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How to Add Additional Desktops and Workspaces in TradeStation

< 1 min read

You can organize your trading setup across multiple monitors by creating and saving custom desktops and workspaces.

  1. Open TradeStation Desktop
    Launch your TradeStation Desktop application.
  2. Create a New Desktop
    Go to File > Desktops > New Desktop to open a new desktop window.
  3. Load an Existing Workspace
    Inside the new desktop, go to File > Workspaces > Open Workspace…
    Choose a workspace that already has the charts and indicators you want.
  4. Save the Workspace with a New Name
    Go to File > Workspaces > Save Workspace As… and enter a new name for this workspace.
  5. Save the Desktop with a New Name
    Go to File > Desktops > Save Desktop As… and give the desktop a new name as well.
  6. Add More Desktops (Optional)
    If you need more desktops:
    • Repeat File > Desktops > Save Desktop As… to create another.
    • Then use File > Workspaces > Save Workspace As… to name the associated workspace.
  7. Customize as Needed
    Assign each desktop to the monitor you want, and change symbols or charts as needed.
  8. Save Everything
    When you’re done, go to:
    • File > Workspaces > Save All Workspaces
    • File > Desktops > Save All Desktops

Check out the below video for a step-by-step walkthrough of this process.

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