How to... (Use Case Guides)

Start here based on what you want to do. Each guide walks you through a specific goal and points you to the right reference docs.

Use Case Guides

I want to...	Guide	Description
Use multiple IB accounts	Use Multiple Accounts	Trade across different IB accounts with the same TWS login
Set up alerts correctly	Set Alerts Correctly	Avoid common alert mistakes and get TradingView → XeroLite working
Monitor open trades	Monitor Open Trades	Track alerts, order execution, and broker connection
Execute complex orders	Execute Complex Orders	Use limit, stop, trailing stop, and combo orders
Trade options	Trade Options	Buy/sell calls, puts, and spreads via alerts

For detailed settings, alert formats, and configuration:

Account & General — Webhook URL, IP whitelisting, multi-account, broker health
Alert Configuration — Alert request 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: