Blocks
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.
Block Preview
Interactive Brokers
⚠️ Stock, options, futures, and forex trading
Usage
- Add the block to your workflow and connect it to the upstream step.
- Configure any required credentials or tokens in the inputs.
- Fill in required inputs and optional parameters for the run.
- Run a test execution, inspect outputs, and iterate before deploying.
- Deploy 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-inputPlaceholder: Your IB API Secret
Layout: full
Paper Trading
switchEnable for simulated trading
Layout: half
Operation
dropdownLayout: full
Options: Get Accounts, Get Account Summary, Get Positions, Get Portfolio
Account ID
short-inputPlaceholder: Account number (optional)
Layout: full
Condition: operation = ["get_account_summary","get_positions","get_portfolio","get_cash_balance","place_order","get_pnl"]
Symbol
short-inputPlaceholder: AAPL, TSLA, SPY
Layout: half
Condition: operation = ["get_market_data","get_historical_data","get_contract_details","search_contracts","place_order"]
Security Type
dropdownLayout: half
Condition: operation = ["get_market_data","get_historical_data","get_contract_details","search_contracts","place_order"]
Options: Stock, Option, Future, Forex
Exchange
short-inputPlaceholder: SMART, NASDAQ, NYSE
Layout: half
Condition: operation = ["get_market_data","get_contract_details","place_order"]
Currency
short-inputPlaceholder: USD, EUR, GBP
Layout: half
Condition: operation = ["get_market_data","get_contract_details","place_order"]
Duration
short-inputPlaceholder: 1 D, 1 W, 1 M, 1 Y
Layout: half
Condition: operation = "get_historical_data"
Bar Size
dropdownLayout: half
Condition: operation = "get_historical_data"
Options: 1 Minute, 5 Minutes, 15 Minutes, 1 Hour
Action
dropdownLayout: half
Condition: operation = "place_order"
Options: 🟢 BUY, 🔴 SELL
Order Type
dropdownLayout: half
Condition: operation = "place_order"
Options: Market, Limit, Stop, Stop Limit
Quantity
short-inputPlaceholder: 100
Layout: half
Condition: operation = "place_order"
Limit Price
short-inputPlaceholder: 150.00
Layout: half
Condition: operation = "place_order"
Stop Price
short-inputPlaceholder: 145.00
Layout: half
Condition: operation = "place_order"
Order ID
short-inputPlaceholder: Order ID
Layout: full
Condition: operation = ["modify_order","cancel_order","get_order_status"]
Inputs (API)
apiKey
stringRequired
apiSecret
stringRequired
paperTrading
booleanOptional
operation
stringRequired
accountId
stringOptional
symbol
stringOptional
secType
stringOptional
exchange
stringOptional
currency
stringOptional
duration
stringOptional
barSize
stringOptional
action
stringOptional
orderType
stringOptional
quantity
stringOptional
limitPrice
stringOptional
stopPrice
stringOptional
orderId
stringOptional
Outputs
Primary response type:
{
"success": "boolean",
"data": "any"
}Tool Access
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.