Supports Interactive Brokers, US and Hong Kong stocks.

Signed-off-by: TIANHE <TIANHE@GMAIL.COM>

README.md

@@ -96,6 +96,7 @@ QuantDinger includes a built-in **LLM-based multi-agent research system** that g
 
 ### Guides
 - [Python Strategy Development Guide](docs/STRATEGY_DEV_GUIDE.md)
+- [Interactive Brokers (IBKR) Trading Guide](docs/IBKR_TRADING_GUIDE_EN.md) 🆕
 
 ### Notification Configuration
 - [Telegram Notification Setup](docs/NOTIFICATION_TELEGRAM_CONFIG_EN.md)
@@ -335,8 +336,9 @@ All UI elements, error messages, and documentation are fully translated. Languag
 | Market Type | Data Sources | Trading |
 |-------------|--------------|---------|
 | **Cryptocurrency** | Binance, OKX, Bitget, + 100 exchanges | ✅ Full support |
-| **US Stocks** | Yahoo Finance, Finnhub, Tiingo | ✅ Via broker API |
+| **US Stocks** | Yahoo Finance, Finnhub, Tiingo | ✅ Via IBKR 🆕 |
-| **CN/HK Stocks** | AkShare, East Money | ⚡ Data only |
+| **HK Stocks** | AkShare, East Money | ✅ Via IBKR 🆕 |
+| **CN Stocks (A-shares)** | AkShare, East Money | ⚡ Data only |
 | **Forex** | Finnhub, OANDA | ✅ Via broker API |
 | **Futures** | Exchange APIs, AkShare | ⚡ Data only |
 

README_CN.md

@@ -96,6 +96,7 @@ QuantDinger 包含一个内置的**基于 LLM 的多智能体研究系统**，
 
 ### 开发指南
 - [Python 策略开发指南](docs/STRATEGY_DEV_GUIDE_CN.md)
+- [盈透证券 (IBKR) 实盘交易指南](docs/IBKR_TRADING_GUIDE_CN.md) 🆕
 
 ### 通知配置
 - [Telegram 通知配置](docs/NOTIFICATION_TELEGRAM_CONFIG_CH.md)
@@ -374,8 +375,9 @@ QuantDinger 为全球用户构建，提供全面的国际化支持：
 | 市场类型 | 数据源 | 交易 |
 |-------------|--------------|---------|
 | **加密货币** | Binance, OKX, Bitget, + 100 交易所 | ✅ 全面支持 |
-| **美股** | Yahoo Finance, Finnhub, Tiingo | ✅ 通过券商 API |
+| **美股** | Yahoo Finance, Finnhub, Tiingo | ✅ 通过盈透证券 🆕 |
-| **A股/港股** | AkShare, 东方财富 | ⚡ 仅数据 |
+| **港股** | AkShare, 东方财富 | ✅ 通过盈透证券 🆕 |
+| **A股** | AkShare, 东方财富 | ⚡ 仅数据 |
 | **外汇** | Finnhub, OANDA | ✅ 通过券商 API |
 | **期货** | 交易所 API, AkShare | ⚡ 仅数据 |
 

README_JA.md

@@ -96,6 +96,7 @@ QuantDingerには、ウェブから金融情報を収集し、ローカル市場
 
 ### 開発ガイド
 - [Python 戦略開発ガイド](docs/STRATEGY_DEV_GUIDE_JA.md)
+- [Interactive Brokers (IBKR) トレーディングガイド](docs/IBKR_TRADING_GUIDE_EN.md) 🆕
 
 ### 通知設定
 - [Telegram 通知設定](docs/NOTIFICATION_TELEGRAM_CONFIG_EN.md)
@@ -330,8 +331,9 @@ QuantDingerは、包括的な国際化対応により、世界中のユーザー
 | 市場タイプ | データソース | 取引 |
 |-------------|--------------|---------|
 | **暗号資産** | Binance, OKX, Bitget, + 100 取引所 | ✅ 完全サポート |
-| **米国株** | Yahoo Finance, Finnhub, Tiingo | ✅ ブローカーAPI経由 |
+| **米国株** | Yahoo Finance, Finnhub, Tiingo | ✅ IBKR経由 🆕 |
-| **中国/香港株** | AkShare, East Money | ⚡ データのみ |
+| **香港株** | AkShare, East Money | ✅ IBKR経由 🆕 |
+| **中国株(A株)** | AkShare, East Money | ⚡ データのみ |
 | **FX** | Finnhub, OANDA | ✅ ブローカーAPI経由 |
 | **先物** | 取引所API, AkShare | ⚡ データのみ |
 

README_KO.md

@@ -96,6 +96,7 @@ QuantDinger는 웹에서 금융 정보를 수집하고, 로컬 시장 데이터
 
 ### 개발 가이드
 - [Python 전략 개발 가이드](docs/STRATEGY_DEV_GUIDE_KO.md)
+- [Interactive Brokers (IBKR) 트레이딩 가이드](docs/IBKR_TRADING_GUIDE_EN.md) 🆕
 
 ### 알림 설정
 - [Telegram 알림 설정](docs/NOTIFICATION_TELEGRAM_CONFIG_EN.md)
@@ -343,8 +344,9 @@ QuantDinger는 포괄적인 국제화를 통해 글로벌 사용자를 위해
 | 시장 유형 | 데이터 소스 | 거래 |
 |-------------|--------------|---------|
 | **암호화폐** | Binance, OKX, Bitget, + 100 거래소 | ✅ 완전 지원 |
-| **미국 주식** | Yahoo Finance, Finnhub, Tiingo | ✅ 브로커 API 경유 |
+| **미국 주식** | Yahoo Finance, Finnhub, Tiingo | ✅ IBKR 경유 🆕 |
-| **중국/홍콩 주식** | AkShare, East Money | ⚡ 데이터만 |
+| **홍콩 주식** | AkShare, East Money | ✅ IBKR 경유 🆕 |
+| **중국 주식(A주)** | AkShare, East Money | ⚡ 데이터만 |
 | **외환** | Finnhub, OANDA | ✅ 브로커 API 경유 |
 | **선물** | 거래소 API, AkShare | ⚡ 데이터만 |
 

README_TW.md

@@ -96,6 +96,7 @@ QuantDinger 包含一個內置的**基於 LLM 的多智能體研究系統**，
 
 ### 開發指南
 - [Python 策略開發指南](docs/STRATEGY_DEV_GUIDE_TW.md)
+- [盈透證券 (IBKR) 實盤交易指南](docs/IBKR_TRADING_GUIDE_CN.md) 🆕
 
 ### 通知配置
 - [Telegram 通知配置](docs/NOTIFICATION_TELEGRAM_CONFIG_CH.md)
@@ -344,8 +345,9 @@ QuantDinger 為全球用戶構建，提供全面的國際化支持：
 | 市場類型 | 數據源 | 交易 |
 |-------------|--------------|---------|
 | **加密貨幣** | Binance, OKX, Bitget, + 100 交易所 | ✅ 全面支持 |
-| **美股** | Yahoo Finance, Finnhub, Tiingo | ✅ 通過券商 API |
+| **美股** | Yahoo Finance, Finnhub, Tiingo | ✅ 通過盈透證券 🆕 |
-| **A股/港股** | AkShare, 東方財富 | ⚡ 僅數據 |
+| **港股** | AkShare, 東方財富 | ✅ 通過盈透證券 🆕 |
+| **A股** | AkShare, 東方財富 | ⚡ 僅數據 |
 | **外匯** | Finnhub, OANDA | ✅ 通過券商 API |
 | **期貨** | 交易所 API, AkShare | ⚡ 僅數據 |
 

backend_api_python/app/routes/__init__.py

@@ -19,6 +19,7 @@ def register_routes(app: Flask):
     from app.routes.dashboard import dashboard_bp
     from app.routes.settings import settings_bp
     from app.routes.portfolio import portfolio_bp
+    from app.routes.ibkr import ibkr_bp
     
     app.register_blueprint(health_bp)
     app.register_blueprint(auth_bp, url_prefix='/api/user')  # 兼容前端 /api/user/login
@@ -33,4 +34,5 @@ def register_routes(app: Flask):
     app.register_blueprint(dashboard_bp, url_prefix='/api/dashboard')
     app.register_blueprint(settings_bp, url_prefix='/api/settings')
     app.register_blueprint(portfolio_bp, url_prefix='/api/portfolio')
+    app.register_blueprint(ibkr_bp, url_prefix='/api/ibkr')
 

backend_api_python/app/routes/ibkr.py

@@ -0,0 +1,382 @@
+"""
+Interactive Brokers API Routes
+
+Standalone API endpoints for US and Hong Kong stock trading.
+"""
+
+from flask import Blueprint, request, jsonify
+
+from app.utils.logger import get_logger
+from app.services.ibkr_trading import IBKRClient, IBKRConfig
+from app.services.ibkr_trading.client import get_ibkr_client, reset_ibkr_client
+
+logger = get_logger(__name__)
+
+ibkr_bp = Blueprint('ibkr', __name__)
+
+# Global client instance
+_client: IBKRClient = None
+
+
+def _get_client() -> IBKRClient:
+    """Get current client instance."""
+    global _client
+    if _client is None:
+        _client = get_ibkr_client()
+    return _client
+
+
+# ==================== Connection Management ====================
+
+@ibkr_bp.route('/status', methods=['GET'])
+def get_status():
+    """
+    Get connection status.
+    
+    GET /api/ibkr/status
+    """
+    try:
+        client = _get_client()
+        return jsonify({
+            "success": True,
+            "data": client.get_connection_status()
+        })
+    except Exception as e:
+        logger.error(f"Get status failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+@ibkr_bp.route('/connect', methods=['POST'])
+def connect():
+    """
+    Connect to TWS / IB Gateway.
+    
+    POST /api/ibkr/connect
+    Body: {
+        "host": "127.0.0.1",      // Optional, default 127.0.0.1
+        "port": 7497,             // Optional, TWS Live:7497, TWS Paper:7496, Gateway Live:4001, Gateway Paper:4002
+        "clientId": 1,            // Optional, default 1
+        "account": "",            // Optional, specify for multi-account
+        "readonly": false         // Optional, readonly mode
+    }
+    """
+    global _client
+    
+    try:
+        data = request.get_json() or {}
+        
+        # Build config
+        config = IBKRConfig(
+            host=data.get('host', '127.0.0.1'),
+            port=int(data.get('port', 7497)),
+            client_id=int(data.get('clientId', 1)),
+            account=data.get('account', ''),
+            readonly=data.get('readonly', False),
+        )
+        
+        # Disconnect existing connection
+        if _client is not None and _client.connected:
+            _client.disconnect()
+        
+        # Create new client and connect
+        _client = IBKRClient(config)
+        success = _client.connect()
+        
+        if success:
+            return jsonify({
+                "success": True,
+                "message": "Connected successfully",
+                "data": _client.get_connection_status()
+            })
+        else:
+            return jsonify({
+                "success": False,
+                "error": "Connection failed. Please check if TWS/Gateway is running."
+            }), 400
+            
+    except ImportError as e:
+        return jsonify({
+            "success": False,
+            "error": "ib_insync not installed. Run: pip install ib_insync"
+        }), 500
+    except Exception as e:
+        logger.error(f"Connection failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+@ibkr_bp.route('/disconnect', methods=['POST'])
+def disconnect():
+    """
+    Disconnect from IBKR.
+    
+    POST /api/ibkr/disconnect
+    """
+    global _client
+    
+    try:
+        if _client is not None:
+            _client.disconnect()
+            _client = None
+        
+        reset_ibkr_client()
+        
+        return jsonify({
+            "success": True,
+            "message": "Disconnected"
+        })
+    except Exception as e:
+        logger.error(f"Disconnect failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+# ==================== Account Queries ====================
+
+@ibkr_bp.route('/account', methods=['GET'])
+def get_account():
+    """
+    Get account information.
+    
+    GET /api/ibkr/account
+    """
+    try:
+        client = _get_client()
+        if not client.connected:
+            return jsonify({
+                "success": False,
+                "error": "Not connected to IBKR"
+            }), 400
+        
+        return jsonify({
+            "success": True,
+            "data": client.get_account_summary()
+        })
+    except Exception as e:
+        logger.error(f"Get account info failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+@ibkr_bp.route('/positions', methods=['GET'])
+def get_positions():
+    """
+    Get positions.
+    
+    GET /api/ibkr/positions
+    """
+    try:
+        client = _get_client()
+        if not client.connected:
+            return jsonify({
+                "success": False,
+                "error": "Not connected to IBKR"
+            }), 400
+        
+        positions = client.get_positions()
+        return jsonify({
+            "success": True,
+            "data": positions
+        })
+    except Exception as e:
+        logger.error(f"Get positions failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+@ibkr_bp.route('/orders', methods=['GET'])
+def get_orders():
+    """
+    Get open orders.
+    
+    GET /api/ibkr/orders
+    """
+    try:
+        client = _get_client()
+        if not client.connected:
+            return jsonify({
+                "success": False,
+                "error": "Not connected to IBKR"
+            }), 400
+        
+        orders = client.get_open_orders()
+        return jsonify({
+            "success": True,
+            "data": orders
+        })
+    except Exception as e:
+        logger.error(f"Get orders failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+# ==================== Trading ====================
+
+@ibkr_bp.route('/order', methods=['POST'])
+def place_order():
+    """
+    Place an order.
+    
+    POST /api/ibkr/order
+    Body: {
+        "symbol": "AAPL",         // Required, symbol code
+        "side": "buy",            // Required, buy or sell
+        "quantity": 10,           // Required, number of shares
+        "marketType": "USStock",  // Optional, USStock or HShare, default USStock
+        "orderType": "market",    // Optional, market or limit, default market
+        "price": 150.00           // Required for limit orders
+    }
+    """
+    try:
+        client = _get_client()
+        if not client.connected:
+            return jsonify({
+                "success": False,
+                "error": "Not connected to IBKR"
+            }), 400
+        
+        data = request.get_json() or {}
+        
+        # Validate parameters
+        symbol = data.get('symbol')
+        side = data.get('side')
+        quantity = data.get('quantity')
+        
+        if not symbol:
+            return jsonify({"success": False, "error": "Missing symbol"}), 400
+        if not side or side.lower() not in ('buy', 'sell'):
+            return jsonify({"success": False, "error": "side must be buy or sell"}), 400
+        if not quantity or float(quantity) <= 0:
+            return jsonify({"success": False, "error": "quantity must be > 0"}), 400
+        
+        market_type = data.get('marketType', 'USStock')
+        order_type = data.get('orderType', 'market').lower()
+        
+        # Place order
+        if order_type == 'limit':
+            price = data.get('price')
+            if not price or float(price) <= 0:
+                return jsonify({"success": False, "error": "Limit order requires price"}), 400
+            
+            result = client.place_limit_order(
+                symbol=symbol,
+                side=side,
+                quantity=float(quantity),
+                price=float(price),
+                market_type=market_type
+            )
+        else:
+            result = client.place_market_order(
+                symbol=symbol,
+                side=side,
+                quantity=float(quantity),
+                market_type=market_type
+            )
+        
+        if result.success:
+            return jsonify({
+                "success": True,
+                "message": result.message,
+                "data": {
+                    "orderId": result.order_id,
+                    "filled": result.filled,
+                    "avgPrice": result.avg_price,
+                    "status": result.status,
+                    "raw": result.raw
+                }
+            })
+        else:
+            return jsonify({
+                "success": False,
+                "error": result.message
+            }), 400
+            
+    except Exception as e:
+        logger.error(f"Place order failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+@ibkr_bp.route('/order/<int:order_id>', methods=['DELETE'])
+def cancel_order(order_id: int):
+    """
+    Cancel an order.
+    
+    DELETE /api/ibkr/order/<order_id>
+    """
+    try:
+        client = _get_client()
+        if not client.connected:
+            return jsonify({
+                "success": False,
+                "error": "Not connected to IBKR"
+            }), 400
+        
+        success = client.cancel_order(order_id)
+        
+        if success:
+            return jsonify({
+                "success": True,
+                "message": f"Order {order_id} cancelled"
+            })
+        else:
+            return jsonify({
+                "success": False,
+                "error": f"Order {order_id} not found"
+            }), 404
+            
+    except Exception as e:
+        logger.error(f"Cancel order failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500
+
+
+# ==================== Market Data ====================
+
+@ibkr_bp.route('/quote', methods=['GET'])
+def get_quote():
+    """
+    Get real-time quote.
+    
+    GET /api/ibkr/quote?symbol=AAPL&marketType=USStock
+    """
+    try:
+        client = _get_client()
+        if not client.connected:
+            return jsonify({
+                "success": False,
+                "error": "Not connected to IBKR"
+            }), 400
+        
+        symbol = request.args.get('symbol')
+        market_type = request.args.get('marketType', 'USStock')
+        
+        if not symbol:
+            return jsonify({"success": False, "error": "Missing symbol"}), 400
+        
+        quote = client.get_quote(symbol, market_type)
+        return jsonify(quote)
+        
+    except Exception as e:
+        logger.error(f"Get quote failed: {e}")
+        return jsonify({
+            "success": False,
+            "error": str(e)
+        }), 500

