# Set Up Your Workspace

One of our ambitious goals in the development of AgenaTrader is to provide you, the trader, with an ergonomic workspace.

Another top priority of ours is also to enable users to trade professionally with a variety of instruments using as little space as possible. In order to fulfill these objectives, AgenaTrader displays as much information as possible in as little space as necessary, making this information available with just a couple of mouse clicks.

Example of a workspace with only one monitor:

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUd-fBEZl4qbCKcZ%252Fworkspace1.png%3Falt%3Dmedia%26token%3Dc41b37ed-8919-404c-a0a8-c18ab6bb10a1&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=cd3c5d9a&#x26;sv=1" alt=""><figcaption></figcaption></figure>

We have abandoned the concept of floating windows, which can be easily lost and misplaced within the task bar.

Our solution to this is the docking tab technology. This technology offers various functionalities such as organization and grouping of lists, charts and tools within a tab and the ability to position these "information containers" flexibly within the workspace using drag & drop.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUczFT7THmZy5uSG%252FDocking.jpg%3Falt%3Dmedia%26token%3Dcb17c366-a21e-41fa-9257-89b314b03f00&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a4abb33b&#x26;sv=1" alt=""><figcaption></figcaption></figure>

## <img src="/files/kPHNoG61TYuQEZbLIP3L" alt="" data-size="line"> Workspace menu

You can manage as many workspaces as you wish in AgenaTrader. You can switch between any of the available workspaces just by clicking on them.

Simply start off with one of the ready-made workspaces in order to get a feeling for how to use the Docking tab technology.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MQC3l0dmZCpivZIGAO3%252F-MQC4HC37DRTbB-6R2qs%252FWorkspace.png%3Falt%3Dmedia%26token%3D708efd92-e1ed-4d53-8e98-b77572bca200&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=3f6156b0&#x26;sv=1" alt=""><figcaption></figcaption></figure>

For each new workspace, you may create or add to existing Category. This is made for more convenient navigation through the workspaces.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MQC3l0dmZCpivZIGAO3%252F-MQC4KomN4EJJvrE5PeC%252FCategory.png%3Falt%3Dmedia%26token%3Dea264423-b9fe-43bb-a35d-4c8faac03e2d&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a7830c5a&#x26;sv=1" alt=""><figcaption></figcaption></figure>

| Option          | Meaning                                                                                                                 |
| --------------- | ----------------------------------------------------------------------------------------------------------------------- |
| Save            | Saves the current workspace, or opens a popup for entering the name and location for a new workspace, if not yet saved. |
| Save as         | Allows you to create a copy of an existing workspace under a different name.                                            |
| New             | Opens a blank workspace.                                                                                                |
| Remove          | Deletes a workspace                                                                                                     |
| Import from URL | Allows to import a workspace with a provided link (Link provider could be some trading mentor or Agena team).           |

A notification will appear in the **protocol tab** once the workspace has been saved.

The workspace will be stored by default in the "Documents" folder in the user directory AgenaTrader/Workspaces.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MQC3l0dmZCpivZIGAO3%252F-MQC4PmsC2NtJA7a5iLg%252FWorkspace%2520%281%29.png%3Falt%3Dmedia%26token%3D2e0d0f48-13e9-45c4-be4b-66c7d5085901&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=dbce3a48&#x26;sv=1" alt=""><figcaption></figcaption></figure>

A notification will appear in the **protocol tab** once the workspace has been saved.

| Option          | Meaning                                                                                                                 |
| --------------- | ----------------------------------------------------------------------------------------------------------------------- |
| Save            | Saves the current workspace, or opens a popup for entering the name and location for a new workspace, if not yet saved. |
| Save as         | Allows you to create a copy of an existing workspace under a different name.                                            |
| New             | Opens a blank workspace.                                                                                                |
| Remove          | Deletes a workspace                                                                                                     |
| Import from URL | Allows to import a workspace with a provided link (Link provider could be some trading mentor or Agena team).           |

The workspace will be stored by default in the "Documents" folder in the user directory AgenaTrader/Workspaces.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MQC3l0dmZCpivZIGAO3%252F-MQC4TbVc8B5YTuQ0z1O%252FWorkspace%2520%282%29.png%3Falt%3Dmedia%26token%3Dd0fb438e-2375-4554-bf05-1a03d492a865&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=28ce9491&#x26;sv=1" alt=""><figcaption></figcaption></figure>

### Docking tabs <a href="#docking-tabs" id="docking-tabs"></a>

*The technology of docking tabs assumes:*

1. The possibility to place and/or group the tabs manually on the screen and categorize anchors logically. For example, you can bring together all positions/trading/executions lists in one control center.
2. Other tabs such as News/Protocol/Strategy Escort etc. can be assembled to form an info center if required.
3. Charts and chart containers can be placed within an appropriate charting space.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUcvINwblLAtp95M%252Fdocking%2520tabs.png%3Falt%3Dmedia%26token%3D50a91ea5-15a0-432e-ae3f-44b3031f6c6a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=45caee92&#x26;sv=1" alt=""><figcaption></figcaption></figure>

