Skip to main content

XeroLite FAQ

Frequently asked questions about XeroLite.

Table of Contents​

Using This FAQ​

New to XeroLite or unsure about technical terms?

Many of our answers use technical language. For simple explanations of terms like "API," "webhook," "VPS," "port," and more, see our Glossary.

Most Common Questions​

How do I reset my XeroLite password?​

XeroLite is standalone software that you download and run on your machine (VPS). The login credentials are stored in a configuration file that you can edit directly.

To reset your password:

  1. Edit the config/login-credential.properties file in your XeroLite installation folder with a text editor.
  2. Change the username or password, save the file, then restart XeroLite.

Note: Make sure XeroLite is not running when you edit the configuration file.

For more detailed steps, see this video tutorial.

Is XeroLite free?​

XeroLite offers a 15-day free trial license with full access to all features. After the trial period, you can purchase a Master License (Lifetime) or Add-On License. Visit the XeroLite Downloads & Resources page for pricing and license options.

Does XeroLite support sending one alert to multiple accounts?​

No, XeroLite is designed to handle one account per alert. Each alert can only route an order to a single trading account specified by the acc_no (account number) field.

Not supported:

  • Order replication across multiple accounts
  • Quantity allocation across multiple accounts
  • Routing one signal to multiple accounts (omnibus application)

Workaround: To trade the same signal across multiple accounts, create multiple identical alerts in TradingView, each with a different acc_no. When the signal triggers, each alert will fire separately and route to its respective account.

See also: Multi-Account Support for detailed information about using multiple accounts.

General Questions​

What is XeroLite?​

XeroLite is a trading automation bridge that connects TradingView alerts to Interactive Brokers, allowing you to execute trades automatically based on your TradingView strategies. Learn more on the XeroLite landing page.

How does XeroLite work?​

XeroLite receives webhook alerts from TradingView and automatically places orders with Interactive Brokers (IB) through the TWS API (Trader Workstation Application Programming Interface). It acts as a bridge between your TradingView strategies and your IB account.

Will XeroLite's execution be affected by service upgrades?​

No, XeroLite is designed to operate independently. Our service upgrades will not impact its execution or functionality.

Do you support other brokers besides Interactive Brokers?​

Currently, XeroLite supports Interactive Brokers only. However, we are committed to expanding our support for additional broker platforms and are open to exploring integrations with other brokers.

Custom integration options:

  • Integration is possible as long as the broker provides the necessary facilities (such as an API) to enable third-party connectivity
  • Custom integration costs depend on the complexity of the implementation
  • If you have a specific broker in mind, please contact us at [email protected] to discuss integration possibilities

How do I get help?​

Contact our support team at [email protected] for assistance. For detailed troubleshooting, see our Troubleshooting Guide.

Installation & Setup​

What are the system requirements?​

See the System Requirements guide for detailed information. You can download XeroLite from the XeroLite Downloads & Resources page.

Do I need to keep TWS running?​

Yes, TWS (Trader Workstation) must be running for XeroLite to place orders. Alternatively, you can use IB Gateway which is recommended for automated trading on remote servers. See the Disclaimer for more information about your responsibilities.

See also: Should I use TWS or IB Gateway for automated trading?

Configuration​

How do I connect XeroLite to Interactive Brokers?​

Follow the Configuration Guide for step-by-step instructions.

What is IP Whitelisting?​

IP whitelisting restricts access to your XeroLite webhook to specific IP addresses. See IP Whitelisting for details.

TradingView Integration​

How do I create alerts in TradingView?​

See our guides:

What alert format should I use?​

XeroLite supports multiple alert request formats (JSON). See the Alert Request Format documentation for the latest version.

See also: Alert Request Builder for creating properly formatted alerts.

IB Environment & Setup​

Should I use TWS or IB Gateway for automated trading?​

For automated trading on remote servers with limited resources, IB Gateway is recommended over TWS. While both use the same API, IB Gateway consumes fewer system resources, making it more efficient for automated environments. TWS includes a full trading interface that you may not need if you're only using the API.

Key differences:

  • IB Gateway: Lightweight, minimal resource usage, suitable for automated trading
  • TWS: Full-featured trading interface with charting, more resource-intensive

Why is the TWS Auto Log-Off option disabled for IBHK users?​

IBHK (Interactive Brokers Hong Kong) users do not have access to the "Never Lock Trader Workstation" and "Auto Restart" options in TWS.

Recommended solution: IBHK users should use IB Gateway for API connections instead of TWS. Unlike TWS, IB Gateway does not lock due to inactivity and allows users to enable the "Auto Restart" option for uninterrupted API connectivity.

For more information, see the IB API documentation on reauthentication.

Can I run TWS on multiple devices simultaneously?​

IB accounts share the same username across all devices. If you're logged into TWS or Client Portal Gateway on one machine, it may block access from another device.

Solution: To support multiple concurrent sessions, you need to create separate user logins under the same account. For more details, see the IB API documentation on multi-session support.

Does Client Portal Gateway support automatic restart?​

No, Client Portal Gateway (CP Gateway) does not support automatic restart. Users are required to manually log in each day, which can be inconvenient for fully automated setups.

For more information, see the Client Portal Gateway FAQ.

Alternative: Consider using IB Gateway instead, which supports auto-restart functionality for uninterrupted API connectivity.

Troubleshooting​

For detailed troubleshooting guides and solutions, see our Troubleshooting Guide.

Common Issues​

Remote Access & Server Management​

How do I connect to a remote computer/VPS/cloud server using Remote Desktop?​

If you're running XeroLite on a remote server (VPS or cloud server), you'll need to connect via Remote Desktop:

From Windows:

  1. Click the Start Menu
  2. Type "Remote Desktop Connection" in the search bar
  3. Enter the login details (IP address, username, password) and connect

For detailed instructions, see this Windows Remote Desktop tutorial.

From Mac: Use the Microsoft Remote Desktop app or similar. See this Mac Remote Desktop tutorial for step-by-step instructions.

Should I perform Windows updates on the server?​

Windows updates work the same way on a server as on a regular computer. At this stage, Windows updates do not directly impact XeroLite. You can update Windows when necessary, but we recommend scheduling updates during non-trading hours to avoid any potential interruptions to your trading operations.

Support​

How do I get help?​

Contact our support team at [email protected] for assistance.

Where can I find more information?​

Documentation:

Additional Resources:

Need more help? Contact support at [email protected]