When you start the program for the first time the Getting Started wizard will open, which will help you to discover the basic functions of Option Workshop and configure the program.
Click the Next button to start wizard. To exit the Getting Started wizard, click the Skip this wizard button.
Select the transport you plan to use to receive market data and place orders.
Specify the connection settings of the selected transport in Option Workshop. A detailed description of the parameters and how to set them can be found at these links here:
- Integration with CQG
- Integration with IB Trader Workstation (TWS)
- Integration with IB Gateway
- Integration with IQFeed
- If you have a CQG Continuum account, click I have a CQG login and fill out the configuration parameters
- If you do not have a CQG Continuum account, you can request demo access
Select the tables and charts you want to open in Option Workshop. After completing the wizard the selected forms will be opened:
Select the strategies that you want to model in Option Workshop. After completing the wizard a virtual account will be created. The selected types of strategies will be created within this account.
On the last page you can select the option to start using Option Workshop, open the documentation website or watch video tutorials.