backend_api_python/app/services/ibkr_trading/README.md

@@ -0,0 +1,136 @@
+# Interactive Brokers Trading Module
+
+Supports US stocks and Hong Kong stocks trading via TWS or IB Gateway.
+
+## Installation
+
+```bash
+pip install ib_insync
+```
+
+Or the dependency is already in `requirements.txt`.
+
+## Port Reference
+
+| Client | Live Port | Paper Port |
+|--------|-----------|------------|
+| TWS    | 7497      | 7496       |
+| IB Gateway | 4001  | 4002       |
+
+## TWS / IB Gateway Configuration
+
+1. Open TWS or IB Gateway
+2. Go to **Configure** -> **API** -> **Settings**
+3. Enable the following options:
+   - ✅ Enable ActiveX and Socket Clients
+   - ✅ Allow connections from localhost only
+4. Set Socket port (refer to the table above)
+5. Click Apply / OK
+
+## API Endpoints
+
+### Connection Management
+
+```
+GET  /api/ibkr/status          # Get connection status
+POST /api/ibkr/connect         # Connect to TWS/Gateway
+POST /api/ibkr/disconnect      # Disconnect
+```
+
+### Account Queries
+
+```
+GET  /api/ibkr/account         # Account information
+GET  /api/ibkr/positions       # Current positions
+GET  /api/ibkr/orders          # Open orders
+```
+
+### Trading
+
+```
+POST   /api/ibkr/order         # Place order
+DELETE /api/ibkr/order/<id>    # Cancel order
+```
+
+### Market Data
+
+```
+GET  /api/ibkr/quote?symbol=AAPL&marketType=USStock
+```
+
+## Usage Examples
+
+### Connect
+
+```bash
+curl -X POST http://localhost:5000/api/ibkr/connect \
+  -H "Content-Type: application/json" \
+  -d '{"host": "127.0.0.1", "port": 7497, "clientId": 1}'
+```
+
+### Place Order
+
+```bash
+# Market order: buy 10 shares of AAPL
+curl -X POST http://localhost:5000/api/ibkr/order \
+  -H "Content-Type: application/json" \
+  -d '{"symbol": "AAPL", "side": "buy", "quantity": 10, "marketType": "USStock"}'
+
+# Limit order: sell 100 shares of Tencent
+curl -X POST http://localhost:5000/api/ibkr/order \
+  -H "Content-Type: application/json" \
+  -d '{"symbol": "0700.HK", "side": "sell", "quantity": 100, "marketType": "HShare", "orderType": "limit", "price": 300}'
+```
+
+### Get Positions
+
+```bash
+curl http://localhost:5000/api/ibkr/positions
+```
+
+## Symbol Format
+
+| Market | Format | Examples |
+|--------|--------|----------|
+| US Stock | Ticker symbol | `AAPL`, `TSLA`, `GOOGL` |
+| HK Stock | `XXXX.HK` or digits | `0700.HK`, `00700`, `700` |
+
+## Important Notes
+
+1. **TWS/Gateway must be running**: Ensure TWS or IB Gateway is started and logged in before using the API
+2. **Market data subscription**: Real-time quotes may require market data subscription
+3. **Client ID**: Use different clientId if multiple programs connect to the same TWS/Gateway
+4. **Readonly mode**: Set `readonly: true` to only query without trading
+5. **Multi-account**: Specify `account` parameter if you have multiple sub-accounts
+
+## Troubleshooting
+
+| Error | Cause | Solution |
+|-------|-------|----------|
+| Connection failed | TWS/Gateway not running | Start and login to TWS/Gateway |
+| Connection failed | Wrong port | Check API port setting in TWS/Gateway |
+| Connection failed | API not enabled | Enable Socket API in TWS/Gateway settings |
+| Client ID conflict | Same clientId already connected | Use a different clientId |
+| Invalid contract | Wrong symbol format | Check symbol format |
+
+## Removing This Module
+
+To remove this module, delete the following files/directories:
+
+```
+backend_api_python/app/services/ibkr_trading/    # Entire directory
+backend_api_python/app/routes/ibkr.py            # Route file
+```
+
+Then remove the related import and registration code in `app/routes/__init__.py`.
+
+## Docker Note
+
+When running in Docker, IBKR trading requires TWS/IB Gateway to be accessible from the container. 
+For local deployment, you can:
+
+1. Run TWS/Gateway on host machine
+2. Use host network mode or configure port mapping
+3. Set `host` to the host machine's IP address (e.g., `host.docker.internal` on Docker Desktop)
+
+> **Note**: IBKR connection parameters are configured per-strategy in the frontend, not via environment variables.

backend_api_python/app/services/ibkr_trading/__init__.py

@@ -0,0 +1,14 @@
+"""
+Interactive Brokers (IBKR) Trading Module
+
+Supports US stocks and Hong Kong stocks trading via TWS or IB Gateway.
+
+Port Reference:
+- TWS Live: 7497, TWS Paper: 7496
+- IB Gateway Live: 4001, IB Gateway Paper: 4002
+"""
+
+from app.services.ibkr_trading.client import IBKRClient, IBKRConfig
+from app.services.ibkr_trading.symbols import normalize_symbol, parse_symbol
+
+__all__ = ['IBKRClient', 'IBKRConfig', 'normalize_symbol', 'parse_symbol']

backend_api_python/app/services/ibkr_trading/client.py

@@ -0,0 +1,523 @@
+"""
+Interactive Brokers Trading Client
+
+Uses ib_insync library to connect to TWS or IB Gateway for trading.
+"""
+
+import time
+import threading
+from dataclasses import dataclass, field
+from typing import Optional, Dict, Any, List
+
+from app.utils.logger import get_logger
+from app.services.ibkr_trading.symbols import normalize_symbol, format_display_symbol
+
+logger = get_logger(__name__)
+
+# Lazy import ib_insync to allow other features to work without it installed
+ib_insync = None
+
+
+def _ensure_ib_insync():
+    """Ensure ib_insync is imported."""
+    global ib_insync
+    if ib_insync is None:
+        try:
+            import ib_insync as _ib
+            ib_insync = _ib
+        except ImportError:
+            raise ImportError(
+                "ib_insync is not installed. Run: pip install ib_insync"
+            )
+    return ib_insync
+
+
+@dataclass
+class IBKRConfig:
+    """IBKR connection configuration."""
+    host: str = "127.0.0.1"
+    port: int = 7497  # TWS Live:7497, TWS Paper:7496, Gateway Live:4001, Gateway Paper:4002
+    client_id: int = 1
+    readonly: bool = False
+    account: str = ""  # Leave empty to auto-select first account
+    timeout: float = 20.0  # Connection timeout in seconds
+
+
+@dataclass
+class OrderResult:
+    """Order execution result."""
+    success: bool
+    order_id: int = 0
+    filled: float = 0.0
+    avg_price: float = 0.0
+    status: str = ""
+    message: str = ""
+    raw: Dict[str, Any] = field(default_factory=dict)
+
+
+class IBKRClient:
+    """
+    Interactive Brokers Trading Client
+    
+    Usage:
+        config = IBKRConfig(port=7497)  # TWS Live
+        client = IBKRClient(config)
+        
+        if client.connect():
+            # Place order
+            result = client.place_market_order("AAPL", "buy", 10, "USStock")
+            
+            # Get positions
+            positions = client.get_positions()
+            
+            client.disconnect()
+    """
+    
+    def __init__(self, config: Optional[IBKRConfig] = None):
+        self.config = config or IBKRConfig()
+        self._ib = None
+        self._connected = False
+        self._lock = threading.Lock()
+        self._account = ""
+    
+    @property
+    def connected(self) -> bool:
+        """Check if connected."""
+        if self._ib is None:
+            return False
+        return self._ib.isConnected()
+    
+    def connect(self) -> bool:
+        """
+        Connect to TWS or IB Gateway.
+        
+        Returns:
+            True if connected successfully
+        """
+        with self._lock:
+            if self.connected:
+                return True
+            
+            try:
+                _ensure_ib_insync()
+                
+                if self._ib is None:
+                    self._ib = ib_insync.IB()
+                
+                logger.info(f"Connecting to IBKR: {self.config.host}:{self.config.port} (clientId={self.config.client_id})")
+                
+                self._ib.connect(
+                    host=self.config.host,
+                    port=self.config.port,
+                    clientId=self.config.client_id,
+                    readonly=self.config.readonly,
+                    timeout=self.config.timeout
+                )
+                
+                self._connected = True
+                
+                # Get account
+                accounts = self._ib.managedAccounts()
+                if accounts:
+                    self._account = self.config.account or accounts[0]
+                    logger.info(f"IBKR connected, account: {self._account}")
+                else:
+                    logger.warning("IBKR connected but no account info retrieved")
+                
+                return True
+                
+            except Exception as e:
+                logger.error(f"IBKR connection failed: {e}")
+                self._connected = False
+                return False
+    
+    def disconnect(self):
+        """Disconnect from IBKR."""
+        with self._lock:
+            if self._ib is not None:
+                try:
+                    self._ib.disconnect()
+                except Exception as e:
+                    logger.warning(f"IBKR disconnect exception: {e}")
+                finally:
+                    self._connected = False
+                    logger.info("IBKR disconnected")
+    
+    def _ensure_connected(self):
+        """Ensure connection is established."""
+        if not self.connected:
+            if not self.connect():
+                raise ConnectionError("Cannot connect to IBKR")
+    
+    def _create_contract(self, symbol: str, market_type: str):
+        """
+        Create IB contract object.
+        
+        Args:
+            symbol: Symbol code
+            market_type: Market type (USStock, HShare)
+        """
+        _ensure_ib_insync()
+        
+        ib_symbol, exchange, currency = normalize_symbol(symbol, market_type)
+        
+        contract = ib_insync.Stock(
+            symbol=ib_symbol,
+            exchange=exchange,
+            currency=currency
+        )
+        
+        return contract
+    
+    def _qualify_contract(self, contract) -> bool:
+        """Validate contract."""
+        try:
+            qualified = self._ib.qualifyContracts(contract)
+            return len(qualified) > 0
+        except Exception as e:
+            logger.warning(f"Contract qualification failed: {e}")
+            return False
+    
+    # ==================== Order Methods ====================
+    
+    def place_market_order(
+        self,
+        symbol: str,
+        side: str,
+        quantity: float,
+        market_type: str = "USStock",
+    ) -> OrderResult:
+        """
+        Place a market order.
+        
+        Args:
+            symbol: Symbol code (e.g., AAPL, 0700.HK)
+            side: Direction ("buy" or "sell")
+            quantity: Number of shares
+            market_type: Market type ("USStock" or "HShare")
+            
+        Returns:
+            OrderResult
+        """
+        try:
+            self._ensure_connected()
+            _ensure_ib_insync()
+            
+            contract = self._create_contract(symbol, market_type)
+            if not self._qualify_contract(contract):
+                return OrderResult(
+                    success=False,
+                    message=f"Invalid contract: {symbol}"
+                )
+            
+            order = ib_insync.MarketOrder(
+                action="BUY" if side.lower() == "buy" else "SELL",
+                totalQuantity=quantity,
+                account=self._account
+            )
+            
+            trade = self._ib.placeOrder(contract, order)
+            
+            # Wait for order status update
+            self._ib.sleep(2)
+            
+            return OrderResult(
+                success=True,
+                order_id=trade.order.orderId,
+                filled=float(trade.orderStatus.filled or 0),
+                avg_price=float(trade.orderStatus.avgFillPrice or 0),
+                status=trade.orderStatus.status,
+                message="Order submitted",
+                raw={
+                    "orderId": trade.order.orderId,
+                    "status": trade.orderStatus.status,
+                    "filled": float(trade.orderStatus.filled or 0),
+                    "remaining": float(trade.orderStatus.remaining or 0),
+                }
+            )
+            
+        except Exception as e:
+            logger.error(f"Order failed: {e}")
+            return OrderResult(
+                success=False,
+                message=str(e)
+            )
+    
+    def place_limit_order(
+        self,
+        symbol: str,
+        side: str,
+        quantity: float,
+        price: float,
+        market_type: str = "USStock",
+    ) -> OrderResult:
+        """
+        Place a limit order.
+        
+        Args:
+            symbol: Symbol code
+            side: Direction ("buy" or "sell")
+            quantity: Number of shares
+            price: Limit price
+            market_type: Market type
+            
+        Returns:
+            OrderResult
+        """
+        try:
+            self._ensure_connected()
+            _ensure_ib_insync()
+            
+            contract = self._create_contract(symbol, market_type)
+            if not self._qualify_contract(contract):
+                return OrderResult(
+                    success=False,
+                    message=f"Invalid contract: {symbol}"
+                )
+            
+            order = ib_insync.LimitOrder(
+                action="BUY" if side.lower() == "buy" else "SELL",
+                totalQuantity=quantity,
+                lmtPrice=price,
+                account=self._account
+            )
+            
+            trade = self._ib.placeOrder(contract, order)
+            self._ib.sleep(1)
+            
+            return OrderResult(
+                success=True,
+                order_id=trade.order.orderId,
+                filled=float(trade.orderStatus.filled or 0),
+                avg_price=float(trade.orderStatus.avgFillPrice or 0),
+                status=trade.orderStatus.status,
+                message="Limit order submitted",
+                raw={
+                    "orderId": trade.order.orderId,
+                    "status": trade.orderStatus.status,
+                    "limitPrice": price,
+                }
+            )
+            
+        except Exception as e:
+            logger.error(f"Limit order failed: {e}")
+            return OrderResult(
+                success=False,
+                message=str(e)
+            )
+    
+    def cancel_order(self, order_id: int) -> bool:
+        """
+        Cancel an order.
+        
+        Args:
+            order_id: Order ID
+            
+        Returns:
+            True if cancelled successfully
+        """
+        try:
+            self._ensure_connected()
+            
+            for trade in self._ib.openTrades():
+                if trade.order.orderId == order_id:
+                    self._ib.cancelOrder(trade.order)
+                    logger.info(f"Order {order_id} cancelled")
+                    return True
+            
+            logger.warning(f"Order not found: {order_id}")
+            return False
+            
+        except Exception as e:
+            logger.error(f"Cancel order failed: {e}")
+            return False
+    
+    # ==================== Query Methods ====================
+    
+    def get_account_summary(self) -> Dict[str, Any]:
+        """
+        Get account summary.
+        
+        Returns:
+            Account info dictionary
+        """
+        try:
+            self._ensure_connected()
+            
+            summary = self._ib.accountSummary(self._account)
+            result = {}
+            for item in summary:
+                result[item.tag] = {
+                    "value": item.value,
+                    "currency": item.currency
+                }
+            
+            return {
+                "account": self._account,
+                "summary": result,
+                "success": True
+            }
+            
+        except Exception as e:
+            logger.error(f"Get account summary failed: {e}")
+            return {"success": False, "error": str(e)}
+    
+    def get_positions(self) -> List[Dict[str, Any]]:
+        """
+        Get current positions.
+        
+        Returns:
+            List of positions
+        """
+        try:
+            self._ensure_connected()
+            
+            positions = self._ib.positions(self._account)
+            result = []
+            
+            for pos in positions:
+                contract = pos.contract
+                exchange = contract.exchange or contract.primaryExchange or "SMART"
+                
+                result.append({
+                    "symbol": format_display_symbol(contract.symbol, exchange),
+                    "ib_symbol": contract.symbol,
+                    "secType": contract.secType,
+                    "exchange": exchange,
+                    "currency": contract.currency,
+                    "quantity": float(pos.position),
+                    "avgCost": float(pos.avgCost),
+                    "marketValue": float(pos.position) * float(pos.avgCost),
+                })
+            
+            return result
+            
+        except Exception as e:
+            logger.error(f"Get positions failed: {e}")
+            return []
+    
+    def get_open_orders(self) -> List[Dict[str, Any]]:
+        """
+        Get open orders.
+        
+        Returns:
+            List of orders
+        """
+        try:
+            self._ensure_connected()
+            
+            trades = self._ib.openTrades()
+            result = []
+            
+            for trade in trades:
+                order = trade.order
+                contract = trade.contract
+                status = trade.orderStatus
+                
+                result.append({
+                    "orderId": order.orderId,
+                    "symbol": contract.symbol,
+                    "action": order.action,
+                    "quantity": float(order.totalQuantity),
+                    "orderType": order.orderType,
+                    "limitPrice": getattr(order, 'lmtPrice', None),
+                    "status": status.status,
+                    "filled": float(status.filled or 0),
+                    "remaining": float(status.remaining or 0),
+                    "avgFillPrice": float(status.avgFillPrice or 0),
+                })
+            
+            return result
+            
+        except Exception as e:
+            logger.error(f"Get orders failed: {e}")
+            return []
+    
+    def get_quote(self, symbol: str, market_type: str = "USStock") -> Dict[str, Any]:
+        """
+        Get real-time quote.
+        
+        Args:
+            symbol: Symbol code
+            market_type: Market type
+            
+        Returns:
+            Quote data
+        """
+        try:
+            self._ensure_connected()
+            
+            contract = self._create_contract(symbol, market_type)
+            if not self._qualify_contract(contract):
+                return {"success": False, "error": f"Invalid contract: {symbol}"}
+            
+            # Request market data
+            ticker = self._ib.reqMktData(contract, '', False, False)
+            
+            # Wait for data
+            self._ib.sleep(2)
+            
+            result = {
+                "success": True,
+                "symbol": symbol,
+                "bid": ticker.bid if ticker.bid and ticker.bid > 0 else None,
+                "ask": ticker.ask if ticker.ask and ticker.ask > 0 else None,
+                "last": ticker.last if ticker.last and ticker.last > 0 else None,
+                "high": ticker.high if ticker.high and ticker.high > 0 else None,
+                "low": ticker.low if ticker.low and ticker.low > 0 else None,
+                "volume": ticker.volume if ticker.volume and ticker.volume > 0 else None,
+                "close": ticker.close if ticker.close and ticker.close > 0 else None,
+            }
+            
+            # Cancel subscription
+            self._ib.cancelMktData(contract)
+            
+            return result
+            
+        except Exception as e:
+            logger.error(f"Get quote failed: {e}")
+            return {"success": False, "error": str(e)}
+    
+    def get_connection_status(self) -> Dict[str, Any]:
+        """Get connection status."""
+        return {
+            "connected": self.connected,
+            "host": self.config.host,
+            "port": self.config.port,
+            "clientId": self.config.client_id,
+            "account": self._account,
+            "readonly": self.config.readonly,
+        }
+
+
+# Global singleton (optional)
+_global_client: Optional[IBKRClient] = None
+_global_lock = threading.Lock()
+
+
+def get_ibkr_client(config: Optional[IBKRConfig] = None) -> IBKRClient:
+    """
+    Get global IBKR client singleton.
+    
+    Args:
+        config: Configuration (only effective on first call)
+        
+    Returns:
+        IBKRClient instance
+    """
+    global _global_client
+    
+    with _global_lock:
+        if _global_client is None:
+            _global_client = IBKRClient(config)
+        return _global_client
+
+
+def reset_ibkr_client():
+    """Reset global client (disconnect and clear instance)."""
+    global _global_client
+    
+    with _global_lock:
+        if _global_client is not None:
+            _global_client.disconnect()
+            _global_client = None

