5. TD Ameritrade setup
Open account with TD Ameritrade https://invest.tdameritrade.com/grid/p/ accountApplication
Get account login and password
Use these in connection dialog
No specific third-party software is necessary to install
5
6. Interactive Brokers TWS setup
Open account with
Install Trader Workstation (TWS) https://www.interactivebrokers.com/en/index.php?f=1537
Configure API settings in TWS https://www.interactivebrokers.com/en/software/tws/usersguidebook/configuretws/apisettings.htm
6
7. Interactive Brokers TWS settings
1.
Log into Trader Workstation
2.
On the Edit menu, select Global Configuration
3.
Select API in the left pane, then click Settings
4.
In the right pane, click the check box for Enable ActiveX and Socket Clients
7
8. Interactive Brokers Gateway
The IB Gateway provides a low-resource alternative to TWS for connecting to the IB trading system
8
9. Interactive Brokers Gateway
1.
From the Login menu on the IB web site, select IB Gateway
2.
Select the API radio button
3.
Log in using your IB username and password, just as you would when logging into TWS
4.
Click Login. The Interactive Brokers Gateway box opens, displaying the connection status and gateway activity 9
10. MB Trading setup
Open MB Trading account
You will need MBT Desktop Pro to be installed on your system
Download MBT Desktop Pro from http://www.mbtrading.com/mbtDesktopPro.aspx#downloads
Follow instructions in the installer to complete the setup
10
11. Trading Technologies FIX
Trading Technologies FIX gateway for order processing
No additional client software setup is required
Receive gateway address, user name and password from your broker
Fill provided connection details into connection settings dialog
11
15. New broker connection
15
•
Select your broker
•
Give a name to connection
•
Fill settings (depend on broker)
•
Test connection
o
Correct on errors
•
Confirm on success
16. TD Ameritrade settings
16
•
Login for your TD Ameritrade account
•
Password for your TD Ameritrade account
•
Source ID (optionally required by some brokers)
17. Interactive Brokers settings
17
•
Login for your Interactive Brokers account
•
Password for Interactive Brokers account
18. MB Trading settings
18
•
Login for your MBT account
•
Password for your MBT account
•
Host ID: a number optional, default: 9
•
Host version: number default: empty
19. Trading Technologies settings
19
•
Login for account
•
Password
•
TT gateway host (IP address mask)
•
TT gateway port (port number)
•
Gateway target ID (alphanumeric)
20. Broker connections list
20
•
Example of filled list of connections
•
Connection parameters are kept in strongly encrypted storage
21. Connecting to broker
21
•
Open trading form: Home & Basics > Trading > Orders
•
Find all created broker connections: Trade Broker > Broker Connect > Broker
•
Select broker and use connect button
23. Order book
Single interface to all brokers
Single gateway to all exchanges
Manual trading pad with convenient order controls
Combined tabular view of manual and automated orders from EA
Full control on open orders including automated orders from EA
23
24. Order settings
24
•
Support all types of instruments
•
Native symbol notation from exchange
•
Native order types from exchange
•
Limit, stop and activation prices
•
Full order expiration control
25. Trading pad
25
•
One-click manual trading
•
Full control on order submission
•
Immediate cancellation of all orders
•
Instant update or order book
•
Detailed error reporting
28. Automatic trading configuration
1.
Create and configure broker connection
2.
Connect to broker from order book
3.
Open chart for symbol you plan trading
4.
Select forecasting algorithm
5.
Select trading expert adviser
6.
Enter amount of shares to trade
7.
Click auto-trading activation button
28
29. Automatic trading settings
29
•
Chart Analysis > Automatic Trading
•
Qty: Number of shares to trade
•
Stop: Optional stop level. If entered, orders will be submitted as stop loss orders
•
Expert Trade: Toggle to activate trading
•
Available only for real-time charts
Toggle automatic trading on or off Highlighted, if on
31. 31
Pioneers in the fractal exploration of financial markets
Trading futures and options involves the risk of loss. You should consider carefully whether futures or options are appropriate to your financial situation. You must review the customer account agreement and risk disclosure prior to establishing an account. Only risk capital should be used when trading futures or options. Investors could lose more than their initial investment. Past results are not necessarily indicative of futures results. The risk of loss in trading futures or options can be substantial, carefully consider the inherent risks of such an investment in light of your financial condition. Information contained, viewed, sent or attached is considered a solicitation for business.
Quant Trade, LLC has been a Commodity Futures Trading Commission (CFTC) registered Commodity Trading Advisor (CTA) since September 4, 2007 and a member of the National Futures Association (NFA).
Copyright @ 2012 Quant Trade, LLC. All rights reserved. No part of the materials including graphics or logos, available in this Web site may be copied, reproduced, translated or reduced to any electronic medium or machine- readable form, in whole or in part without written permission.
2 N Riverside Plaza Suite 2325 Chicago, Illinois 60606 Quant Trade LLC (872) 225-2110
