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:
- Log into your Interactive Brokers account online
- Go to the Trade tab
- Select Try the New Desktop App
- 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:
- Click Rename Layout
- Give it a descriptive name (example: “Swing Trading” or “Scalp Layout”)
- 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.