backend_api_python/app/services/ibkr_trading/symbols.py

@@ -0,0 +1,90 @@
+"""
+Symbol Mapping and Conversion
+
+Converts QuantDinger system symbols to IB contract format.
+"""
+
+from typing import Tuple, Optional
+
+
+def normalize_symbol(symbol: str, market_type: str) -> Tuple[str, str, str]:
+    """
+    Convert system symbol to IB contract parameters.
+    
+    Args:
+        symbol: Symbol code in the system
+        market_type: Market type (USStock, HShare)
+        
+    Returns:
+        (ib_symbol, exchange, currency)
+    """
+    symbol = (symbol or "").strip().upper()
+    market_type = (market_type or "").strip()
+    
+    if market_type == "USStock":
+        # US stocks: AAPL, TSLA, GOOGL
+        # Use SMART routing for best execution
+        return symbol, "SMART", "USD"
+    
+    elif market_type == "HShare":
+        # Hong Kong stock formats:
+        # - 0700.HK -> 700
+        # - 00700 -> 700
+        # - 700 -> 700
+        ib_symbol = symbol
+        
+        # Remove .HK suffix
+        if ib_symbol.endswith(".HK"):
+            ib_symbol = ib_symbol[:-3]
+        
+        # Remove leading zeros
+        ib_symbol = ib_symbol.lstrip("0") or "0"
+        
+        return ib_symbol, "SEHK", "HKD"
+    
+    else:
+        # Default to US stock
+        return symbol, "SMART", "USD"
+
+
+def parse_symbol(symbol: str) -> Tuple[str, Optional[str]]:
+    """
+    Parse symbol and auto-detect market type.
+    
+    Args:
+        symbol: Symbol code
+        
+    Returns:
+        (clean_symbol, market_type)
+    """
+    symbol = (symbol or "").strip().upper()
+    
+    # HK stock: ends with .HK or all digits
+    if symbol.endswith(".HK"):
+        return symbol, "HShare"
+    
+    # All digits (likely HK stock code)
+    clean = symbol.lstrip("0")
+    if clean.isdigit() and len(clean) <= 5:
+        return symbol, "HShare"
+    
+    # Default to US stock
+    return symbol, "USStock"
+
+
+def format_display_symbol(ib_symbol: str, exchange: str) -> str:
+    """
+    Convert IB contract format back to display format.
+    
+    Args:
+        ib_symbol: IB symbol
+        exchange: Exchange code
+        
+    Returns:
+        Display symbol
+    """
+    if exchange == "SEHK":
+        # HK stock: pad to 4 digits, add .HK
+        padded = ib_symbol.zfill(4)
+        return f"{padded}.HK"
+    return ib_symbol

backend_api_python/app/services/live_trading/execution.py

@@ -1,5 +1,9 @@
 """
 Translate a strategy signal into a direct-exchange order call.
+
+Supports:
+- Crypto exchanges: Binance, OKX, Bitget, Bybit, Coinbase, Kraken, KuCoin, Gate, Bitfinex
+- Traditional brokers: Interactive Brokers (IBKR) for US/HK stocks
 """
 
 from __future__ import annotations
@@ -21,6 +25,9 @@ from app.services.live_trading.kucoin import KucoinFuturesClient
 from app.services.live_trading.gate import GateSpotClient, GateUsdtFuturesClient
 from app.services.live_trading.bitfinex import BitfinexClient, BitfinexDerivativesClient
 
+# Lazy import IBKR
+IBKRClient = None
+
 
 def _signal_to_sides(signal_type: str) -> Tuple[str, str, bool]:
     """
@@ -144,6 +151,80 @@ def place_order_from_signal(
     if isinstance(client, KrakenFuturesClient):
         return client.place_market_order(symbol=symbol, side=side, size=qty, reduce_only=reduce_only, client_order_id=client_order_id)
 
+    # Check for IBKR client (lazy import to avoid circular dependency)
+    global IBKRClient
+    if IBKRClient is None:
+        try:
+            from app.services.ibkr_trading import IBKRClient as _IBKRClient
+            IBKRClient = _IBKRClient
+        except ImportError:
+            pass
+
+    if IBKRClient is not None and isinstance(client, IBKRClient):
+        return _place_ibkr_order(
+            client=client,
+            signal_type=signal_type,
+            symbol=symbol,
+            amount=qty,
+            exchange_config=exchange_config,
+        )
+
     raise LiveTradingError(f"Unsupported client type: {type(client)}")
 
 
+def _place_ibkr_order(
+    client,
+    *,
+    signal_type: str,
+    symbol: str,
+    amount: float,
+    exchange_config: Optional[Dict[str, Any]] = None,
+) -> LiveOrderResult:
+    """
+    Place order via IBKR for US/HK stocks.
+
+    Signal mapping for stocks (no short selling in this implementation):
+    - open_long / add_long -> BUY
+    - close_long / reduce_long -> SELL
+    - open_short / close_short -> Not supported (raises error)
+    """
+    sig = (signal_type or "").strip().lower()
+
+    # Stock trading: no short selling support in basic implementation
+    if "short" in sig:
+        raise LiveTradingError("IBKR stock trading does not support short signals in this implementation")
+
+    # Determine action
+    if sig in ("open_long", "add_long"):
+        action = "buy"
+    elif sig in ("close_long", "reduce_long"):
+        action = "sell"
+    else:
+        raise LiveTradingError(f"Unsupported signal_type for IBKR: {signal_type}")
+
+    # Get market type from config
+    cfg = exchange_config if isinstance(exchange_config, dict) else {}
+    market_type = str(cfg.get("market_type") or cfg.get("market_category") or "USStock").strip()
+
+    # Place market order
+    result = client.place_market_order(
+        symbol=symbol,
+        action=action,
+        quantity=amount,
+        market_type=market_type,
+    )
+
+    # Convert IBKRClient result to LiveOrderResult format
+    return LiveOrderResult(
+        success=result.success,
+        exchange_order_id=str(result.order_id) if result.order_id else "",
+        filled=result.filled,
+        avg_price=result.avg_price,
+        raw={
+            "status": result.status,
+            "message": result.message,
+            "raw": result.raw,
+        },
+    )
+
+

backend_api_python/app/services/live_trading/factory.py

@@ -1,10 +1,14 @@
 """
 Factory for direct exchange clients.
+
+Supports:
+- Crypto exchanges: Binance, OKX, Bitget, Bybit, Coinbase, Kraken, KuCoin, Gate, Bitfinex
+- Traditional brokers: Interactive Brokers (IBKR) for US/HK stocks
 """
 
 from __future__ import annotations
 
-from typing import Any, Dict
+from typing import Any, Dict, Union
 
 from app.services.live_trading.base import BaseRestClient, LiveTradingError
 from app.services.live_trading.binance import BinanceFuturesClient
@@ -20,6 +24,10 @@ from app.services.live_trading.kucoin import KucoinSpotClient, KucoinFuturesClie
 from app.services.live_trading.gate import GateSpotClient, GateUsdtFuturesClient
 from app.services.live_trading.bitfinex import BitfinexClient, BitfinexDerivativesClient
 
+# Lazy import IBKR to avoid ImportError if ib_insync not installed
+IBKRClient = None
+IBKRConfig = None
+
 
 def _get(cfg: Dict[str, Any], *keys: str) -> str:
     for k in keys:
@@ -101,6 +109,53 @@ def create_client(exchange_config: Dict[str, Any], *, market_type: str = "swap")
             return BitfinexClient(api_key=api_key, secret_key=secret_key, base_url=base_url)
         return BitfinexDerivativesClient(api_key=api_key, secret_key=secret_key, base_url=base_url)
 
+    # Traditional brokers (IBKR for US/HK stocks)
+    if exchange_id == "ibkr":
+        return create_ibkr_client(exchange_config)
+
     raise LiveTradingError(f"Unsupported exchange_id: {exchange_id}")
 
 
+def create_ibkr_client(exchange_config: Dict[str, Any]):
+    """
+    Create IBKR client for US/HK stock trading.
+
+    exchange_config should contain:
+    - ibkr_host: TWS/Gateway host (default: 127.0.0.1)
+    - ibkr_port: TWS/Gateway port (default: 7497)
+    - ibkr_client_id: Client ID (default: 1)
+    - ibkr_account: Account ID (optional, auto-select if empty)
+    """
+    global IBKRClient, IBKRConfig
+
+    # Lazy import to avoid ImportError if ib_insync not installed
+    if IBKRClient is None or IBKRConfig is None:
+        try:
+            from app.services.ibkr_trading import IBKRClient as _IBKRClient, IBKRConfig as _IBKRConfig
+            IBKRClient = _IBKRClient
+            IBKRConfig = _IBKRConfig
+        except ImportError:
+            raise LiveTradingError("IBKR trading requires ib_insync. Run: pip install ib_insync")
+
+    host = str(exchange_config.get("ibkr_host") or "127.0.0.1").strip()
+    port = int(exchange_config.get("ibkr_port") or 7497)
+    client_id = int(exchange_config.get("ibkr_client_id") or 1)
+    account = str(exchange_config.get("ibkr_account") or "").strip()
+
+    config = IBKRConfig(
+        host=host,
+        port=port,
+        client_id=client_id,
+        account=account,
+        readonly=False,
+    )
+
+    client = IBKRClient(config)
+
+    # Connect immediately (IBKR requires active connection)
+    if not client.connect():
+        raise LiveTradingError("Failed to connect to IBKR TWS/Gateway. Please check if it's running.")
+
+    return client
+
+

backend_api_python/app/services/pending_order_worker.py

@@ -39,6 +39,9 @@ from app.services.live_trading.symbols import to_gate_currency_pair
 from app.utils.db import get_db_connection
 from app.utils.logger import get_logger
 
+# Lazy import IBKR to avoid ImportError if ib_insync not installed
+IBKRClient = None
+
 logger = get_logger(__name__)
 
 
@@ -693,6 +696,29 @@ class PendingOrderWorker:
             _notify_live_best_effort(status="failed", error=f"create_client_failed:{e}")
             return
 
+        # Check if this is an IBKR client (US/HK stocks)
+        global IBKRClient
+        if IBKRClient is None:
+            try:
+                from app.services.ibkr_trading import IBKRClient as _IBKRClient
+                IBKRClient = _IBKRClient
+            except ImportError:
+                pass
+
+        if IBKRClient is not None and isinstance(client, IBKRClient):
+            # Execute IBKR order (separate flow for stocks)
+            self._execute_ibkr_order(
+                order_id=order_id,
+                order_row=order_row,
+                payload=payload,
+                client=client,
+                strategy_id=strategy_id,
+                exchange_config=exchange_config,
+                _notify_live_best_effort=_notify_live_best_effort,
+                _console_print=_console_print,
+            )
+            return
+
         def _make_client_oid(phase: str = "") -> str:
             """
             Build a client order id.
@@ -1539,6 +1565,143 @@ class PendingOrderWorker:
             amount_hint=filled if filled > 0 else amount,
         )
 
