How can I save, manage, and troubleshoot my TWS (Trader Workstation) layout settings?

Saving and managing your TWS layout settings is crucial for maintaining your preferred trading environment. Here is a comprehensive list on how to save, sync, import, and troubleshoot TWS layout settings:

1. Saving TWS Layout Settings
   • To save your TWS layout settings, you have two options:
     1. Save settings to the server:
        1. Go to File > Layout Settings > Save Settings
     2. Save settings to your local disk:
        1. Go to File > Layout Settings > Save Settings As...
        2. Choose a name for your layout
        3. Select a location to save the file (e.g., your desktop for easy access)
2. Syncing TWS Settings Across Multiple Computers
   • To sync your TWS settings and layouts across multiple computers:
     1. On your primary computer with the preferred layout:
        1. Log in to TWS
        2. Go to Files > Global Configuration (Mosaic view) or Edit > Global Configuration (Classic view)
        3. Click "Lock and Exit" on the left side
        4. On the right side under Exit Options, ensure "Use/store settings on server" is checked
        5. Click Apply and OK
        6. Go to File > Layout settings > Save settings
     2. On your secondary computer:
        1. Open TWS but do not log in
        2. Click "More Options" in the bottom right corner
        3. Ensure "Use/store settings on server" is checked
        4. Log in to your account
3. Importing a Saved TWS Layout
   • To import a previously saved TWS layout, follow the guide available in the IBKR Knowledge Base.
   • This process allows you to recover your custom layout if it is ever lost or you need to set it up on a new device.
4. Troubleshooting TWS Layout Saving Problems
   • If you are experiencing issues with saving your TWS layout, try the following steps:
     1. Ensure you are saving layouts correctly using the steps outlined in section 1.
     2. Try changing the TWS version:
        1. Close TWS
        2. Reopen and click 'More options' on the login window
        3. Select a different version (Stable, Latest, or Beta) from the dropdown
        4. Apply changes and restart TWS
     3. Test saving and loading layouts after changing versions
     4. If issues persist, try clearing your TWS settings and reconfiguring your layouts

Note

• Different TWS versions can sometimes have varying behavior with layout saving. If you are updating TWS or troubleshooting issues, it is always a good idea to back up your current layout before making changes.

Additional Information

• TWS layout management, refer to the TWS Users' Guide.