Interactive Brokers Configuration

Trader Workstation Configuration

  1. Open Trader Workstation and go to File > Global Configuration.
  2. Click on API in the left menu that appears and then choose Settings in the right section of the window.
  3. Check Enable ActiveX and Socket Clients and set the Socket Port field to 7497.
  4. Press OK to close the window. Follow the instructions in the next section below to configure Investor/RT.

Investor/RT Configuration

  1. Open Investor/RT : Use the Investor/RT Setup wizard (or go to Data > Configure Data Source and Broker if you already have used Investor/RT with another data source)
  2. Select Broker Source and "Interactive Brokers API". Press Next and the Setup Wizard will guide you through the process of adding a list of symbols for Interactive Brokers and activating your license (if needed).
  3. Go to Data > Setup Interactive Brokers. Fill up your Account ID (the Client ID may be random)
  4. Press OK to close the window. Now go to Data > Start Data to start the feed. Follow the instructions in the next section below to Setup Instruments in Investor/RT.

Instrument Setup

  1. Open Investor/RT and go to File > Open > Quotepage. Double click on the .AllSymbols Quotepage from the Object Manager.
  2. Place your cursor into any ticker column cell and press Enter to open a new row. Type in the Interactive Brokers symbol and press Enter (optionally, type another and then Enter, etc).
  3. Most common symbols will connect right away with no trouble. If you don't get live data right away for a particular symbol, follow the Troubleshooting instructions below.

Troubleshooting

If you have multiple TWS instances installed, follow these instructions to define which one you connect to Investor/RT

Most common symbols will connect right away with no trouble. If you don't see live data right away, take a look at the Instrument in more detail in both Investor/RT and Interactive Brokers. Follow these steps:

  1. Right click the symbol in the Investor/RT Quotepage and choose Instrument Setup. Then right click the symbol in Trader Workstation watchlist (see tip below) and choose Financial Instrument Info > Description.
  2. Make sure the fields marked in red, match the Description window in Trader Workstation: