Workspaces

Overview

Workspaces are a collection of panels that allow you to view data and execute trades. Each workspace is a grid, where each cell in the grid contains one tool.

Workspaces can contain the following tools:

  • Chart
  • Watchlist
  • Table
  • Trade Pad
  • T&S
  • DOM

Adding and Removing Cells

When you create a new workspace, initially it contains just one empty cell:

On this page:

Resize Grid

The fastest way to add or remove many cells is by directly selecting the number of cells in the grid. To do so, click on the Workspace menu, and select Resize Grid. Then, drag the mouse to select how many cells the workspace should contain, and click OK.

Typically you will only use Resize Grid once, to select the maximum number of cells that you want, and from then on you'll use the Merge and Split tools to fine-tune the workspace. You can use Resize Grid after you've added tools, but in that case all of the existing tools will be assigned to the first cells in the workspace, so you may need to spend some time rearranging them afterwards.

Merge and Split Cells

Use the Merge command to merge adjacent cells. Use the Split command to split a cell into two cells. In either case, click on the arrow that corresponds to the direction in which you want to merge or split the cell.

Remove Tool

You can remove a tool from its cell by clicking the Close button ("X") at the top right of the tool's panel. The cell becomes empty, and then you can insert a different tool into it.

Rearrange Cells

This feature lets you merge or split cells even if they already contain a tool (since normally the Merge/Split buttons only appear in empty cells). In addition, you can move tools between cells. To activate this feature, click on the Workspace menu, and select Rearrange Cells. Once this feature is active, move the mouse into any of the cells, and the Merge/Split tools will appear.

In addition, you can select Move This Tool to move a tool to another cell:

After you've clicked Move This Tool, move the mouse to an empty cell and click Move Tool Here:

Finally, click on OK to accept all of your changes.

Workspace Tools

Chart

Displays a symbol's price over time.

Watchlist

Displays a list of symbols and their current price.

Table

Displays one of several data tables: Pending Orders, Open Positions, etc.

Trade Pad

Allows you to submit orders.

Because a Chart and a Trade Pad are often used together, there's a shortcut that lets you attach a Trade Pad to a Chart with a single button click. Click on the Trade Pad icon () in the chart's toolbar to show a Trade Pad next to the chart. This Trade Pad takes up room in the Chart's cell; it doesn't appear in a separate cell.

T&S

Displays Time and Sales information for the symbol (Level 1).

DOM

Displays Depth of Market information for the symbol (Level 2).

Example

The following screenshot shows all of the available tools (the "All Orders" panel is an example of a Table).

Symbol Linking and Interval Linking

You can use Symbol Linking and Interval Linking to connect several different panels, so that changing the selected Symbol or Interval in one panel causes all of the linked panels to switch to that symbol or interval as well.

Symbol Linking

When you enable Symbol Linking, changes you make to the symbol in one panel immediately change the symbol in all the linked panels. This is useful when you have several panels that should all display the same symbol: e.g., a Chart, a Trade Pad and a T&S panel.

To enable symbol linking, click on the small rectangle that appears in the toolbar of each panel, and select one of the available links.

The available links are:

  • No Symbol Link - disable symbol linking in this panel
  • Link to Workspace - a special link that works only within the current workspace
  • Link All - an incoming-only link: whenever any panel with Symbol Linking changes its symbol, this panel will change to the same symbol
  • Link 1 .. Link 7 - individual links

Link 1 through Link 7 work across workspaces.

Link to Workspace works only within the current workspace. This makes it easy to create a quick ad-hoc link, without having to worry if any other workspaces will be affected.

Using Symbol Linking in a Watchlist is especially convenient, because it allows you to switch the symbol in the entire workspace just by clicking on a different symbol in the Watchlist.

Interval Linking

Interval Linking allows you to link the Bar Type of different charts, so that when you change the bar type in one chart, the linked charts change the same way.

For example, if you switch one of the linked charts from Day to Minute interval then the other linked charts will also change to Minute interval.

Managing Workspaces

To create additional workspaces, click the Add button ("+") in the toolbar at the bottom of the workspace.

To manage existing workspaces, use the Workspace menu. It can be accessed by right-clicking any workspace's title, or by clicking on the Menu icon next to the workspace names (in which case the menu commands affect the currently selected workspace).

  • Resize Grid - change the number of cells in the workspace
  • Rearrange Cells - merge or split cells, or move tools between cells
  • Detach Workspace - move the workspace to a separate window. This lets you view multiple workspaces at once, possibly on different monitors.
  • Rename Workspace - change the name of the workspace
  • Delete Workspace - remove the workspace permanently
  • Load Workspace - load a previously-saved workspace
  • Save Workspace - save a workspace for future reuse

Once you have Detached a workspace, you can reattach it to the main window by closing the workspace's window.