Customize Board View

The Board View can be customized easily by right-clicking on either the Data Columns or on the body of the window.

 

If you customize this tool and wish to preserve the changes for future sessions, you must select Save Layout from the File drop-down menu before exiting the platform.

Trade from Your Board View

  1. Right-click on the Board View and select Display Order Entry Form from the pop-up window.
  2. An Order Entry form will attach to the bottom of the Board View. Enter your order normally and Click "Buy," "Sell," or "Sell Short" to complete your order. See "Buy a Stock" or "Place an Advanced Order" for more information.

 

Set New Defaults for Order Entry Bar (Defaults for this Tool)

You now have the ability to preference specific order types based on the exchange in which a security is listed. To customize these preferences:

 

  1. Right mouse click on the window and select "Order Entry Properties" from the drop-down list.
  2. Click the radio button "Use Defaults Below". This will allow for advanced customization.
  3. Select one or more exchanges to customize.
  4. Once the exchange is selected, the order entry properties may be defined including Asset Type, Trade Size, Order Type, Route, TIF, and more. Fields may be customized based on any number of scenarios. You are not required to define each field.
  5. Click the "Save Defaults for New Order Entry" if you would like these defaults to apply to all new trading-enabled windows you open. All currently opened windows will retain their current settings, but all new windows will adopt the defaults defined here.
  6. Select "OK" to finalize the process and begin using the new defaults. Or select "Cancel" to exit without saving.

 

Order Entry Properties

 

Customize the Data Columns

  1. Right-click on one of the Data Columns.
    (Example: "Symbol")
  2. Select one of the following options from the drop-down menu to alter it:

    Sort Ascending -- Sorts the selected column from lowest to highest.
    Sort Descending -- Sorts the selected column from highest to lowest.
    Best Fit -- Automatically optimizes the width of the column.
    Hide Column -- Removes the data column selected from the Board View.
    Column Picker -- Opens a list of data columns that can be added to the Board View. To add an item, simply click and drag the item from the list into the Data Column portion of Board View.

Fully Customize the Board View

  1. Right-click in the body of the Board View.

  2. Select one of the following options from the drop-down menu to alter it:

    Title Bar -- Hide or show the blue "Board View" title bar.
    Clone Window -- Creates a duplicate Board View window.
    Links -- Links (and unlinks) Market Depth, Charts, and Board View.
    Buy -- Launches a separate Order Completion window to create instant buy orders and send them to the market.
    Sell -- Launches a separate Order Completion window to create instant sell orders and send them to the market.
    Sell Short -- Launches a separate Order Completion window to create instant short sell orders and send them to the market.
    New Group -- Creates a new category for grouping stocks.
    New Symbol -- Adds a new symbol to your lowest group.
    Remove Group/Symbol -- Removes the selected group or symbol from the Board View.
    Copy Selected Items -- Copies the items selected.
    Paste Symbols -- Pastes copied symbols within Board View.
    Import Symbols -- Imports symbols from a text or comma separated file.
    Export All Symbols -- Exports all symbols contained in your Board View.
    Export Group Symbols -- Exports the symbols contained in the selected Board View group.

    Add Columns -- Opens a list of data columns that can be added to the Board View. To add an item, simply click and drag the item from the list into the Data Columns portion of Board View.
    Floating Window -- Detaches (or reattaches) the Board View window from the software and floats it over currently running applications.
    Display Order Entry Form -- Adds (or removes) an Order Entry Form to the bottom of the Board View window.
    Animated Updates -- Animates changes within the Board View to better show stock movement.
    Properties -- Controls the content and appearance of the Board View. Select custom colors, font size, and face for the Board View.

Customize Colors Using the Properties Window

  1. Right-click in the body of the window.
  2. Select Properties from the drop-down menu, and click the Color tab.
  3. Select an element from the Color menu. Move the sliders to alter the color of the selected element; or click the Color Picker and select a color from the pallet provided. The new color will appear in the Current Color box.
  4. To make the new color the "default" color for the window, click the Save as New Default Color button. The new color will appear in the Default Color box. To revert to the default color, click the Reset to Default Color.
  5. Click OK to save.

Customize Fonts Using the Properties Window

  1. Right-click in the body of the window.
  2. Select Properties from the drop-down menu, and click the Fonts tab.
  3. Select an element from the Font menu. Click the Font Picker and select a color from the pallet provided. The new color will appear in the Current Color box.
  4. To make the new font the "default" font for the window, click the Save as New Default Font button. To revert to the previous default font, click the Reset to Default Font .
  5. Click OK to save.