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INTEGRATION

IBKR · CLIENT PORTAL

Pull live positions, aggregate Greeks, and per-position P&L from your Interactive Brokers account. The Client Portal Gateway runs locally on your machine and the frontend talks to it through a Next.js proxy at /api/ibkr/*.

CHECKING…
SETUP
  1. 1Download the IBKR Client Portal Gateway from interactivebrokers.com and unzip it.
  2. 2Run ./bin/run.sh root/conf.yaml from the unzipped folder.
  3. 3Open https://localhost:5000, accept the self-signed cert, and log in with your IBKR credentials.
  4. 4Refresh this page — your accounts will populate automatically and stay alive while the gateway runs.