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OmniVest User Forums
Questions on Using the Trade Processor
Interactive Brokers TIPS and HOWTOs
Last Activity 7/17/2018 6:22 PM
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BrianD

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Subject : RE: Interactive Brokers TIPS and HOWTOs
Posted : 6/9/2013 8:24 PM
Post #25992 - In reply to #25991

If you are running Win 7, the IB Gateway should be in the Start menu.

When setting up my 'cloud' server and Windows 8, I did have some problems finding the API and remember getting caught in a "I see the icon, but cannot start the IB Gateway" mess sounding similar to what you were describing above.

Also, when installing TWS, there is a selection list that asks if you want to load the IB Gateway API. Might reload TWS and check for that is you still cannot find it.
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BrianD

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Subject : RE: Use a 2nd IB Userid to trade/monitor your acct
Posted : 6/9/2013 8:50 PM
Post #25993 - In reply to #25066

Algo: You do not need data subscriptions from IB to run TP (or at least I have been running that way for a month or so).
Caveats:
- I'm only running in a paper account right now, so...
- You cannot do any of the things Wes mentioned with stops, reviewing charts in TWS, etc.
I think you might get delayed, Daily bars only without a data subscription.

I've ignored the TWS interface since starting to use the IB Gateway API on a cloud based server to run TP 7/24 and I shut off my data subscriptions due to TWS resources, etc., but Wes' research has made me curious to take a look at the tandem API/TWS set up. TWS is a powerful interface. Thanks Wes for the suggestion/research.
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Wes Smith

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Subject : RE: Use a 2nd IB Userid to trade/monitor your acct
Posted : 6/10/2013 4:06 PM
Post #26004 - In reply to #25993

I've been running IB Gateway, TP in the cloud for 2 months now.
It's been very reliable.

At first I started Gateway and TP manually.
This worked well but I wanted to automate the whole startup process.

The computer is set to auto-login to my userid when it is booted up.
TWStart is in the 'startup folder'

I use TWSStart to automate the startup of IB Gateway and TP.
- Starts IB Gateway and log into IB (user/Pwd is encrypted on disk by TWStart)
- Starts TP once Gateway is running and connected.

Works well.

There's more detail in some of the 'running TP in the cloud' threads.


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BrianD

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Subject : RE: Use a 2nd IB Userid to trade/monitor your acct
Posted : 6/10/2013 5:19 PM
Post #26007 - In reply to #26004

Wes: Are you booting (and, I assume, shutting down) your cloud server to save on time/resource charges? I've been thinking about doing that as my 'free' cloud server subscription expires.
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Wes Smith

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Subject : RE: Use a 2nd IB Userid to trade/monitor your acct
Posted : 6/11/2013 6:54 AM
Post #26019 - In reply to #26007

Hi Brian,
No, I let it run.
The cost is so low it's not worth the hassle.



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OCC

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Subject : TP Not Compatible with latest TWS
Posted : 6/14/2013 10:59 AM
Post #26040 - In reply to #25050

May 20, I wrote to Nirvana Tech Support:
Where are the instructions about which version of Interactive Brokers TWS to use with the new release of Trade Processor?
May 24, the email reply said:
"The TradeProcessor is always going to be on the latest release."

HOWEVER, after upgrade today to latest IB TWS, TP Build 39 generates an error message:
"The Trade Processor could not be started for the following reason:
Broker: Interactive Brokers Trader Workstation version does not match the required version (935.3)."

SO,
1) TP is NOT "on the latest release."
2) Nirvana needs to upgrade TP asap.

3) Since I now can't run TP, how do I "go back" to the TWS "required version (935.3)"? Please respond today, if possible, so I know what to do next.
Thanks.

4) Finally, is there some way Nirvana can engineer TP so it always, always, always works all the time? (obviously, required to properly manage trading accounts, especially when real time is available!)
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Barry Cohen

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Subject : RE: TP Not Compatible with latest TWS
Posted : 6/14/2013 11:43 AM
Post #26042 - In reply to #26040

OCC, I'm not sure who responded to you by email, but the TP is not always compatible with the latest release of TWS & MB Desktop. So I apologize that you received incorrect information.

To fix it, uninstall TWS, then reinstall version 935.3 back. The links to the latest supported versions are kept here.

We stay with the older versions of MB Desktop & TWS because:

1. Both MB & IB update their versions often.
2. With how these 2 brokers are designed within our software, it is necessary to make pre-releases whenever we update to a broker's latest version.
3. When an update to the latest version occurs it requires more than just updating the Trade Processor. For example, when the TWS version is updated, we have to come out with a new Trade Processor as well as PR updates to VisualTrader & OmniTrader. Testing must be done on each of those to make sure each works with the new version. (We can't update only the TP, then people with OT and/or VT on the same machine won't be compatible).
4. It takes time to do the above testing & release new updates to everything.

We stick with a version for a while because that is the version that we have done testing on & we know it works with our software. We designed it this way to prevent MB or IB from releasing a new version that could possibly stop working suddenly in our software.

