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TWS DocumentationTWS ReferenceProtobuf ReferenceChangelog
TWS DocumentationTWS ReferenceProtobuf ReferenceChangelog
    • Introduction
  • Quick Start
    • Installation
    • Order ID
    • Placing Orders
    • Requesting Portfolio Data
    • Requesting Market Data
  • Notes & Limitations
    • Introduction
    • Requirements
    • Supported Two Factor Authentication (2FA)
  • Download TWS or IB Gateway
    • Download TWS or IB Gateway
    • TWS Online or Offline Version?
  • TWS Settings
    • Introduction
    • Memory Allocation
    • Daily & Weekly Reauthentication
    • Order Precautions
    • Connected IB Server Location in TWS
    • SMART Algorithm
    • Allocation Setup (For Financial Advisors)
    • Intelligent Order Resubmission
    • Per-Currency Account Value Prefix
    • Disconnect on Invalid Format
  • Download the TWS API
    • Introduction
    • Install the TWS API on Windows
    • Install the TWS API on MacOs / Linux
    • TWS API File Location & Tools
    • TWSAPI Basics Tutorial
  • Third Party API Platforms
    • Introduction
  • Unique Configurations
    • Introduction
    • Implementing the Intel Decimal Library for MacOS and Linux
    • Implementing Visual Basic .NET
  • Troubleshooting & Support
    • Introduction
    • Unset Values
  • Architecture
    • Introduction
  • Pacing Limitations
    • Introduction
    • Pacing Behavior
  • Connectivity
    • Introduction
    • Establishing an API connection
    • Verify API Connection
    • Remote TWS API Connections with Trader Workstation
    • Accepting an API connection from TWS
    • Logging into multiple applications
    • Broken API socket connection
  • Synchronous API
    • Introduction
    • TWSSyncWrapper Class
    • Connect & Start Connection
    • Disconnect & Stop Connection
    • Current Time
    • Next Valid ID
    • Account Summary
    • Contract Details
    • Live Market Data
    • Historical Market Data
    • Place Order
    • Cancel Order
    • Open Orders
    • Executions
    • Positions
    • Portfolio
  • Account & Portfolio Data
    • Introduction
  • Bulletins
    • Introduction
    • Request IB Bulletins
    • Receive IB Bulletins
    • Cancel Bulletin Request
  • Contracts (Financial Instruments)
    • Introduction
    • The Contract Object
    • Finding Contract Details in Trader Workstation
  • Event Trading
    • Introduction
    • Market Data
    • Other Functionality
  • Error Handling
    • Introduction
    • Understanding Message Codes
    • System Message Codes
    • Error Codes
    • Receiving Error Messages
  • Financial Advisors
    • Introduction
    • Request FA Groups and Profiles
    • Receiving FA Groups and Profiles
    • Replace FA Allocations
    • Allocation Methods and Groups
      • Introduction
      • Available Equity
      • Contracts Or Shares
      • Equal Quantity
      • MonetaryAmount
      • Net Liquidation Value
      • Percentages
      • Ratios
    • Model Portfolios and the API
    • Unification of Groups and Profiles
    • Order Placement
  • Market Data: Delayed
    • Introduction
    • Market Data Type Behavior
    • Request Market Data Type
    • Receive Market Data Type
  • Market Data: Historical
    • Introduction
    • Modifying Returned Date
  • Market Data: Live
    • Live Data Limitations
  • Market Scanner
    • Introduction
  • News
    • Introduction
  • Next Valid ID
    • Introduction
    • Request Next Valid ID
    • Receive Next Valid ID
    • Reset Order ID Sequence
  • Order Management
    • ClientId 0 and the Master Client ID
    • Commission And Fees Report
    • Open Orders
  • Orders
    • The Order and Contract Objects
    • Exercise Options
    • MiFIR Transaction Reporting Fields
    • Modifying Orders
    • Pre-Borrow Shares For Shorting
    • Test Order Impact (WhatIf)
    • Trigger Methods
  • Setting Management
    • Introduction
    • Request Configuration
    • Receive Configuration
    • Request Configuration Update
    • Receive Configuration Update
  • TWS UI Display Groups
    • Introduction
    • Update Display Group
  • Wall Street Horizon
    • Introduction
  • Introduction
  • Installation
  • Order ID
  • Placing Orders
  • Requesting Portfolio Data
  • Requesting Market Data
  • Introduction
  • Requirements
  • Supported Two Factor Authentication (2FA)
  • Introduction
  • C# for MacOS
  • C++ DLLs and Static Linking
  • Canadian Residents Restricted From Programmatically Trading Canadian Products
  • Paper Trading
  • Download TWS or IB Gateway
  • TWS Online or Offline Version?
