Hello. I am attempting to use my interactive brokers account to run lean locally and I am receiving the following error message:
Downloading 'QuantConnect.Brokerages.InteractiveBrokers.2.5.16450.nupkg'
Error: The Interactive Brokers feature requires a Researcher seat or higher, please update your subscription at https://www.quantconnect.com/pricing
If I am working this locally, I could not need a reseacher seat. Is this correct?
Mia Alissi
Hello Keith,
You're correct that you can use the LEAN CLI locally without a QuantConnect subscription. In fact, if you don't use the commands prefixed by "lean cloud" or "lean data download", you don't even need a QuantConnect account at all (source).
However, the error message you're seeing suggests that you're trying to use a feature that requires a Researcher seat or higher. This might be due to trying to download data from QuantConnect, which does require a subscription (source).
If you're not trying to download data and still seeing this error, it might be a bug. In that case, I'd recommend reaching out to the QuantConnect team directly for further assistance.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Keith Forward
I am not using “lean cloud” or “lean data download." I am using the command "lean live tradespy" with the code below and selecting interactive brokers.
Thank you.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Mia Alissi
The Python code you provided for the
Tradespy
algorithm seems to be correct and should not cause any issues when running it locally with the commandlean live tradespy
.However, the error message you're seeing is related to the use of the Interactive Brokers feature, which requires a Researcher seat or higher. This might be due to some settings or configurations related to Interactive Brokers in your local LEAN environment.
If you're sure that you're not using any cloud-related commands and still seeing this error, it might be a bug or a misconfiguration. In that case, I'd recommend reaching out to the QuantConnect team directly for further assistance. They might be able to provide more specific guidance based on your setup and the exact commands you're using.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Keith Forward
how do reset my settings/configuration for Interactive Brokers on my local lean environment?
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Mia Alissi
To reset your settings/configuration for Interactive Brokers on your local LEAN environment, you would need to modify the
config.json
file in your local LEAN directory. This file contains all the settings related to your brokerage and data feed.Here are the steps to reset your Interactive Brokers settings:
config.json
file in a text editor.interactive-brokers
section.ib-account
,ib-user-name
,ib-password
,ib-agent-description
,ib-tws-dir
, andib-trading-mode
fields.Please note that you should replace the values with your actual Interactive Brokers account details. If you don't have these details, you might need to contact Interactive Brokers to obtain them.
Remember to save the
config.json
file after making these changes. Then, you should be able to run your algorithm with the updated settings.If you're still having issues after resetting your settings, it might be a good idea to reach out to the QuantConnect team for further assistance.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Keith Forward
Do I need to be login to quantconnect to run lean live?
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Mia Alissi
No, you don't need to be logged in to QuantConnect to run LEAN locally for live trading. If you're not using the commands prefixed by "lean cloud" or "lean data download", you don't even need a QuantConnect account at all. The algorithm, when deployed, runs on a node (otherwise known as a cloud computer) (source, source).
However, please note that if you're using features that require a QuantConnect subscription, such as downloading data from QuantConnect, you will need to be logged in and have the appropriate subscription level.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Ondrej Glatz
Is it really possible to connect to brokerage for live trading without the cloud subscription? I am getting the same message as OP when trying to run “lean live my_strategy" with IB locally.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Peng wang
I am getting the same message as OP when trying to run “lean live my_strategy" with IB locally today, I confirm this is a bug,Where should I give feedback to fix it?
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Louis Szeto
Hi MF and Peng
You do require a researcher seat for local live deployments. It is just the data subscription that can be skipped.
Best
Louis
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Luca Napo
For me .the Search API tree just doesnt work anymore since the update. I input searches and nothing happens..
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Ian Larson
I can't delete projects. I'd like to be able to delete ones I know have buggy code, and organize them into folders etc based on the algo. I've been cloning projects to build the next iteration of an algo each time so that I have the previous code for reference in case I break what I'd been working on.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Gkiwi
I don't think this new terminal design is ready for live use. There is no discernable improvement to me. Now, it overheats my laptop now as soon as I start the terminal and keyboard editing lag has increased. Navigating is clunky having to close the console to get to the two left hand vertical menu open/close. Where are the Market Open Times for the dashboard now which are essential , especially for crypto, given the graphs x axis time did not report time as set by helper and was different from log time? What was the benefit of this change?
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Matthew Martin
A few minor things I have noted:
1) Backtest results do not open. It seems like anything over about 500 days is the trigger for when it hangs indefinitely. If I keep QC and the terminal open for the entire backtest without the screen going blank, I can have the backtest results for tests greater than 500 days. If I log out or the computer sleeps, I cannot get the backtest results.
2) Please move active backtests to the top of the list instead of to the end. If I want to kill a backtest I have to scroll all the way to end of the page(s) in the dropdown. Also, logically, the rest of the tests are in reverse chronological order while these newest tests are at the end.
3) For multiple backtests the system performance seems significantly slower than before. My computer slows to a crawl. Since the computation is being down elsewhere, I would guess it is the graphics.
4) This is very minor, but is there any way to not make the first file in the project auto-open? If the first file is not my "main" file, it is always opened even when not needed. So it takes up tab space or I have to close it every time.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Dan Root
Two small functionalities I would like to know about.

Python helper feature.
1. Python intellisense . (Like in C#)
2. When coding in the IDE.
3. In the IDE. Seems to work with the research environment.
Wordwrap feature
1. Wordwrap feature.
2. When coding in the IDE.
3. In the IDE. Would be nice for small screens.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Dan Root
Also, when running multiple backtests, I have an issue pressing the next arrow through the row of backtests.
1. When running multiple backtests on the IDE dashboard in the Algorithm Lab, I am having issues cycling through the different backtests via the over button.
2. When cycling through multiple backtests.
3. IDE / Backtesting environment.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Douglas Stridsberg
In addition to getting my additional chart as a narrow window, I now can't view it at all:
Is there a way to manually switch back to the old design until things are ironed out with the new one? I appreciate that it's good to switch things up and integrate the backtest and live views, but for those of us with real money on the line it's a little harrowing when things don't work. I'd rather be the last person to switch over to a new design than to have to worry whether my real money strategy is working as expected. I appreciate that there's a distinction between the terminal and the actual running algorithm and that it's likely the algorithm itself is running fine, but I hope you get my point regardless. We should really be given the option to opt in and out of the new design, or perhaps a limited set of users should be enrolled as beta testers before pushing such big changes live. From user feedback it seems enough things don't work for it to warrant a closed beta or opt-in approach.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Jared Broad
shape. We remember what you have open too so it'll save your layout
preferences.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Clayton Berry
I'll also add that we need the ability to hide the API explorer to recover screen real estate. What's also weird is that intellisense isn't mirroring the API explorer. Here's an example when looking at the Portfolio object...why doesn't intellisense match?
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
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