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Python wrapper for Interactive Brokers Client Portal Web API

Project description

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EasyIB is an unofficial python wrapper for Interactive Brokers Client Portal Web API. The motivation for the project was to build a Python wrapper that can run on Linux/cloud environments. Thus, Client Portal API was preferred over Trader Workstation (TWS) API.

Please see https://easyib.readthedocs.io for the full documentation.

Features

Notable functionality includes:

  • Pull account info, portfolio, cash balance, the net value

  • Pull historical market data

  • Submit, modify, cancel orders

  • Get order status, list of live orders

  • Ping (tickle) server, get authentication status, re-authenticate

How to install

EasyIB assumes a gateway session is active and authenticated. Follow instructions at https://interactivebrokers.github.io/cpwebapi/ for authentication. A custom package such as Voyz/IBeam can also be used for setting up an active session. Part Time Larry has an excellent youtube tutorial on this topic: https://www.youtube.com/watch?v=O1OhiiCx6Ho.

EasyIB was developed under the Voyz/Ibeam docker image environment.

Once a gateway session is running, pip command can be used to install EasyIB:

pip install easyib

Quick start

Historical data

import easyib

ib = easyib.REST() # default parameters: url="https://localhost:5000", ssl=False

bars = ib.get_bars("AAPL", period="1w", bar="1d")
print(bars)

Submitting an order

list_of_orders = [
    {
        "conid": ib.get_conid("AAPL"),
        "orderType": "MKT",
        "side": "BUY",
        "quantity": 7,
        "tif": "GTC",
    }
]

order = ib.submit_orders(list_of_orders)
print(order)

Reference

For the complete reference, please visit https://easyib.readthedocs.io/en/latest/reference.html.

REST

By default, EasyIB assumes the gateway session is open at https://localhost:5000 without an SSL certificate. A custom URL and SSL certificate can be set by:

ib = easyib.REST(url="https://localhost:5000", ssl=False)

API REST Methods

Documentation of available functions is at https://easyib.readthedocs.io/en/latest/reference.html.

See the official documentation of the End Point at https://www.interactivebrokers.com/api/doc.html.

REST Method

End Point

Result

get_accounts()

Get portfolio/accounts

list

switch_account(accountId: str)

Post iserver/account/{accountId}

dict

get_cash()

Get portfolio/{accountId}/ledger

float

get_netvalue()

Get portfolio/{accountId}/ledger

float

get_conid(symbol: str, instrument_filters: Dict = None, contract_filters: Dict = {"isUS": True})

Get trsv/stocks

int

get_fut_conids(symbol: str)

Get trsv/futures

list

get_portfolio()

Get portfolio/{accountId}/positions/0

dict

reply_yes(id: str)

Post iserver/reply/{id}

dict

submit_orders(list_of_orders: list, reply_yes=True)

Post iserver/account/{acountId}/orders

dict

get_order(orderId: str)

Get iserver/account/order/satus/

dict

get_live_orders(filters=None)

Get iserver/account/orders

dict

cancel_order(orderId: str)

Delete iserver/account/{accountId}/order/{orderId}

dict

modify_order(orderId=None, order=None, reply_yes=True)

Post iserver/account/{accountId}/order/{orderId}

dict

get_bars(symbol: str, period="1w", bar="1d", outsideRth=False, conid="default")

Get iserver/marketdata/history

dict

ping_server()

Post tickle

dict

get_auth_status()

Post iserver/auth/status

dict

re_authenticate()

Post iserver/reauthenticate

None

log_out()

Post logout

None

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