fetch_matching_symbols

fetch_matching_symbols(pattern, host='127.0.0.1', port=7497, client_id=9999)

Fetch assets whose symbol loosely matches a pattern

Parameters

Name Type Description Default
pattern str A string, like “AAPL”, “S&P 500” or “Vanguard” that you’d like to search for required
host Address of a running IBKR client (such as TWS or IBG) that has been configured to accept API connections '127.0.0.1'
port Port of a running IBKR client 7497
client_id Client ID you want to use for the request. If you are connecting to a system that is used by multiple users, then you may wish to set aside an ID for this purpose; if you’re the only one using the account then you probably don’t have to worry about it – just use the default. 9999

Examples

import shinybroker as sb

matching_symbols_aapl = sb.fetch_matching_symbols("AAPL")
print("Stocks matching patterm \"AAPL\":")
print(matching_symbols_aapl['stocks'])
print("Bonds matching patterm \"AAPL\":")
print(matching_symbols_aapl['bonds'])

matching_symbols_goog = sb.fetch_matching_symbols("GOOG")
print("Matching Symbols for \"GOOG\":")
print(matching_symbols_goog)

matching_symbols_no_match = sb.fetch_matching_symbols("string w no matches")
print("If nothing matches, then you get a dictionary of empty data frames:")
print("returned dict:")
print(matching_symbols_no_match)
print("no matching stocks:")
print(matching_symbols_no_match)
print("no matching bonds:")
print(matching_symbols_no_match)