The AgenaTrader workspace design and grouping is highly flexible, and can be customized to adapt the layout to suit your needs:

* If you drag a tab (by clicking and holding the left mouse button), the docking buttons will become visible. Now you can release the tab over one of these buttons and it will be placed accordingly.
* Alternatively, you can distribute them manually as you wish across multiple monitors (6-8).
* Using the same drag and drop method you can also change the order of tabs within a group.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUcwvidyvygVq2BX%252Fdocking%2520tabs1.png%3Falt%3Dmedia%26token%3D0d0c1002-c033-4d8d-9212-20e207f7a571&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8976ec2f&#x26;sv=1" alt=""><figcaption></figcaption></figure>

#### Detaching a tab when using a multi-display system <a href="#detaching-a-tab-when-using-a-multi-display-system" id="detaching-a-tab-when-using-a-multi-display-system"></a>

1\. A right click on the tab will open the following contextualized menu:

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUcxN6z0bnwMhsfL%252Fdocking%2520tabs2.png%3Falt%3Dmedia%26token%3D8b797951-b0a2-4fa6-b785-aab5ef128457&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=23ffae86&#x26;sv=1" alt=""><figcaption></figcaption></figure>

2\. Select the **Detach** menu item to move the tab to a different display.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUctMqHbh-Folifc%252FDocking%2520%281%29.jpg%3Falt%3Dmedia%26token%3D036b9b6a-d3e0-4696-867a-c9f8672c157d&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=af34bf8d&#x26;sv=1" alt=""><figcaption></figcaption></figure>

3\. To reattach the tab, right click on it and select the **Attach** option from the context menu.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUcyeKwYBrgap-CG%252Fdocking%2520tabs4.png%3Falt%3Dmedia%26token%3D92ac43de-d346-4a2b-99b9-75ba5e788806&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=1d63b298&#x26;sv=1" alt=""><figcaption></figcaption></figure>

4\. To add a further tab to a detached tab, right mouse click on the tab to be attached and select the **Attach to** option.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPinJIpmc2clAcUejgw%252F-MPirUd0bobpVcXy1hbL%252Fdocking%2520tabs5.png%3Falt%3Dmedia%26token%3Daec330ca-76de-40bd-bdf4-bfb3c850ec98&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6f816955&#x26;sv=1" alt=""><figcaption></figcaption></figure>

5\. If you want to move a detached tab back to the main window (or to a different window) use the **Attach to** option in the context menu again. The selected window will display the background color as slightly transparent during this process to clarify the user's choice.

Select the **Rename** option to change the name of an existing tab and the **Close** option to close the tab.

**Potential issues may arise when working with multiple PCs and Dropbox.**

If you save your AgenaTrader data in Dropbox in order to use the same settings on different PCs, then you may face problems involving disappearing windows due to the difference in display settings of your monitors. To avoid this issue, save your AgenaTrader workspace without detached windows. You can detach them once more after loading the configurations.

### Data feed histories <a href="#workspace__data_feed_histories" id="workspace__data_feed_histories"></a>

#### Loading histories <a href="#loading_histories" id="loading_histories"></a>

AgenaTrader loads historical prices for active instruments from the data feed provider's server. Sometimes the system may need some time to proceed. If this is the case, you can check the progress of the data download at the bottom right of your screen. The progress bar indicates the current state and quantity of bars requested. Please note that as long as this bar remains yellow, you may see only empty charts.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisYywaBZU7DGg29Yb%252Fbars%2520history.png%3Falt%3Dmedia%26token%3D67616b54-9f91-4104-b8b6-3b51272ba116&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=e7f8dac5&#x26;sv=1" alt=""><figcaption></figcaption></figure>

*Historical data are necessary when using the following tools:*

* Chart
  * [Chart Container: Single Chart](https://docs.agenatrader.com/main/chart-area/chart-container/chart-container#single-chart)
  * [Chart Container: Single Chart Group](https://docs.agenatrader.com/main/chart-area/chart-container/chart-container#single-chart-group)
  * [Chart Container: List Chart Group](https://docs.agenatrader.com/main/chart-area/chart-container/chart-container#Chart_Container__List_Chart_Group)(LCG)
  * [Chart Container: Tab Chart Group](https://docs.agenatrader.com/main/chart-area/chart-container/chart-container#Chart_Container__Tab_Chart_Group)(TCG)
* [Indicators in the scanner](https://docs.agenatrader.com/main/chart-area/realtime-scanner) ("bars required" for loading)
* [Indicators in the chart](https://docs.agenatrader.com/main/chart-area/untitled/indicators) ("bars required" for evaluation)
* [Strategies in the Strategy Escort](https://docs.agenatrader.com/create-your-own-trading-strategy/strategy-escort) ("bars required" for loading)
* [Strategies in the chart](https://docs.agenatrader.com/create-your-own-trading-strategy/scripting#Scripting__Programming_of_strategies) ("bars required" for evaluation)

### History Overflow <a href="#history_overflow" id="history_overflow"></a>

This problem may in fact occur with most data feeds.

