This document summarizes Quant Trader, a software for automated quantitative trading. It allows connecting to various brokers like TD Ameritrade and Interactive Brokers to place trades. The software provides tools for automatic trading using expert advisors on charts, and manages orders across multiple brokerage accounts in a centralized order book. Settings can be configured for broker connections, order types, and parameters for algorithmic trading.

1. Quant Trader
Presented by
Quant Trade Technologies, Inc.
Broker Connectivity and Trade Execution

2. 
Install Brokerage Software

Setup Broker Connections

Order Processing

Automatic Trading
2

3. Install Brokerage Software
3

4. Supported broker adapters

TD Ameritrade www.tdameritrade.com

Interactive Brokers www.interactivebrokers.com

MB Trading www.mbtrading.com

Trading Technologies www.tradingtechnologies.com
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5. 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
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6. 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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7. 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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8. Interactive Brokers Gateway
The IB Gateway provides a low-resource alternative to TWS for connecting to the IB trading system
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9. 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 9

10. 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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11. 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
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12. Setup Broker Connection
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13. 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

14. Broker connections dialog
14
•
Add broker connections
•
Edit existing connections
•
Remove deprecated connections
•
Close when done

15. New broker connection
15
•
Select your broker
•
Give a name to connection
•
Fill settings (depend on broker)
•
Test connection
o
Correct on errors
•
Confirm on success

16. TD Ameritrade settings
16
•
Login for your TD Ameritrade account
•
Password for your TD Ameritrade account
•
Source ID (optionally required by some brokers)

17. Interactive Brokers settings
17
•
Login for your Interactive Brokers account
•
Password for Interactive Brokers account

18. MB Trading settings
18
•
Login for your MBT account
•
Password for your MBT account
•
Host ID: a number optional, default: 9
•
Host version: number default: empty

19. Trading Technologies settings
19
•
Login for account
•
Password
•
TT gateway host (IP address mask)
•
TT gateway port (port number)
•
Gateway target ID (alphanumeric)

20. Broker connections list
20
•
Example of filled list of connections
•
Connection parameters are kept in strongly encrypted storage

21. Connecting to broker
21
•
Open trading form: Home & Basics > Trading > Orders
•
Find all created broker connections: Trade Broker > Broker Connect > Broker
•
Select broker and use connect button

22. Order Submission and Trade Management
22

23. 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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24. Order settings
24
•
Support all types of instruments
•
Native symbol notation from exchange
•
Native order types from exchange
•
Limit, stop and activation prices
•
Full order expiration control

25. Trading pad
25
•
One-click manual trading
•
Full control on order submission
•
Immediate cancellation of all orders
•
Instant update or order book
•
Detailed error reporting

26. Order book example
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27. Automatic Trading with Expert Adviser
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28. 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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29. Automatic trading settings
29
•
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

30. 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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