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Multicharts + InteractiveBrokers: Allocation profiles


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Multicharts + InteractiveBrokers: Allocation profiles

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  #1 (permalink)
nivi
Madrid, Spain
 
 
Posts: 30 since Feb 2017
Thanks: 4 given, 6 received

I am currently testing profiles to assign different weights in a F&F account interactivebrokers.

When I use the default configuration (Automatic Allocation) all is ok. If I place 4 positions in 2 accounts, then they balance to 50%. And is possible to operate individually in each of the accounts.

But then I use a configured profile, and the weighting is done correctly.

The problem appears because then it is not possible to operate individually in each account.

Can anybody help me please?

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  #2 (permalink)
nivi
Madrid, Spain
 
 
Posts: 30 since Feb 2017
Thanks: 4 given, 6 received

After several tests I have managed to solve it.

Go to Multicharts, File, Broker Profiles, Manage Broker Profile, select Interactive Brokers, Edit, Financial Advisor Settings, select Automatic Allocation.

This is how you choose how to send manual operations.

Now, on the other hand:

Multicharts, select a chart with automatic system, then clic window, format, strategy properties, auto trading, select broker plug-in, interactiveBrokers, settings, financial advisor setrtings, manual allocation, profile, and write the name of the desired profile, for example PROFILE1.

This is how we want this particular automatic system to behave.

Remember that it is possible to create different profiles and assign them individually for each automatic system

Now missing to configure the profile in interactive brokers.

Open TWS, file, global configuration, advisor, allocation profiles, and we can create and edit profiles.
With TWS we can create, edit and make use of these profiles. This data is stored in the central server of IB.

https://www.interactivebrokers.com/en/software/tws/twsguide.htm

TWS API v9.72+: Financial Advisors

So, if we use gateway now, we can use these profiles with multicharts.

There is only one small problem, with gateway it is not possible to create or edit management profiles.

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The following 4 users say Thank You to nivi for this post:
 
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  #3 (permalink)
 gero 
milano
 
Experience: Intermediate
Platform: tradestation
 
Posts: 4 since May 2010
Thanks: 9 given, 1 received


Many thanks, you have explained it better than the MC manual!



nivi View Post
After several tests I have managed to solve it.

Go to Multicharts, File, Broker Profiles, Manage Broker Profile, select Interactive Brokers, Edit, Financial Advisor Settings, select Automatic Allocation.

This is how you choose how to send manual operations.

Now, on the other hand:

Multicharts, select a chart with automatic system, then clic window, format, strategy properties, auto trading, select broker plug-in, interactiveBrokers, settings, financial advisor setrtings, manual allocation, profile, and write the name of the desired profile, for example PROFILE1.

This is how we want this particular automatic system to behave.

Remember that it is possible to create different profiles and assign them individually for each automatic system

Now missing to configure the profile in interactive brokers.

Open TWS, file, global configuration, advisor, allocation profiles, and we can create and edit profiles.
With TWS we can create, edit and make use of these profiles. This data is stored in the central server of IB.

https://www.interactivebrokers.com/en/software/tws/twsguide.htm

TWS API v9.72+: Financial Advisors

So, if we use gateway now, we can use these profiles with multicharts.

There is only one small problem, with gateway it is not possible to create or edit management profiles.


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  #4 (permalink)
Horsecap
Dubai + UAE
 
 
Posts: 1 since Feb 2020
Thanks: 0 given, 0 received

Hello Nivi,

I would like to speak to you in private about F&F IB account. My e m a i l is antonio . rivas @ live . co . uk

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