The home window is what Exocharts Desktop shows on first launch and every time you open a new tab. It is the starting point for everything else: from here you pick an instrument, open charts, manage your connections and move between workspaces.
Top Bar
1 — Main menu. File, Settings, Data, Help and Workspaces. Each is covered in Main Menu below.
2 — Version. The version of Exocharts Desktop you are running. Check this first when reporting a problem or comparing against the release notes.
3 — Connection status. Every active data connection, with a status dot beside it. Green means the connection is live. If charts stop updating, this is the first place to look.
4 — Connection Manager. Opens the API Connection Manager, where exchange and data accounts are added and checked. The same window is available from Settings.
5 — Themes. Opens the themes panel, where you switch between colour themes or adjust the current one.
6 — Key reference card. Shows every keyboard shortcut currently assigned in the application, in one view.
7 — Hide tabs. Hides the tab bar to give the chart more vertical space. Click again to bring it back.
8 — Left toolbar. Shows or hides the toolbar on the left side of the chart.
9 — Top and bottom toolbars. Shows or hides the toolbars above and below the chart. Together with 7 and 8, this is how you strip the window down to the chart alone.
Tabs and Instruments
10 — Tabs. Each tab holds one chart or window. The + button opens a new tab, which starts on this home view. There is no limit on how many tabs you open.
11 — Instrument. Opens the symbol selector. Pick an exchange and an instrument, and the tab loads it.
12 — Empty tab. A new tab waits here until an instrument is chosen. Back returns the tab to the previous step.
Groups and Trading Panels
13 — Groups. Tabs are organised into groups along the bottom of the window. Use + to add a group and the menu beside it to rename, reorder or remove one. Groups keep separate setups apart — one group per instrument, per session or per strategy — without opening more windows.
14 — Positions and Orders. Your open positions and working orders on connected trading accounts. These panels stay available whichever tab you are on. See Account Setup to connect an account for trading.
Main Menu
File
Re-center all windows brings every Exocharts window back onto the primary monitor. Use it when a window has ended up off screen, typically after disconnecting a monitor or changing display layout. The shortcut is Ctrl+P.
Log out signs you out of your Exocharts account on this device. Quit closes the application.
Settings
Enable Chart Caching stores loaded chart data on disk, so charts you have opened before reopen faster instead of downloading their history again. It is on by default and there is rarely a reason to turn it off.
Delete All Chart Caches clears that stored data. If a chart shows gaps, stale history or data that does not match the exchange, clearing the cache and reloading is the first thing to try.
Connection Manager is where exchange and data accounts are added — Bybit for trading, dxFeed and Rithmic for legacy markets. See Account Setup and How to connect dxFeed data.
Session Manager defines the trading sessions used by session-based tools such as TPO, session profiles and session CVD. Built-in sessions cannot be edited, but you can add your own.
Chart Keymap and DOM Keymap set the keyboard shortcuts for the chart and the DOM separately, so the same key can do different things in each.
Key Reference Card shows every shortcut currently assigned, in one view.
Data
Open Log Console, System Info opens the live log alongside your system details. Open log file location opens the folder where the log files are saved. If support asks for your logs, this is where to find them.
Open Screenshots Folder opens the folder where chart screenshots are saved.
Open Data Folder, Open dxFeed Folder and Open Rithmic Folder open the folders where Exocharts keeps its local data, including the downloaded instrument lists for each legacy data connection.
Pre-Load All Background Charts loads every chart in tabs you are not currently looking at, so switching to them is instant rather than waiting for data. Useful before a session starts.
Reload All Active Charts reloads every open chart at once. Use it after a connection drop, or after clearing the cache.
Help
Help & Manual opens this help centre. My Account opens your dashboard, where your subscription, token and downloads are — see Your account and dashboard. get.dxfeed.com opens the dxFeed order page for legacy market data.
Download latest version opens the download page. Exo-Discord opens the Exocharts community on Discord. About shows version and licence information.
Workspaces
A workspace saves your whole layout — every tab, group and window, with their positions and settings — so it can be reopened exactly as you left it.
Import File loads a workspace from a file. Export Current saves the workspace you are in to a file, which is how you move a setup to another machine or share it. New Workspace starts an empty one.
The list shows every saved workspace, with a tick next to the one currently open. Each row has four actions: load, rename, duplicate and delete.
Deleting a workspace cannot be undone. Export it first if there is any chance you will want it back.