Standard Operating Procedure – Installing a VPS

[KateMoloney]

Nick Radge post=13997 userid=549 wrote:

Yeah, I canceled the VPS several months ago too. I’m not running OC but BasketTrader does what I need

For the MOC strategies, is there a way to extract the data that matches the STT format?

I pulled data from trade history in IB, and was able to change the order to resemble STT by clicking settings, layout. 

Just need to manually change buy/sell and instrument to share.

 

[Nick Radge]

In TWS Export Trade Reports, change the custom Columns to the following, then use the IBKR transfer in STT.
I use Last 2 days, then change the Start Time to 20:00. That gives me just the trades from o/night.

[KateMoloney]

Hi Nick,

Just checking this is correct. IB chat said the export section didn’t exist.

-> Configuration is where I found export settings.

Are my settings correct? And then once a day go into STT and upload from IB directly?
I added order reference because of different MOC strategies. Not sure if it will work, have to wait and see…

 
 
 

[Nick Radge]

No.

Open TWS
Select Trade History icon
File > Export Displayed Reports > Custom Columns (amend as per above) > OK

It’s fully covered in the STT help files:

https://sharetradetrackerhelp.xlautomation.com.au/upload/upload-interactive-broker-trades

[KateMoloney]

Nick Radge post=14000 userid=549 wrote:

In TWS Export Trade Reports, change the custom Columns to the following, then use the IBKR transfer in STT.
I use Last 2 days, then change the Start Time to 20:00. That gives me just the trades from o/night.

to-> 

Just making a note for others as this took me a bit to figure out

Open trade history window, select last 2 days
Top right corner, click more options to change the start time to 20:00 for trade export
 

[KateMoloney]

Has anyone else had issues uploading weekly swing orders to TWS?

Error is 
 

Odd thing is, I go onto the VPS and can upload the exact same file to TWS through there.

TWS versions both on and off the VPS are the exact same 10.19.1m
Tried uninstalling and reinstalling TWS. No luck.

[SladeChisholm]

Kate M post=14015 userid=5397 wrote:

Has anyone else had issues uploading weekly swing orders to TWS?

Error is 
 

Odd thing is, I go onto the VPS and can upload the exact same file to TWS through there.

TWS versions both on and off the VPS are the exact same 10.19.1m
Tried uninstalling and reinstalling TWS. No luck.

I think I have seen that error although the error message isn’t particularly helpful.  

It was due to me saving the file in excel with a file type of ‘CSV UTF-8’ not ‘CSV (see below).  Doesn’t explain why it works on your VPS though.

 

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