QuoteTracker - Help for Interactive Brokers

SETUP INSTRUCTIONS

QuoteTracker can now be used to retrieve quote data and trade through Interactive Brokers (IB). The proccess is a bit different than with other brokers, so please follow the instructions below:

Start IB's TWS application. You should be using the latest one available on IB's website

Make sure that "Enable ActiveX and Socket Clients" option is checked in the CONFIGURE/API menu in TWS.

In TWS, select CONFIGURE/API menu, then check the boxes for

Enable ActiveX and Socket Clients
Download Open Orders on Connection

Make sure that "Socket Port" option in the CONFIGURE/API menu is set to 7496 (the default)
Click on Trusted IP Addresses, click on CREATE and type in 127.0.0.1 and click OK

Start QuoteTracker and select Interactive Brokers as the quote source from the SITE dropdown list on top/right of the main QuoteTracker window. If needed, click START button to initiate the streaming quotes

For Trading, go to OPTIONS/Data sources menu in QuoteTracker, then click on TRADING tab

Select Interactive Brokers as the broker, then click on the INITIALIZE button. You will be prompted with a trading agreement. Once you agree to it, go on to the next step

Open the TRADE and TRANSACTION panels by clicking on the corresponding tabs at the top of the QuoteTracker main screen, right below the menu.

You are now ready to trade

SYMBOL FORMATS

For STOCKS the format is ROUTE:SYMBOL. If the ROUTE: portion is omitted, QuoteTracker will default the route to SMART. For example, both AOL and SMART:AOL are legitimate symbols and represent the same security.

For OPTIONS you should use the standard option symbol prefixed with a period. For example, DELL FEB 25 CALL options would be .DLQBY.

For FUTURES you should use the futures symbol as shown on the end of the DESCRIPTION column in TWS, prefixed with the exchange and an at sign (@). For example, GLOBEX:@ESM6. Some exchanges use a fixed length SSSS MMM YY symbol format (ECBOT and DTB for example). Example:
DTB:@FDAX JUN 06

For YM underlying symbol, you would need to add spaces to fill in the SSSS section of the symbol since YM is just 2 characters:
ECBOT:@YM JUN 06

For FUTURE OPTIONS you should use the symbol as shown on the end of the DESCRIPTION column in TWS, prefixed with the exchange and an carot character(^). For example, GLOBEX:^ESM6 C1080

For CASH you should use the symbol as shown on the end of the DESCRIPTION column in TWS, prefixed with the exchange and an pound sign(#). For example, IDEALPRO:#EUR.USD

For INDICES prefix the symbol with the exchange and a dollar sign ($). For example, PHLX:$SOX

You can specify order routing for options, futures and indices, same as for stocks.

On the trading panel, you can either enter just the symbol without any prefix, then specify the routing and security type, or you can enter the above formatted symbols and QuoteTracker will convert them for you.

COMMON SYMBOL EXAMPLES:

Stocks	Options	Indices	Currencies
DELL	AMEX:.DLQBY	NASDAQ:$NDX	IDEALPRO:#EUR.USD
ISLAND:DELL	CBOE:.OEWVJ	NYSE:$INDU	IDEALPRO:#GBP.USD
IBM	AMEX:.T JV	PHLX:$SOX	IDEAL:#USD.GBP
INTC	AMEX:.HD JG	DTB:$DAX
IBIS:DELL		NASDAQ:$TICK-NASD
IBIS:DELL		NYSE:$TRIN-NYSE

Futures
GLOBEX:@ESM6
GLOBEX:@NQM6
NYMEX:@QMF06
HKFE:@HSIM6
MONEP:@FCEM6
DTB:@FDAX JUN 06		Must have 1 space before and after JUN
ECBOT:@YM JUN 06		Must have 3 spaces after YM and 1 space after JUN
LIFFE:@LM6
NQLX:@MSFT1NM6
GLOBEX:^ESM6 C1080
ONE:@MSFT1CM6

Setup and symbol formats