  • Introduction
  • Introduction
  • "Never Lock Trader Workstation" Setting
  • Memory Allocation
  • Daily & Weekly Reauthentication
  • Order Precautions
  • Connected IB Server Location in TWS
  • SMART Algorithm
  • Allocation Setup (For Financial Advisors)
  • Intelligent Order Resubmission
  • Per-Currency Account Value Prefix
  • Disconnect on Invalid Format
  • Introduction
  • Install the TWS API on Windows
  • Install the TWS API on MacOs / Linux
  • TWS API File Location & Tools
  • TWSAPI Basics Tutorial
  • Introduction
  • Introduction
  • ib_insync and ib_async
  • Introduction
  • Implementing the Intel Decimal Library for MacOS and Linux
  • Introduction
  • 1. Open Command Prompt or Terminal
  • 2. Navigate to Python Source
  • 3. Run The setup.py File
  • 4. Confirm Updates
  • 5. Confirm your installation
  • Protobuf UserWarning messages
  • Implementing Visual Basic .NET
  • Introduction
  • Introduction
  • API Logs
  • How To Enable Debug Logging
  • Location of Interactive Brokers Logs
  • How To Delete Logs
  • Uploading Logs
  • Exporting Logs
  • Reading Exported Logs
  • Unset Values
  • Introduction
  • Introduction
  • The IB Gateway
  • Introduction
  • Pacing Behavior
  • Introduction
  • Establishing an API connection
  • Verify API Connection
  • Introduction
  • C++, C#, and Java Implementations
  • Python Implementation
  • Remote TWS API Connections with Trader Workstation
  • Accepting an API connection from TWS
  • Logging into multiple applications
  • Broken API socket connection
  • Introduction
  • TWSSyncWrapper Class
  • Connect & Start Connection
  • Disconnect & Stop Connection
  • Current Time
  • Next Valid ID
  • Account Summary
  • Contract Details
  • Live Market Data
  • Historical Market Data
  • Place Order
  • Cancel Order
  • Open Orders
  • Executions
  • Positions
  • Portfolio
  • Introduction
  • Introduction
  • Requesting Account Summary
  • Account Summary Tags
  • Receiving Account Summary
  • Cancel Account Summary
  • Introduction
  • Requesting Account Updates
  • Receiving Account Updates
  • Account Value Keys
  • Cancel Account Updates
  • Requesting Account Update by Model
  • Receiving Account Updates by Model
  • Cancel Account Updates by Model
  • Introduction
  • Request Family Codes
  • Receive Family Codes
  • Introduction
  • Request Managed Accounts
  • Receive Managed Accounts
  • Introduction
  • Request Positions
  • Receive Positions
  • Cancel Positions Request
  • Introduction
  • Request Positions By Model
  • Receive Positions By Model
  • Cancel Positions By Model
  • Introduction
  • Request P&L for individual positions
  • Receive P&L for individual positions
  • Cancel P&L request for individual positions
  • Request P&L for accounts
  • Receive P&L for accounts
  • Cancel P&L subscription requests for accounts
  • Introduction
  • Requesting White Branding Info
  • Receiving White Branding Info
  • Introduction
  • Request IB Bulletins
  • Receive IB Bulletins
  • Cancel Bulletin Request
  • Introduction
  • The Contract Object
  • Finding Contract Details in Trader Workstation
  • Introduction
  • Request Contract Details
  • Receive Contract Details
  • Receive Bond Details
  • Introduction
  • Request Option Chains
  • Receive Option Chains
  • Introduction
  • Request Stock Contract Search
  • Receive Searched Stock Contract
  • Introduction
  • Introduction
  • ForecastEx Forecast Contracts
  • CME Event Contracts
  • Introduction
  • ForecastEx Contract Example
  • Market Data
  • Introduction
  • Order Example
  • Other Functionality
  • Introduction
  • Understanding Message Codes
  • System Message Codes
  • Error Codes
  • Receiving Error Messages
  • Introduction
  • Market data farm connection is OK
  • Requested market data requires additional subscription for API. See link in 'Market Data Connections' dialog for more details.Delayed market data is available.
