Simple Monitor

Portfolio-Monitor (not only) for FA-Accounts on InteractiveBrokers

Base Szenario: Some trading approach is performed on a remote system. There is at least a reverse-ssh tunnel enabling basic administrative operations. One can establish a remote tmux-session, one window is starting the simple_monitor, one runs an elinks-session displaying the output.

The monitor is realized using IB-Ruby and the camping micro-web-framework. It generates pure HTML and uses CSS, thus providing an overview on every browser, including text-based ones, like elinks. Avoids JavaScript.

First an overview of any Portfolio-Position in every Account is displayed (only F&F-Accounts). You can select all Accounts. Basic information, such as NetLiquidation, the used Margin and Available Cash are shown. All Portfolio-Positions (Contracts) are displayed.

A Simple Form to place an emergency-order (i.e. a "Close-Position"-Feature) is provided, too. New Positions can be established through their basic properties (see below). In practice, one would use the Watchlist feature to provide additional Contracts.

Getting Started

• Setup your environment through IB-Container.

  or

• Install Ruby 2.6+ (via rvm), tmux and elinks.

• clone this repository ( git clone https://guthub.com/ib-ruby/simple-monitor.git )

• change to the simple-monitor directory ( cd simple-monitor)

• Initialize with bundle install following with bundle update ( get bundler via gem install bundle if its not present)

• Start a TWS or a Gateway (TWS must fullfil the requirements of ›› IB-RUBY ‹‹).

• Edit config.yml and change the :host-Entry to the host running the TWS/Gateway (eg. localhost:7496). If a connection is made with the Gateway, specify that port, too, eg localhost:4001. If no Account-Alias is set in Account-Management, local Aliases can be specified in the yaml-dataset.

• Copy the provided elinks-configuration to the home-directory ( cp elinks.conf ~/.elinks/ )

• Run the provided tmux-startup-script ( ./start-simple-monitor ) or

• Run the camping-Server manually

camping simple_monitor.rb -p 3333

and open a browser window at http://localhost:3333 enjoy

The Output

If an ascii-Browser like elinks is used, the following output is generated

If a User is selected or only one User is present, a detail-page is displayed

Tmux Startup Script

First edit ./start-simple-monitor and check if the provided pathes fit your environment.

This is the expected output