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New Feature: IB Account Information Available in Algorithm

We launched live trading at the beginning of this year and the success has been outstanding – we’re listening to your feedback and adding more features!

The algorithm already has access to the portfolio attributes, including the cash, positions, and portfolio value. Today we’re adding more: broker account information is now available to the algorithm.

This makes it easier to trade based on the settled cash, tracking your margin, and controlling the leverage in the account.

In backtesting, these fields will take on default values. The default values are listed in the API help doc below. In live trading, the algorithm will use values as reported by the broker.

The list of available fields is:

  • accrued_interest
  • available_funds
  • buying_power
  • cushion
  • day_trades_remaining
  • equity_with_loan
  • excess_liquidity
  • initial_margin_requirement
  • leverage
  • maintenance_margin_requirement
  • net_liquidation
  • regt_equity
  • regt_margin
  • settled_cash
  • total_positions_value

These fields are accessible from the newly created account object. Read more about the overview and the API in the help doc!

Clone Algorithm
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Total Returns
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Alpha
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Beta
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Sharpe
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Sortino
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Max Drawdown
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Benchmark Returns
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Volatility
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Returns 1 Month 3 Month 6 Month 12 Month
Alpha 1 Month 3 Month 6 Month 12 Month
Beta 1 Month 3 Month 6 Month 12 Month
Sharpe 1 Month 3 Month 6 Month 12 Month
Sortino 1 Month 3 Month 6 Month 12 Month
Volatility 1 Month 3 Month 6 Month 12 Month
Max Drawdown 1 Month 3 Month 6 Month 12 Month
# Put any initialization logic here.  The context object will be passed to
# the other methods in your algorithm.
def initialize(context):
    context.stock = symbol('SPY')

# Will be called on every trade event for the securities you specify. 
def handle_data(context, data):
    
    # invest 100% of the portfolio in SPY
    # if the settled cash in account is more than $1,000
    if context.account.settled_cash > 1000:
        order_target_percent(context.stock, 1)
    

    
    
    
    
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