You will get Interactive Broker automated trading management system
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Top Rated
Project details
Check my portfolio for LIVE production trading case study, trade > 4 million USD monthly
This is web based trading management system. Support Interactive Broker
#Feature Available#
• Robot, Screener, Dashboard, Backtest, History, Trading view chart
• Save favorites asset list, checking asset history price & indicator.
• Strategy execution on interval based.
• Auto trading on tick based - DEV
• Define Indicators rules as ENTRY, EXIT signal
• Configure order type, support market order, limit order, trail order,
• Optional attach stop loss or take profit during open position.
• Advanced order configuration for optimization, eg, adjustable TP & SL after X candle
• Backtesting the defined strategy
• Support FX, Stock and many more
• Portfolio dashboard, pull portfolio from IB
• Transactions history
ENV
• Setup in remote server, VPS on cloud
• Access from browser, PC or phone, access anywhere, easier to integrate and extendable
• Remote login vps to monitor TWS
• Custom features according to needs and requirements
Talk to us for questions and share your expectation before bid.
This is web based trading management system. Support Interactive Broker
#Feature Available#
• Robot, Screener, Dashboard, Backtest, History, Trading view chart
• Save favorites asset list, checking asset history price & indicator.
• Strategy execution on interval based.
• Auto trading on tick based - DEV
• Define Indicators rules as ENTRY, EXIT signal
• Configure order type, support market order, limit order, trail order,
• Optional attach stop loss or take profit during open position.
• Advanced order configuration for optimization, eg, adjustable TP & SL after X candle
• Backtesting the defined strategy
• Support FX, Stock and many more
• Portfolio dashboard, pull portfolio from IB
• Transactions history
ENV
• Setup in remote server, VPS on cloud
• Access from browser, PC or phone, access anywhere, easier to integrate and extendable
• Remote login vps to monitor TWS
• Custom features according to needs and requirements
Talk to us for questions and share your expectation before bid.
Programming Languages
JavaScript, JavaCoding Expertise
Localization, Performance Optimization, SecurityWhat's included $249
These options are included with the project scope.
$249
- Delivery Time 5 days
- Number of Revisions 3
Optional add-ons
You can add these on the next page.
Customization
(+ 10 Days)
+$499Frequently asked questions
11 reviews
(8)
(3)
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This project doesn't have any reviews.
JK
Josh K.
Apr 9, 2026
Customized Trading Automation System
Han Shyong helped me implement a rules‑based trading algorithm and later assisted with an initial machine‑learning extension. He was consistently communicative and willing to iterate as the project evolved, especially as the strategy requirements became more detailed over time. The core filters and indicator logic were implemented as requested, and he provided a workable foundation for further development. Some parts of the system required additional refinement on my end, but Han remained cooperative throughout the process. Overall, he contributed meaningfully to the early stages of a complex trading automation project.
LB
Luigi B.
Oct 2, 2025
30 minute consultation
DP
David P.
Mar 20, 2025
Automated Trading Bot Development: Discord to Interactive Brokers Integration
Extremely competent and communicative. Many Thanks! I higly recommend
PP
Phonuture P.
Mar 3, 2025
Mandarin English Speaking Full Stack Developer
Really enjoyed working with Hans. I would work with him again.
SB
Stefano B.
Sep 21, 2024
IBKR Consultation
About Han Shyong
Full Stack | OpenClaw | Interactive Brokers | Trading View | Crypto
100%
Job Success
Selangor, Malaysia - 8:22 am local time
1. TradingView Bridge to IBKR - Webhook automation to IBKR order placement with simple setup and robust reliability.
2. OpenClaw X Interactive Brokers - OpenClaw place order to Interactive Brokers through Xerolite
We are a team of seasoned professionals delivering intelligent, web-based trading automation systems. With over 20 years of experience in IT and deep expertise in Interactive Brokers (IBKR), algorithmic trading, cloud environments, and AI integration, we build tailored, high-performance solutions that give our clients a competitive edge in the markets.
** Core Skill Set **
- Programming: Java, Python, React, Spring Boot
- AI & LLM Integration: LangChain, OpenAI, RAG (Retrieval-Augmented Generation)
- Custom agent workflows and chatbot integrations
- Financial document Q&A and signal-triggered automation
- Broker Integration: IBKR TWS API, IB Gateway, Crypto Exchanges (Binance, Bybit, etc.)
- Cloud & DevOps: Google Cloud, AWS, Huawei Cloud, Docker, Kubernetes, CI/CD
- System Architecture: Real-time trading engines, REST/WebSocket APIs, scalable backend services
** AI & LLM-Powered Use Cases **
- LLM-Driven Strategy Interface: Natural language interaction to retrieve or trigger trading logic
- Custom Chatbots: Embedded assistants for trading platforms using LangChain + RAG
- Financial Document Automation: Use AI to summarize filings, detect events, or trigger trade actions
- Knowledge Bases: Build RAG pipelines for real-time financial knowledge retrieval
- Auto Decision Systems: Integrate AI agents to assist or automate signal generation and execution
** Supported Asset Classes **
Forex | Stocks | Futures | Options | Cryptocurrency
** Trading Algorithm Types **
- Technical Analysis: Multi-indicator strategies
- Arbitrage: Multi-broker & cross-asset execution
- AI & NLP: LLM-enhanced workflows, RAG for decision support
- External Signal Integration: TradingView, Telegram, Email, API, Custom forums
** Solutions **
1. Trade Management System (IBKR/Exchanges)
Unified interface for execution, analytics, backtesting, and automation.
2. Master-Slave Trade Copier
Multi-user real-time trade sync with controls on quantity/IP/risk limits.
3. LLM Chatbot + Trading System
AI assistant for strategy explanation, signal insights, or user-guided automation using LangChain + OpenAI.
4. Backtesting & Strategy Validation App
Evaluate strategies across assets with flexible parameter tuning and visualization.
** Notable Project Experience **
- Web-based trading bot systems with automation and live sync
- AI-enhanced trade analytics platform
- Data pipeline integrations with financial APIs and data sources
- LangChain-powered assistants embedded in trading dashboards
- Real-time dashboards, order tracking, and transaction audit logs
- Financial document processors with RAG for summaries and decisions
** Why Work With Me? **
- LLM + LangChain + RAG Expertise for Fintech
- Full-Stack Developer with Deep Trading Domain Knowledge
- Cloud-Native Deployment with DevOps Best Practices
- Seamless Broker & Market Data Integration
- Top-Rated on Upwork with Proven Results
- Transparent Communication & Scalable Solutions
** Let’s Connect **
If you're looking for a partner who bridges fintech and AI, we’re here to build scalable, intelligent systems that turn your trading vision into reality.
Steps for completing your project
After purchasing the project, send requirements so Han Shyong can start the project.
Delivery time starts when Han Shyong receives requirements from you.
Han Shyong works on your project following the steps below.
Revisions may occur after the delivery date.
VPS Setup
VPS will setup, client able to access with any browser
Quick briefing & Training
Quick training provided, testing with paper account with guidance