|Our consulting services are listed in the Interactive
Broker (IB) Programming Consultant third-party Marketplace:
The "IB Bridge Module" allows you to connect the "Real-time visual Portfolio Manager (RTVisPM)"
directly to the Interactive Broker(IB) Portfolio.
The RTVisPM Portfolio will automatically be updated as you open/modify/close positions in IB.
It can track/record automatically all your IB trades and provide a "Trade Event" spreadsheet for your accounting/analysis: Live_Evt.xls Live_Evt.csv
With the PssStockTax module you can automatically match all buy/sells etc - from the "Trade Event" spreadsheet and create your Equity Chart etc and Position List.
View the "Interactive Broker Bride" and "Real-time visual Portfolio Manager" in action (best full screen): YouTube Download Video File: Mpeg MP4
|Open the "IB Bridge
Simply click on "Start Interactive Broker Bride" - using the "Start/Programs/Real-time visual Portfolio Manager" menu:
or start directly from: C:/Database/RTPM/PMIB12a.jar
(Close any current RTVisPM windows)
|Open your Interactive
Login to your Interactive Broker(IB) account.
Then perform this one-time setup below, which of cause does NOT have to be repeated on each IB Bridge use!
a) open the Configuration via Edit/Global Configuration:
b) enable "Socket Client access", leave the port at default "7496, set the Master API client ID: " 1818", add 127.0.0.1 as a trusted IP connection:
c) Click on "Apply" to save these settings
"Real-time visual Portfolio Manager (RTVisPM)" Main Page
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