Getting started
Workspaces
A workspace is your customizable trading command center on TakeProfit. With unmatched flexibility, you can design exactly the setup you need for your analysis and trading - whether simple or complex.
Setting Up Your First Workspace
Your TakeProfit journey begins with choosing how to build your workspace:
Option 1: Template Gallery
Browse our extensive collection of professionally designed layouts tailored for different trading approaches:
- Find Your Style: Use filters (Chart, Screener, Watchlist, etc.) to narrow down templates matching your trading preferences
- Instant Setup: Select a template to immediately populate your workspace with the appropriate widgets
- Ready to Trade: Each template comes pre-configured for specific trading scenarios.
Option 2: Build From Scratch
Start with a clean slate for maximum customization:
- Complete Freedom: Begin with just the Widget Hub
- Custom Design: Add only the exact tools you need
- Perfect Positioning: Arrange everything precisely to your specifications.
Key Workspace Features
- Unlimited Layouts: Create separate workspaces for different strategies, markets, or timeframes
- Flexible Arrangement: Resize, reposition, and reconfigure any widget
- Widget Synchronization: Link related widgets to work together
- Persistent Setups: Your workspaces save automatically.
Managing Workspaces
Renaming and Deleting Workspaces
- Click the active workspace name in the top right corner
- In the dropdown menu, locate the current workspace (listed first)
- Hover right to reveal:
- Pencil icon: Rename workspace
- Trash icon: Delete workspace
Warning: Workspace deletion is permanent. All settings, drawings, and configurations will be lost and no recovery option available after deletion.
Subscription Limitations for Workspaces
- Pro Plan: Unlimited workspaces
- Free Plan: Limited to 2 workspaces
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