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Date/Time: Mon, 28 Oct 2024 11:19:46 +0000



Post From: Pattern matching for automatic translation of IBKR symbols

[2024-10-09 16:55:45]
sean3000 - Posts: 52
I am trying to set up my global symbol settings so that any symbol ending with "-NQTV" will automatically have a trade only symbol of "-STK-SMART-USD" for use with Interactive Brokers.

I am looking at this line from Global Symbol Settings as reference:

"This is also useful for stock symbol patterns in the case of Interactive Brokers. For example, for the symbol pattern **-NQTV you can set Trade/Quote Symbol to **-STK-SMART-USD."

It seems like the simplest way to do this would be to modify the existing ????-NQTV entry to have ????-STK-SMART-USD as the trade/quote symbol, but that's not working. I am switching symbols after each change to ensure it's reloading the settings.

I then tried duplicating the ????-NQTV entry above and changing "?" to "*" in all field but that didn't work either.

"Use Pattern Matching" is enabled for the symbol I am experimenting with, MSFT.