Trader Workstation (TWS) offers two trading layouts: Classic and Mosaic. Here are a few tips to get you started using TWS Mosaic:
Add a Symbol to a Watchlist
- Open the Watchlist in the Monitor panel. To add a ticker, click in an empty Financial Instrument field and enter a symbol or company name then hit Enter. Select the asset you want from the drop-down list. If you do not see what you want, use the arrow at the bottom to show disabled products. You can request trading permissions for these products in Client Portal.
Create an Order
- Click a symbol in your Watchlist to populate the Order Entry Panel with that symbol along with the current Bid and Ask, the default order size and order type. Please note, all windows linked with the same colored icon will reflect the same symbol. Click Buy or Sell and modify the order parameters by clicking in any field and selecting or entering a new value. Find more advanced attributes by opening the Advanced panel. When parameters are all set, click Submit to transmit the order.
View and Manage Working Orders
- Your working orders display in the Orders tab of the Activity panel. You can modify an order anytime before the order fills. When you change an order parameter, you need to click Update to submit your changed order.
Access Trading Tools
- Use the New Window drop-down to find and open any tool. Scroll through the list or start typing a tool name or feature and it will show you a list as you type of tools that match your entry. Simply select a tool to open it.
Manage Your Portfolio
- Click the Portfolio tab in the Monitor panel to see your P&L, Net Liquidity, Margin, and your positions. Change the way positions are grouped by clicking the Financial Instrument column header and selecting a new method.
See Account Information
- See account details by clicking the Account button in your Portfolio, or by clicking Account Window from the Account menu.
- Visit the IBKR Campus via the Education menu on our website where you can access complimentary courses of our Traders' Academy, IBKR Webinars, Traders' Insight, IBKR Quant Blog, Short Videos and more.
Additional Information