Creating a Custom Layout in CQG Futures Trading and Tradier Web
Custom layouts allow you to arrange widgets, link tools, and organize your workspace in a way that suits your trading process. This guide explains how to create, link, and manage custom pages within the platform.
Important: Futures and options on futures involve substantial risk and are not suitable for all investors. You should fully understand the risks involved before trading.
Before You Begin
Consider your trading experience, objectives, and financial resources before placing trades. Review the risks and contract details for the products you intend to trade.
Steps to Create a Custom Layout
1. Open the Side Menu
Click the three lines in the upper-left corner of the platform to open the menu.
Your default home screen will appear at the top.
2. Add a Custom Page
Click More → Add Custom Page.
A new page will be created with an auto-generated short name.
Assign a color by clicking the box next to the name.
Color coding can help with visual organization when working with multiple pages.
3. Add Widgets
A new page starts with a blank widget.
Click on a widget (e.g., Charts, Quotes) to add it in full-screen view.
Use the buttons below the page to add more widgets.
To rearrange widgets, click and hold a widget’s tab and drag it to the desired location.
4. Link Widgets
Click the small circles next to a widget to assign a color link.
Widgets with the same color are linked. For example, selecting a symbol in a linked Quote Spreadsheet will update a linked chart or order ticket automatically.
You may assign different colors to different workflows for easier identification.
5. Build and Adjust Your Layout
Add as many widgets and pages as needed.
Rearrange by dragging tabs or resizing panels.
Switch between tabs to compare different configurations.
6. Manage Custom Pages
Click the three dots on any custom page to:
Rename the page
Duplicate the page
Open in a new window
Share the page link
Delete a page you no longer need
Quick Reference Layout Ideas
Layout Name | Purpose / Use Case | Suggested Widgets & Links |
|---|---|---|
Day Trading View | For active intraday order placement and monitoring | Quote Spreadsheet (linked), Chart (linked), Hybrid Order Ticket (linked), News |
Spread Monitoring View | Track multi-leg options or futures spreads | Two Quote Spreadsheets (separate lists), Two Charts (different timeframes, linked), Account Summary |
Research View | Analyze market context before trading | Quote Spreadsheet, News widget, Chart with multiple studies, Chart with higher timeframe |
Multi-Asset View | Monitor multiple instruments at once | Four Charts (each with distinct link color), Compact Quote Spreadsheet, Mini Account Summary |
Multi-Screen Setup | Expanded workspace for complex workflows | Screen 1: Quote Spreadsheet, Main Chart + Order Ticket; Screen 2: Secondary Chart (longer timeframe), News widget, Account Summary |
Tradier Brokerage, Inc. – Member FINRA/SIPC
This information is for educational purposes only and should not be considered investment advice. Trading involves risk, including the possible loss of principal.