Duration: 2:23
Level: Beginner

These lessons walk you through how to set up basic trades and how to configure your workspace to your satisfaction. You will learn how to configure the news panel to easily locate news and access available research from IBKR’s providers. Plus, we will help you get underway with several order types, chart configuration, creating watchlists and accessing portfolio information.

Study Notes:

Welcome to TWS for Beginners – a great place to start if you are new to the Trader Workstation also known as the TWS Mosaic platform! This course has been broken into a series of video lessons.

We will show you how the TWS Mosaic interface is comprised of several components critical to your trading activity – including the Monitor, Quote Details, Order Entry, Charts, News and Activity Monitor panels.

We will go into detail of the functions of each of the Mosaic panels, as well as show you ways in which you can successfully and easily navigate your way through them.

We will show you how to create a watchlist of specific asset classes, as well as how to configure the News panel to help you follow portfolio-related or stock-specific news.

Each lesson also has complementary Study Note, as well as additional relevant information.

We will show you where to locate:

  • the Lesson Study Notes
  • the Lesson Quiz to Test your Knowledge
  • the Final Quiz at the end of the course
  • the Study Notes, Quiz and Additional Information

Some of the features demonstrated in this series are only available with an “IBKR Pro” account. For information about IBKR Pro and IBKR Lite plans, view our comparison chart at IBKR.com/lite.

We will be demonstrating with an IBKR Pro account.

We encourage you to take advantage of all the course’s contents, including the quizzes, to truly make the most of your learning.

Following the completion of this course, you should have a solid understanding of configuring TWS Mosaic according to your personal preferences, how to enter tickers and create your own orders.

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Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.