Interactive Brokers: Problems with combo positions in portfolio view

Discussion in 'Retail Brokers' started by i960, Oct 15, 2015.

  1. i960

    i960

    In the latest (non-beta) version of TWS, it's capable of showing complex/combo positions in the main portfolio view. Sometimes TWS associates a particular combo with a smart-routed combo even if you didn't initiate the position as a smart-routed combo. For instance, I add all my spreads as "combo/directed" meaning it goes direct to the exchange with no other potential whackiness involved (like IB holding back the order until it's "marketable"). However, there are situations where TWS refuses to show my attached stop/limit orders to the combo position because it wrongly associates the complex position with a smart-routed spread (e.g. "CL Nov/Dec Calendar" vs "CL Nov/Dec Calendar @NYMEX").

    On top of that, the beta version of TWS (which is newer than the stable version) won't recognize *any* of my combo positions in the portfolio view. It shows a pos qty of 0, but knows I have unrealized P/Ls on them. Completely broken.

    Anyone else having these issues?
     
  2. Does it fix itself and show correctly if you logout of TWS and log back in? I've had similar issues.
     
  3. i960

    i960

    No, never.
     
  4. risknav

    risknav

  5. Chubbly

    Chubbly

    I was having the same issue and downgraded. I didn't open a trouble ticket because their support people are the most hostile angry people who blame me everytime I call.
     
  6. i960

    i960

    Yeah I remember that thread @risknav - now I fully realize what you're talking about.

    This is pissing me off because I open countless detailed tickets on TWS issues and they just sit there with very little traction. Even serious stuff like the inability to use a stop loss order with ICS spreads on ICE IPE (which has quite a few energy based ICS).

    If IB provides us an interface for opening tickets and reporting things - how about them taking it seriously and putting out some effort for the effort the customer put in.

    On top of that you get a generic reply on how to turn off the feature (duh, we know how to do that already) that assumes the user is an idiot and when the user shows they're not an idiot then support just /dev/null's the entire issue because "too hard."

    Wonderful state of affairs.
     
    Chubbly likes this.
  7. i960

    i960