Terminal presets

Trading -> Terminal presets in your admin dashboard.

A preset is a terminal layout of your firm: which modules are on the screen, how big each one is and where it sits. Every preset stands in every trader's layout menu, locked, and one of them is the screen the terminal opens on. You build it on the same grid their terminal uses, so what you arrange is exactly what they open.

A firm always has at least one. A firm that never made one starts with the arrangement we built into the platform, as a preset called "Standard" that you can rearrange, rename or replace like any other.

You need view_settings to open the page and manage_settings to change anything on it. Somebody who may only look sees every preset and what it reaches, with the editor switched off and a line saying why.

The list

The screen opens on your presets as a list across its whole width, and opens none of them until you pick one.

Each row shows a small drawing of the arrangement next to its name and grid, how many modules it holds, how much of the screen they cover, how many warnings it has, when it last changed, and whether the terminal opens on it, which a star marks. Columns drop off as the screen narrows, and the name always stays.

The head of the list says which preset the terminal opens on, and how many presets need a look. Clicking that count narrows the list to them.

The search box finds a preset by its name or its id. The filter menu narrows the list to the default or the others, and to presets with or without a warning. The same menu sorts by your own order with the default first, by name, by last change, by most modules or by most of the screen used, and so does clicking the head of a column.

J and K move through the list and Enter opens the preset they rest on. A right click on a row opens it, makes it the one the terminal opens on, duplicates it, copies its name, id or link, or deletes it.

Open the terminal opens the trading terminal in a new tab, as your traders see it.

A preset

Picking a preset folds the list to a column on the left and opens the preset beside it. Escape or the cross closes it again, back to the same search and filters. Every preset has its own address, so a link or a reload opens on it.

The head shows the name, whether the terminal opens on it, and its grid, modules and dates. Open the terminal on this makes it the default. The menu next to it duplicates the preset, copies what identifies it, and deletes it.

Arranging it

The arrangement is drawn the way a trader's terminal draws it, with each module as a labelled box instead of live prices, because a preset is a decision about arrangement and a page full of ticking prices is a page you cannot see the arrangement in.

• Add module lists every module, grouped by what it is for and searchable. A module that can appear only once and is already placed says so. Click one to put it in the largest free place, or drag it onto the arrangement, onto the middle of a module to replace it.
• Drag a title bar to move a module, and any side or corner to resize it. Holding a module over another one for a second makes room for it, exactly as in the terminal (see Arranging).
• Grid sets how fine the screen is divided, from 6 by 3 up to 24 by 12.
• Modules that no longer fit after you shrink the grid are parked rather than thrown away, and you place them back or remove them yourself.
• Start over replaces the arrangement with the platform arrangement or an empty grid. Like every other change, Discard takes it back until you save.

A preset holds at most 40 modules, and two presets cannot share a name: a name that is taken gets a number appended rather than refusing the save.

Who sees it, and what it checks

Beside the arrangement, on a wide enough screen, a column says who sees this preset: every trader, in their layout menu. Under that it counts how many open the terminal on it, split into those who picked it themselves and, for the default, everybody who picked no layout at all. Any other preset has a link to make it the default.

Under it the same column shows the shape of the screen: the grid, how much of it is used, and the share each module takes. It warns about what is allowed but probably not what you meant: a preset with nothing on it, no chart, no order ticket, modules parked and forgotten, or less than half the screen used. The warnings follow the editor as you drag, so they are gone before you save.

Saving

Unlike the trader's own terminal, which saves itself as they go, a preset is saved deliberately. The dock at the bottom counts what you changed, one change per module however far it moved, and saves it when you say so. Walking away from unsaved changes, by picking another preset, closing it or leaving the page, asks first.

Only what you changed is sent. Renaming a preset never puts back an arrangement somebody else saved in the meantime.

A new preset

New preset opens an empty form in the same place. You choose to start from the platform arrangement or an empty grid, give it a name, arrange it and create it from the dock. It then opens as itself beside the list.

Several presets

You can keep more than one, and duplicate any of them as a starting point. The copy opens beside the list, ready to change.

Every preset is in every trader's layout menu, so a second preset is a second screen your traders can pick: one for scalping the open, a quieter one for holding positions.

Exactly one is the default: the screen the terminal opens on for every trader who did not pick another layout themselves. Deleting the default promotes the first of the others, and the delete dialog names which one that will be.

What reaches your traders, and when

Every preset, at once, locked.

Your presets stand at the top of each trader's layout menu under your firm's name, with a lock. Where the modules stand and how big they are is yours: a trader cannot move, resize, add or remove anything on them. What is inside the modules is theirs, kept per trader for each preset: the market on a chart, its timeframe and tabs, a watchlist group, notes, the colour that links modules.

A trader who wants it different makes a copy. Make a copy to edit, in the layout menu or where the edit button stands, copies the preset with everything they set inside it, as a layout of their own, and opens it for editing. Their own layouts sit under the presets, and they can make new ones from an empty grid too. A trader can star any layout, yours or theirs, as the one the terminal opens on.

Deleting a preset removes it from every trader's menu. Copies they made of it are theirs and stay.

On a screen narrower than 1024 pixels a trader gets a fixed screen with four tabs, whatever the preset holds.

What a preset cannot do

• It does not stop a trader from making a layout of their own. A preset is locked, but a copy of it is not.
• It does not decide which modules exist. Every module is available to every trader from the drawer regardless of what your presets contain.
• It is not per trader or per challenge. Every trader sees every preset.

The terminal itself, module by module, is documented on the Trading terminal page.

In the older designs

Propper - OG and Tactical keep a strip of presets above one editor, with the counts and warnings in a panel on the right. A preset has no address of its own there, and the list, its search and filters, the start choice for a new preset, Start over and the count of traders a preset reaches are only in the standard design. What reaches traders is the same in every design: the terminal of OG and Tactical shows the presets locked as well.