New Strategy API to manage strategies including rebalance

Latest Release
,
1

Dear All,

We released a set of API endpoints related to managing a strategy. Here's an example use-case you can now do:

  1. Get recommendations
  2. Reject a recommendation, then get a new one
  3. Commit the recommendations
  4. Reconcile the price you traded at in your broker

Linked Accounts

Please note that API currently does not have access to linked accounts. In other words, the only way to send orders to your broker from P123 is via the website.

New API

Below is the list of the Strategy API endpoints. You can see the details in the KB here. These are the p123api wrapper functions, which we recommend using instead of calling the API endpoints directly. Links to the API endpoints are in the document.

Let us know what you think.

Strategy Functions
strategy (not new) This operation returns the data from the Summary, Current Holdings, and Statistics tabs of a strategy or book.
strategy_holdings Get strategy holdings on a particular date (defaults to today).
strategy_rebalance Get rebalance recommendations.
strategy_rebalance_commit Commit rebalance transactions.
strategy_transactions Get transaction history for a date or date range.
strategy_transaction_import Import transactions.
strategy_transaction_delete Delete strategy transactions.
2 Likes
2

@Marco (or anyone that is using this api) does this API now have access to linked accounts? And if not, is that still a thing that will happen?

Thanks
Tony

3

No, API cannot send orders to linked accounts yet.

How many more people would like to see that?

2 Likes
4

@Marco, what exactly would that look like to be able to use linked accounts? The only reason I want to use this API is so I can use other IB algos that look to be much better than VWAP for filling low liquidity orders.
Maybe that's a better question to ask the group. Would anyone like to see other algos like the Adaptive Algo?

5

Yes, absolutely. There is a sponsored project to support the full set of ibkr execution algos.

6

Thank you Marco!!