We'll be updating our software to use the latest versions very soon though. We have plans to update both MB & IB, but I'm not sure when yet.

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OCC

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Subject : RE: TP Not Compatible with latest TWS
Posted : 6/14/2013 11:47 AM
Post #26043 - In reply to #26042

Thanks, Barry.
With this experience and your explanations, I better understand your processes.
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OCC

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Subject : RE: TP Not Compatible with latest TWS
Posted : 6/17/2013 3:13 PM
Post #26059 - In reply to #26042

Although I re-installed the older version of TWS from Nirvana's link, Trade Processor first made a connection, then totally failed.
TP caused a system overload, and would no longer function after the first order was entered.
After I shut down and restarted TP, it would not process orders, and eventually timed out before the close of market. (I started after 3pm EST, because I am 6 time zones away, and could not process until late in the trading day.)

Frankly, Nirvana needs to take action asap to get TP out of "manual" dysfunctional mode, and into totally server-side, automated processing.
Without that, the promise of OmniVest fulfilling all orders as modeled is merely a fictional "myth"--a fantasy world!

Get off of pretending that everything works perfectly in OV modeling--and either make it really work "perfectly" in TP, OR show the actual real-world results of trades entered by the dysfunctional Trade Processor, the way they actually happen in the real world!
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David Lich

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Subject : RE: TP Not Compatible with latest TWS
Posted : 7/2/2013 5:34 PM
Post #26246 - In reply to #26059

I understand that TP only supports TWS version 935.3 at this point. Does this pertain to IB Gateway as well?

I am running TP in the cloud and am using the IB Gateway that comes with the 935.3 version of TWS. But I would also use the full TWS locally to monitor activity. I am having some issues with TWS 935.3 which may well be corrected in later versions, so I would like to upgrade TWS to the current version. But, I don't want to risk incompatibility with the IB Gateway version. Can I upgrade the IB Gateway in the cloud as well?
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Herm

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Subject : RE: TP Not Compatible with latest TWS
Posted : 7/4/2013 8:49 AM
Post #26292 - In reply to #26246

Hello Algo,

I recently installed the most recent TWS both on my desktop, VPN, and cloud and it did not work. Both TWS/TP would not communicate. I asked for OV tech support and was told only TWS version 935.3 works at this time. They provided me with link to download the correct older version. I was then able to get them working just fine. The only current problem is the BP does not display in TP. I'm trouble shooting that now.

The newer TWS gateway will NOT work on the cloud as well. I was told they will release the TWS updates after it is fully tested and stable connecting with OV/TP. Considering all the neat functions being added to TP and the backend, I would say it makes more sense to concentrate the programming talent & efforts on the powerful bells and whistles finishing touches.

Herm
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Barry Cohen

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Subject : RE: TP Not Compatible with latest TWS
Posted : 8/22/2013 4:43 PM
Post #26851 - In reply to #26246

We're working on updating the next build to the latest version of TWS 939.3.
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BrianD

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Subject : RE: TP Not Compatible with latest TWS
Posted : 8/22/2013 5:52 PM
Post #26854 - In reply to #26292

Originally written by 137401 on 7/4/2013 9:49 AM

The newer TWS gateway will NOT work on the cloud as well.

Herm


Herm: Are you suggesting the newest release of TWS will, by itself, not run from a cloud server?

If so, I'd be in deep pain if Nirvana upgraded to the new TWS... :-0
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Barry Cohen

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Subject : RE: TP Not Compatible with latest TWS
Posted : 8/22/2013 6:44 PM
Post #26855 - In reply to #26854

We won't release the new version if it won't work on the cloud.
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Barry Cohen

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Subject : RE: TP Not Compatible with latest TWS
Posted : 8/23/2013 10:43 AM
Post #26866 - In reply to #26292

I had no issues this morning running the latest 939.3 IB version in a cloud instance on Amazon with the latest Java Version 7 Update 25. It's a micro instance & the Windows version is Server 2008 R2 Datacenter. I ran TWS as well as IB Gateway successfully with my test build of the TP. It was a little slow since the Micro instances have very little resources, but it worked even through the lag.

Herm, you tried it nearly 2 months ago though, so perhaps IB has already fixed the issue you posted about.

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BrianD

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Subject : RE: TP Not Compatible with latest TWS
Posted : 8/23/2013 11:12 AM
Post #26867 - In reply to #26866

Excellent. Thanks Barry for taking the time and testing this out.
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Herm

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Subject : RE: TP Not Compatible with latest TWS
Posted : 8/29/2013 6:15 AM
Post #26919 - In reply to #26866

My Amazon OV/TP setup is working ok. Other than no emailed TP reports using gmail. I reduced the size of the instance to small to save on monthly cost and it runs fast enough to do the daily task. Yes, you do need the correct Java plugin to match the server OS for the instance. Quite simple to try one at a time until it works.

