Find Global Configuration in Mosaic and Classic TWS

Quick answer

In Mosaic, open File → Global Configuration. In Classic TWS, use Edit → Global Configuration. The left panel selects a settings category and the right panel shows its controls. Use this window to check defaults before changing them.

Educational software guidance. Trading involves risk. Read the financial and information disclaimers.

Step by step

1 Check whether you are using Mosaic or Classic TWS.
2 Open the matching File or Edit menu and select Global Configuration.
3 Expand the category you need, such as API, Display, or Presets.
4 Read the selected panel’s title so you know which settings you are viewing.
5 Use Cancel if you only inspected settings. Use Apply or OK only for changes you intended.

A practical example

A guide says to use Edit, but your screen has File. First check whether you are in Mosaic. These two layouts use different menu names for the same settings window. Once it opens, read the panel title before you change a box. You can use Cancel after looking around. This lets you learn where the controls are without changing how the app behaves.

Illustrative scenario, not a record of a trade placed during this review.

Screen reference

Start in Mosaic with File → Global Configuration. Then choose the panel named in the steps.

TWS Global Configuration navigation tree — Choose a category on the left. No settings were changed for this capture. Captured in TWS paper mode on 3 October 2026. Open the image for full size.

How to confirm the result The panel title should match the setting you came to check.

Mistake to avoid

A tool’s own gear icon may open settings for that tool. Check the window title before following a system-wide guide.

Common questions

Why does another guide say Edit rather than File?

The menu differs between Classic and Mosaic layouts.

Can I search the settings list?

The setup window has a text filter for narrowing the pages shown.

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Financial and information disclaimers

Financial disclaimer

These guides explain software. They are for education, not financial, investment, tax, or legal advice. No example is a suggestion to buy or sell a product or use a trading strategy. Trading can lose money, including all funds you put at risk. With margin, futures, short sales, or some options, losses can exceed your starting funds. Automation can fail, send duplicate orders, or act late. Stops do not guarantee a fill or a price. Review your orders and positions, and seek advice from a qualified professional for your own needs. Paper trades, examples, and past results do not predict live results or promise a profit.

Information disclaimer

This is general help based on the sources and check date shown on the page. Screens, settings, fees, data access, and product support can change or differ by app version, account, country, and broker. The content may contain errors or become out of date; accuracy, completeness, and continuous service are not guaranteed. Check current broker and app instructions before acting. Screenshots show where controls are; they do not prove that an order test passed. This guide does not replace broker terms or risk notices. References to IBKR and TradingView identify their products and do not imply their endorsement of this guide.