Quant studio dealing

Broker Connectivity and

Trade Execution

Quant Studio

Quant Studio - Intelligent Trading Expert Adviser 2

• Install Brokerage Software

• Setup Broker Connections

• Order Processing

• Automatic Trading

Install Brokerage

Software


Supported broker adapters


• TD Ameritrade

www.tdameritrade.com

• Interactive Brokers

www.interactivebrokers.com

• MB Trading

www.mbtrading.com

• Trading Technologies

www.tradingtechnologies.com

https://www.tdameritrade.com/home.page

http://www.interactivebrokers.com/

http://www.mbtrading.com/

https://www.tradingtechnologies.com/

TD Ameritrade setup


• Open account with TD Ameritrade

https://invest.tdameritrade.com/grid/p/a

ccountApplication

• Get account login and password

• Use these in connection dialog

• No specific third-party software is

necessary to install

https://invest.tdameritrade.com/grid/p/accountApplication

Interactive Brokers TWS setup


• Open account with Interactive Brokers

• Install Trader Workstation (TWS)

https://www.interactivebrokers.com/en/i

ndex.php?f=1537

• Configure API settings in TWS

https://www.interactivebrokers.com/en/s

oftware/tws/usersguidebook/configuretw

s/apisettings.htm

https://www.interactivebrokers.com/en/index.php?f=1537

https://www.interactivebrokers.com/en/software/tws/usersguidebook/configuretws/apisettings.htm

Interactive Brokers TWS settings


1. Log into Trader Workstation

2. On the Edit menu, select Global

Configuration

3. Select API in the left pane, then

click Settings

4. In the right pane, click the check

box for Enable ActiveX and Socket

Clients

Interactive Brokers Gateway


The IB Gateway provides a low-resource

alternative to TWS for connecting to the IB

trading system

Interactive Brokers Gateway


1. From the Login menu on the IB web site,

select IB Gateway

2. Select the API radio button

3. Log in using your IB username and

password, just as you would when

logging into TWS

4. Click Login. The Interactive Brokers

Gateway box opens, displaying the

connection status and gateway activity

MB Trading setup


• Open MB Trading account

• You will need MBT Desktop Pro to be

installed on your system

• Download MBT Desktop Pro from

http://www.mbtrading.com/mbtDesktop

Pro.aspx#downloads

• Follow instructions in the installer to

complete the setup

http://www.mbtrading.com/mbtDesktopPro.aspx

Trading Technologies FIX


• Trading Technologies FIX gateway for

order processing

• No additional client software setup is

required

• Receive gateway address, user name

and password from your broker

• Fill provided connection details into

connection settings dialog

Setup Broker

Connection


Setup broker connections


Home & Basics (ribbon)

Trading (group)

Brokers (button)

• Freedom connecting to favorite broker

• Completely user configurable connection

• Unlimited number of connections allowed

Broker connections dialog


• Add broker

connections

• Edit existing

connections

• Remove

deprecated

connections

• Close when done

New broker connection


• Select your broker

• Give a name to

connection

• Fill settings

(depend on broker)

• Test connection

oCorrect on errors

• Confirm on success

TD Ameritrade settings


• Login for your

TD Ameritrade

account

• Password for your

TD Ameritrade

account

• Source ID

(optionally required

by some brokers)

Interactive Brokers settings


• Login for your

Interactive

Brokers

account

• Password for

Interactive

Brokers

account

MB Trading settings


• Login for your

MBT account

• Password for your

MBT account

• Host ID: a number

optional, default: 9

• Host version: number

default: empty

Trading Technologies FIX settings


• Login for account

• Password

• TT gateway host

(IP address mask)

• TT gateway port

(port number)

• Gateway target ID

(alphanumeric)

Broker connections list


• Example of

filled list of

connections

• Connection

parameters

are kept

in strongly

encrypted

storage

Connecting to broker


• Open trading form:

Home & Basics > Trading > Orders

• Find all created broker connections:

Trade Broker > Broker Connect > Broker

• Select broker and use connect button

Order Submission and

Trade Management


Order book


• Single interface to all brokers

• Single gateway to all exchanges

• Manual trading pad with convenient

order controls

• Combined tabular view of manual

and automated orders from EA

• Full control on open orders including

automated orders from EA

Order settings


• Support all types of instruments

• Native symbol notation from exchange

• Native order types from exchange

• Limit, stop and activation prices

• Full order expiration control

Trading pad


• One-click manual trading

• Full control on order submission

• Immediate cancellation of all orders

• Instant update or order book

• Detailed error reporting

Order book example


Automatic Trading with

Expert Adviser


Automatic trading configuration


1. Create and configure broker connection

2. Connect to broker from order book

3. Open chart for symbol you plan trading

4. Select forecasting algorithm

5. Select trading expert adviser

6. Enter amount of shares to trade

7. Click auto-trading activation button

Automatic trading settings


• Chart Analysis > Automatic Trading

• Qty: Number of shares to trade

• Stop: Optional stop level. If entered,

orders will be submitted as stop loss orders

• Expert Trade: Toggle to activate trading

• Available only for real-time charts

Toggle automatic

trading on or off

Highlighted, if on

Automatic trading chart


About Quant


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Trading futures and options involves the risk of loss. You should consider carefully

whether futures or options are appropriate to your financial situation. You must

review the customer account agreement and risk disclosure prior to establishing

an account. Only risk capital should be used when trading futures or

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Past results are not necessarily indicative of futures results. The risk of loss in

trading futures or options can be substantial, carefully consider the inherent risks

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