Allocation Preset Combinations

In order to attain specific allocation behaviors, a combination of various settings must be specified. The tables below detail what settings must be used.Interactive Brokers supports two forms of allocation methods. Allocation methods that have calculations completed by Interactive Brokers, and a set of allocation methods calculated by the user and then specified.

The preset settings are based on the Advisor Presets setting built in TWS.
Every time a user logs in to TWS, the presets established in the CPAPI will update to reflect the settings in TWS.
Presets adjusted in the Client Portal API will not adjust the settings in TWS.

IB-computed allocation methods

Intended Behavior	Proportional Allocation	Closing Behavior
Make positions be proportional based on method	group_proportional_allocation=false	group_auto_close_positions=true
Distribute shares based on method selected	group_proportional_allocation=true	group_auto_close_positions=true
Distribute shares based on method selected, do not prioritize accounts that are closing position	group_proportional_allocation=true	group_auto_close_positions=false

User-specified allocation methods

Formerly known as Allocation Profiles

Intended Behavior	Closing Behavior
Distribute shares based on method selected	profile_auto_close_positions=true
Distribute shares based on method selected, do not prioritize accounts that are closing position	profile_auto_close_positions=false