  • Introduction
  • Request FA Groups and Profiles
  • Receiving FA Groups and Profiles
  • Replace FA Allocations
  • Allocation Methods and Groups
  • Introduction
  • Available Equity
  • Contracts Or Shares
  • Equal Quantity
  • MonetaryAmount
  • Net Liquidation Value
  • Percentages
  • Ratios
  • Model Portfolios and the API
  • Unification of Groups and Profiles
  • Order Placement
  • Introduction
  • Market Data Type Behavior
  • Request Market Data Type
  • Receive Market Data Type
  • Introduction
  • Introduction
  • Historical Data Filtering
  • Historical Volume Scaling
  • Pacing Violations for Small Bars (30 secs or less)
  • Unavailable Historical Data
  • Introduction
  • Requesting the Earliest Data Point
  • Receiving the Earliest Data Point
  • Cancelling Timestamp Requests
  • Introduction
  • Requesting Historical Bars
  • Duration
  • Historical Bar Sizes
  • Step Sizes
  • Max Duration Per Bar Size
  • Format Date Received
  • Keep Up To Date
  • Receiving Historical Bars
  • Introduction
  • AGGTRADES
  • ADJUSTED_LAST
  • ASK
  • BID
  • BID_ASK
  • FEE_RATE
  • HISTORICAL_VOLATILITY
  • MIDPOINT
  • OPTION_IMPLIED_VOLATILITY
  • SCHEDULE
  • TRADES
  • YIELD_ASK
  • YIELD_BID
  • YIELD_BID_ASK
  • YIELD_LAST
  • Introduction
  • Requesting Histogram Data
  • Receiving Histogram Data
  • Cancelling Histogram Data
  • Introduction
  • Requesting Time and Sales data
  • Receiving Time and Sales data
  • Historical Halted and Unhalted ticks
  • Introduction
  • Operator Time Zone
  • Exchange Time Zone
  • Coordinated Universal Time (UTC)
  • Modifying Returned Date
  • Live Data Limitations
  • Introduction
  • Request Real Time Bars
  • Receive Real Time Bars
  • Cancel Real Time Bars
  • Introduction
  • Request Component Exchanges
  • Receive Component Exchanges
  • Introduction
  • Requesting Market Depth Exchanges
  • Receive Market Depth Exchanges
  • Introduction
  • Request Market Depth
  • Receive Market Depth
  • Cancel Market Depth
  • Introduction
  • NYSE Advance-Decline
  • NYSE Volume Index
  • NYSE Trading Index (TRIN)
  • NYSE TICK Index
  • Introduction
  • Request Options Greeks
  • Calculating option prices
  • Calculating historical volatility
  • Receiving Options Data
  • Introduction
  • Request Watchlist Data
  • Market Data Update Frequency
  • Generic Tick Types
  • Streaming Data Snapshots
  • Regulatory Snapshots
  • Receive Live Data
  • Exchange Component Mapping
  • Re-Routing CFDs
  • Cancel Watchlist Data
  • Introduction
  • Halted
  • Shortable
  • Volume Data
  • RT Volume
  • IB Dividends
  • Introduction
  • Request Tick By Tick Data
  • Receive Tick By Tick Data
  • Cancel Tick By Tick Data
  • Halted and Unhalted ticks
  • Introduction
  • Introduction
  • Request Market Scanner Parameters
  • Receive Market Scanner Parameters
  • Introduction
  • Request Market Scanner Subscription
  • Receive Market Scanner Subscription
  • Cancel Market Scanner Subscription
  • Introduction
  • Introduction
  • Request News Providers
  • Receive News Providers
  • Introduction
  • Request Contract Specific News
  • Request BroadTape News
  • Receive Live News Headlines
  • Introduction
  • Requesting Historical News
  • Receive Historical News
  • Introduction
  • Request News Articles
  • Receive News Articles
  • Introduction
  • Request Next Valid ID
  • Receive Next Valid ID
  • Reset Order ID Sequence
  • ClientId 0 and the Master Client ID
  • Commission And Fees Report
  • Introduction
  • ExecID Behavior
  • The Execution Object
  • Request Execution Details
  • Receive Execution Details
  • Open Orders
  • Introduction
  • Understanding Order Status Message
  • Introduction
  • API client's orders
  • All submitted orders
  • Manually Submitted TWS Orders
  • Order Binding Notification
  • Introduction
  • Requesting Completed Orders
  • Receiving Completed Orders
  • The Order and Contract Objects
  • Introduction
  • Cancel Individual Order
  • Cancel All Open Orders
  • Exercise Options
  • Introduction
  • Request Market Rule
  • Receive Market Rule
  • MiFIR Transaction Reporting Fields
  • Modifying Orders
  • Introduction
  • Adding a Profit Taker and Stop Loss
  • Combo Orders
  • Trading The Overnight Session
  • Understanding Order Precautions
  • Order Placement Considerations
  • Pre-Borrow Shares For Shorting
  • Test Order Impact (WhatIf)
  • Trigger Methods
  • Introduction
  • Request Configuration
  • Receive Configuration
  • Request Configuration Update
  • Receive Configuration Update
  • Introduction
  • Introduction
  • Request Query Display Groups
  • Receive Query Display Groups
  • Introduction
  • Request Group Events Subscription
  • Receive Group Events Subscription
  • Unsubscribe From Group Events
  • Update Display Group
  • Introduction
  • Introduction
  • Meta Data Filters
  • Requesting Meta Data
  • Receive Meta Data
  • Cancel Meta Data
  • Introduction
  • WshEventData Object
  • Request Event Data
  • Receive Event Data
  • Cancel Event Data
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Financial AdvisorsAllocation Method XML Format

Introduction

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Allocation methods for financial advisor’s allocation groups are created using an XML format. The content below signifies the supported allocation groups and how to format them in their respective XML.

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