Trader Workstation Configuration
- Open Trader Workstation and go to File > Global Configuration.
- Click on API in the left menu that appears and then choose Settings in the right section of the window.
- Check Enable ActiveX and Socket Clients and set the Socket Port field to 7497.
- Press OK to close the window. Follow the instructions in the next section below to configure Investor/RT.
Investor/RT Configuration
- Open Investor/RT and go to Data > Configure Data Source and Broker.
- Choose Interactive Brokers as your Data Source and Brokerage Destination. If you are using Investor/RT for Technical Analysis only and do not plan to trade with it, you may leave the Brokerage Destination set to Trading Simulator. Press OK to close that window.
- Go to Data > Setup Interactive Brokers.
- Press OK to close the window. Now go to Data > Start Data to start the feed. Follow the instructions in the next section below to Setup Instruments in Investor/RT.
Instrument Setup
- Open Investor/RT and go to File > Open > Quotepage. Double click on the .AllSymbols Quotepage from the Object Manager.
- Place your cursor into any ticker column cell and press Enter to open a new row. Type in the Interactive Brokers symbol and press Enter (optionally, type another and then Enter, etc).
- Most common symbols will connect right away with no trouble. If you don't get live data right away for a particular symbol, follow the Troubleshooting instructions below.
Troubleshooting
Most common symbols will connect right away with no trouble. If you don't see live data right away, take a look at the Instrument in more detail in both Investor/RT and Interactive Brokers. Follow these steps:
- Right click the symbol in the Investor/RT Quotepage and choose Instrument Setup. Then right click the symbol in Trader Workstation and choose Financial Instrument Info > Description.
- Make sure the fields marked in red, match the Description window in Trader Workstation: