How To Create a Custom Layout on Interactive Brokers Desktop App (Step-by-Step)

If you’re using the new Interactive Brokers Desktop App, one of the best things you can do is build a layout that actually fits your trading style.

The default layout works — but customizing it makes a huge difference in speed, clarity, and execution.

In this guide, I’ll walk you step-by-step through how to create your own custom layout inside the new IBKR Desktop platform.


Step 1: Download the New IBKR Desktop App

If you haven’t installed it yet:

  1. Log into your Interactive Brokers account online
  2. Go to the Trade tab
  3. Select Try the New Desktop App
  4. Download the correct version for your machine

Once installed, you’ll see the default trading layout.


Step 2: Create a New Layout

On the left-hand side, scroll to the Layouts section.

You’ll see:

  • Basic Trading
  • Options Trading
  • Advanced Trading

Instead of using one of these presets, click the plus (+) icon to create a brand-new layout from scratch.

This gives you a blank canvas.


Step 3: Add Widgets Using the Toolbox

On the right-hand side, click the toolbox icon. This is where all your widgets live.

You can add tools for:

  • Watchlists
  • Charts
  • Portfolio
  • News
  • Heat Map
  • Quote Details
  • Quick Trade Entry
  • Rapid Order Entry

You simply click a widget and drag it where you want it.


Example Layout Structure (Simple & Clean)

Here’s a practical setup if you’re swing trading:

Left Column

  • Watchlist
  • News
  • Heat Map

Center

  • Large primary chart (this should be the focus)

Right or Bottom Section

  • Portfolio view
  • Quote details
  • Quick trade entry
  • Rapid order entry

Resize widgets by dragging their borders until everything fits comfortably.


Step 4: Customize Quick Trade Entry

One of the most powerful features is Quick Trade Entry.

You can configure:

  • Default share size
  • Default order type
  • Buy/Sell market shortcuts

If you frequently trade the same position size, setting this up properly makes execution much faster.


Step 5: Rename and Save Your Layout

This is important.

In the top right:

  1. Click Rename Layout
  2. Give it a descriptive name (example: “Swing Trading” or “Scalp Layout”)
  3. Save it

Now every time you log in, your custom layout will load automatically.


Want to see a visual?

Here’s a quick visual walkthrough showing you the process:


Why Custom Layouts Matter

A clean layout:

  • Reduces decision fatigue
  • Speeds up execution
  • Keeps important information visible
  • Eliminates clutter

You can also create multiple layouts depending on whether you’re swing trading, day trading, or trading options.


Final Thoughts

The new Interactive Brokers Desktop App is far simpler than the old TWS platform, and building a layout only takes a few minutes.

Start with a blank layout.
Add only what you need.
Keep it clean.

Over time, tweak it to match your workflow.

If you’re serious about improving execution and staying organized, this is one of the simplest upgrades you can make.

How To Transition From Day Trading To Swing Trading (Step-by-Step)

If you’ve been searching for day trading vs swing trading, there’s a good chance something isn’t working.

Maybe day trading feels exhausting.
Maybe you’re profitable some weeks… and completely drained others.
Maybe you’re stuck in a cycle of overtrading and frustration.

I’ve been there.

In this post, I’ll break down:

  • Why most traders start with day trading
  • The psychological shift required to hold trades overnight
  • The biggest mistake traders make when transitioning
  • Why swing trading became more sustainable for me
  • How to transition from day trading to swing trading the right way

If you prefer video, I break it down step-by-step here:

👉 Watch: How To Transition From Day Trading To Swing Trading (Step-by-Step)


Why Most Traders Start With Day Trading

When comparing day trading vs swing trading, most beginners naturally gravitate toward day trading.

It feels:

  • Faster
  • More active
  • More “in control”
  • Safer (because you’re flat overnight)

You close positions before the bell. No gap risk. No overnight headlines.

But here’s what most traders don’t realize:

The challenge with day trading isn’t usually strategy — it’s psychology.

Research consistently shows that the majority of active day traders struggle long term. The reasons tend to be behavioral:

  • Overtrading
  • Emotional decision-making
  • Excessive leverage
  • Revenge trading

When you’re making 10–30 decisions per day, your nervous system is constantly under pressure.

That adds up.

And eventually, it leads to burnout.


The Real Difference Between Day Trading and Swing Trading

The surface difference is simple:

  • Day trading: Positions opened and closed within the same day
  • Swing trading: Positions held for multiple days or weeks

But the deeper difference is psychological.

Day trading gives you the illusion of control. You can react instantly. You can exit quickly. You feel involved every tick.

Swing trading forces acceptance.

You cannot control overnight movement.
You cannot manage every fluctuation.
You can only control risk.

