bi-insync implementation complete (for starters)

Author: trustdan

config.yaml

@@ -22,6 +22,18 @@ MAX_DAILY_TRADES: 3
 STOP_LOSS_ATR_MULT: 2.0
 MAX_HOLDING_PERIOD: 10
 
+# IBKR API Connection
+ibkr:
+  host: "127.0.0.1"
+  port: 7497  # TWS: 7497, IB Gateway: 4001
+  client_id: 1
+  read_only: false
+  account: ""  # Set your account ID or leave blank to use active account
+  use_ib_insync: true  # Use new implementation instead of placeholder
+  timeout: 20  # Connection timeout in seconds
+  auto_reconnect: true  # Automatically try to reconnect on disconnection
+  max_rate: 45  # Maximum API requests per second (IB's limit is 50)
+
 # Backtest Parameters
 INITIAL_EQUITY: 100000
 BACKTEST_SYMBOLS:

documentation/ib-insync-overview.md

@@ -50,7 +50,7 @@ This step implements:
 
 These functions allow the application to get current market prices and available options.
 
-## Step 4: Order Management
+## Step 4: Order Management [COMPLETED]
 
 [View full documentation](ib-insync-step4-order-management.md)
 
@@ -62,7 +62,7 @@ This step implements:
 
 These components enable the application to execute trading strategies.
 
-## Step 5: Account and Position Management
+## Step 5: Account and Position Management [COMPLETED]
 
 [View full documentation](ib-insync-step5-account-management.md)
 

documentation/ib-insync-step1-setup-completed.md

@@ -0,0 +1,65 @@
+# IB Insync Implementation: Step 1 - Setup and Initial Structure Completed
+
+## Work Completed
+
+1. **Updated Dependencies**
+   - Verified that `ib_insync` and `pytz` packages were already installed in the project
+   - Updated requirements.txt to specify newer versions
+
+2. **Created Class Structure**
+   - Created the `IBKRIBInsyncApi` class in `python/src/brokers/ibkr_ib_insync.py`
+   - Implemented initialization with proper configuration parameters
+   - Set up instance variables for tracking connection state, orders, and positions
+
+3. **Updated Factory Method**
+   - Updated `python/src/brokers/__init__.py` to include the new implementation
+   - Added factory method `get_broker_api()` that can switch between implementations
+
+4. **Updated Configuration**
+   - Added IBKR API settings to `config.yaml`
+   - Configured connection parameters, timeouts, and other settings
+
+5. **Added Tests**
+   - Created unit tests for the setup in `python/tests/unit/test_ibkr_ib_insync_setup.py`
+   - Created BDD tests with Gherkin scenarios in `python/tests/features/setup.feature`
+   - Implemented the test steps using pytest-bdd
+
+## Next Steps
+
+After completing this setup, you're now ready to move on to [Step 2 - Connection Management](ib-insync-step2-connection.md), which will implement:
+
+1. Event handlers for connection events
+2. Connection and disconnection methods
+3. Error handling
+4. Callback processing
+
+## Notes for Testing
+
+To run the tests, you'll need a properly configured Python environment with:
+- pytest
+- pytest-bdd
+- pytest-mock
+- ib_insync
+- pytz
+
+Use the following command to run the tests:
+```bash
+python -m pytest python/tests/test_ibkr_ib_insync_setup.py -v
+```
+
+## Configuration Settings
+
+The following settings are now available in `config.yaml`:
+```yaml
+# IBKR API Connection
+ibkr:
+  host: "127.0.0.1"
+  port: 7497  # TWS: 7497, IB Gateway: 4001
+  client_id: 1
+  read_only: false
+  account: ""  # Set your account ID or leave blank to use active account
+  use_ib_insync: true  # Use new implementation instead of placeholder
+  timeout: 20  # Connection timeout in seconds
+  auto_reconnect: true  # Automatically try to reconnect on disconnection
+  max_rate: 45  # Maximum API requests per second (IB's limit is 50)
+``` 

python/src/brokers/__init__.py

@@ -2,6 +2,22 @@
 Brokers module for interacting with various trading platforms.
 """
 
-__all__ = ["IBKRApi"]
-
 from src.brokers.ibkr_api import IBKRApi
+from src.brokers.ibkr_ib_insync import IBKRIBInsyncApi
+
+def get_broker_api(config, use_ib_insync=True):
+    """Factory method to get the appropriate broker API implementation.
+    
+    Args:
+        config: Application configuration
+        use_ib_insync: Whether to use the ib_insync implementation
+        
+    Returns:
+        An instance of the appropriate broker API
+    """
+    if use_ib_insync:
+        return IBKRIBInsyncApi(config)
+    else:
+        return IBKRApi(config)
+
+__all__ = ["IBKRApi", "IBKRIBInsyncApi", "get_broker_api"]