TradeStation Global Support | FAQs (2023)

How do I find a ticker symbol using the symbology in the TradeStation Global platform?

Here is a short video tutorial for Symbol lookup in TradeStation Global: How to Search for a Symbol in TradeStation Global – YouTube

What is the syntax of the TradeStation Global platform symbology?

The symbol syntax is: .-‘

Note: there is a period after the Ticker Symbol, a hyphen after the Currency, and an apostrophe after the Route.
Below are the details for each term in the symbology:
•Ticker Symbol: the exchange issued three or four letter symbol that is industry standard.
•Currency: the currency in which the symbol trades in, dependent upon which country the exchange is located.
•Route: the path of execution for an order. The TradeStationGlobal platform defaults to “SMART”, similar to “Intelligent” in the US-based version of the TradeStation platform. SMART works similarly in that it seeks out the route with the highest liquidity for a particular symbol.

If there is a specific exchange or ECN you would like to route to directly, for example, NASDAQ, or ARCA, you can enter your route of choice in place of the word “SMART”. If you do not know the alternative routes, you can enter a ticker symbol in the Symbol input field and the drop-down-combo box will populate with the available route options for the symbol you entered.
•Asset Class: refers to the category of the instrument, including:
•Stock: STK
•Option: OPT
•Future: FUT
•Forex: CASH
•Contract for Difference: CFD

Here are examples of the correct syntax for each asset class:

Equities:
Ticker symbol AAPL – Apple Inc.
•AAPL.USD-SMART’STK: The top default listing if you were to simply enter AAPL in the symbol box.
•AAPL.USD-ARCA’STK: One of the available listed routes for AAPL. The route listings that appear depend on the ticker symbol entered; not all symbols share the same tradable routes.
•AAPL.MXN-MEXI’STK: An available route listing which represents that Apple Inc. stock is traded in currencies other than the U.S. dollar. Here, the Mexican peso is the currency and the Mexican stock exchange is the route.
•AAPL.USD-SMART’CFD: The syntax for the Apple Contract for Difference (CFD) for Equities (traded in the Equity tab of the platform).

Futures:
•DAXM17.EUR-DTB’FUT: The top default listing if you were to simply enter DAX in the symbol box. Entering DAX also provides listings for other months, for example, U17, Z17, etc..

Forex:
•EUR.USD-IDEALPRO’CASH: The top default listing if you were to simply enter EUR in the Forex tab currency pair box. Entering DAX also provides listings for Forex CFDs.

Is there a shorter syntax to use when entering ticker symbols manually?

Yes. Here are some examples of a shorter syntax you can use:

Equities:
•Enter AAPL (or any other NASDAQ traded symbol) in the symbol box, press the Enter key, and it will be converted to AAPL.USD-NASDAQ\SMART’STK
•Enter AAPL’CFD in the symbol box, press the Enter key, and it will be converted to AAPL.USD-SMART’CFD

Futures:
•Enter DAX in the symbol box, press the Enter key, and it will be converted to DAXM17.EUR-DTB’FUT. Entering DAX also provides listings for other months, for example, U17, Z17, etc..

Forex:
•Enter EUR.USD (or any other currency pair) in the Forex tab currency pair box, press the Enter key, and it will be converted to EUR.USD-IDEALPRO’CASH

How do I add products and market data?

Add new trading products and manage your subscription-based market data feeds at any time by logging into Interactive Brokers Account Management going to Account settings → User Settings → Trading Platform → Market Data subscriptions and click on the gear icon.

What is the speed and reliability of the data I am seeing in the TradeStation Global platform?

The TradeStationGlobal platform’s data is provided by its connection to Interactive Brokers. Therefore, the speed of market data, the speed of trade execution as well as the overall performance and reliability of data being displayed in TradeStationGlobal is relying 100% on the Interactive Brokers source.

In TradeStation Global, will I see all the information available to me about my account, like I see in Trader Workstation?

TradeStationGlobal displays all the account information it receives from Interactive Brokers either via TWS or the Interactive Brokers Gateway API, and passes those values directly through to the TradeStationGlobal platform. While we display the majority of the information available in TWS, the 1% difference is because some data values are hard-coded into the TWS platform, the calculations of which are not shared externally from TWS.

