Step 1
Install IBKR Client Portal Gateway
Install IBKR Client Portal Gateway on this computer and make sure it opens when you launch it.
Step 1 Current Step
Load Recommendations
No file selected yet.
Strategy Defaults i
Take Profit Strategy
i
GTC
Initial loading rules apply here. You can still edit stop loss, take profit, and other trade details for each stock in Review Trades.
Step 2 Current Step
Review Recommendations
Review what is new, what is repeated, and what is actually ready.
| Select | TF | Symbol | Name | Buy | Target | Stop | Qty | Cost | Risk $ | Reward/Risk i | Status |
|---|
Step 3 Current Step
Submit To IBKR Paper
Submit only the trades you still want after review.
Submission Receipt
Latest submission summary.
| Trade ID | Symbol | Qty | Entry Fill | Entry Value | Stop | Target | Opened |
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| Trade ID | Symbol | Type | Qty | Price | Status | Armed At |
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| Trade ID | Symbol | Status | Qty | Limit | P&L | Created | Actions |
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Use this panel to inspect the broker and lifecycle events for one submitted ticket without leaving the main desk.
Select a trade from Recent Trades.