CREATE SETTINGS -Adding Missing Symbols for IB Automation

2 min read

Last Updated: September 3, 2026  |  Published: April 29, 2026

When automating TradingView signals using PickMyTrade with Interactive Brokers (IB), some symbols may not be available in the system. In such cases, you need to manually create the symbol using details from TWS.

This is especially common for stocks from other countries or less commonly traded exchanges, such as Canada, Japan, India, and other international markets, which may not be preconfigured in PickMyTrade.

The following steps show how to add these symbol settings in PickMyTrade so you can trade them seamlessly.


Prerequisites #

Make sure:

  • IB (TWS or Gateway) is running
  • IB is connected properly
  • PickMyTrade is connected to IB
Connection Status window showing TWS Connection and PickMyTrade Server both connected

Steps to Add a Missing Symbol #

1. Check if Symbol Exists #

  • Log in to PickMyTrade
  • Go to the Settings tab
  • Search for your symbol (For ex. URA and it’s not present)
PickMyTrade Settings tab symbol list showing search for URA with no matching result

👉 If found, use it directly
👉 If not found, proceed to create it


2. Open Create Settings #

PickMyTrade Create Settings tab with empty form fields for adding a new symbol
  • Go to the Create Settings tab in PickMyTrade

3. Fetch Details from TWS (Example: URA) #

  1. Open Trader Workstation (TWS)
  2. Search for the symbol URA
  3. Add it to your watchlist
  4. Right-click on URA
  5. Click:
    Financial Instrument Info → Description
TWS right-click menu on URA with Financial Instrument Info and Description highlighted

From the Financial Instrument Description section, note the following highlighted symbols details:

From the Description section, note the following:

  • Symbol
  • Security Type (Instrument Type)
  • Currency
  • Exchange
  • Primary Exchange (use if Exchange doesn’t work)
  • Minimum Tick Size
TWS Financial Instrument Description for Global X Uranium ETF URA with symbol, exchange, and tick size highlighted

4. Enter Details in PickMyTrade (Using URA Example) #

Now, take the details from the TWS Description window and directly fill them into PickMyTrade:

PickMyTrade Create Settings form filled in with URA symbol details ready to save
  • Symbol Name → URA
  • Local Symbol → URA
  • IB Symbol → URA
  • Instrument Type (Security Type) → Stocks (or as shown)
  • Currency → USD
  • Exchange →SMART (or can use Primary Exchange if Exchange doesn’t work)
  • Min Tick Size → 0.01 (as shown in TWS, e.g., 0.01)
  • Lot Size → 1 (or based on your trading preference)

Confirm Tick Size & Lot Size #

After entering Min Tick Size and Lot Size, a confirmation popup will appear.

Are you absolutely sure confirmation popup with Keep Changes button highlighted
  • This warning indicates that these values are predefined and can affect profit and stop-loss calculations
  • Click “Keep Changes” to proceed

Do NOT discard, otherwise your settings won’t be saved correctly

Then click:

  • Save Setting
Success notification confirming symbol settings were saved in PickMyTrade

5. Verify and Use #

PickMyTrade Settings tab confirming URA symbol now appears in the symbol list
  • Go back to the Settings tab
  • Search for URA to confirm it’s added
  • While generating TradingView alert code, select URA from the symbol list
Generate Alert page in PickMyTrade with URA selected in the TradingView Symbol field

Now your automation will work for this symbol.


Notes #

  • If orders fail, switch to Primary Exchange
  • Ensure all values match TWS exactly
  • Keep IB running during automation

Last updated: September 3, 2026

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