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Customizing Gadgets and Sidebar on thinkorswim® desktop

November 4, 2023
by
Charles Schwab
YouTube video player
Customizing Gadgets and Sidebar on thinkorswim® desktop

TL;DR

Learn how to customize the left sidebar on the thinkorswim platform to view and manage account balances, market information, and watch live news without leaving the main window.

Transcript

Hi, traders. I'm Anthony Panzeca. The left sidebar  is an area in the thinkorswim® platform where you   can keep track of all of your account balances,  view market information, and watch live news   without ever having to leave the main window of  the platform. Let's jump right in and take a look. The left-hand side bar is located on the  left-han... Read More

Key Insights

  • 🗨️ The left sidebar in the thinkorswim platform serves as a convenient dashboard, offering quick access to important information and features.
  • 👤 Users can customize the sidebar by adding or removing gadgets, including utilities and other features.
  • 🤬 The watchlist is a versatile tool that allows users to add, remove, and rearrange symbols for tracking.
  • 🥳 The watchlist can be linked to other parts of the platform, such as the Trade tab and charts, for a seamless experience.
  • 👤 Users can change the color and appearance of gadgets to personalize the sidebar.
  • 🗨️ The left sidebar can be collapsed or expanded to optimize screen real estate.
  • 🔒 Certain gadgets, such as the Account Information section, cannot be deleted for security reasons.

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Questions & Answers

Q: What is the left sidebar in the thinkorswim platform?

The left sidebar is a dashboard-like feature that allows users to access account balances, market information, and live news without leaving the main platform window.

Q: Can I customize the gadgets in the left sidebar?

Yes, the left sidebar is fully customizable. Users can add or remove various gadgets by clicking on the gear icon or the X button. However, the Account Information section cannot be deleted.

Q: How can I hide my account information in a public place?

To hide your account information in a public place, you can click on Option Buying Power or Net Liq & Day Trades and put it into Privacy Mode. This will hide all sensitive information.

Q: How can I personalize my watchlist?

You can personalize your watchlist by adding or removing symbols. Simply click on an empty field to add a symbol, and use backspace and enter to delete a symbol. You can also rearrange symbols by dragging them up or down the watchlist.

Summary & Key Takeaways

  • The left sidebar in the thinkorswim platform acts as a dashboard, providing easy access to account balances, market information, and live news.

  • The sidebar is fully customizable, allowing users to add or remove various gadgets and features.

  • Users can personalize the watchlist, move symbols around, and link it to other parts of the platform for seamless navigation.


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