by TrueDataThe Terminal & Workspaces
The terminal is a single screen made up of panels. Each panel is one module — a chart, an option chain, a watchlist, and so on. You decide which panels are on screen and how they're arranged; that arrangement is your workspace.
Panels, tabs and groups
- A panel is a single module instance. You can have more than one of the same kind — e.g. two charts on different symbols.
- Panels live inside groups. A group shows one panel at a time and stacks the others as tabs along its header, exactly like browser tabs.
- Drag a panel's tab to split the screen — drop it against the left, right, top or bottom edge of a group to create a new group beside it, or drop it onto another group's header to stack it there as a tab.
/help-assets/getting-started/drag-to-split.mp4Resizing and focus
- Drag the divider between two groups to resize them. The split ratio is part of your workspace and is saved with it.
- Click anywhere in a panel to give it focus. The focused panel is the target for keyboard shortcuts (for example, chart shortcuts only apply to the chart you're working in).
Your workspace is saved
The terminal continually remembers your layout — which panels are open, where they are, and their individual settings. When you come back, you pick up where you left off.
Most modules also save their own state inside the workspace, not just their position. For example:
- A Chart remembers its symbol, timeframe, chart type, indicators and drawings.
- A Watchlist remembers its symbols, visible columns and column widths.
- An Option Chain remembers its underlying, expiry and strike range.
- A Heatmap remembers its symbols and view settings.
The Menu
Menu at the top right holds the theme, workspace and view controls.
| Item | What it does |
|---|---|
| Theme — Light / Dark | Switches the whole terminal's theme. |
| Workspace name | The workspace you are in. A dot beside it means there are unsaved changes. |
| Load workspace | Opens the Workspace Manager to switch to another saved workspace or start from a template. |
| Save workspace | Saves the current layout and panel settings to this workspace. It reads unsaved while there are changes to save. |
| New workspace | Creates a new, named workspace. |
| Autosave | When on, changes are saved for you periodically. When off, nothing is saved until you choose Save workspace. |
| Hide panel headers | Hides the tab strip on every group to give panels more room. |
| Home, Profile, Documentation, Sign out | Account links. |
The header also shows the workspace name and a Saved / Unsaved indicator beside the + Widgets button, so you can always see whether your layout has changes that have not been saved.
With Autosave off, reloading the page discards unsaved changes and returns to the last saved layout. The browser asks before you close or reload a tab that has unsaved changes; save first if you want to keep them.
If the same workspace is open in two tabs or on two devices, a save from one makes the other's copy out of date. The terminal then shows Workspace changed elsewhere with three choices: Keep mine overwrites the cloud copy with what you see, Save as copy keeps both as separate workspaces, and Load theirs discards the changes in this tab and opens the newer copy. Until you choose, autosave pauses and nothing is overwritten. If the workspace was deleted elsewhere instead, only Save as copy is offered, since there is no cloud copy left to overwrite or load.
If the terminal cannot reach the server when it opens, it says so and offers to retry or open a saved workspace, rather than showing the template chooser; your saved workspaces are never replaced by a template.
You can keep several named workspaces — for instance one for index options and another for equity swing trades — and switch between them. Use the workspace manager to save, rename, switch, and import/export layouts.
Some panel types have per-plan limits on how many you can open at once. If you hit a limit when adding a panel, the terminal tells you which plan unlocks more.
Ask FutPrint
The Ask button in the header, beside Widgets, opens a drawer where you ask how to do something in plain words ("where is the imbalance threshold") or say what to do on a chart ("add a 20 EMA", "go to 15 Oct"). How-to answers come from these guides and end with Read more links to the page they rest on.
- On the chart it adds, changes and removes indicators and drawings, zooms, pans and goes to a date, changes the timeframe, symbol, chart type, session and settings, runs replay, and creates, edits, pauses or deletes alerts. It highlights candles by volume or size ("the lowest-volume candle today") and, on Pro and Max, finds the largest cluster, POC, biggest delta bar, largest Big Trades print or stacked imbalances. These look only at loaded bars.
- Acts on, above the question box, names the chart it works on: the active chart, or one you pick.
- Each action shows as a card. Undo on the card reverses everything that answer changed. Removing all indicators or drawings, several removals at once and deleting an alert wait for your confirmation; locked drawings stay. A request runs in up to three rounds; ask again to go on.
- It knows the focused panel, so "where is that setting" is read against it.
- It gives no trading advice or market views, and says so when the guides do not cover a question rather than guessing.
- Every plan includes it. A chart command counts as a question: 40 quick answers a day, then one a minute, up to 300 a day, reset at midnight IST.
- The conversation is kept for the browser tab. Clear conversation starts afresh; Esc stops an answer or closes the drawer.
- With a chart open, a question carries its state and your alerts. Questions, answers and actions are stored with your account to improve these guides; do not type passwords or payment details.
Account, payment and data-feed questions go to support@truedata.in.