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(SMA)",{"request_context":23,"type":24,"id":1086,"faq_id":1086,"timestamp":989,"cir_id":26},{"id":1090,"title":1091,"topics":1092,"feedback_context":1191},"74591052","Trader Workstation (TWS)",[1093,1097,1130,1167,1171,1175,1179,1183,1187],{"id":1094,"title":1095,"feedback_context":1096},"30140774","Access",{"request_context":23,"type":24,"id":1094,"faq_id":1094,"timestamp":638,"cir_id":26},{"id":1098,"title":1099,"topics":1100,"feedback_context":1129},"71862488","Activity and Market Monitoring",[1101,1105,1109,1113,1117,1121,1125],{"id":1102,"title":1103,"feedback_context":1104},"30134063","Account Window",{"request_context":23,"type":24,"id":1102,"faq_id":1102,"timestamp":638,"cir_id":26},{"id":1106,"title":1107,"feedback_context":1108},"25473843","Charts",{"request_context":23,"type":24,"id":1106,"faq_id":1106,"timestamp":638,"cir_id":26},{"id":1110,"title":1111,"feedback_context":1112},"71862495","Market Scanner, News and 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Charts",{"request_context":23,"type":24,"id":1188,"faq_id":1188,"timestamp":638,"cir_id":26},{"request_context":23,"type":24,"id":1090,"faq_id":1090,"timestamp":989,"cir_id":26},{"request_context":23,"type":24,"id":982,"faq_id":982,"timestamp":989,"cir_id":26},{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":307,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1196,"server_version":5,"session_id":1197,"id":1198,"question":1199,"answer":1200,"navigation":1201,"short_description":1214,"yt_id":1215,"similars":1216,"feedback_context":1254,"slug":1256},"FAQ_BROWSER_CONTENT","1709b2ba-d7f7-42af-aa51-1939fbdcf9fe","94337566","How do I get started with Trader Workstation (TWS)?","\u003Cp>Trader Workstation (TWS) offers two trading layouts: Classic and Mosaic. Here are a few tips to get you started using \u003Cstrong>TWS Mosaic\u003C\u002Fstrong>:\u003C\u002Fp>\u003Cp>\u003Cstrong>Add a Symbol to a Watchlist\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Create an Order\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>View and Manage Working Orders\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Access Trading Tools\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Use the \u003Cstrong>New Window\u003C\u002Fstrong> 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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Manage Your Portfolio\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Click the \u003Cstrong>Portfolio\u003C\u002Fstrong> 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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>See Account Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>See account details by clicking the \u003Cstrong>Account\u003C\u002Fstrong> button in your Portfolio, or by clicking Account Window from the \u003Cstrong>Account\u003C\u002Fstrong> menu.\u003C\u002Fli>\u003Cli>Visit \u003Ca href=\"https:\u002F\u002Fibkrcampus.com\u002F\">the IBKR Campus\u003C\u002Fa> via the Education menu on our website where you can access complimentary courses of our \u003Ca href=\"https:\u002F\u002Fwww.tradersacademy.online\u002F\">Traders' Academy\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fwww.ibkrwebinars.com\">IBKR Webinars\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fwww.tradersinsight.news\u002F\">Traders' Insight\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fwww.tradersinsight.news\u002Fcategory\u002Fibkr-quant-news\">IBKR Quant Blog\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=14082\">Short Videos\u003C\u002Fa> and more.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F103814693\">How do I create a Watchlist in TWS?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F54147453\">How do I add a ticker to a Watchlist in TWS?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F103811684\">How do I use the Mosaic Order Entry tile?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F27286532\">Where can I see my order and trades activity in Mosaic?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F47467926\">How can I see my portfolio in TWS?