Save a base layout
Set your preferred colors, text size, panel arrangement, and timezone. Save the layout with a clear name. Keep a separate copy for experiments so you can return to your usual workspace easily.
Keep watchlists manageable
Group symbols by a practical purpose, such as current research or longer-term reference. Use clear list names and remove duplicate entries. Archive a list when you no longer use it instead of leaving every old project open.
Give alerts useful names
Include the symbol and the condition in each alert name. Check the delivery channel and expiry setting, and use a test notification if the platform provides one. Review active alerts periodically and remove ones that no longer serve a purpose.
Check the workspace on each device
Reopen the saved layout on the computer, tablet, or phone you use. Check that labels remain readable and key controls are accessible. Keep fewer panels on a smaller screen and confirm that your changes save as intended.