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How to save data, drawings, studies etc.
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How to save data, drawings, studies etc.

  #1 (permalink)
Trading Apprentice
Colorado Springs, Colorado USA
 
Futures Experience: Beginner
Platform: Think or Swim
Favorite Futures: ES
 
Posts: 9 since Sep 2012
Thanks: 4 given, 1 received

How to save data, drawings, studies etc.

For some reason I'm having a heckuva hard time figuring out TOS! After the last platform update, all my settings disappeared, my drawings were gone etc. I almost started crying as a few months of work vanished. I finally got it back with the backup and restore function but I lost some recent work. According to the TOS manual, chart settings/drawings etc. are saved server side while the "save workspace" feature is saved locally on your hard drive.

Is there a way to save EVERYTHING, including all custom chart settings, drawings, indicator sets etc. manually to your hard drive?

Thanks for any help, I really appreciate it.

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  #2 (permalink)
Elite Member
Portland, OR
 
Futures Experience: None
Platform: tos
Favorite Futures: NQ, SB, 6J, CL, GC
 
Massive l's Avatar
 
Posts: 1,458 since Mar 2011
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Yes. Click 'Setup' and then 'Save Workspace as'.

Then anytime things get reset, you can load your saved workspace
and everything will be back to exactly how it was when you saved the workspace.

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  #3 (permalink)
Trading Apprentice
Colorado Springs, Colorado USA
 
Futures Experience: Beginner
Platform: Think or Swim
Favorite Futures: ES
 
Posts: 9 since Sep 2012
Thanks: 4 given, 1 received


That will save all drawings on every security as well as saved settings for charts etc.? Where is that file stored on the hard drive? I'd like to put it on 2 thumb drives! I've learned now to back up the backup when it comes to trading...

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  #4 (permalink)
Elite Member
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Massive l's Avatar
 
Posts: 1,458 since Mar 2011
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Yes.

The file is in the programfiles86 folder under TDA / workspace.username

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  #5 (permalink)
Trading Apprentice
Colorado Springs, Colorado USA
 
Futures Experience: Beginner
Platform: Think or Swim
Favorite Futures: ES
 
Posts: 9 since Sep 2012
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When you save a drawing set, is it only for a particular symbol, or is it for all symbols?

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  #6 (permalink)
Elite Member
Portland, OR
 
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Massive l's Avatar
 
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I believe it's for that symbol. I don't draw all that much on my charts these days.

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  #7 (permalink)
Elite Member
New York City New York USA
 
Futures Experience: Intermediate
Platform: Think or Swim, Infinity Futures
Broker/Data: Thinkor Swim for Charts an Infinity Futures for Trading Dom
Favorite Futures: Oil
 
Posts: 51 since Jul 2012
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To All,
When you save to the "save workspace as" in the set up everything on your charts is saved to your hard drive in a TOS file as Massive said above. But and this is a big BUT nothing at that point is saved to the TOS server and actually if you have a problem and crash and have to reset your hard drive you will lose everything unless you have backed up the TOS data files to a separate off line drive. Which I recommend everyone do every so often. The data is actually saved within the TOS program not in a file on your drive separately and when your info is backed up the programs are not saved so if you crash you will lose that data. Take it from experience your work space will not be saved unless you save that file separately somewhere else. What you need to do is save every chart setup you have with a name to the Grid whether it is a single chart or multiple chart set ups. These are saved to TOS's server and are always there if something should happen. Also you should save everything the same way to the style as well. By doing this your charts and the info and set up of the charts will always be saved to the TOS servers and are available for you to get regardless of what piece of equipment you are using. Your current workstation or a laptop or Ipad or Iphone. The workspace is only saved on your current computer not on your laptop so you would need to rebuild your workspace but it is easy as your charts are on the TOS server and are just the way you set them up as long as you resave the chart every time you make a little change(or they will be setup just the way they were at the time you last saved them to the grid or style. I am sorry for being redundant in this message but take my word this will save everyone a lot of pain. Also the paper and live sides are totally separate so just because you saved everything on the paper side means just that they are only on the side you saved them to with those names on the grid and style. To get them on the other side you need to put them on your charts and save workspace as ..give it a name and close the platform and bring up the saved workspace name on the other side. Your charts will be there(also you must have any custom studies on both sides as well for the chart to be exactly the same or the chart comes up with everything you had on it except it will be missing your custom study if you have not moved the study to the other side as well)exactly as it was on the other side. The only problem is they are currently not saved to the grid or style and you have to do that all over again and name them all over again. This way they are the same on both sides of the platform live or paper. That ought to do it. Good Luck with this mission if you decide to accept it...Hguru

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  #8 (permalink)
Trading Apprentice
St. Louis
 
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Leon of Pizza's Avatar
 
Posts: 29 since Sep 2013
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I had the same problem. Its not at all intuitive, so don't feel bad. The solution for me was to develop a complex saving regimen:

I save a number of Grids, Styles and Drawing Sets. That covers all of the charting. When I start up, I pop the charts and reload the saved grids. This brings the drawings and styles that were last saved with that grid. Drawings are saved by grid cell and by symbol, so for example, you have a 2 cell grid with a daily chart at the left and a 20d chart at the right, you made a drawing set for each time frame in its cell so that drawing set is automatically saved in the cell in which it was drawn (if you save the grid). In addition, you can save the drawing set with a name, so that it can be loaded into any other chart/cell that you may have.

When I'm done or want to change a grid, I save it again, so all the style and drawings changes I've made are saved with it. I close all the extra windows before I log off. If you leave a window open and and it reopens when you log in, note that the system doesn't know which grid it was when it previously ran, so its best to reload the saved grids even if you leave the windows open. I'm constantly saving drawings all day long, periodically saving the grids and rarely saving the styles, because they don't change too often.

I save a single Workspace only to preserve the watchlist setups in the left side bar. I have 4 setups that I use for different purposes and I pop them out as needed and close them when I'm done. Saving a workspace will include any popped charts, but the system will not associate reopend grids with their proper grid name, so I just close them all to avoid any errors if I forget to reload grids after I start up. - good luck.

is there a spell checker?

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  #9 (permalink)
Trading Apprentice
Suffern ny
 
Futures Experience: Beginner
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Favorite Futures: Options
 
Posts: 1 since Mar 2014
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So how do you log off of thinkorswim on the computer

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  #10 (permalink)
Elite Member
Portland, OR
 
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Massive l's Avatar
 
Posts: 1,458 since Mar 2011
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Right click the x in the upper right hand corner, just like you would for any application (in windows)
A message will appear asking if you want to close tos. Click "Yes".

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