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Tented Docs

Workspaces

A workspace is a tab of docked panels around one symbol. Use it to look at an underlying (the chain, the risk graph, a price chart and your modeled legs) before you have a trade, or while you compare ideas, without opening a trade page for each. Nothing is saved to the Journal until you commit.

If you use thinkorswim, a workspace is close to a Trade tab with an Analyze graph and a chart docked beside it. Each Tented tab has its own panels and its own symbol, so you can keep SPX, RUT and NDX open side by side.

Workspace or trade page

Section titled “Workspace or trade page”

Use a workspace to explore. Use a trade page once you have a trade to manage, even a draft.

  • A workspace belongs to no account and no trade. Its modeled legs are saved per symbol, not as a trade in the Journal. Committing from a workspace asks which account the trade goes in.
  • A trade page is one trade: its position, plan, scenarios, working orders and history. See Trades view.
  • Both show the same live chain data. The trade page’s chain sits in a drawer beside the risk graph.
  • The workspace chain has Account and Trade pickers above it, so you can look at a held trade next to the market. See Read the Pos column.

How traders use workspaces

Section titled “How traders use workspaces”
  • Keep one workspace per underlying you trade. Each tab keeps its symbol, expiration, chain view, columns and layout. Click a tab to be back where you left off.
  • Scan expirations, then model. Step through expirations in the chain, read the ATM IV and expected move on each, click a bid or ask to build the legs, and check the risk graph. Then commit to start a trade.
  • Look at the same symbol two ways. Add a second workspace on SPX with the Delta chain and keep Matrix in the first. The tabs read “SPX” and “SPX 2”.
  • Watch a held trade next to the market. Pick your account and trade in the chain’s pickers. The Pos column marks your legs while the chart and graph stay on screen.
  • Read several timeframes at once. The Charts layout opens four price charts (5m, 1h, D and W) on one symbol.

Articles

Section titled “Articles”