Will TradeStation Global remain synchronized with Trader Workstation overnight?

No, they will not remain connected overnight. TWS will automatically shut down nightly. You will need to restart both TWS and TradeStationGlobal in the morning.

What happens if my platform crashes and I have open positions?

If you are running the TradeStation Global platform and Interactive Brokers Traders WorkStation (TWS) simultaneously, and the TradeStation Global platform fails, you can close your open positions and take control of your account using TWS.

If the issue persists, please open a ticket through our support website at Submit a Ticket | Support | TradeStation Global (tradestation-international.com)

What do the letters represent on the Bid/Ask column in the Market Depth window?

On the Bid/Ask column in the Market Depth window, the letter(s) are abbreviations for the exchanges/ECNs on the National Best Bid and Offer (NBBO). There is not always an alphabetical correlation between the exchange abbreviation and the ECN it represents. For example, P = ARCA, Q = Island, and R = BATS. You can hover over the abbreviation to see a pop-up with the full exchange name.

What are some of the implications of using SMART order routing?

One of the implications of using SMART order routing is that if you subscribe to the London Stock Exchange (LSE) market data for a particular symbol, you are not necessarily subscribed to the accompanying ECN(s). However, be aware that your order, when using SMART, may get filled on the ECN(s) and not the LSE. The ECN National Best Bid and Offer (NBBO) can be trading significantly away from the price quote of the LSE and NBBO.

I am seeing a discrepancy between TradeStation Global and the IB TWS platform for the same item

Please restart both Tradestation and TWS platforms; if the discrepancy continues, please open a ticket through our support website at Submit a Ticket | Support | TradeStation Global (tradestation-international.com)

TWS is the primary source of data and trade information.

Why is the instrument I am trading not converting into the currency of my account correctly in my order confirmation message?

We are working on the continued development of the conversion factors across all currencies. When trading FX currency pairs, please verify the information in the confirmation dialog box before placing your order.

I collapsed my virtual view in TWS. Now I can’t get Forex P/L values in TWS or TradeStation Global. What should I do?

If you collapse the FX Portfolio – Virtual FX Positions in TWS it shuts down the data feed, and you will stop receiving Forex P/L data. To avoid the issue, keep your Virtual FX Positions view expanded.

I sometimes see differing Open, High, Low, Close values for a bar formed in real-time, than when my chart refreshes or upon the opening of a new bar. Is there something wrong with my charts?

No, there is nothing wrong with your charts. When sending the true 5-second bar at the end of the 5-second cycle, you may see differing Open, High, Low, and Close values.
TWS calculates the bars from the real-time data it receives. The real-time data is not tick-by-tick; rather it represents most up-to-date data available. At the end of the time period, TWS receives a complete (slightly delayed) bar from Interactive Brokers’ servers, which is calculated from every tick. The platform will issue updates when accurate 5-second bar information arrives.

I am trying to look at a chart and received an error, “Data request failed. Account not enabled for the data.” What should I do?

1. Check that you have the correct data subscription bundle for the symbol you are trying to see on the chart.
2. If not, to know what real time data bundles are required to have data on that symbol, follow the steps below:

  1. Login to your Interactive Brokers account.
  2. Go to the Support dropdown menu at the top right side of the site.
  3. Go to Support Home.
  4. Go to Market Data Assistant.
  5. Enter the symbol and the exchange then, click on search

3. Check that you have the proper permissions for the symbol you want to see on the chart.
4. If the issue persists, please open a ticket through our support website at Submit a Ticket | Support | TradeStation Global (tradestation-international.com)

Can I use other trading tools from Interactive Brokers to trade?

As well as the TradeStation platform, Interactive Brokers has several trading platforms designed to meet the different trading needs of our customers. Your login credentials give you access to all these trading platforms, including the Interactive Brokers’ desktop platforms WebTrader and TWS or mobile solutions. Several API solutions are also available to connect to Interactive Brokers using your own front end.

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