A desktop trading dashboard, and the rules engine behind it.
An Interactive Brokers TWS desktop application combining live data, order execution, portfolio management and configurable alerts, with a candle-based take-profit promotion engine running underneath it.
What the client asked for.
A comprehensive desktop interface for managing trading activity with Interactive Brokers: real-time data visualisation, trade execution, portfolio management and customisable alerts in one application, with analytics and reporting alongside it.
Underneath the interface sat a specific and fully specified rules engine. It reads 10 minute candles and manages an open position by promoting the take profit as the trade develops, rather than holding a fixed target.
“I am extremely happy on the work delivered, was able to modify and update the delivered code exactly as needed and continue to update through testing.”
The rules, as specified.
Interface and engine, built together.
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What was delivered.
One window instead of three.
The trader got a single desktop application covering data, execution and portfolio state, with the take-profit logic they had specified running inside it rather than being applied by hand candle by candle.
The detail in this brief is the point. The promotion rules were not a general instruction to trail a stop, they were a precise sequence with an explicit state counter, and the delivered engine follows that sequence exactly.
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