Herm
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berklee

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Subject : RE: Use a 2nd IB Userid to trade/monitor your acct
Posted : 10/2/2013 3:05 PM
Post #27272 - In reply to #26019

Just a comment on server instances.
Virtual servers can be stopped and started. I am uncertain as to whether one can specify within the AWS interface when the server should be started and when it should be stopped using time parameters. Maybe Steve Mayo could comment.
(Stopping and starting a virtual server does not imply that it is being shut down and rebooted, an entirely different process which results in TP and TWS or IB Gateway being shut down and then needing to be restarted.)
All processes are frozen in "suspended animation" when a virtual server is stopped, and all processes resume when the virtual server is started.

That said, in the event of a required reboot due to system error or issue, it is certainly robust to have TWS load the TP and IB Gateway when the server reboots, so that user intervention is not required.
Lee

[Edited by berklee on 10/2/2013 3:07 PM]

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Jim A

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Subject : Second IB Account
Posted : 10/30/2013 5:22 PM
Post #27464 - In reply to #27272

I have an IB account that I use for non OV trading. I am considering opening one of their Friend and Family Accounts to use with the TP. Does anyone have any experience or advice with this type of set up?
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BrianD

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Subject : RE: Second IB Account
Posted : 10/30/2013 5:52 PM
Post #27465 - In reply to #27464

Sid: I have a Master account sitting above two active accounts - one a cash, one an IRA.

Twice (one just today!!), I gotten illogical messages along the lines of 'cannot execute because of conflict...' - along the lines of you can't short when you are going/already long in another account? The positions are in two separate accounts, so...I asked IB to explain what happened, they never did. And IB has always been excellent in any other matter I've brought to their attention, so I don't think they knew what happened either.

Net, I'm thinking of dissolving the Master account scenario (which is a TON of paperwork to accomplish). I may be wrong as to what is happening, but I would never do the Master Account again. I do not find any real value, had problems with paper trading accounts with the Master and I don't have time to chase down why I get illogical messages in real trading accounts, like the aforementioned. I guess if you were managing a number of accounts, then maybe some value...my 2 cents.
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Steve2

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Subject : RE: Second IB Account
Posted : 10/30/2013 7:33 PM
Post #27466 - In reply to #27465

Brian,

I believe there are exchange rules about holding concurrent long/short positions or submitting concurrent buy/sell orders for the same symbol since doing this could be used to manipulate the market. TP will prevent this from happening within a single account. If you are trading multiple accounts then you need to be careful when trading the same symbols in both accounts.

Steve
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Wes Smith

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Subject : RE: Second IB Account
Posted : 10/30/2013 11:56 PM
Post #27467 - In reply to #27465

I was hoping i could use an Advisor account to manage several family sub-accounts.

TP would control the Advisor account and IB would scale the trade size to suit the individual sub-accounts.

Fred .. is this the scenario you were trying?



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BrianD

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Subject : RE: Second IB Account
Posted : 11/1/2013 9:59 AM
Post #27479 - In reply to #27466

Steve: I'm disappointed IB has not responded to my inquiry, but it has only happened twice and I have not pushed the matter. I suspect there have been instances where my 2 accounts have opposite positions/orders as they are different accounts running different strategies.
One is my IRA, other is a joint in my wife's name, but could be possible it sees my Social Security Numbers on both and rejects? I need to be a little more diligent in following.

And to Wes' and Sid's inquiries, I always liked the idea of a Master Account from a 'single pane of glass' reviewing standpoint. Never tried the fractional process Wes is interested in. As long as it is just same set of strategies, this should never happen.

So...I should not be so negative about the Master capability because I've never really tried its complete spectrum of capabilities. I just get cranky when funny things happen I cannot understand or explain ;-)


[Edited by BrianD on 11/1/2013 10:02 AM]

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Steve2

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Subject : RE: Second IB Account
Posted : 11/1/2013 12:55 PM
Post #27483 - In reply to #27479

Brian,

I've had them take as long as 10 days to respond when it's an issue that customer support has to research. I'm sure they will get back to you and I'd be interested to know what you find out.

Steve
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Fred Gordon

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Subject : RE: Second IB Account
Posted : 11/1/2013 1:31 PM
Post #27484 - In reply to #27467

Hello Wes, my OV positions are traded in the same IB account number that other positions from different sources are traded.
I spend a moderate amount of extra time keeping my transactions separate on a spreadsheet. My main concern is the need for a clear record of OV exits. I try to exit when OV does. I found out the hard way not to second guess OV and hold on for a better exit price.
I also use the spreadsheet to keep track of any "filtered" positions I may take which will not be reflected on OV's "Trades" page in the "Open Position" section (easy to miss a "filtered trade" exit without some way to keep track). I normally try to use the TP for exits although it does not always see all of them. Normally, I can't use the TP for entry orders because it dos'nt see the "filtered" openers, nor closers for that matter, nor does it see my often modified share count.
Probably way more than you wanted but hope it helps.
Fred

[Edited by Fred Gordon on 11/1/2013 1:33 PM]

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