under Shown Columns. Once finished, click the Apply and OK buttons at the bottom of the window…
To delete an alert that you have set up, click on the Analytical Tools menu option in TWS and select Alerts. All of your alerts will be listed on the window that populates.
Left-click on the active, blinking alert that you wish to turn off. If you wish to disable an alert, click on it and click the "Deactivate" button on the right side. If you wish to delete the alert altogether, choose the "Delete" option. Once finished, simply close out the window…
IBKR provides information on the TWS which offers clients the ability to monitor when a stock is shortable and, if it is, the quantity of shares that can be shorted and the cost to borrow those shares. The data displayed under the shortable column for shortable shares is in real-time and no subscription is required…
From both Mosaic and Classic TWS you will need to access Global Configuration and select Presets in order to create, edit, or remove presets for your orders.
Additional Information…
Assigning actions to specific keys and key combinations helps you rapidly create and transmit orders to the marketplace. You can assign any keystroke, or a combination of the "Ctrl" and "Shift" keys with one of the 26 keyboard letters, to map specific order creation and order transmission commands, such as buy, sell, transmit and cancel…
By default the TWS clock is synchronized with your local PC operating system time zone.
It is possible to change your TWS time zone at the moment you log in to TWS: click on More options at the bottom left corner of the TWS login screen…
If menu items are disabled and not visible, click the "Show disabled items" arrowhead at the bottom of the menu when available to expand it and view all selections…
To rearrange, add or remove windows, or to re-size individual components, click the Lock icon to unlock the workspace:
Average Price is a column that can be added to both Classic TWS and Mosaic.
For information on how to add a column, please see How do I add a column to my TWS page?…