TWS Menu Mapping
TWS 909 introduces a new Trading menu to facilitate navigation. Click the Quick Reference to the right to see the new menus. Use the mapping tables below to see how the old menu commands map to the new menu structure.
| Old Menu | Old Command | New Location |
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Import Contracts | Grouped under Import/Export Expand “Disabled Items” at bottom of menu. |
| Export Contracts | Grouped under Import/Export Expand “Disabled Items” at bottom of menu. | |
| Export Page in Legacy Excel Format | Grouped under Import/Export Expand “Disabled Items” at bottom of menu. | |
| Save Settings | File > Save Settings | |
| Save Settings As | File > Save Settings As | |
| Restore Settings | File > Open Settings File | |
| Auto save settings | Located in Global Configuration on the Lock and Exit page in the Exit Options section. | |
| Use/store settings on server | Located in Global Configuration on the Lock and Exit page in the Exit Options section. | |
| Save Orders As Basket | Trade > Save Orders As Basket | |
| Lock Application | File > Lock Application | |
| Exit | File > Exit |
| Old Menu | Old Command | New Location |
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New | Trading Tools > Quote Monitor |
| Create Portfolio Page | Account > Portfolio Window | |
| Create Completed Orders Page | To get this, find the little “+” icon at the end of the tabset that allows you to add a new tab. Click the “+” and select Completed Orders. | |
| Create ScaleTrader Page | To get this, find the little “+” icon at the end of the tabset that allows you to add a new tab. Click the “+” and select ScaleTrader. | |
| Create Market Scanner | Analytical Tools > Market Scanner | |
| Create Volatility Page | Trading Tools > VolatilityTrader | |
| Show Buttons Panel | View > Button Panel. | |
| Rename Page | Access this feature by right-clicking the Quote Monitor and selecting Rename Page. | |
| Settings | Access this feature by right-clicking the Quote Monitor and selecting Settings. | |
| Layout | Access this feature by right-clicking the Quote Monitor and selecting Layout. | |
| Sort Tickers | Access this feature by right-clicking the Quote Monitor and selecting Sort Tickers. | |
| Clear Zero Position Rows | Access this feature by right-clicking the Quote Monitor and selecting Clear Zero Position Rows. | |
| Delete | Access this feature by right-clicking the Quote Monitor and selecting Delete. | |
| Rapid Order Entry | View > Rapid Order Entry | |
| Trader Dashboard | View > Trader Dashboard | |
| Detach Page | Access this feature by right-clicking the Quote Monitor and selecting Detach Page. | |
| Detach All Pages | Access this feature by right-clicking the Quote Monitor and selecting Detach All Pages. | |
| Attach Page | Access this feature by right-clicking the Quote Monitor and selecting Attach Page. | |
| Reset Compressed View | Available on Pending Page when Pending Page is in compressed view from filtering. | |
| Sort pages | Access this feature by right-clicking the Quote Monitor and selecting Sort Pages. |
| Old Menu | Old Command | New Location |
 |
Add Symbol | Right-click in blank line and select Ticker. |
| Lookup Symbol | Right-click in blank line and select Ticker, then click the Lookup button from the Ticker box. | |
| Contract Search | Right-click in blank line and select Ticker, then click the Lookup button from the Ticker box. | |
| Subscribe to Market Data | Account > Market Data Subscription Manager | |
| RFQ – Request for Quote | Trade > RFQ | |
| Enter DMM Guideline | Edit > Enter DMM Guideline | |
| Insert Row | Edit > Insert Row | |
| Delete Row | Edit > Delete Row | |
| Clear Row | Right-click on a ticker and select Clear Row | |
| Edit>Cut, Copy, Paste | Edit > Cut Edit > Copy Edit > Paste |
|
| Show Description | Edit > Contract Description Detail | |
| Show Details | ||
| Show Positions | ||
| Create Header Row | Edit > Create Group Header | |
| Edit Dividends | Edit > Edit Dividend Schedule | |
