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| − | This wiki will contain manual and tutorials for users of [https://www.pairtradinglab.com Pair Trading Lab website] and [https://www.pairtradinglab.com/ptltrader PTL Trader] application. | + | This wiki contains manual and tutorials for users of [https://www.pairtradinglab.com Pair Trading Lab website] and [https://www.pairtradinglab.com/ptltrader PTL Trader] application. |
| | | | |
| − | == PTL Trader Guide ==
| + | Sections: |
| − | === Introduction ===
| + | * [[Pair Database]] |
| − | PTL Trader is a proprietary automated trading system solution for pair trading. See more information [https://www.pairtradinglab.com/ptltrader here]. You can use it to execute your pair trading strategy portfolios you have built using the [https://www.pairtradinglab.com Pair Trading Lab website] Portfolio Manager.
| + | * [[Pair Trading Lab Algorithms & Strategies]] |
| − | | + | * [[Pair Trading Models]] |
| − | === Requirements ===
| + | * [[Trading Pairs Based on Inverse ETFs]] |
| − | # Windows OS compatible with Java 7 is required
| + | * [[Pair Trading Lab Portfolios]] |
| − | # 32-bit Java 7 (1.7) or newer is required. The installer checks this. 64-bit Java is not supported at this moment, but it will be at some point.
| + | * [[PTL Trader Manual]] |
| − | # PTL Trader requires Interactive Brokers TWS or IB Gateway, providing an API access. Server IB API version 66 or newer is required.
| + | * [[PTL Trader Changelog]] |
| − | | + | |
| − | PTL Trader and Portfolio Manager are only available to Premium Members.
| + | |
| − | === Installation & Setup ===
| + | |
| − | In order to use PTL Trader application, you must obtain PTL Trader API keys first. They are used to authenticate the application running at your side against our server, so the application is able to retrieve your portfolio and settings and send back your trading stats (unless confidential mode is used).
| + | |
| − | There are two keys needed - the '''Access Key''' and the '''Secret Key'''
| + | |
| − | | + | |
| − | Steps to do:
| + | |
| − | # Go to the [https://www.pairtradinglab.com Pair Trading Lab website] and login to your account
| + | |
| − | # Go to Menu -> PTL Trader -> Setup & Download (if you don't see this, you are not a Premium Member or your membership has expired) (see the screenshot)
| + | |
| − | #:[[File:Ptltrader-setup.png|right]]
| + | |
| − | # If you don't have API access keys yes, you will see a button ''Generate PTL Trader keys for me now''. Press it, it will generate your keys and setup your PTL Trader access immediately
| + | |
| − | # When you already have API keys generated, you can see your '''Access Key''' already. In order to see your '''Secret Key''' press the link saying "click here to see my Secret Key".
| + | |
| − | # Now, you can download the PTL Trader MSI installer by clicking the button ''Download PTL Trader''. You download should start.
| + | |
| − | # Check software requirements above
| + | |
| − | # Run the installer to install the PTL Trader application. The installer checks the Java version, so it won't allow you to install if you don't have Java or if it is outdated
| + | |
| − | # Run PTL Trader from your start menu
| + | |
| − | # Go to the Settings tab and fill in your access keys. By pressing ''Connect'' button it should authenticate and connect to our website and download your portfolios you created in Portfolio Manager
| + | |
| − | # Start IB Trading Workstation or IB gateway, enable socket-base API access in settings
| + | |
| − | # In PTL Trader settings, check the IB ABI Client Id and Port if matches what you need. Client Id can be 1 if PTL Trader is the only application connecting to your API. Default port numbers are '''7496''' for TWS connection and '''4001''' for IB Gateway connection.
| + | |
| − | # Press ''Connect''. It should connect to your IB API now.
| + | |
| − | # You are ready now to setup your portfolios and account bindings.
| + | |
| − | [[File:Ptltrader-settings.png]] | + | |
| − | | + | |
| − | === Multiple Instances & Autostart ===
| + | |
| − | [[File:Ptltrader-shortcut.png|right]] | + | |
| − | PTL Trader supports running in multiple instances on the same machine, but each instance must run under a different configuration profile and must connect to different IB account. The default configuration profile name is ''default'', which is used when no command line arguments are used. If you want to start the application using different profile, you have to manually specify the profile in command line arguments. Argument syntax is this:
| + | |
| − | <profile name> [autostart]
| + | |
| − | If ''autostart'' is specified, PTL Trader will automatically connect to both Pair Trading Lab site and IB account, as long all credentials are already configured in the Settings panel. You can use autostart feature e.g. for automatic system start after your VPS reboots.
| + | |
| − | Please note that the ''autostart'' is always the second argument, so if you want to use autostart with default profile, command line arguments will look like this:
| + | |
| − | default autostart
| + | |
| − | Good practice is to create file shortcuts, where you can specify command line arguments directly like on the screenshot on the right.
| + | |
| − | PTL Trader installation comes with two default application shortcuts:
| + | |
| − | * '''PTL Trader''' - profile: ''default'', no autostart | + | |
| − | * '''PTL Trader (second instance)''' - profile: ''secondary'', no autostart | + | |
| − | For instance, you can use the first one for regular trading, the second one for paper trading. You can of course edit those default shortcuts yourself, e.g. to enable autostart feature.
| + | |
| − | | + | |
| − | Again - you need to worry about profiles only if you use two or more PTL Trader instances on the same computer. If you run them on different machines, you can stick with ''default'' profile.
| + | |
| − | | + | |
| − | '''Remark: if you run multiple instances on the same computer, each instance must connect to a different IB TWS/Gateway instance!'''
| + | |
