The Virtual Security feature provides the ability to view current pricing and chart historical pricing for a synthetic security that you create by entering one or multiple underlyings in an equation using our flexible Virtual Security Equation Builder.
To create a virtual security:
- In the Quote Monitor, right-click in a blank line and select Virtual Security
- Using the equation builder, define the custom security. Be sure to use quotation marks around the symbol when entering an underlying (ex. "AAPL" / "TSLA")
- Enter a name for the virtual security and click OK.
Once you have defined a Virtual Security and designated a ticker symbol for it, it can be used throughout TWS in a watchlist, Quote Monitor, and our various Analytical Tools. However, it cannot be used in any of our Trading Tools. If you want to submit a stock spread order, please see: How do I create a stock spread order in TWS?
Please note, you cannot copy a Virtual Security from one page or tab to another. If you would like to see your Virtual Security on another page or tab, it must be recreated.
Find out more about Virtual Securities in the TWS Users' Guide.