| Future Rollover | Edit > Futures Rollover Tool | |
| View Trades | Account > Trade Log |
| Old File Menu | New Location | |
 |
Buy | Trade > Buy |
| Sell | Trade > Sell | |
| Scale Orders | Use the right-click menu from the order line to select Create then Scale Orders. | |
| Close Position | Use the right-click menu from the position. Click Trade then Close Position. | |
| Bracket orders | Use the right-click menu from the order line to select Attach then Bracket Orders. | |
| Limit | Use the right-click menu from the order line to select Attach then Limit.. | |
| Relative/Pegged | Use the right-click menu from the order line to select Attach then Relative/Pegged. | |
| Stop | Use the right-click menu from the order line to select Attach then Stop. | |
| Stop Limit | Use the right-click menu from the order line to select Attach then Stop-limit.. | |
| Trailing Stop | Use the right-click menu from the order line to select Attach then Trailing Stop. | |
| Trailing Stop Limit | Use the right-click menu from the order line to select Attach then Trailing Stop-limit.. | |
| Adjustable Stop | Use the right-click menu from the order line to select Attach then Adjustable Stop. | |
| Auto Combo Limit | Use the right-click menu from the order line to select Attach then Auto Combo Limit . | |
| Auto Combo Market | Use the right-click menu from the order line to select Attach then Auto Combo Market . | |
| Update Orders | Trade >Modify Multiple Orders | |
| Attach | Use the right-click menu from the order line. | |
| Configure Order Presets | Use the right-click menu from the order line to select Configure Order Presets. | |
| Cancel | Trade >Cancel | |
| Transmit | Trade >Transmit | |
| Transmit page | Trade >Transmit then Transmit All Orders on Page | |
| Transmit All | Trade >Transmit then Transmit All Orders. | |
| Restore | Use Transmit to re-submit deactivated (paused) orders. | |
| Preview order/check margin | Trade >Check Margin | |
| Deactivate | Trade >Pause Execution | |
| Save | Use the right-click menu from the order line to select Save. | |
| Deactivate page | Trade >Pause Execution then Pause All Orders on Page | |
| Cancel page | Trade >Cancel then Cancel All Orders on Page. | |
| Cancel all | Trade >Cancel then Cancel All Orders. | |
| Remove filled orders | ||
| Close all positions | Trade >Close all positions | |
| Close portion of positions | Trade > Close Selected Positions, then Close 50% or Close Custom Percent. | |
| Close positions on page | Use Close All Positions or Close Selected Positions on Trade menu. | |
| Select all | ||
| Order ticket | Use the right-click Trade menu from a ticker line and select Order Ticket. | |
| Check risk | Use the right-click menu from a non-transmitted order and select Check Risk. |
| Old Menu | Old Command | New Location |
 |
Integrated Stock Window | Trading Tools > Integrated Stock Window |
| Order Ticket | ||
| Rapid Order Entry | View >Rapid Order Entry | |
| Accumulate/ Distribute | Trading Tools >Accumulate/Distribute | |
| BasketTrader | Trading Tools >BasketTrader | |
| BookTrader | Trading Tools >BookTrader | |
| ChartTrader | Open from within a chart. | |
| FXTrader | Trading Tools >FXTrader | |
| IndexTrader | Trading Tools >IndexTrader | |
| Merger Arbitrage | Trading Tools >Merger Arbitrage | |
| Option Portfolio | Trading Tools >Option Portfolio | |
| OptionTrader | Trading Tools >OptionTrader | |
| Rebalance Portfolio | Trading Tools >Rebalance Portfolio | |
| ScaleTrader | Trading Tools >ScaleTrader | |
| SpreadTrader | Trading Tools >SpreadTrader | |
| Stock Borrow/Loan | Trading Tools >AQS Marketplace | |
| Yield Optimizer | Trading Tools >Yield Optimizer |
| Old Menu | Old Command | New Location |
 |
Market Depth | Trading Tools > Market Depth |
| Time & Sales | Analytical Tools >Time & Sales | |
| News Topics | Analytical Tools >News Topics | |
| News Panel | Analytical Tools >News Panel | |
| News Window | ||
| Alarms | ||
| Alerts | Analytical Tools >Alerts | |
| Trader Dashboard | View >Trader Dashboard |
| Old Menu | Old Command | New Location |
 |
Risk Navigator | Analytical Tools > Risk Navigator |
| Model Navigator | Analytical Tools >Model Navigator | |
| Option Analytics | Analytical Tools >Option Analytics | |
| Arbitrage Meter | Right-click a futures index contract and select Arbitrage Meter. | |
| Market Scanner | Analytical Tools >Market Scanner | |
| Events Calendar | Analytical Tools >Event Calendar | |
| Portfolio Events Calendar | Analytical Tools >Event Calendar then My Portfolio | |
| Company Fundamentals | Analytical Tools > Company Fundamentals | |
| MarketWatch | Analytical Tools >MarketWatch |
| Old Menu | Old Command | New Location |
 |
Audit Trail | Account > Audit Trail |
| Bulletins | View > Bulletins | |
| Market Data Connections | View > Data Connections | |
| Option Exercise | Trade > Option Exercise | |
| Order Wizard | View > Order Wizard | |
| Rebalance Portfolio | Trading Tools > Rebalance Portfolio | |
| Trades | Account > Trade Log | |
| Mutual Funds | Edit > Mutual Fund Selector | |
| Penny Options | Available within the Market Scanner. | |
| Relevant EFPs | Available within the Yield Optimizer. | |
| Treasuries | Edit > Treasury Bond Selector | |
| Account Management Home | Account > Account Management Home | |
| Statements | Account > Statement Viewer | |
| Portfolio Analyst | Analytical Tools > Portfolio Analyst | |
| Underlying Mode | Right-click in the Quote Monitor and select Contract Display Mode, then choose Underlying Mode. | |
| Symbol Mode | Right-click in the Quote Monitor and select Contract Display Mode, then choose Symbol Mode. |
| Old Menu | Old Command | New Location |
 |
New Chart | Analytical Tools > Chart |
| New Chart for Selected Contracts | Analytical Tools > Chart | |
| Add Selected Contracts for Existing Chart | Right-click on a ticker and select Charts then choose Add Selected Contracts to Existing Chart. | |
| Add new Charts to Existing Chart Window | Right-click on a ticker and select Charts, then choose Add new Charts to Existing Chart Window. | |
| Open Saved Chart | Access this feature from within a chart. | |
| Open Chart Image | Access this feature from within a chart. | |
| Open Chart Template | Access this feature from within a chart. | |
| MarketWatch Chart | Right-click on a ticker and select Charts, then choose MarketWatch Chart. |
| Old Menu | Old Command | New Location |
 |
Global Configuration | Edit > Global Configuration > |
| Manage Workspaces | View > Workspace Controls | |
| Ticker | Access within Global Configuration | |
| Order | Right-click on a ticker in the Quote Monitor and select Configure Order Presets. | |
| View | Access within Global Configuration | |
| API | Access within Global Configuration | |
| Misc | Access within Global Configuration | |
| Hotkeys | Access within Global Configuration |
| Old Menu | Old Command | New Location |
 |
Show Help | Help > Show Help |
| Quick Start Guide | Help > Guides and Documentation then Quick Start Guide | |
| Online Users’ Guide | Help > Guides and Documentation then Online Users’ Guide | |
| Tutorials | Help > Guides and Documentation then Tutorials | |
| Algo Documentation Center | Help > Guides and Documentation then Algo Documentation Center | |
| Release Notes | Help > Guides and Documentation then Release Notes | |
| Customer Service Info | Help > Customer Service then Customer Service Info | |
| Customer Service Chat | Help > Customer Service then Customer Service Chat | |
| Open Message Center | Help > Customer Service then Open Message Center | |
| Request Trade Cancellation | Account > Mistrade Request Form | |
| View System Status | View > IB Systems | |
| IB Home Page | ||
| Features Poll | Help > Features Poll | |
| Traders’ chat | Help > Traders’ Chat | |
| Change clearing Instructions | Account > Clearing Instruction Modification Form | |
| Show Hotkey Popup | Help > Show Hotkey Popup | |
| About Trader Workstation | Help > About Trader Workstation |