Features & Navigation

How do I add or remove columns in the Positions tab?
We all love a nice view, but we all have our preference when we’re viewing the Positions tab. To add or remove columns from the Positions tab, start by clic...
How do I add or remove follow traders? (Bob)
You can add/remove traders to/from the Follow page by clicking the gear icon  in the top right-hand corner of the trader selection panel and then clicking t...
How do I change my platform sound settings?
Currently, the only way to change the platform's Market Open, Market Close and Order Fill sounds are through the web-based platform. Any changes to sou...
How do I route orders through a specific account? (T-Shield)
Users with multiple accounts can switch between default trading accounts with a simple double-click. Changing default accounts enables the user to create or...
How do I filter positions or activity in a specific account?
By default, if no accounts are selected, the platform will display all positions and activity, and displayed with their corresponding color-coded account do...
How do I view or filter for weekly/monthly option expirations?
Do you only trade monthly options? Prefer weeklys? No matter your preferred expiration, the Table view of the Trade tab in the tastyworks platform makes it ...
How do I export my data to a spreadsheet? (CSV)
Are you a data nerd? Do you dream of spreadsheets and cells? If so, you can fill your spreadsheet fix by exporting your transaction data into a CSV, or spre...
Platform Glossary
Ask (Quote Ask) Current lowest asking price for the position. Ask X Current lowest asking price for underlying accompanied by exchange code.  Bid (Quote ...
What do all the icons mean in the desktop platform?
Icons are like people – they come in different shapes and sizes, and they’re all useful for different things. For your reference, we’ve created a legend tha...
How do I remove an account from my platform?
Do you manage multiple accounts? Tired of the clutter? We’ve got the short article for you! To be clear, what we will explain here will allow you to hid...