Platforms & Tech Support
- Platform Glossary
- Quote Alerts
- Trading on Charts with Grid Mode
- Export transaction data to a spreadsheet (CSV)
- Non-standard (NS) Options
- Follow Traders
- Desktop Platform Icons
- Right Sidebar Menu
Features & Navigation (20)
- Adjusting Options Order Quantity (Ratio Spreads)
- How to Cancel or Edit a Working Order
- Routing Orders in a Specific Account (T-Shield)
- How do I set the default price for single-leg option or stock orders?
- How do I set a default order quantity?
- How do I view or filter for weekly/monthly option expirations?
- Closing Order Types (Balanced, Default, & Full)
- What is the difference between Quick Roll vs. Roll?
Order Entry (27)
- How do I add or remove columns?
- How do I filter positions or activity in a specific account?
- Creating a Watchlist
- How do I filter and sort my positions?
- Preset Watchlist Descriptions
- How do I filter and sort stocks in the watchlist tab?
- Positions and Watchlist Tab Column Glossary
- Importing a Watchlist
Positions & Watchlists (8)
- Reconcile Your Portfolio's Profits/Losses (P/L)
- Why do I have a Pending Cash entry on my platform?
- Capital Requirement Per Position (Cap Req)
- ETF Equivalent Delta
- How is Net Liq Calculated?
- Probability of Profit (POP & ePoP)
- View Pre-market or After-hours Price Movement
- Chart Style Guide
Platform Numbers & Calculations (12)
- Recent Release Notes
- Install/Uninstall the tastyworks Desktop Platform (Windows)
- How to Install or Uninstall the tastyworks desktop platform on a Mac (Apple)
- How can I sign in if a firewall is blocking me? (Proxy Host)
- Refreshing the Platform
- Quotes Not Loading (Enabling WebSockets)
- Unblocking Email Notifications
- tastyworks Desktop Platform Download Link
Tech Support (16)
- How do I change my platform sound settings?
- How do I remove an account from my platform?
- Why are dots covering my account number? (Privacy Mode)
- How do I customize my Account Header Detail?
- How do I change the color of the platform?
- How do I change my account nickname/label and symbol?
Platform Preferences (6)