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Sell in FA Group #14

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dshanabrook opened this issue Aug 2, 2015 · 2 comments
Open

Sell in FA Group #14

dshanabrook opened this issue Aug 2, 2015 · 2 comments

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@dshanabrook
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I am trying to sell in a financial advisor group. The Java example provided by IB looks like this:

Contract m_contract = new Contract();
Order m_order = new Order();
.
.
// allocate the order for this group
m_order.m_faGroup = "USGroup";
// using the percent change method
m_order.m_faMethod = "PctChange";
m_order.m_faPercentage = "100";

m_client.placeOrder(orderId++, m_contract, m_order);

However, when I try a similar bit of code, setting the FA attributes on the Order, the consul says:

You must specify an allocation (either a single account, group, or profile).

Any ideas?

@dsouzae
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dsouzae commented Aug 3, 2015

I am not familiar with advisor accounts. You might want to start with this IB Java API for Advisors.

A few internet searches may solve your problem, I've found the same error message discussed over here: https://github.com/ib-ruby/ib-ruby/issues/60

@dshanabrook
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I thought I was setting things up right:
request.Order.FAMethod = "PctChange"
request.Order.FAPercentage = "-100"
request.Order.FAGroup = "everyone"
Not sure what I should do besides setting up the FAGroup.
Another approach would be to get the stock positions held in each account, yet I can't figure this out either.

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