The Interactive Brokers data feed may cause significant problems. IB only permits 60 historical queries within 10 minutes. This means that if you have a List Chart Group with 20 instruments and 3 time frames per instrument, the amount of queries is already exhausted. If you then change the time frame of a chart after the limit has been reached, the chart remains empty since Interactive Brokers will no longer deliver historical data.

Barchart offers historical packages with 100, 200 and 500 requests – but a package of 100 queries is also quickly exhausted.

It should be noted that every data feed has its own limitations. Once you have exceeded the maximum number of history requests with IB you must wait 10 minutes to load new histories. Barchart, on the other hand, may require up to one hour to load new historical prices.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisYyyuxMyBwgQ7jOA%252Fhistories2.png%3Falt%3Dmedia%26token%3D41ef6330-11c5-4ec0-9275-1668cd324e81&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=91487af0&#x26;sv=1" alt=""><figcaption></figcaption></figure>

### Status Indicators <a href="#status-indicators" id="status-indicators"></a>

On the bottom of AgenaTrader main workspace, you can see the status indicators.

They are displaying System, Internet traffic (ping), Cpu usage, TradersYard connection and DataFeed (Broker) connection status.

Colors of indicators :

* **Green:** System and connection are good
* **Yellow:** There are some problems with system and connection (ping is higher than usual), loading of charts takes longer. Please check if there are any error messages in the log and try to fix issue.
* **Red:** Serious problems with system and connections (ping is very high). Please check if there are any error messages in the log and try to fix it

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisYz-0qFli3fYbwQt%252FStatus_Indicators.png%3Falt%3Dmedia%26token%3Db2b209e4-3ffd-43d5-8e54-8385066d7e3c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=184b671a&#x26;sv=1" alt=""><figcaption></figcaption></figure>

### Application toolbar <a href="#application-toolbar" id="application-toolbar"></a>

Aside from using the [**MAIN - MENU**](https://docs.agenatrader.com/main/main-menu), [**TOOLS - MENU**](https://docs.agenatrader.com/tools/tools), [**CREATE YOUR OWN TRADING STRATEGY**](https://docs.agenatrader.com/create-your-own-trading-strategy/semi-automated-trading) and **FLATTEN** menus, the basic and most important functionalities of AgenaTrader can be accessed with the space-friendly application toolbar

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisYz0Q5qG9G6Sk3YU%252FToolbar.png%3Falt%3Dmedia%26token%3D31dcc8b1-7992-44d2-b2bd-44d42403f07e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=df5c9cb0&#x26;sv=1" alt=""><figcaption></figcaption></figure>

On the Top left of the main window, the user may find search toolbar. It allows you to search information through the Online Help in a quick way. Just type the exact term, as used in the software and click the search <img src="/files/7BmctVTbVYJkddzsu5lC" alt="" data-size="line"> button

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisuqF37bmYfbYzqZm%252FSearch%2520area.jpg%3Falt%3Dmedia%26token%3D6d5791e5-0519-495d-8cb9-d05b673f10be&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9f335bd&#x26;sv=1" alt=""><figcaption></figcaption></figure>

The application toolbar can be shifted to all four edges of your display or unpinned from the edges completely and moved to wherever needed

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisYyzePV1XJrG1xdb%252FManu%2520Toolbar.png%3Falt%3Dmedia%26token%3D3115b061-4ede-4451-8995-6e00c41c8aef&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=e9596379&#x26;sv=1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Important tip regarding an unpinned menu bar**: when AgenaTrader is restarted the bar will appear in the place where your cursor is currently located.
{% endhint %}

Select the **Add/Remove Commands** menu item to choose which symbols are displayed in the application toolbar. If the menu bar is compressed due to a reduction in window size, you can display the obscured symbols by clicking the **Hidden Commands** button

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F2805764894-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPisC4L5s2CsJagKeQD%252F-MPisYz1P1bB04QEFAh8%252FApplication%2520toolbar2.PNG%3Falt%3Dmedia%26token%3D6b3354e0-abb2-41c3-826d-dd6850cc2afc&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=790e5b07&#x26;sv=1" alt=""><figcaption></figcaption></figure>

The **Customize** button is currently not activated.

## Flatten

By clicking on Flatten -> all all running positions and open orders will be closed.

<figure><img src="https://docs.agenatrader.com/~gitbook/image?url=https%3A%2F%2F1347375179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MKZSsJBtSP9L4sqIe_q%252F-MPdGVdakovIBe-xwvur%252F-MPdICijAg992f5eGBMK%252FFlatten.png%3Falt%3Dmedia%26token%3D94fedff3-f552-47a2-8b5f-8e908b44c523&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=3b4648fe&#x26;sv=1" alt=""><figcaption></figcaption></figure>

<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.agenatrader.com/main/set-up-your-workspace.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
