User Manual
How to use XeroLite after installation and configuration. Start here based on what you want to do.
Table of Contents
How Do I...?
First time or need a walkthrough?
- Getting Started — Preparation, install, license, TWS API, TradingView alerts
I want to do something specific
→ Browse Use Cases (How to...) — "I want to use multiple accounts," "I want to set alerts correctly," "I want to monitor trades," "I want to execute complex orders," "I want to trade options"
I need to configure something
→ Reference (settings & detailed info):
- Webhook URL & Settings — Webhook, IP whitelisting
- Multi-Account Support — Account number (
acc_no) - Alert Request Builder — Build and validate alert messages
- Alert Request Format v1.2 — Latest alert format
- Combo Order Types — Combo, stop-loss, take-profit, trailing stop
- Price Rounding Rules — Rounding
- Transactions — Order history
- PnL Calendar & Chart — Realized PnL
I'm stuck
- Troubleshooting — Common issues and solutions
- FAQ — Frequently asked questions
- Glossary — Definitions of technical terms
Use Cases (How to...)
| I want to... | Guide |
|---|---|
| Use multiple IB accounts | Use Multiple Accounts |
| Set alerts correctly | Set Alerts Correctly |
| Monitor open trades | Monitor Open Trades |
| Execute complex orders | Execute Complex Orders |
| Trade options | Trade Options |
Reference (Settings & Detailed Info)
- Account & General — Webhook, IP whitelisting, multi-account, broker health
- Alert Configuration — Alert builder, formats (v0.3–v1.2), incoming alerts
- Order Execution — Combo orders, price rounding
- Transactions & Performance — Transaction history, PnL calendar
Need more help? Contact support at [email protected]
See also:
- Getting Started for setup and configuration
- Troubleshooting Guide for common issues
- FAQ for common questions
- Glossary for term definitions