For me, that realization changed everything.


The Hardest Part of Transitioning to Swing Trading

If you’re wondering how to transition from day trading to swing trading, here’s the honest answer:

Holding overnight is the biggest hurdle.

When I first started swinging positions, I:

  • Checked futures at 2am
  • Refreshed premarket quotes
  • Looked for headlines constantly
  • Woke up anxious

This is completely normal.

What’s happening isn’t necessarily increased risk — it’s loss of perceived control.

Once I reframed it as:

“I don’t control price. I control position size and risk.”

The anxiety dropped dramatically.


Why Swing Trading Became More Sustainable for Me

This isn’t a “swing trading is better” argument.

It’s about sustainability.

Here’s what improved.

1. Fewer Decisions

Instead of taking 10–20 trades per day, I might take:

  • 2–5 trades per week
  • Sometimes even fewer

Fewer decisions reduced:

  • Impulse entries
  • Emotional spirals
  • Overtrading

Less activity forced selectivity.


2. Less Revenge Trading

Day trading gives you unlimited chances to “make it back.”

Swing trading doesn’t.

If you take a loss, you wait for the next valid setup.

That pause is powerful.


3. More Intentional Position Sizing

When holding trades overnight, you naturally:

  • Reduce leverage
  • Respect gap risk
  • Define stops clearly

For example, if a stock historically gaps 5–8% overnight, you size accordingly so that even a worst-case scenario won’t destroy your account.

This alone fixes many risk management problems.


4. More Time for Analysis

Swing trading decisions often happen:

  • After hours
  • Without flashing P&L
  • Without urgency

That changes the quality of decision-making dramatically.


The Role of Trading Psychology

The biggest difference in day trading vs swing trading isn’t technical — it’s mental.

Day trading rewards speed.
Swing trading rewards patience.

If you struggle with:

  • Overtrading
  • Needing action
  • Feeling “bored” in markets

The issue may not be your strategy.

It may be your style.

And sometimes the solution isn’t finding a better indicator — it’s choosing a timeframe that fits your personality.


How to Transition From Day Trading to Swing Trading (Step-by-Step)

If you’re serious about making the shift, here’s what I recommend:

1. Start Hybrid

  • Reduce your daily trades
  • Hold one position overnight
  • Get used to the feeling

Don’t go from 20 trades a day to zero overnight.

Gradual exposure works better psychologically.


2. Reduce Position Size

If holding overnight makes you anxious, size is likely too large.

Smaller size = clearer thinking.


3. Define Invalidation Clearly

Know exactly where your trade is wrong before you enter.

If your stop hits overnight, it’s data — not failure.


4. Track Everything

When you take fewer trades, each one matters more.

Track:

  • Entry reason
  • Exit reason
  • Rule adherence
  • Emotional state

Data removes self-deception.

I personally love TradeZella for this. They make it incredibly easy to see exactly what’s working and what isn’t.


You can always use code “TC10” to save money with TradeZella.

5. Accept Boredom

This is critical.

Swing trading often feels boring.

But boredom usually means:

  • You’re not overtrading
  • You’re waiting for valid setups
  • You’re letting probability work

Boredom is a feature — not a bug.


Is Swing Trading Better Than Day Trading?

Not necessarily.

Some traders thrive in high-speed environments. Others perform better with slower, more deliberate decisions.

The real question isn’t:

“Which style makes more money?”

It’s:

“Which style allows me to execute consistently without burning out?”

For me, swing trading didn’t magically increase profits overnight.

It made trading sustainable.

Less stress.
Less noise.
More clarity.

And over time, sustainability compounds.


Final Thoughts on Day Trading vs Swing Trading

If you’re feeling:

  • Burned out
  • Overwhelmed
  • Stuck in revenge trading cycles
  • Constantly glued to screens

The problem may not be you.

It may be the timeframe you’re forcing yourself to trade.

Sometimes zooming out is the edge.


🎥 Watch the Full Breakdown

If you want the full story — including the emotional mistakes I made and what actually changed internally — watch the complete video here:

👉 How To Transition From Day Trading To Swing Trading (Step-by-Step)

How to Place Trades on TradingView With Almost Any Broker (Step-by-Step)

TradingView is widely known for having some of the best charting and backtesting tools available. What many traders don’t realize—especially beginners—is that you can place trades directly on TradingView using supported brokers, instead of switching back and forth between charting and a broker’s native platform.

In this guide, I’ll walk you through exactly how to connect a broker and place trades on TradingView, step by step, in a simple and practical way.


Can You Place Trades Directly on TradingView?

Yes—TradingView allows you to execute trades directly from your charts by connecting a supported broker through the Trading Panel.

