Instruction

Instructions for AbleTrend Working with IB TWS
(Updated 9/18/2014)
IMPORTANT NOTE for using Auto Order Execution (AOE) module: The
AOE is a part of Chart Trading Module (CTM) for trading automation. Even
though the AOE function has been fully tested here at AbleSys Corporation
(ASC), however, each computer’s operation system, environment, hardware
and programs running might not be exactly the same. The AOE malfunction
experienced by users will vary depending on many factors, including but not
limited to: Internet connection failure, power failure, hard drive malfunction,
computer operating system virus, and trading partner platform disruption.
Such events can significantly impact trading results and should be taken into
consideration. Having chosen to use the CTM and AOE module, UNDER
NO CIRCUMSTANCES SHALL ASC BE LIABLE FOR ANY PUNITIVE,
INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL LOSS OR
DAMAGES, INCLUDING LOSS OF BUSINESS, PROFITS OR
GOODWILL. ASC SHALL NOT BE LIABLE TO YOU BY REASON OF
DELAYS OR INTERRUPTIONS OF SERVICE OR TRANSMISSIONS,
OR FAILURES OF PERFORMANCE OF OUR SYSTEM, REGARDLESS
OF CAUSE, INCLUDING, BUT NOT LIMITED TO, THOSE CAUSED
BY HARDWARE OR SOFTWARE MALFUNCTION;
GOVERNMENTAL, EXCHANGE OR OTHER REGULATORY
ACTION; ACTS OF GOD; WAR, TERRORISM, OR OUR
INTENTIONAL ACT. The Licensed Software is provided "AS IS" and ASC
does not make any warranties or guarantees with respect to the Licensed
Software, including without limitation, warranties of merchantability or
fitness for a particular purpose. ASC shall not be liable to Customer for any
loss, cost, damage or other injury, whether in contract or tort arising out of
or caused in whole or in part by Customer's use of or reliance on the
Licensed Software or its content. In no event will ASC be liable to Customer
for any punitive, consequential, special or similar damages even if advised
of the possibility of such damage. If some jurisdictions do not allow the
exclusion or limitation of liability for certain damages, in such jurisdictions,
the liability of ASC shall be limited in accordance with AbleTrend Customer
Agreement to the extent permitted by law.
We strongly suggest that you must use a Demo account to run tests before using with your real
trading accounts.
Please print this page out. Data module of AbleTrend 7.0 can work with Interactive
Brokers “Trader Work Station” (TWS). Current IB data module only supports
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individual IB’s accounts, not any other account types (such as funds manager etc).
Here are the procedures to install and configure the interface:
1. Because Interactive Brokers keeps updating their TWS/API code, and we cannot
keep changing our software. Therefore, we keep a copy of the working TWS/API
on our web site. You must download it from AbleSys web site by clicking the link
here http://www.wintick.com/downloads/abletrend/ib/ (DO NOT allow auto
update of IB’s TWS, it may not work with their very latest version.)
2. You must install the TWS version 944.3c and the corresponding API 970.06.
(Other versions might not work!) Right click “Download IB TWS”, then choose
“Open” to install the TWS; and right click “Download IB TWS API”, then choose
“Open” to install the TWS API.
3. You may use an IB DEMO account to get familiar with IB’s functions. The IB
TWS demo account login ID is “edemo” and password “demouser”. Function of
the demo account is limited. It is mainly used to test the connections of
AbleTrend software and TWS.
4. IB TWS can open maximum 5 pages. The API will open a page called API.
Therefore, your own pages cannot be more than 4 pages. Open IB’s TWS first,
before opening AbleTrend.
© Copyright 2002-2014, AbleSys Corporation, All rights reserved
5. After open TWS, you need setup API configuration from TWS “Configure”,
Enable ActiveX and DDE
6. Start AbleTrend software. The software will wait (stop there) for the connection
to IB TWS. Click the “IB Account” in task bar, then you will see TWS window
with 'Accept incoming connection attempt?' message. Click “Yes” to make the
connection.
7. Symbols: For stocks, “Default” will be used. The stock symbols are using
standard format, such as IBM, MSFT, GE etc.
8. For futures, the symbols are using the following format: “SYMBOL yyyymm
EXCHANGE”. You must choose Trading Symbol as “Other”, and then input the
IB symbol there. Here, SYMBOL is the symbol root, yyyy is the contract year,
mm is the contract month, EXCHANGE is the exchange, such as Globex, CME.
For example, ES H4 will use “ES 201403 GLOBEX”, EUR M4 will use “EUR
201406 GLOBEX” etc. See an example below:
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9. Support foreign exchange futures symbols
Since dealing with foreign exchanges, there are currencies involved. The symbols
format must add currency at the end.
Format is like "MHI 201406 HKFE ~HKD", or “SPI 201406 SNFE ~AUD”
Put the currency at the end, starting with '~'. To learn the symbol's currency
information, right click IB TWS symbol, then Contract Information, Description.
10. Support stocks at foreign exchange, format:
^Symbol 0 Exchange ~Currency
example for BAY at IBIS exchange
Symbol: ^BAY 0 IBIS ~EUR
11. Support Options symbol, format:
Symbol Expire PUT/CALL Strike
Example:
IBM 201407 PUT 185.0
12. Support Forex symbol, format:
EUR/USD, USD/JPY, GBP/JPY…
13. Index charts can be displayed. Format is starting with “$”:
Here are a few U.S. indices:
$SPX CBOE
$OEC CBOE
Foreign indices, Format
$Symbol 0 Exchange ~Currency
Example:
$DAX 0 DTB ~EUR
© Copyright 2002-2014, AbleSys Corporation, All rights reserved
14. How to find out what exchange and what currency to use? Open IB TWS,
right click the row of the symbol > Contract Info > Description, you will see the
detailed information.
15. IB TWS is NOT a professional data provider. Please only setup intraday charts (1min, 5-min etc) days back to 3 or 4 days. For 30-min charts etc, you may go back
1 month.
16. Known technical issue
1) You cannot use IB’s data and AOE modules at the same time. This one of the
limitation of IB’ API. You may use either IB’s data, or IB AOE with other
data (like eSignal…)
2) For Chart Trading or AOE, it only works with IB’s individual account, not
“financial advisor” account which links with a few individual accounts.
17. Known technical support issue:
1) If you cannot see chart to show up, input “TRADES” to “Server” field.
2) If you cannot see the IB connection window pop up (item 6 above), you must
do the following two things:
(A) Delete IB TWS working folder C:\Jts by Windows Explorer, then reinstall IB TWS and API (see item 1 above).
(B) Install Microsoft’s C++ 2005 redistribution package,
http://www.microsoft.com/en-us/download/details.aspx?id=26347
© Copyright 2002-2014, AbleSys Corporation, All rights reserved

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