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Created page with "==Understanding Broker Profiles== Broker Profile is a set of connection parameters that is used to configure the connection to any of supported brokers. <categorytree mode=..."
==Understanding Broker Profiles==
Broker Profile is a set of connection parameters that is used to configure the connection to any of supported brokers.
<categorytree mode=pages showcount="on" depth=2>Broker Profiles</categorytree>
It is important to understand that in MultiCharts data feed and broker connections are separate types of connection.
Unlike a simple broker connection, Broker Profiles is a convenient way to configure the connection to different brokers and accounts.
It is possible to create multiple profiles for the same broker, in case several accounts are going to be used.
<div style="background-color: #E5F6FF;">Example: You have two accounts with Interactive Brokers: a simulation account and a live account. You can create two different Broker Profiles (i.e. “IB SIM” and “IB LIVE”) to be able to connect to both accounts simultaneously.</div>
It is important to understand that in MultiCharts data feed and broker connections are separate types of connection.
Connection to data provider needs to be set up in QuoteManager, while the broker connection should be configured in MultiCharts itself.
All information about broker plug-in configuration is stored in a corresponding Broker Profile.
<div style="background-color: #E5F6FF;">Example: If the chart has data from Interactive Brokers, IB automated trading plug-in is selected by default for this chart. Connection settings are the same as in the corresponding Broker Profile (except for Default Account settings for [[FXCM Broker Profile]]).</div>
If the instrument on the chart is provided by a data vendor that is not a broker, then the default plug-in for automated trading will be the same as the first existing Broker Profile on the Trade Bar.
<div style="background-color: #E5F6FF;">Example: If the first Broker Profile on the Trade Bar is Dukascopy and a new chart is created using eSignal data feed, then Dukascopy will be selected by default as the broker plug-in for automated trading.</div>
==Managing Broker Profiles==
By default one can see only 3 Broker Profiles after the installation of MultiCharts: Interactive Brokers, Rithmic 01 and Zen-Fire.
To manage Broker Profiles:
# In the main menu select '''File'''.
# Point to '''Broker Profiles'''.
# Click '''Manage Broker Profiles...'''
To add new Broker Profile, click '''New''' on the right side of the '''Broker Profiles''' window and select a broker from the list.
To activate or deactivate a Broker Profile, select the profile and click the '''Activate''' or '''Deactivate''' buttons on the right side of the '''Broker Profiles''' window.
To connect or disconnect a Broker Profile, select the profile and click the '''Connect''' or '''Disconnect''' buttons on the right side of the '''Broker Profiles''' window.
To remove one of the existing Broker Profiles, select the profile and click the '''Remove''' button on the right side of the '''Broker Profiles''' window.
To edit a Broker Profile, select the profile and click the '''Edit''' button on the right side of the '''Broker Profiles''' window. '''Properties <Broker Profile name>''' window will open.
Broker Profile settings can also be configured by right-clicking the Broker Profile tab on '''Trade Bar''' (see [[Trade Bar]]), and clicking '''Edit Broker Profile'''.
<div style="background-color: #E3FBE5;">Note: It is possible to review or edit Broker Profile settings while it is profile is connected only using the '''Manage Broker Profiles…''' option.</div>
To rename a Broker Profile, select the profile and click the '''Rename''' button on the right side of the '''Broker Profiles''' window.
==Connecting/Disconnecting Broker Profiles==
====Connecting/Disconnecting Broker Profiles using the main menu====
# In the main menu select '''File''';
# Point to '''Broker Profiles''';
# Click '''Connect <Broker Profile Name>'''.
====Connecting/Disconnecting Broker Profiles Using Manage Broker Profiles… Option====