Once connected, you’re trading real money from your brokerage account while using TradingView’s charts, tools, and layouts. This is especially useful if:

  • You prefer TradingView’s charts over your broker’s platform
  • You already pay for real-time data on TradingView
  • You want faster, more visual order placement

Brokers That Work With TradingView

TradingView integrates with a wide range of brokers across different asset classes, including stocks, futures, forex, and crypto.

You’ll find the full list inside TradingView itself, and it’s updated regularly. Not every broker supports every asset type, so it’s always worth checking TradingView’s current integration list before committing to a setup.


Step-by-Step: How to Connect a Broker to TradingView

Connecting a broker is straightforward and usually takes only a minute or two.

Step 1: Open the Trading Panel

In the top right of your TradingView chart, click “Trade” (This was recently moved from the button panel)
This opens a list of supported brokers.

Step 2: Select Your Broker

Choose your broker from the list. The panel includes many options, and the list continues beyond what’s visible at first glance.

Step 3: Log In

You’ll be prompted to log into your brokerage account.
Some brokers require two-factor authentication, which may add an extra step.

Step 4: Confirm the Connection

Once connected, you’ll see your account number(s) on the bottom panel. Here you can toggle between accounts and choose the one you want to use (if you have multiple accounts with that broker).

At this point, you’re ready to place trades directly from TradingView. Just hit the “Trade” button in the top right again to open up the trade panel. You should be an “Order” option as well as a “DOM” option to trade with. 

DOM (Depth of Market) allows you to place limit orders directly on a price ladder, but if you’re new, the regular order panel is usually easier to start with.


Order Types Available on TradingView

TradingView supports the most common order types you’ll need:

  • Market Orders – Buy or sell immediately at the current price
  • Limit Orders – Buy or sell at a specific price
  • Stop Orders – Trigger a market order at a defined price
  • Stop-Limit Orders – Trigger a limit order after a price is reached

The order types behave the same way they do on other trading platforms—the execution logic doesn’t change just because you’re using TradingView.


Setting Stop Loss and Take Profit Levels

One of TradingView’s strengths is how visual trade management can be.

Before placing a trade, you can:

  • Add a stop loss
  • Add a take profit
  • See potential profit and loss directly on the chart

You can also:

  • Drag orders directly on the chart
  • Modify order types without reopening the order panel
  • Remove stops or targets with a single click

This makes it much easier to understand risk before committing to a trade.


Market Orders vs Limit Orders (Important for Beginners)

  • Market orders execute immediately at the best available price, which can result in small price differences due to the bid-ask spread.
  • Limit orders allow you to control the exact price, but they may not fill if the market doesn’t reach that level.

For beginners, limit orders often provide more control and clarity.


Routing, Time in Force, and Extended Hours

Most traders can leave routing set to smart routing, which helps find the best available fill.

You can also adjust:

  • Time in force (Day, Good-Til-Canceled, etc.)
  • Whether orders can fill during pre-market or after-hours, depending on your broker’s permissions

These settings are optional, but it’s good to understand what they do before trading live.


Modifying or Canceling Orders

Once an order is placed:

  • You can modify stops and targets by dragging the orders on the chart or by clicking Modify Order (pencil icon under Orders > All)
  • TradingView shows projected profit and loss before confirming changes
  • You can cancel all active orders with a single click

If enabled in your settings, TradingView can also display arrows or markers showing where orders were filled.


Limitations to Be Aware Of

There are a few important limitations to understand:

  • Options trading is not currently supported through TradingView broker integrations
  • Some brokers may restrict certain assets or order types
  • Execution speed depends on the broker, not TradingView itself

TradingView is the interface—but your broker still handles the actual execution.


Tracking and Improving Your Trades

Placing trades is only part of the process. Long-term improvement comes from:

  • Tracking trades with something like Tradezella or personal software (BTW you can always use code “TC10” on TradeZella to save 10% at checkout).
  • Reviewing performance
  • Understanding risk vs reward over time

Using a trade journal alongside TradingView helps you identify what’s working and what isn’t, especially as your strategy evolves.


Watch the Full Video Walkthrough

If you prefer to see this process live—connecting a broker, placing trades, and adjusting orders visually—you can watch the full walkthrough on my YouTube channel, where I go step by step through the interface in real time.


Final Thoughts

Trading directly on TradingView can simplify your workflow significantly. Once your broker is connected and your order settings are understood, trade execution becomes faster, clearer, and more visual.

The key is to:

  • Know your risk before entering
  • Use stops and targets consistently
  • Keep the process simple while you’re learning

With a little practice, TradingView can become a powerful all-in-one environment for charting and execution.