If you are just starting to use the platform, one of the first steps is to organize your workspace.
You can create one or more customized environments by adding the tools you use most and arranging them however you prefer.
In this article, we will show you how to set up your first workspace and take the initial steps in customizing the platform.
First step: What is a Workspace?
A Workspace is a work area where you organize the platform’s windows and tools according to your needs.
You can add charts, Order Book, Times & Trades, Asset Board, trading tickets, and other features, creating an environment that facilitates your analysis and operations.
Additionally, you can create more than one Workspace for different strategies or markets. For more information, click here.
Second step: Adding your first tools
To get started, you need to add the tools that will be part of your workspace.
You can insert windows according to your strategy and preference. Some of the most commonly used features are:
- Chart
- Order Book/Price
- Times & Trades
Chart
The chart is the most common and sought-after feature on our platform. To open a new chart, locate the top menu Chart and then select New Chart:
For more details, access Chart: Features and Tools.
Order Book/Price
The Order Book or Price tool displays, in real time, the buy and sell orders for an asset waiting to be executed on the exchange. With it, you can track prices and quantities offered, helping analyze market movement. To access it, go to the top menu Tools and Order Book/Price:
For more details, access Order Book.
Times & Trades
Times & Trades shows real-time trades executed for an asset, displaying information such as price, quantity, and time of each operation. To open the tool, locate the top menu Tools and select Times & Trades:
Bonus: Use ready-made operational layouts
If you prefer, you can also use the pre-configured Workspaces provided with your license.
These layouts come already organized and can serve as a starting point to get to know the platform’s main tools or to adapt them to your preferences.
Keep customizing your platform
After setting up your first Workspace, you can explore other features to make your experience even more complete, such as:
- Creating new Workspaces;
- Saving and managing layouts;
- Customizing charts;
- Configuring asset lists.
To learn more, check the related articles in the Help Center and watch the video below:
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