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F27271532\">How can I monitor my account values and margin requirements in TWS?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1202,1208,1210,1212],{"id":627,"title":628,"feedback_context":1203},{"request_context":1204,"type":1205,"id":627,"faq_id":627,"timestamp":1206,"cir_id":1207},"faq-browser-public,faq-browser-1:Jibotsrv3-41ee5d92-f676-46b9-8ada-eabc52b79e91","FAQ_NAVIGATION",1794534338077,"1d17b677-bcd5-48a6-a34a-05aed0c84b6e",{"id":982,"title":983,"feedback_context":1209},{"request_context":1204,"type":1205,"id":982,"faq_id":982,"timestamp":1206,"cir_id":1207},{"id":1090,"title":1091,"feedback_context":1211},{"request_context":1204,"type":1205,"id":1090,"faq_id":1090,"timestamp":1206,"cir_id":1207},{"id":1094,"title":1095,"feedback_context":1213},{"request_context":1204,"type":1205,"id":1094,"faq_id":1094,"timestamp":1206,"cir_id":1207},"\u003Cp>Trader Workstation (TWS) offers two trading layouts: Classic and Mosaic. Here are a few tips to get you started using \u003Cstrong>TWS Mosaic\u003C\u002Fstrong>:\u003C\u002Fp>\u003Cp>\u003Cstrong>Add a Symbol to a Watchlist\u003C\u002Fstrong>…\u003C\u002Fp>","vOUBwOdAdnU",[1217,1230,1238,1246],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224,"slug":1229},"35804607","Is there a list of U.S. Treasuries?",{"request_context":1204,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1207},"FAQ_SIMILAR",1794534338101,"\u003Cp>In Classic TWS or Mosaic add the symbol “US-T” in the Financial Instrument field to open the Treasuries contract selection window. You can also add the \"Treasuries\" icon to the Classic TWS menu line. In the menu line click on the white arrowhead to see a choice to add buttons then scroll through the list and select Treasuries. Once that button is added click on the icon to open…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=35804607","FAQ","there-list-u-s-treasuries-35804607",{"id":1231,"title":1232,"feedback_context":1233,"short_description":1234,"source":1235,"slug":1237},"93071564","How do I create a watchlist in Client Portal?",{"request_context":1204,"type":1221,"id":1231,"faq_id":1231,"timestamp":1222,"cir_id":1207},"\u003Cp>To create a watchlist in Client Portal:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log into \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Research\u003C\u002Fstrong> followed by \u003Cstrong>Watchlist\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1225,"title":1226,"link":1236,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=93071564","create-watchlist-client-portal-93071564",{"id":1239,"title":1240,"feedback_context":1241,"short_description":1242,"source":1243,"slug":1245},"54147453","How can I add a ticker to a watchlist in TWS?",{"request_context":1204,"type":1221,"id":1239,"faq_id":1239,"timestamp":1222,"cir_id":1207},"\u003Cp>Add tickers to a Watchlist by entering the underlying symbol and selecting the asset type. If the asset type is not displayed please click the small arrow at the bottom of the menu to expand the choices. If using the Mosaic layout, use the Watchlist in the Monitor panel to add tickers…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1244,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=54147453","add-ticker-watchlist-tws-54147453",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251,"slug":1253},"158260183","How do I create a Portfolio Model?",{"request_context":1204,"type":1221,"id":1247,"faq_id":1247,"timestamp":1222,"cir_id":1207},"\u003Cp>These models are managed by your Advisor and can only be created by Advisors in Trader Workstation. You can view your model portfolios in Client Portal. From the \u003Cstrong>Portfolio\u003C\u002Fstrong> tab select \u003Cem>Portfolio Model\u003C\u002Fem>.\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Use the \u003Cem>Enter Symbol or Company Name\u003C\u002Fem> field to add instruments to your model…\u003C\u002Fli>\u003C\u002Fol>",{"id":1225,"title":1226,"link":1252,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=158260183","create-portfolio-model-158260183",{"request_context":1204,"type":1255,"id":1198,"faq_id":1198,"timestamp":1206,"cir_id":1207},"FAQ_CONTENT","get-started-trader-workstation-tws-94337566"]