How do I customize columns on a page?

Instructions

Any time you open a Watchlist, your Portfolio, or another trading page, you're looking at a default "view" which comprises a specific list of columns. To customize columns, you can create Custom Views and modify default views. Then simply select a view to use a specific column layout.

To customize a page with specific columns

  1. Click the Settings icon The gear icon in the left navigation panel.

  2. From the Preferences page select Columns. Choose to edit an existing view, or create a Custom View.

  3. Create a Custom View from the Custom Views tab by scrolling down and selecting Add Custom View.

    The customize columns on a page panel

To reorder columns in a View

  1. Click the Settings icon The gear icon in the left navigation panel.

  2. From the Preferences page select Columns. Choose to edit an existing view.

  3. Click and drag a column up or down using the three horizontal lines to change the order in which columns are displayed.

  4. Close the box when done to save your changes to the selected view.

    The reorder columns in a view.

 

Additional Resources

Learn About the IBKR Desktop Column Customization at IBKR Campus

Visit the IBKR Desktop Website