Hi all, Short question: Can I upgrade IB TWS without losing my settings, e.g. investment groups/profiles etc., or will they be lost? Thanks in advance.
Usually it works flawlessly. But to be on the safe side just make a backup of the directory using zip etc.
Do a new install, you can have multiple versions of TWS. Make sure you save your settings locally just in case version incompatibilities mess them up in the upgrade and you decide you want to revert. It's a good idea to back up your settings regularly anyway if you have a lot of stuff in them (watchlists, etc).
i used to save my current settings, as a file.xxx of some sort it's a TWS file option, up top, i believe put a copy in another folder, if you like marc
It's XML. In the working directory for that TWS instance, there will XML ones for each day of the week corresponding to the most recent days that you ran it.