An automated trading integration that connects Interactive Brokers with AI-powered financial analysis for intelligent trading decisions.

Created by: @aristides lintzeris | Follow for updates and trading insights

• Real-time Data Processing: Connect to Interactive Brokers API for live market data
• AI-Powered Analysis: Leverage multiple AI models for comprehensive market analysis
• Automated Trading: Execute trades based on AI recommendations with built-in risk management
• Multi-Market Support: Configure for any stock exchange or market worldwide
• Risk Management: Position sizing, stop-losses, and daily trade limits
• Paper Trading Support: Test strategies safely before live trading
• Comprehensive Logging: Track all activities and performance metrics

• Quick Start
• Prerequisites
• Installation
• Configuration
• Usage
• Risk Management
• Monitoring
• Documentation
• Troubleshooting
• Contributing
• Contact
• Disclaimer

Get up and running in 5 minutes:

# 1. Clone the repository git clone https://github.com/aristideslintzeris/ibkr-ai-hedge-fund.git cd ibkr-ai-hedge-fund # 2. Install dependencies pip install -r requirements.txt # 3. Configure environment cp env.template .env # Edit .env with your API keys and settings # 4. Start paper trading python ibkr_integration.py

• Sign up at Interactive Brokers
• Download and install Trader Workstation (TWS) or IB Gateway
• Recommended: Start with paper trading for testing

• Python 3.8 or higher
• pip package manager

• OpenAI API Key: For GPT models
• Financial Datasets API Key: For market data
• Optional: Additional model providers (Anthropic, Groq, DeepSeek, Google)

git clone https://github.com/aristideslintzeris/ibkr-ai-hedge-fund.git cd ibkr-ai-hedge-fund

pip install -r requirements.txt

git clone https://github.com/virattt/ai-hedge-fund.git

cp env.template .env

Edit your .env file with the following configurations:

# IBKR Connection Settings IBKR_HOST=127.0.0.1 IBKR_PORT=7497 # 7497 for paper trading, 7496 for live IBKR_CLIENT_ID=123 # Trading Settings INITIAL_CASH=10000.0 # Starting capital (adjust to your preference) CURRENCY=USD # USD, EUR, GBP, AUD, CAD, etc. MAX_POSITION_SIZE=0.2 # Maximum 20% per position MAX_DAILY_TRADES=10 # Maximum trades per day STOP_LOSS_PERCENTAGE=0.05 # 5% stop loss TAKE_PROFIT_PERCENTAGE=0.10 # 10% take profit # Market Settings MARKET_TIMEZONE=US/Eastern # Your market timezone TRADING_SCHEDULE=09:30 # Daily analysis time (24-hour format) # Watchlist (comma-separated stock symbols) WATCHLIST=AAPL,GOOGL,MSFT,AMZN,TSLA,NVDA,META,NFLX,BABA,V # AI Model Configuration PRIMARY_MODEL=gpt-4o-mini BACKUP_MODELS=gpt-3.5-turbo,claude-3-haiku # API Keys (REQUIRED) OPENAI_API_KEY=your-openai-api-key FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key # Optional AI Model Providers ANTHROPIC_API_KEY=your-anthropic-api-key GROQ_API_KEY=your-groq-api-key DEEPSEEK_API_KEY=your-deepseek-api-key GOOGLE_API_KEY=your-google-api-key # Logging LOG_LEVEL=INFO # DEBUG, INFO, WARNING, ERROR LOG_FILE=ibkr_hedge_fund.log

CURRENCY=USD MARKET_TIMEZONE=US/Eastern TRADING_SCHEDULE=09:30 WATCHLIST=AAPL,GOOGL,MSFT,AMZN,TSLA,NVDA,META,NFLX,JPM,JNJ

CURRENCY=EUR MARKET_TIMEZONE=Europe/London TRADING_SCHEDULE=09:00 WATCHLIST=ASML,SAP,LVMH,NESN,NOVN,ROG,OR,SAN,INGA,PHIA

CURRENCY=AUD MARKET_TIMEZONE=Australia/Sydney TRADING_SCHEDULE=09:00 WATCHLIST=CBA,BHP,CSL,WBC,ANZ,NAB,WOW,TLS,RIO,MQG

CURRENCY=JPY MARKET_TIMEZONE=Asia/Tokyo TRADING_SCHEDULE=09:00 WATCHLIST=7203,6758,6861,8411,9984,4661,6098,9432,8001,8031

