To set-up AutoInvest, the following steps would first have to be completed:
- You have subscribed to your preferred Robo-Invest Solution(s) with AutoInvest capabilities;
- You have created a compatible broker account and funded it.
Log in to www.algomerchant.com. After logging in successfully, you will be automatically directed to set up AutoInvest.
Next, click "Configure IB Gateway". A new tab will appear. Log in again to access AutoInvest on your Virtual Machine.
To link AutoInvest to your broker account, follow the steps as directed in the Virtual Machine accordingly.
Click "Establish Connection to Interactive Brokers" and then "OK" twice.
Click "Next" to link your broker account to your robot.
Select the robot that you would like to link and click "Next".
Under "Simple" you can customise your preferences for "Money & Risk Management".
If you wish, you can also customise your preferences for "Trade Execution Management" or exclude certain products from being automatically executed under "Advanced".
You can always return later to amend and update your preferences.
When satisfied, simply check the acknowledgement box and click "Save".
Your broker account has now been linked to AutoInvest and your robot. This will be reflected in both your Virtual Machine and AlgoMerchant home page.
AlgoMerchant Home Page: