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Catalog

Interactive Brokers

⚠️ Stock, options, futures, and forex trading

Connect to Interactive Brokers API for professional trading across stocks, options, futures, forex, bonds, and funds. Access real-time market data, execute trades, manage portfolios, and retrieve account information. Supports multiple asset classes and global markets. Uses API key authentication with TWS/Gateway. ⚠️ REGULATORY NOTICE: This integration is for authorized use only. Trading carries substantial risk of loss. Users must comply with all applicable securities regulations, margin requirements, and trading rules. Professional trading requires proper licensing in many jurisdictions.

Toolsinteractive_brokers

Usage

  1. 01Add the block to your workflow and connect it to the upstream step.
  2. 02Configure any required credentials or tokens in the inputs.
  3. 03Fill in required inputs and optional parameters for the run.
  4. 04Run a test execution, inspect outputs, and iterate before deploying.
  5. 05Deploy the interactive_brokers block with monitoring enabled in production.

Inputs (UI)

API Key / Client ID

short-input

⚠️ Requires TWS or IB Gateway running. Use paper trading for testing.

Placeholder: Your IB API Key

Layout: full

API Secret

short-input

Placeholder: Your IB API Secret

Layout: full

Paper Trading

switch

Enable for simulated trading

Layout: half

Operation

dropdown

Layout: full

Options: Get Accounts, Get Account Summary, Get Positions, Get Portfolio

Account ID

short-input

Placeholder: Account number (optional)

Layout: full

Condition: operation = ["get_account_summary","get_positions","get_portfolio","get_cash_balance","place_order","get_pnl"]

Symbol

short-input

Placeholder: AAPL, TSLA, SPY

Layout: half

Condition: operation = ["get_market_data","get_historical_data","get_contract_details","search_contracts","place_order"]

Security Type

dropdown

Layout: half

Condition: operation = ["get_market_data","get_historical_data","get_contract_details","search_contracts","place_order"]

Options: Stock, Option, Future, Forex

Exchange

short-input

Placeholder: SMART, NASDAQ, NYSE

Layout: half

Condition: operation = ["get_market_data","get_contract_details","place_order"]

Currency

short-input

Placeholder: USD, EUR, GBP

Layout: half

Condition: operation = ["get_market_data","get_contract_details","place_order"]

Duration

short-input

Placeholder: 1 D, 1 W, 1 M, 1 Y

Layout: half

Condition: operation = "get_historical_data"

Bar Size

dropdown

Layout: half

Condition: operation = "get_historical_data"

Options: 1 Minute, 5 Minutes, 15 Minutes, 1 Hour

Action

dropdown

Layout: half

Condition: operation = "place_order"

Options: 🟢 BUY, 🔴 SELL

Order Type

dropdown

Layout: half

Condition: operation = "place_order"

Options: Market, Limit, Stop, Stop Limit

Quantity

short-input

Placeholder: 100

Layout: half

Condition: operation = "place_order"

Limit Price

short-input

Placeholder: 150.00

Layout: half

Condition: operation = "place_order"

Stop Price

short-input

Placeholder: 145.00

Layout: half

Condition: operation = "place_order"

Order ID

short-input

Placeholder: Order ID

Layout: full

Condition: operation = ["modify_order","cancel_order","get_order_status"]

Inputs (API)

apiKey

string

Required

apiSecret

string

Required

paperTrading

boolean

Optional

operation

string

Required

accountId

string

Optional

symbol

string

Optional

secType

string

Optional

exchange

string

Optional

currency

string

Optional

duration

string

Optional

barSize

string

Optional

action

string

Optional

orderType

string

Optional

quantity

string

Optional

limitPrice

string

Optional

stopPrice

string

Optional

orderId

string

Optional

Outputs

Primary response type:

{
  "success": "boolean",
  "data": "any"
}

Tool Access

interactive_brokers_api

Compliance Notice

REGULATORY NOTICE: Professional securities trading carries substantial risk of loss. This block is intended for authorized use only. Users must comply with all applicable securities regulations, margin requirements, FINRA rules, and trading laws. Interactive Brokers is a regulated broker-dealer subject to oversight by multiple financial authorities. Professional trading may require licensing (Series 7, Series 63, etc.) in many jurisdictions. Margin trading, options, futures, and forex involve significant risk. Users are solely responsible for ensuring compliance with all applicable laws and regulations.

financial_tradinghigh_riskregulatedregion_restricted