Set stock order defaults in TWS Presets

Quick answer

TWS stock presets define defaults such as time in force, size, and primary order type. They are starting values, not proof of the final order. Inspect the actual ticket, especially when an external app supplies its own fields.

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

Step by step

1 Open Global Configuration → Presets → Stocks.
2 Review Timing and Size, including size units and outside-hours behavior.
3 Review Primary Order values and any attached-order sections before making a change.
4 Apply only the defaults you intend for this asset class.
5 Open a new paper stock ticket and check its complete values without sending it.

A practical example

You set a default of 100 shares for a new stock ticket. A later order from an app asks for five shares. Do not assume the preset must force that app order to 100. The app may send its own value. Read the final ticket or broker record. Defaults save typing, but the final size, type, and price are the values that govern the order.

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 stock presets showing timing, quantity and primary order defaults — Review Timing, Size and Primary Order separately. These controls set defaults, not final proof of a broker order. Captured in TWS paper mode on 3 October 2026. Open the image for full size.

How to confirm the result The new ticket should contain the intended defaults for the correct product.

Mistake to avoid

A ticker-specific preset or an explicitly supplied API field can produce a different result from the general stock preset.

Common questions

Will changing a preset rewrite working orders?

Inspect existing orders separately; do not assume a new default edits them.

Does it control every PickMyTrade field?

The app may send explicit values. Verify the final request or order.

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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.