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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.

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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

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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