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The Setup Page. Make most important setup.
Sections of setup page:
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Setup TWS / gateway: Setup connection to TWS / gateway. IP addresses machine where TWS or gateway is running. Port must be same
as exposed in TWS / gateway API settings. To get more information about connection setup, please take a look at this video tutorial
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Symbol Mapping / TWS order defaults: "Symbol Mapping" button switches to page "Symbol Mapping".
Order defaults currently allows only to set "time in force" parameter. Which can be:
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GTC: Order good till cancel.
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DAY: Order good for this day.
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Financial Advisor accounts allocation paramters: Allocation settings for FA accounts. This is possible with FA version only and applies only, if you are connected
to an FA account. All allocation parameters must match to those exposed in TWS or gateway. For instance - as can be seen on this screenshot -, "Group1" must be name of an existing group in TWS.
To get more information about Financial Advisor accounts and setup,
please contact IB support or follow this link or download
TWS user guide and search for "advisor".
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MetaTrader instances: This table lists all MetaTrader4 integrated with MTIBBridge to forward orders to IB. Order are forwarded if: "Transmit orders" is set to "yes"
and MetaTrader is indicated as running. Double click on an instance to change settings.
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Button "Add MetaTrader": Allows to add a MetaTrader instance. Opens a file dialog to browse to installation folder of MetaTrader of your choice.
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Button "Auto Import MetaTrader": Searches in program files folder for all MetaTrader4 installations and adds them to the bridge. After this procedure all new instances "Transmit orders"
flag is set to "no" by default.
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Button "Remove selected MetaTrader": Removes all selected MetaTraders. Do not remove during any ExpertAdivsor, script or manual action.
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Button "Stop actions": Set "Transmit orders" of all MetaTraders to "no". So no more orders are forwarded to TWS / IB. This is thought as an emergency switch.
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The open order page. This page shows all "Open Orders" in terms of MetaTrader.
Most columns are self declaring. Let's pick the important columns:
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Emtpy Column: Allows actions like "Close" or "Cancel". "Cancel" applies to pending orders only. "Close" simply means to place a counter MKT order of same size.
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Del.: Delete order from list, if you think this order is stale (corresponding position flattened on IB side in the meantime).
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The Symbol Mapping page. This Dialog contains relationships between IB contracts (black columns) and MetaTrader symbols (green columns)
Black columns are read only. Green column values can be changed by double click. The green columns are:
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MetaTrader Symbol(s): Lists one or more comma separated MetaTrader symbols which are associated with an IB contract as defined in black columns.
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Lotsize: The value in this columns defines the number of shares for 1 MetaTrader lot. For instance, if this number is 100.000 and you place in MetaTrader
an order with size 1 lot, then an order of size 100.000 is placed on IB side.
The buttons:
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Button "Add. Contract(s)": Add new contracts. Please have a look at this video tutorial
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Button "Rem. Selection": Removes all selected contracts..
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The Order History Page. This Page shows each single status of each detected order. The most recent updated order is on the top. If you think
a MetaTader order got lost, this is the right place for investigation. Simply search for entries with MetaTrader ticket # of order missed.
Most columns are self declaring. Let's pick the important columns:
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Ticket: Contains MetaTrader ticket. Postfix "_t" means target order, "_s" means stop order.
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Context: Contains 3 possible symbols:
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detected: MetaTrader order was first time detected by bridge.
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->: the order was transmitted to (TWS / gateway) / IB.
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<-: order was reported back from IB / (TWS / gateway).
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The log page. Important messages are logged in this dialog.
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