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Build and manage workspaces

This guide shows you how to use Local MCP to set up a multi-chart workspace tailored to a specific trading session or strategy, then save it for reuse.

1. Maximise the charting area

Hide panels so you have as much room as possible for charts.

Hide panels to maximise my chart view.

2. Open charts for your symbols

Populate the workspace with the symbols and periods you want to monitor.

Open a chart for EURUSD on H1.
Open a chart for GBPUSD on H1.
Open a chart for USDJPY on H1.
Open a chart for XAUUSD on H1.

Each chart opens as a new tab.

3. Apply templates and indicators

Give every chart a consistent look by applying a template, then add any additional indicators.

Apply the template 'Clean setup' to all open charts.
Add a 50-period and 200-period SMA to every open chart.

Note

Templates and indicators apply to the active chart. The agent iterates through your open charts to set up each one.

4. Set up Market Watch

Configure Market Watch to match the symbols you are monitoring.

Switch Market Watch to the watchlists view.

Or manage symbols individually:

Add EURUSD, GBPUSD, USDJPY and XAUUSD to my 
'Session Watch' watchlist.

5. Open Active Symbol Panel

Activate ASP so you can quickly view depth of market or symbol details as you switch between charts.

Open Active Symbol Panel.
Switch Active Symbol Panel to the depth of market tab.

6. Save the workspace

Once everything is arranged, save the workspace so you can load it again later.

Save the current workspace as 'London Session'.

The next time you want this exact setup, load it in one step:

Load the workspace called 'London Session'.

7. Manage your workspaces

Over time you may accumulate workspaces you no longer need.

Show me all available workspaces.
Delete the workspace called 'Old Setup'.

Note

Deleting a workspace is irreversible. Make sure you no longer need it before confirming.

Warning

The MCP server is a tool for AI-assisted trading and does not provide financial, investment, legal or tax advice. AI-generated actions may trigger real trades and result in losses. Users are solely responsible for verifying outputs, supervising strategies, securing credentials and using the MCP server at their own risk.