Import a set or a workspace from paper trading in ThinkOrSwim

[SethW446]

Import a set or a workspace from paper trading to live trading, or all the "stuff" I have created here?

How do I move indicators, strategies, and sets from paper trading to Live Trading, other than one at a time. I found one post on YouTube, which moved nothing but time frame, flex grid, and color of candles. I must have done that incorrectly! Is this where this question should go?

 

[Carl-not-Karl]

Import a set or a workspace from paper trading to live trading, or all the "stuff" I have created here?

How do I move indicators, strategies, and sets from paper trading to Live Trading, other than one at a time. I found one post on YouTube, which moved nothing but time frame, flex grid, and color of candles. I must have done that incorrectly! Is this where this question should go?

This procedure is for Importing Chart/Flexible grids:

1) Open a browser and ToS platform you want to copy from.

2) On the upper right of the Chart grid select the square(s) after the Chart name >
Share Grid... (the Share Grid dialog opens) >
click/verify the radio button before "Yes share everything on the chart" >
select the green Share button (a new dialog opens briefly >
click on the hyperlink (in your browser a new Tab appears).

3) Repeat step 2 for all Chart/Flexible grids you need copied over to Live Trading/Paper Trading.

4) Close ToS but keep your browser open.

5) Reopen ToS and switch to the Paper Trading/Live Trading.

6) On ToS main select Setup >
Open shared item... >
(Open shared item dialog opens) paste the hyperlink from your browser Tab into the Shared item URL: space >
Enter >
select the box before Open Shared items after I press Import >
select the green Import button (your Chart opens).

7) Rearrange Charts as needed.

8) Setup > Save Workspace as... (name your Workspace).

 

[SethW446]

Thanks Carl, that worked. Still things to organize, but now I know how. Have a great weekend!

 

[Carl-not-Karl]

Thanks Carl, that worked. Still things to organize, but now I know how. Have a great weekend!

Yw

P.S. The browser Tabs you create can be bookmarked/saved in your browser as a backup for future recall.
Rename the bookmarks the same as your Chart names for easy recordkeeping.