# In the main menu select '''File''';
# Point to '''Broker Profiles''';
# Click '''Manage Broker Profiles...''';
# Select the Broker Profile and click '''Connect/Disconnect'''.
====Connecting/Disconnecting Broker Profiles on Trade Bar ====
# Right-click Broker Profile tab on Trade Bar (see [[Trade Bar]]),
# Click Connect/Disconnect Broker Profile.
====Connecting/Disconnecting Broker Profiles on Chart Trading Panel====
# Click the arrow on the '''Broker Connection''' button
# Select a broker in drop-down menu.
# Click the '''Broker Connection''' button to connect or disconnect Broker Profile.
<div style="background-color: #E3FBE5;">Note: If you click the '''Broker Connection Button''' without selecting a profile in drop-down list, it will connect the first available profile (see [[#Understanding Broker Profiles|Understanding Broker Profiles]]), or last used on this chart profile.</div>
====Connecting/Disconnecting Broker Profiles in DOM window====
# Click the arrow on the '''Broker Connection''' button;
# Select a broker in drop-down menu;
# Click the '''Broker Connection''' button to connect or disconnect Broker Profile.
<div style="background-color: #E3FBE5;">Note: '''Broker Connection''' indicator can be colored red, yellow or green depending on the connection status.
http://www.multicharts.com/img/wiki/dom/c2.png Red means “disconnected”.
http://www.multicharts.com/img/wiki/dom/c1.png Yellow means “establishing connection”.
http://www.multicharts.com/img/wiki/charttrading/3.png Green means that the profile is connected.
</div>
<div style="background-color: #E3FBE5;">Note: If you click the Broker Connection Button without selecting a profile in drop-down list, it will connect the first available profile(see [[#Understanding Broker Profiles|Understanding Broker Profiles]]), or last used on this chart profile.</div>
====Connecting/Disconnecting Broker Profiles Using Auto Trading Execution Button====
Click the '''SA/AA''' button http://www.multicharts.com/img/wiki/symbolmapping/6.png / in the left top corner of the chart to connect the Broker Profile corresponding to auto trading plug-in that is selected for the chart start and auto trading.
====Troubleshooting====
The log of establishing connection to a broker and connection issues can be viewed on the '''Logs''' tab of [[Order and Position Tracker]] window.
If there are error lines in red that came from your broker, make all necessary settings corrections according to the indicated reason or contact your broker.
[[Category:Broker Profiles]]
Broker Profile is a set of connection parameters that is used to configure the connection to any of supported brokers.
<categorytree mode=pages showcount="on" depth=2>Broker Profiles</categorytree>
It is important to understand that in MultiCharts data feed and broker connections are separate types of connection.
Unlike a simple broker connection, Broker Profiles is a convenient way to configure the connection to different brokers and accounts.
It is possible to create multiple profiles for the same broker, in case several accounts are going to be used.
<div style="background-color: #E5F6FF;">Example: You have two accounts with Interactive Brokers: a simulation account and a live account. You can create two different Broker Profiles (i.e. “IB SIM” and “IB LIVE”) to be able to connect to both accounts simultaneously.</div>
It is important to understand that in MultiCharts data feed and broker connections are separate types of connection.
Connection to data provider needs to be set up in QuoteManager, while the broker connection should be configured in MultiCharts itself.
All information about broker plug-in configuration is stored in a corresponding Broker Profile.
<div style="background-color: #E5F6FF;">Example: If the chart has data from Interactive Brokers, IB automated trading plug-in is selected by default for this chart. Connection settings are the same as in the corresponding Broker Profile (except for Default Account settings for [[FXCM Broker Profile]]).</div>
If the instrument on the chart is provided by a data vendor that is not a broker, then the default plug-in for automated trading will be the same as the first existing Broker Profile on the Trade Bar.
<div style="background-color: #E5F6FF;">Example: If the first Broker Profile on the Trade Bar is Dukascopy and a new chart is created using eSignal data feed, then Dukascopy will be selected by default as the broker plug-in for automated trading.</div>
==Managing Broker Profiles==
By default one can see only 3 Broker Profiles after the installation of MultiCharts: Interactive Brokers, Rithmic 01 and Zen-Fire.
To manage Broker Profiles:
# In the main menu select '''File'''.
# Point to '''Broker Profiles'''.
# Click '''Manage Broker Profiles...'''
To add new Broker Profile, click '''New''' on the right side of the '''Broker Profiles''' window and select a broker from the list.
To activate or deactivate a Broker Profile, select the profile and click the '''Activate''' or '''Deactivate''' buttons on the right side of the '''Broker Profiles''' window.
To connect or disconnect a Broker Profile, select the profile and click the '''Connect''' or '''Disconnect''' buttons on the right side of the '''Broker Profiles''' window.
To remove one of the existing Broker Profiles, select the profile and click the '''Remove''' button on the right side of the '''Broker Profiles''' window.
To edit a Broker Profile, select the profile and click the '''Edit''' button on the right side of the '''Broker Profiles''' window. '''Properties <Broker Profile name>''' window will open.
Broker Profile settings can also be configured by right-clicking the Broker Profile tab on '''Trade Bar''' (see [[Trade Bar]]), and clicking '''Edit Broker Profile'''.
<div style="background-color: #E3FBE5;">Note: It is possible to review or edit Broker Profile settings while it is profile is connected only using the '''Manage Broker Profiles…''' option.</div>
To rename a Broker Profile, select the profile and click the '''Rename''' button on the right side of the '''Broker Profiles''' window.
==Connecting/Disconnecting Broker Profiles==
====Connecting/Disconnecting Broker Profiles using the main menu====
# In the main menu select '''File''';
# Point to '''Broker Profiles''';
# Click '''Connect <Broker Profile Name>'''.
====Connecting/Disconnecting Broker Profiles Using Manage Broker Profiles… Option====
# In the main menu select '''File''';
# Point to '''Broker Profiles''';
# Click '''Manage Broker Profiles...''';
# Select the Broker Profile and click '''Connect/Disconnect'''.
====Connecting/Disconnecting Broker Profiles on Trade Bar ====
# Right-click Broker Profile tab on Trade Bar (see [[Trade Bar]]),
# Click Connect/Disconnect Broker Profile.
====Connecting/Disconnecting Broker Profiles on Chart Trading Panel====
# Click the arrow on the '''Broker Connection''' button
# Select a broker in drop-down menu.
# Click the '''Broker Connection''' button to connect or disconnect Broker Profile.
<div style="background-color: #E3FBE5;">Note: If you click the '''Broker Connection Button''' without selecting a profile in drop-down list, it will connect the first available profile (see [[#Understanding Broker Profiles|Understanding Broker Profiles]]), or last used on this chart profile.</div>
====Connecting/Disconnecting Broker Profiles in DOM window====
# Click the arrow on the '''Broker Connection''' button;
# Select a broker in drop-down menu;
# Click the '''Broker Connection''' button to connect or disconnect Broker Profile.
<div style="background-color: #E3FBE5;">Note: '''Broker Connection''' indicator can be colored red, yellow or green depending on the connection status.
http://www.multicharts.com/img/wiki/dom/c2.png Red means “disconnected”.
http://www.multicharts.com/img/wiki/dom/c1.png Yellow means “establishing connection”.
http://www.multicharts.com/img/wiki/charttrading/3.png Green means that the profile is connected.
</div>
<div style="background-color: #E3FBE5;">Note: If you click the Broker Connection Button without selecting a profile in drop-down list, it will connect the first available profile(see [[#Understanding Broker Profiles|Understanding Broker Profiles]]), or last used on this chart profile.</div>
====Connecting/Disconnecting Broker Profiles Using Auto Trading Execution Button====
Click the '''SA/AA''' button http://www.multicharts.com/img/wiki/symbolmapping/6.png / in the left top corner of the chart to connect the Broker Profile corresponding to auto trading plug-in that is selected for the chart start and auto trading.
====Troubleshooting====
The log of establishing connection to a broker and connection issues can be viewed on the '''Logs''' tab of [[Order and Position Tracker]] window.
If there are error lines in red that came from your broker, make all necessary settings corrections according to the indicated reason or contact your broker.
[[Category:Broker Profiles]]
