Quant Trader

Presented by Quant Trade Technologies, Inc.

Broker Connectivity and Trade Execution

Install Brokerage Software Setup Broker Connections Order Processing Automatic Trading

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Install Brokerage Software

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Supported broker adapters

TD Ameritrade www.tdameritrade.com

Interactive Brokers www.interactivebrokers.com

MB Trading www.mbtrading.com

Trading Technologies www.tradingtechnologies.com 4

TD Ameritrade setup

Open account with TD Ameritrade https://invest.tdameritrade.com/grid/p/accountApplication

Get account login and password Use these in connection dialog No specific third-party software is

necessary to install 5

Interactive Brokers TWS setup

Open account with Install Trader Workstation (TWS)

https://www.interactivebrokers.com/en/index.php?f=1537

Configure API settings in TWS https://www.interactivebrokers.com/en/software/tws/usersguidebook/configuretws/apisettings.htm

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Interactive Brokers TWS settings 1. Log into Trader Workstation 2. On the Edit menu, select Global

Configuration 3. Select API in the left pane, then

click Settings 4. In the right pane, click the check

box for Enable ActiveX and Socket Clients

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Interactive Brokers Gateway The IB Gateway provides a low-resource alternative to TWS for connecting to the IB trading system

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Interactive Brokers Gateway

1. From the Login menu on the IB web site, select IB Gateway

2. Select the API radio button 3. Log in using your IB username and

password, just as you would when logging into TWS

4. Click Login. The Interactive Brokers Gateway box opens, displaying the connection status and gateway activity

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MB Trading setup

Open MB Trading account You will need MBT Desktop Pro to be

installed on your system Download MBT Desktop Pro from

http://www.mbtrading.com/mbtDesktopPro.aspx#downloads

Follow instructions in the installer to complete the setup

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Trading Technologies FIX

Trading Technologies FIX gateway for order processing

No additional client software setup is required

Receive gateway address, user name and password from your broker

Fill provided connection details into connection settings dialog 11

Setup Broker Connection

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Setup broker connections

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Home & Basics (ribbon) Trading (group) Brokers (button)

• Freedom connecting to favorite broker • Completely user configurable connection • Unlimited number of connections allowed

Broker connections dialog

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• Add broker connections

• Edit existing connections

• Remove deprecated connections

• Close when done

New broker connection

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• Select your broker • Give a name to

connection • Fill settings

(depend on broker) • Test connection

oCorrect on errors • Confirm on success

TD Ameritrade settings

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• Login for your TD Ameritrade account

• Password for your TD Ameritrade account

• Source ID (optionally required by some brokers)

Interactive Brokers settings

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• Login for your Interactive Brokers account

• Password for Interactive Brokers account

MB Trading settings

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• Login for your MBT account

• Password for your MBT account

• Host ID: a number optional, default: 9

• Host version: number default: empty

Trading Technologies settings

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• Login for account • Password • TT gateway host

(IP address mask) • TT gateway port

(port number) • Gateway target ID

(alphanumeric)

Broker connections list

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• Example of filled list of connections

• Connection parameters are kept in strongly encrypted storage

Connecting to broker

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• Open trading form: Home & Basics > Trading > Orders

• Find all created broker connections: Trade Broker > Broker Connect > Broker

• Select broker and use connect button

Order Submission and Trade Management

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Order book Single interface to all brokers Single gateway to all exchanges Manual trading pad with

convenient order controls Combined tabular view of manual

and automated orders from EA Full control on open orders including

automated orders from EA

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Order settings

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• Support all types of instruments • Native symbol notation from exchange • Native order types from exchange • Limit, stop and activation prices • Full order expiration control

Trading pad

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• One-click manual trading • Full control on order submission • Immediate cancellation of all orders • Instant update or order book • Detailed error reporting

Order book example

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Automatic Trading with Expert Adviser

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Automatic trading configuration

1. Create and configure broker connection

2. Connect to broker from order book 3. Open chart for symbol you plan trading 4. Select forecasting algorithm 5. Select trading expert adviser 6. Enter amount of shares to trade 7. Click auto-trading activation button

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Automatic trading settings

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• Chart Analysis > Automatic Trading • Qty: Number of shares to trade • Stop: Optional stop level. If entered,

orders will be submitted as stop loss orders • Expert Trade: Toggle to activate trading • Available only for real-time charts

Toggle automatic trading on or off Highlighted, if on

Automatic trading chart

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Pioneers in the fractal exploration of financial markets

Trading futures and options involves the risk of loss. You should consider carefully whether futures or options are appropriate to your financial situation. You must review the customer account agreement and risk disclosure prior to establishing an account. Only risk capital should be used when trading futures or options. Investors could lose more than their initial investment. Past results are not necessarily indicative of futures results. The risk of loss in trading futures or options can be substantial, carefully consider the inherent risks of such an investment in light of your financial condition. Information contained, viewed, sent or attached is considered a solicitation for business.

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