Trading multiple accounts?

[rickygu]

I have a single login with multiple accounts, is there any way to select which account to send orders to? I couldn't find any documentation on working with multiple accounts.

[topofocus]

Hi,
Which Version are you using?
I suggest to use the ver_10 branch.
Then you can activate the 'process-orders' plugin and create orders on the user level

ib =  IB::Connection.new                      # initialize with default parameter 
ib.activate_plugin :process_orders, :order_prototypes, :symbols, :auto_adjust

Then the Connection-Object initializes clients (class IB::Account) which are able to place orders.

u =  ib.clients.first
c =  IB::Symbols::Stocks.msft  # Microsoft
o =  IB::Limit.order size: 100, price: 500 
u.place order: o, contract: c

https://ib-ruby.github.io/ib-api/order_workflow.html

Otherwise, use the account-attribute on the order object.

ib.send_message :PlaceOrder, contract: IB::Symbols::Futures.mini_dax,
                 order: Adaptive.order( action: :buy, size: 1, price: 18043 , 
                                       account: 'DU4035279'),
                 local_id: ib.next_local_id

[topofocus]

Hi,
exclude ib-extentions from the gem. Its not being used anymore.

[topofocus]

The second issue: Is the namespace IB (Ib) included? Otherwise its "IB::Adaptive.order ..."

[topofocus]

You want to use ib-ruby with a rails project ..
I don't have any rails-stack for reference. If you want, we can create an engine for ib-ruby. Would be a useful extension.

[topofocus]

contact me via signal: ++49 176 47279326, if other problems popping up.

[rickygu]

@topofocus so I was able to get ib.send_message with :account to work with IB::Adaptive and after running ib.try_connection!.

as for "process_orders" plugin way:

ib =  IB::Connection.new
ib.activate_plugin :process_orders, :order_prototypes, :symbols, :auto_adjust

u =  ib.clients[1]
c =  IB::Stock.new symbol: 'SPY'
o =  IB::Limit.order size: 1, price: 200
u.place order: o, contract: c

I'm still getting the same error:

3.3.6 :007 > u.place order: o, contract: c
W: Workflow::  -> gateway_mode
F: Connected to server, version: 165, using client-id: 8541,
   connection time: 2025-03-04 20:13:38 -0800 local, 2025-03-04T20:13:38-08:00 remote.
W: Workflow:: gateway_mode -> ready
I: Got next valid order id: 1.
I: Accounts initialized 
 <advisor F1928xxxx> 
 <user U1639xxxx> 
 <user U1699xxxx> 
 <user U1716xxxx>
W: Workflow:: ready -> account_based_operations
W: Workflow:: account_based_operations -> account_based_orderflow
(account-trader):7:in `<main>': undefined method `place' for an instance of IB::Account (NoMethodError)

u.place order: o, contract: c
 ^^^^^^

it seems like the IB::Account instance doesn't have method place, or preview. I tried in IRB outside of Rails and it doesn't make a difference. I'm thinking it's an issue with the plugin?

[topofocus]

Account-groups are not implemented (yet). If you need that, contact me.

[rickygu]

Thanks Hartmut for the help, I will setup ver_10 and give your first example a try. I can iterate through the accounts for now, but I can see Account-groups be a nice to have in the future so I can send the order to the group at once rather than one account at a time. is Account-groups difficult to implement?

[topofocus]

If you just want use them, this should be easy.
BTW. Ver_10 will replace the current gem soon. I have to check if anything works in ibg_10_33. Streaming data too need some adjustments.