1. Open TWS/IB Gateway
2. Navigate to API Settings:
   • File → Global Configuration → API → Settings
3. Enable API:
   • ✅ Enable ActiveX and Socket Clients
   • ✅ Read-Only API (uncheck for trading)
4. Set Port:
   • Paper Trading: 7497
   • Live Trading: 7496
5. Add Trusted IPs: 127.0.0.1

1. Validate Configuration:

python config.py

2. Start Paper Trading:

python ibkr_integration.py

3. Monitor Logs:

tail -f ibkr_hedge_fund.log

# In your .env file WATCHLIST=AAPL,GOOGL,MSFT,AMZN,TSLA # Or modify in config.py WATCHLIST = ["AAPL", "GOOGL", "MSFT", "AMZN", "TSLA"]

# Daily at 9:30 AM TRADING_SCHEDULE=09:30 # Multiple times per day (comma-separated) TRADING_SCHEDULE=09:30,14:00,16:00 # Weekly on specific days TRADING_SCHEDULE=Monday:09:30,Wednesday:09:30,Friday:09:30

MAX_POSITION_SIZE=0.1 # 10% max per position MAX_DAILY_TRADES=5 STOP_LOSS_PERCENTAGE=0.03 # 3% stop loss TAKE_PROFIT_PERCENTAGE=0.06 # 6% take profit

MAX_POSITION_SIZE=0.15 # 15% max per position MAX_DAILY_TRADES=8 STOP_LOSS_PERCENTAGE=0.05 # 5% stop loss TAKE_PROFIT_PERCENTAGE=0.10 # 10% take profit

MAX_POSITION_SIZE=0.25 # 25% max per position MAX_DAILY_TRADES=15 STOP_LOSS_PERCENTAGE=0.08 # 8% stop loss TAKE_PROFIT_PERCENTAGE=0.15 # 15% take profit

• Position Sizing: Automatic position size calculation based on portfolio percentage
• Stop Losses: Configurable stop-loss orders for all positions
• Daily Limits: Maximum number of trades per day
• Portfolio Limits: Maximum allocation per security
• Paper Trading: Safe testing environment

# Check current risk metrics python -c "from ibkr_integration import get_portfolio_metrics; print(get_portfolio_metrics())"

The integration provides comprehensive monitoring through:

• Log Files: Detailed activity logging
• Portfolio Tracking: Real-time position updates
• Performance Metrics: P&L tracking and analytics
• Error Handling: Automatic error recovery and logging

Create a simple monitoring dashboard:

python dashboard.py

Comprehensive documentation is available in the /docs folder:

• Installation Guide: Detailed setup instructions
• Configuration Guide: Complete configuration reference
• API Reference: Code documentation and examples
• Trading Guide: Trading strategies and best practices
• Troubleshooting: Common issues and solutions

Error: Connection failed to 127.0.0.1:7497 

Error: OpenAI API key is invalid 

Error: Order rejected - insufficient funds 

Enable detailed logging:

LOG_LEVEL=DEBUG

Run diagnostic tests:

python -m pytest tests/

We welcome contributions! Please see our Contributing Guide for details.

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests
5. Submit a pull request

• Creator: @aristidesai

For project updates, trading insights, and AI developments, follow @aristidesai on Twitter.

This project is licensed under the MIT License - see the LICENSE file for details.

Important: This software is for educational purposes only. Trading involves substantial risk of loss. Always test thoroughly with paper trading before using real money. The authors and contributors are not responsible for any financial losses.

Key Points:

• Start with paper trading
• Test thoroughly before live trading
• Never risk more than you can afford to lose
• Understand the risks involved
• Consult with financial professionals

Contact me on twitter for support - @aristidesai

• IBKR API: Official Documentation

• AI-Hedge-Fund for the original AI analysis system
• Interactive Brokers for the trading platform
• Contributors and the open-source community

Made by @aristides lintzeris