How do I define Order Presets for a specific asset class or ticker in TWS?

Order Presets present a three-level hierarchical layout of order strategies whose characteristics and values are set ahead of time, and can be set as the default order strategy or can be selected prior to the creation of an order.

Each sub-level inherits the settings from its parent Preset:

  • The top level Preset contains settings that apply to orders of all types on all asset classes.
  • The second level, or asset-level Presets, contain both the top level settings and asset-specific settings. (example: select Combos to define Presets active for spreads and combinations, including spreads on future options)
  • Under the asset-level Presets, you can create named and ticker-specific Presets. (example: enter ticker "MSFT,ORCL" to define Presets active for stock/stock combos on MSFT/ORCL)


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