You are here: Account Handling

Account Handling

The API contains three different methods to request account and portfolio information:

These methods are represented on the Account Info tab in IBSampleApp .

Summary - reqAccountSummary

The reqAccountSummary method provides a quick view of your account’s status, excluding positions. It also lets you request a subset of values using its tags parameter (set tags to “all” to receive the full summary).

In the API sample application, click the Request button on the Account Info > Account Summary tab to send a reqAccountSummary request to TWS.

Portfolio - reqPositions

The reqPositions method retrieves all open positions of all managed accounts.

Account Updates - reqAccount Updates

Finally, you can use the reqAccountUpdates method to request a combination of both account information and portfolio from TWS. This method will actually start a subscription, which remains active until you unsubscribe.

Important: Only one managed account can be subscribed at a time. This applies to all connected client applications. Triggering a subscription from a different client when there is a different client already has an active subscription will result in an error message.