How to Use AI Trading Terminal
Follow these steps to start trading with AI-powered commands
Video walkthrough
Signing Up
Start here if you are new to the platform. This video walks through account creation and the first-login flow.
Connect Your Trading Terminal
Download and run the bridge agent to connect your Interactive Brokers TWS to our platform.
📋 Steps to run:
- Download and save the agent file for your operating system
- Windows users: double-click the .exe file to run it
- Mac users: open the macOS agent file and approve it if macOS shows a security warning
- A terminal window will open showing "Connected to backend"
- Keep this window open while using the platform
- Click "Connect Broker" on the dashboard
Windows security note
Windows Defender or SmartScreen may ask for confirmation. Choose "More info" and then "Run anyway" if you downloaded the agent from this page.
macOS security note
macOS may warn that the app is from an unidentified developer or cannot be checked for malicious software. If that happens, Control-click the file, choose "Open", and confirm. You can also go to System Settings - Privacy & Security and choose "Open Anyway" for the agent.
If macOS says the file is not executable, open Terminal in the download folder and run chmod +x ./IBKR-Agent-macOS, then run ./IBKR-Agent-macOS.
Video walkthrough
Initial Setup: IBKR Agent
Download the bridge agent, connect it with TWS or IB Gateway, and confirm the terminal is ready.
Account and Portfolio
Ask for account information in natural language. Holdings, portfolio, and positions all retrieve your current IBKR positions.
> give me my account summary
Shows available account balances and account values.
> show my holdings or portfolio
Retrieves the instruments currently held in your account.
> give me my PnL
Retrieves profit and loss information from IBKR.
> get me all my open orders
Lists orders that are still open in TWS.
Video walkthrough
Account Info
See how to ask for account summary, portfolio, PnL, positions, and open orders.
Market Data and Trading Analytics
Request live prices, historical candles, and available company fundamentals. Include both a time period and candle size when you need a specific historical interval.
> give me the current price of TSLA
Starts a live market-data request for Tesla.
> get historical prices of TSLA for the past 6 months
Retrieves six months of historical price data.
> get 3 months of hourly candles for AAPL
Retrieves historical data grouped into one-hour candles.
> get fundamental data for Boeing
Requests available fundamental data for Boeing.
Video walkthrough
Historical and Current Data
Examples of current price requests, historical candles, and market-data style questions.
Market Scanners
The terminal supports four scanner categories. You can specify the number of results and, for non-US scans, the market.
> show the top 10 gainers
Finds stocks with the largest percentage gains.
> show the top 10 losers
Finds stocks with the largest percentage declines.
> show the 5 highest volume stocks
Finds stocks ranked by trading volume.
> show the 5 most active stocks
Finds the most actively traded stocks.
Video walkthrough
Scanners
Walk through top gainers, losers, high-volume, and most-active scanner workflows.
Trading and Order Management
Place market, limit, stop, stop-limit, and trailing-stop orders. The terminal also supports bracket orders and OCA groups.
> buy 10 shares of AAPL at market
Market order (MKT).
> sell 5 shares of TSLA with a limit price of 250
Limit order (LMT).
> sell 5 TSLA with a stop price of 220
Stop order (STP).
> buy 10 AAPL with stop 230 and limit 231
Stop-limit order (STP_LMT).
> sell 5 shares of TSLA with a trailing stop of 2%
Trailing-stop order using a percentage. A dollar trail amount can also be specified.
> buy 10 AAPL with 5% take profit and 2% stop loss
Bracket order with attached take-profit and stop-loss orders.
> place OCA limit orders to buy 10 AAPL at 150 or 20 at 148
Creates competing One Cancels All orders.
> cancel order 123
Cancels one open order by order ID.
> cancel all open orders
Cancels every open order visible to the connected session.
Video walkthrough
Order Management
Review supported order workflows, including order placement and cancelling open orders.
Backtesting
Describe a strategy and the terminal will test its rules against historical data. Be explicit about the symbol, candle interval, time period, entries, exits, and risk rules when they matter.
> backtest a MACD crossover strategy on AAPL
A simple strategy instruction using default assumptions where details are omitted.
> backtest RSI mean reversion on AAPL using 1 hour candles for 6 months; buy below RSI 30 and sell above RSI 70
Defines the history, candle size, entry, and exit rules.
> backtest a trend strategy on MSFT: enter long when ADX is above 25 and price is above the 200 EMA; use a 2 ATR stop loss
A more complex multi-condition strategy with risk management.
The backtesting video walkthrough is embedded in the dedicated backtesting guide.
International Markets and Contract Search
Explicitly name non-US markets
Commands without a country or exchange are generally interpreted as US-market requests. For non-US securities and scanners, explicitly include the country, market, or exchange in your instruction.
> give me the top 10 gainers in the Indian market
Requests an Indian-market scan, normally using NSE.
> current price of AstraZeneca listed on LSE
Searches for the London Stock Exchange listing in GBP.
> show the current price of Toyota in Japan
Searches for the Japanese listing rather than a US-listed ADR.
> top 5 most active stocks in Hong Kong
Requests a Hong Kong market scanner.
How company-name searches work
When you enter a company name instead of an exact ticker, the agent searches Interactive Brokers contracts similarly to using the contract search bar in TWS. It then uses the first suitable search result.
> give me the current price of Costco — searches for Costco and uses the first suitable contract.
> give me the current price of AstraZeneca — may return the US-listed AstraZeneca ADR because no exchange was specified.
> give me the current price of AstraZeneca in London — directs the search to the London listing.
Examples of supported market instructions include India or NSE, UK or LSE, Germany or Xetra, Hong Kong, Japan, Australia, and Canada. Availability also depends on Interactive Brokers supporting the instrument and your account having the relevant trading and market-data permissions.
Interested in a market that is not working or not listed here? Contact us at contact@rasuquant.com.
Voice Commands
Click the microphone button next to the command input and speak naturally:
Speech-to-text works in Chrome, Edge, and Safari
Need Help?
Check your TWS API settings or contact support
TWS Port: 7497 (paper) / 7496 (live)Client ID: Any number 1-999