Add and organize panels

Find the panel picker, identify header controls, dock tools, and open the correct menu.

A panel is one tool inside a workspace: for example, Chart, Watchlist, Positions, or Market Map. Start by opening a tool, then choose its market and adjust its view. You can keep several tools together and save the arrangement in a workspace (see Workspaces and layouts).

Find the panel picker

The PANELS button is at the upper left of the workspace, directly below the main top bar and immediately before the workspace tabs. It has a small grid-and-plus icon. The screenshot shows both the button and the picker it opens.

PANELS button with the picker open over a Chart

Click PANELS.
Type the tool's name into Search panels…, or expand its category and scroll through the list.
Click the name to add the panel to the active workspace. Clicking a star instead changes its favorite status.
Select the star beside frequently used tools. They then appear in Favorites at the top of the picker.
Click outside the picker to dismiss it when you do not want to add anything.

Recognize the panel header

The top line belongs to the panel itself. Its title is on the left; controls are on the right. A market-based panel such as Chart also shows its selected instrument there. The toolbar below the header belongs to that tool: Chart's timeframe and drawing controls are different from table headings or a DOM ladder.

Chart header: title at left; symbol, settings gear, collapse triangle and three dots at right

Control	Purpose
Instrument selector	Search for another listing and choose its exchange and market type. See Select and link instruments.
Gear, when present	Open settings for this panel. This differs from the application gear in the main top bar.
Upward triangle	Collapse the panel to its header. Use its expansion control to show the contents again.
Three dots	Open the standard panel menu. Right-clicking the panel title opens the same menu.

Open settings, Help and other panel actions

Right-click the title strip, or click the three dots at its far right. This opens the panel menu shown below. Right-clicking a table column opens a different menu for that column; Work with data grids illustrates the difference.

Standard menu opened from the Chart title, with the Chart visible behind it

Menu item	How to use it
Rename	Give this instance a useful title, such as “BTC — entry”. The tool remains the same.
Show as dialog	Move this view into a floating dialog when you want to place it above the docked layout.
Add Panel	Open the available panel choices from within the workspace.
Link by symbol	Choose the same colored circle on panels that should change instrument together. See Select and link instruments.
Keyboard trading	Where offered, control whether that panel accepts its trading shortcuts. Review Keyboard controls before enabling it.
Create alert	Start an alert using the panel's market context, where offered. See Alerts.
Templates	Save or apply a reusable set of panel preferences. See Reuse panel settings.
Help	Read the tool's built-in usage guide.
Settings	Change the options belonging to this tool. The available controls differ by panel.
Close Panel	Remove this view from the workspace. This is different from the Close position or Cancel order buttons inside trading tables.

Arrange the workspace

Drag the panel's title strip to move it. During the drag, use the docking targets to place it beside another panel or into a tab group. Release on the intended target, then drag the divider between panels to change their relative size. A tab group shares one screen area; click its tab to bring a panel forward.

Use a wide area for charts and tables, and a narrow vertical area for an order ladder. Collapse a panel when you temporarily need the space; expand it to continue. Hidden panels retain their working state. Closing a panel removes that view, so save useful preferences with Reuse panel settings before rebuilding an arrangement.