This article explains how to setup Cloud Watchlists.
It is now possible to synchronize the watchlists on your mobile devices with the watchlists of Trader Workstation on your computer. You will no longer need to worry about adding same tickers over and over again. The Cloud Watchlists feature is available in Trader Workstation build 936 and higher. Once the Cloud Watchlists have been enabled, they can be then imported in mobileTWS using the "Import" option from the Configuration menu.
Please note that it is not possible to sync watchlists from mobileTWS to your desktop TWS.
This type of installation will require you to launch the Trader Workstation through a Terminal window by using the string shown below in step 7. If you are not familiar with the use of Terminal, please use the automated installation package found here
Manual Jar File Installation
1. To install to the latest TWS Mac OS production release on your computer, hold down the Control Key, and with your mouse click on the button below:
2. From the menu, click "Download Link to Disk."
3. Once the file has downloaded to your desktop, move the file to your Home directory (this is a folder listed on your hard drive within the Users folder).
4. Access the command line terminal from the Applications menu. First select Utilities and then select Terminal.
5. At the command line, create a directory called IBJts and load TWS files by typing:
|jar xf unixmacosx.jar|
6. Change the directory to IBJts by typing:
7. To run TWS, type or paste in the Terminal window the following: (** Please note that there is a space then ".", after LoginFrame **)
|java -cp jts.jar:total.2013.jar -Xmx512M -XX:MaxPermSize=128M jclient.LoginFrame .|
To install the standalone version of TWS on your MAC OS X, begin by selecting the following MAC TWS download page: individuals.interactivebrokers.com/en/index.php. Once there, you will be presented with the Automated Installation Package. then follow the following steps:
1. Click on the MAC Download button
2. When prompted with the open file dialog, choose the SAVE FILE option
3. Save the file to your Desktop.
4. Double-click the downloaded zip file, your system will expand the file and put an executable file on your desktop called, TWSX_INSTALL. * If you use Safari, the installation file will have already been extracted to your downloads folder.
5. Double-click the package (TWSX_INSTALL)
6. Installation will start. First screen you see is the Welcome to the TWS Installer. Please click on CONTINUE.
7. Select only the check box for Trader_WorkStation_X and click on CONTINUE.
8. Click on INSTALL.
9. You should now see an installation progress bar. When complete, you will see a checkmark encased in a green circle. "The Installation was successful".
10. Click on CLOSE.
Starting the TWS
To launch the TWS once installed:
1. Click on Finder
2. Click on your Users folder (House icon)
3. Double-click the Applications folder, where you will find the Trader_WorkStation_X application.
Alternatively, click on the magnifying glass on the upper right hand corner (SPOTLIGHT), and enter Trader_Workstation_X. The application will appear as a TopHit.
Recovering your Settings
1) Launch the Standalone TWS, but do not login. If you were previously storing your settings to the IB server by having selected the "Use/Store Settings on Server" check box, select that check box again and your settings will be automatically retrieved from our server.
In the event you were not previously storing your settings, there is nothing to retrieve and you will need to recreate them. Select the "Use/Store Settings on Server" check box afterwords to ensure your settings are saved on the IB server should they need to be retrieved at a later date. Also note that by using this feature your settings will be synchronized in the event you operate your Standalone TWS on multiple computers.
2) On the login window, click on the "Browse" button adjacent to the "Settings Directory" field. A window titled "Select Settings Directory" will open and from there select the button containing the image of a house (user directory). From the list of folders which appear, select the folder titled IBjts (alternatively titled: Jts. Click on the "OK" button.
3) Type in your user name and password and complete the login. The TWS should now open with all your personal settings.
IB provides to its account holders a variety of proprietary trading platforms at no cost and therefore does not actively promote or offer the platforms of other vendors. Nonetheless, as IB's principal trading platform, the TraderWorkstation (TWS), operates with an open API, there are numerous third-party vendors who create order entry, charting and various other analytical programs which operate in conjunction with the TWS for purposes of executing orders through IB. As these API specifications are made public, we are not necessarily aware of all vendors who create applications to integrate with the TWS but do operate a program referred to as The Marketplace@IB which operates as a self-service community bringing together third party vendors who have products and services to offer with IB customers seeking to fill a specific need.
While MetaTrader is not a participant in The Marketplace@IB, and does not support integration with the TWS, different vendors such as Trade-Commander (trade-commander.com), and jTWSdata (home.cidadevirtual.pt/jTWSdata) do offer software which they represent acts as a bridge between MetaTrader and the TWS. As is the case with other third-party software applications, IB is not in a position to provide information or recommendations as to the compatibility or operation of such software.
Should you need to strip the TWS of any customization you did and revert to the default settings, use the instructions in this video.
Applicable to any TWS version under any operating system.
You don't have to open your web-browser (Internet Explorer, Firefox, Safari) to use the browser-based Trader Workstation. You could have a desktop shortcut for it, the same way it is for the standalone version. The icon will be in a different color than the one for the standalone, so that you could have both shortcuts.
Follow the instructions in this movie to have the ease of login of the standalone version and the convenience of the browser based platform right on your Desktop.
This movie is destined to users with the Windows operating systems.
How to create price or volume based alarms in Trader Workstation
How to access and use the Trader Dashboard
a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format
b. If operating a security card or electronic device, note that there are no spaces between characters
An example of how to set up alerts by creating a margin cushion alert.
Margin Cushion is calculated as follows:
(Equity with Loan Value - Maintenance Margin) / Net Liquidation Value