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Duration: 4:08

Instructor:

Contributor: Interactive Brokers

Level: Beginner

The Mosaic interface inside TWS is highly configurable and easy to use. This lesson helps first-time users understand the tile layout, how to unlock and change the display and points to the myriad of additional pages housed in the Layout Library.

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Study Notes:

Upon logging in to TWS you will immediately see the Standard Mosaic layout, comprising a series of tiles.

You will see an Order Entry tile to the upper left; an Advanced Quote panel immediately below, and to its right a configurable chart.

At the bottom left of the screen is an Activity window showing multiple tabs for live and completed trades. To the lower right is a News Monitor, again with multiple tabs to display research and news.

And finally, in the upper right is the Monitor tile, which may also contain multiple predefined and user-configured Watchlists. Look out for the ‘+’ sign to the right of the last three of these tiles. The ‘+’ sign allows you to add additional tabs to each tile.

You should know that these tiles can be grouped if you choose. Look to the upper right of each tile for this Group Windows icon. In this case, the icon is green.

Click the Group Windows icon to see the available choices, to ungroup a specific tile or to create a new group. The benefit of the Group Windows function is that by clicking on a symbol in one tile, drives the content in tiles linked by the same color.

Click a symbol in the Monitor and see how the Order Entry tile populates, and how the Quote, Chart and News tiles upload content specific to that ticker.

You should also know that each tile is configurable. You can access the menu for each tile from the configuration wrench.

Tiles can be added or removed from the display. Available tiles can be accessed from the New Window menu to the upper left of the screen.

You may open as many individual tiles as you wish, link them to your main display by matching the Group Windows icon for each, or integrate them into your Mosaic workspace.

To edit the Mosaic workspace, locate and click the Padlock to the upper right of the page. This takes the display into Edit mode, indicated by a green border around the frame of the page.

While in Edit mode, you can close tiles altogether, resize them by dragging a border, move them by dragging or adding new tiles from the New Window menu.

Once you have made any changes, lock the page by leaving Edit mode with another click on the padlock icon.

In the lower left of the Mosaic display you will see two tabs – one for mosaic and one for the Classic TWS interface.

To the right you will see a ‘+’ symbol, which, when clicked, will display a popup inviting you to either create a new Mosaic page altogether, or offer you access to the Layout Library. Within the Layout Library are more than 20 tailor-made pages for you to review and choose from.

You may have multiple tabs open at any time, and of course, tiles can be grouped around the entire platform should you choose.

To the left of the display, you will see how tiles within the Library are grouped.

Click on one of the group headers or simply tab through to review each display. Add a display from the Layout Library by clicking the button and navigate back to the Standard view by clicking the respective tabs at the bottom of the page.

There is a lot that can be configured in TWS. However, a lot of thought has gone into the workflow design of the Mosaic display and additional tabs within the Layout Library. That means that upon opening TWS you should be able to easily work from the single screen and later configure the display to your needs.

 

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.

Supporting documentation for any claims and statistical information will be provided upon request.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

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