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    Trade Execution

    Interactive Brokers · one ticket, zero guesswork

    IBKR Offline
    BUY
    —
    ×1
    $0.00 est.
    New Order
    Build the ticket top to bottom — the checklist on the right turns green when it's ready to send.
    1Instrument
    Indices
    Mega Caps
    Metals
    Growth
    Energy
    Meme
    Leveraged
    2Order

    Extended Hours (Pre-Market / After-Hours)

    Regular trading hours only

    Order summary
    Every rule must pass before the order can be sent.
    Requirements
    3 blockers
    • Symbol entered
      Pick a ticker (e.g. AAPL, SPY).
    • Quantity > 0
    • Limit price set
      Limit orders require a price > $0. Live price is unavailable — type that in the Limit Price box (or switch Order Type to Market).
    • IBKR Bridge online
      Start your local IBKR Bridge process (Action Center → IBKR Setup). The web app cannot place orders without it.
    Fix the items above to enable the Review & Submit button. The order will not be sent to IBKR until every blocker is green.
    Asset Type
    STOCK
    Symbol--
    Side
    BUY
    Order Typelimit
    Quantity1 shares
    Time in Forceday
    Estimated Total$0.00

    Connect to IBKR TWS/Gateway to submit orders

    IBKR Setup Guide
    Follow these steps to connect your Interactive Brokers account

    Checking IBKR Bridge…

    The IBKR Client Portal Gateway must be running locally for order execution.

    1

    Download IB Gateway or TWS

    Install the IBKR Client Portal Gateway (lightweight) or Trader Workstation.

    IB GatewayTWS
    2

    Enable API Connections

    In TWS: Edit → Global Configuration → API → Settings

    • Check "Enable ActiveX and Socket Clients"
    • Set Socket port to 5000 (Gateway) or 7497 (TWS paper) / 7496 (TWS live)
    • Uncheck "Read-Only API" to allow order execution
    3

    Start Client Portal Gateway

    Run the gateway and log in. Then open https://localhost:5000 and authenticate.

    # Navigate to IB Gateway folder and run:

    bin/run.sh root/conf.yaml

    # Or on Windows:

    bin\run.bat root\conf.yaml

    4

    Verify Connection

    Click the button below. The status badge above will turn green when connected.

    Checking...
    Troubleshooting

    "Cannot connect to IBKR Gateway" — Ensure the gateway is running on port 5000. Check that your firewall isn't blocking local connections.

    "Not authenticated" — Open https://localhost:5000 in your browser and log in. Accept the self-signed certificate warning.

    "No account ID found" — Make sure you selected an account after logging in. Set IBKR_ACCOUNT_ID in your .env if using a specific account.

    Paper trading — Use port 5000 (Gateway) or 7497 (TWS) for paper. Port 7496 is for live TWS. Use a separate paper account for testing.

    Self-signed certificate errors — This is normal. The gateway uses a self-signed cert. The server is configured to accept it.