Let’s learn how to connect Equities Lab to Interactive Brokers.

Configuring Equities Lab

  1. From the home screen, click Account settings.
  2. Under the title “Connect to brokerage” select the drop down “Interactive Brokers”.
  3. Return to the home screen and you will now see “Connect to IB” as an option.

Connecting to IB

Click on Connect to IB

If you do not have an IB Gateway or TWS API access, click Install IB Gateway.
Run IB Gateway or TWS API.

Now click on the IB Gateway icon on your desktop.

When you run either gateway, you get a dialogue box, like the one below.

If you don’t get this screen, try downloading it directly from Interactive Brokers.

https://www.interactivebrokers.com/en/software/api_ibgateway_software.php

*Ensure you have IB API rather than FIX CTCI Selected!

 

After your IB client connects, press the Connect to IB Gateway button at the bottom of the pop-up in Equities Lab.

If you aren’t connected after a few minutes, check your IB Gateway and see if it reports any errors. If you need any help please email us at support@equitieslab.com.