OmniTrader Forum - OmniTrader 2012 Technical Support
Unable to view portfolio when broker account selec

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krillin

Posts: 6

Joined: 7/26/2013
Location: Tempe, AZ

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Subject : Unable to view portfolio when broker account selec
Posted : 8/15/2013 11:44 PM
Post #28681

I am unable to view a portfolio for my IB broker account. When I select paper or simulation, I can view portfolios. But for my IB broker account, nothing happens when I try to view portfolios or notifications. It looks like the connection to TWS is good. I get green over the name of the selected account and the log file shows it is downloading my positions etc. This is my first time trying to set it up. Any ideas?
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Barry Cohen

Posts: 6338

Joined: 1/19/2004

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Subject : RE: Unable to view portfolio when broker account s
Posted : 8/16/2013 10:11 AM
Post #28686 - In reply to #28681

When connected to IB, Trader Workstation is what you use to view & manage your portfolio. It runs alongside OT.
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krillin

Posts: 6

Joined: 7/26/2013
Location: Tempe, AZ

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Subject : RE: Unable to view portfolio when broker account s
Posted : 8/16/2013 10:17 AM
Post #28687 - In reply to #28681

Oh, ok. Thanks.


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