+    def _execute_ibkr_order(
+        self,
+        *,
+        order_id: int,
+        order_row: Dict[str, Any],
+        payload: Dict[str, Any],
+        client,  # IBKRClient instance
+        strategy_id: int,
+        exchange_config: Dict[str, Any],
+        _notify_live_best_effort,
+        _console_print,
+    ) -> None:
+        """
+        Execute order via Interactive Brokers for US/HK stocks.
+
+        Simplified flow compared to crypto (no maker->market fallback):
+        - Place market order directly
+        - Wait for fill
+        - Record trade
+        """
+        signal_type = payload.get("signal_type") or order_row.get("signal_type")
+        symbol = payload.get("symbol") or order_row.get("symbol")
+        amount = float(payload.get("amount") or order_row.get("amount") or 0.0)
+        ref_price = float(payload.get("ref_price") or payload.get("price") or order_row.get("price") or 0.0)
+
+        sig = str(signal_type or "").strip().lower()
+
+        # Stocks: no short selling in basic implementation
+        if "short" in sig:
+            self._mark_failed(order_id=order_id, error="ibkr_stock_short_not_supported")
+            _console_print(f"[worker] IBKR order rejected: strategy_id={strategy_id} pending_id={order_id} short not supported")
+            _notify_live_best_effort(status="failed", error="ibkr_stock_short_not_supported")
+            return
+
+        # Map signal to action
+        if sig in ("open_long", "add_long"):
+            action = "buy"
+        elif sig in ("close_long", "reduce_long"):
+            action = "sell"
+        else:
+            self._mark_failed(order_id=order_id, error=f"ibkr_unsupported_signal:{signal_type}")
+            _console_print(f"[worker] IBKR order rejected: strategy_id={strategy_id} pending_id={order_id} unsupported signal {signal_type}")
+            _notify_live_best_effort(status="failed", error=f"ibkr_unsupported_signal:{signal_type}")
+            return
+
+        # Get market type (USStock or HShare)
+        market_type = str(
+            payload.get("market_type") or
+            payload.get("market_category") or
+            exchange_config.get("market_type") or
+            exchange_config.get("market_category") or
+            "USStock"
+        ).strip()
+
+        try:
+            # Place market order via IBKR
+            result = client.place_market_order(
+                symbol=symbol,
+                action=action,
+                quantity=amount,
+                market_type=market_type,
+            )
+
+            if not result.success:
+                self._mark_failed(order_id=order_id, error=f"ibkr_order_failed:{result.message}")
+                _console_print(f"[worker] IBKR order failed: strategy_id={strategy_id} pending_id={order_id} err={result.message}")
+                _notify_live_best_effort(status="failed", error=f"ibkr_order_failed:{result.message}")
+                return
+
+            filled = float(result.filled or 0.0)
+            avg_price = float(result.avg_price or 0.0)
+            exchange_order_id = str(result.order_id or "")
+
+            # Use ref_price if avg_price not available
+            if avg_price <= 0 and ref_price > 0:
+                avg_price = ref_price
+            if filled <= 0:
+                filled = amount
+
+            executed_at = int(time.time())
+
+            # Mark order as sent
+            self._mark_sent(
+                order_id=order_id,
+                note="ibkr_order_sent",
+                exchange_id="ibkr",
+                exchange_order_id=exchange_order_id,
+                exchange_response_json=json.dumps(result.raw or {}, ensure_ascii=False),
+                filled=filled,
+                avg_price=avg_price,
+                executed_at=executed_at,
+            )
+            _console_print(f"[worker] IBKR order sent: strategy_id={strategy_id} pending_id={order_id} order_id={exchange_order_id} filled={filled} avg={avg_price}")
+
+            # Record trade and update position
+            try:
+                if filled > 0 and avg_price > 0:
+                    logger.info(
+                        f"IBKR record begin: pending_id={order_id} strategy_id={strategy_id} symbol={symbol} "
+                        f"signal={signal_type} filled={filled} avg_price={avg_price}"
+                    )
+                    profit, _pos = apply_fill_to_local_position(
+                        strategy_id=strategy_id,
+                        symbol=str(symbol),
+                        signal_type=str(signal_type),
+                        filled=filled,
+                        avg_price=avg_price,
+                    )
+                    record_trade(
+                        strategy_id=strategy_id,
+                        symbol=str(symbol),
+                        trade_type=str(signal_type),
+                        price=avg_price,
+                        amount=filled,
+                        commission=0.0,  # IBKR commission is complex, skip for now
+                        commission_ccy="USD",
+                        profit=profit,
+                    )
+                    logger.info(f"IBKR record done: pending_id={order_id} strategy_id={strategy_id} symbol={symbol}")
+            except Exception as e:
+                logger.warning(f"IBKR record_trade/update_position failed: pending_id={order_id}, err={e}")
+
+            # Notify success
+            _notify_live_best_effort(
+                status="sent",
+                exchange_id="ibkr",
+                exchange_order_id=exchange_order_id,
+                price_hint=avg_price,
+                amount_hint=filled,
+            )
+
+        except Exception as e:
+            logger.error(f"IBKR order execution failed: pending_id={order_id}, strategy_id={strategy_id}, err={e}")
+            self._mark_failed(order_id=order_id, error=f"ibkr_exception:{e}")
+            _console_print(f"[worker] IBKR order exception: strategy_id={strategy_id} pending_id={order_id} err={e}")
+            _notify_live_best_effort(status="failed", error=str(e))
+
     def _mark_sent(
         self,
         order_id: int,

backend_api_python/requirements.txt

@@ -11,3 +11,5 @@ pymysql>=1.0.2
 SQLAlchemy>=2.0.0
 PyJWT==2.8.0
 python-dotenv>=1.0.1
+# Interactive Brokers trading (optional, for US/HK stock trading via TWS/IB Gateway)
+ib_insync>=0.9.86

docs/IBKR_TRADING_GUIDE_CN.md

@@ -0,0 +1,173 @@
+# 盈透证券 (IBKR) 实盘交易指南
+
+QuantDinger 支持通过盈透证券 TWS 或 IB Gateway 进行美股和港股的实盘交易。
+
+## 概述
+
+此功能可通过您的盈透证券账户实现美股和港股的自动化交易执行。配置完成后，您的交易策略可以通过 IBKR API 自动下单。
+
+## 前置条件
+
+- 盈透证券账户
+- 已安装 TWS (Trader Workstation) 或 IB Gateway
+- 已订阅市场数据（用于实时报价）
+
+## 安装
+
+`ib_insync` 库已包含在 `requirements.txt` 中。如需手动安装：
+
+```bash
+pip install ib_insync
+```
+
+## 端口参考
+
+| 客户端 | 实盘端口 | 模拟盘端口 |
+|--------|----------|------------|
+| TWS    | 7497     | 7496       |
+| IB Gateway | 4001 | 4002       |
+
+## TWS / IB Gateway 配置
+
+1. 打开 TWS 或 IB Gateway
+2. 进入 **配置** → **API** → **设置**
+3. 启用以下选项：
+   - ✅ 启用 ActiveX 和 Socket 客户端
+   - ✅ 仅允许来自本地主机的连接
+4. 设置 Socket 端口（参考上表）
+5. 点击 应用 / 确定
+
+## 策略配置
+
+创建美股或港股策略时，在"实盘交易"部分配置 IBKR 连接：
+
+| 字段 | 说明 | 示例 |
+|------|------|------|
+| **券商** | 选择"盈透证券" | - |
+| **主机地址** | TWS/Gateway 主机地址 | `127.0.0.1` |
+| **端口** | TWS/Gateway API 端口 | `7497`（TWS 实盘） |
+| **客户端 ID** | 唯一客户端标识 | `1` |
+| **账户号** | 账户 ID（可选） | 留空自动选择 |
+
+## 代码格式
+
+| 市场 | 格式 | 示例 |
+|------|------|------|
+| 美股 | 股票代码 | `AAPL`, `TSLA`, `GOOGL`, `MSFT` |
+| 港股 | `XXXX.HK` 或数字 | `0700.HK`, `00700`, `700` |
+
+## 交易流程
+
+```
+策略信号 → 待执行订单队列 → IBKR 执行 → 持仓更新
+```
+
+1. 您的策略生成买入/卖出信号
+2. 信号作为待执行订单入队
+3. 后台工作线程连接 IBKR 并执行订单
+4. 更新持仓和交易记录
+
+## 支持的信号类型
+
+| 信号 | 动作 | 说明 |
+|------|------|------|
+| `open_long` | 买入 | 开多仓 |
+| `add_long` | 买入 | 加多仓 |
+| `close_long` | 卖出 | 平多仓 |
+| `reduce_long` | 卖出 | 减多仓 |
+
+> **注意**：当前版本暂不支持做空交易。
+
+## API 接口
+
+### 连接管理
+
+```
+GET  /api/ibkr/status          # 获取连接状态
+POST /api/ibkr/connect         # 连接到 TWS/Gateway
+POST /api/ibkr/disconnect      # 断开连接
+```
+
+### 账户查询
+
+```
+GET  /api/ibkr/account         # 账户信息
+GET  /api/ibkr/positions       # 当前持仓
+GET  /api/ibkr/orders          # 未成交订单
+```
+
+### 交易
+
+```
+POST   /api/ibkr/order         # 下单
+DELETE /api/ibkr/order/<id>    # 撤单
+```
+
+### 行情数据
+
+```
+GET  /api/ibkr/quote?symbol=AAPL&marketType=USStock
+```
+
+## 使用示例
+
+### 测试连接（通过 curl）
+
+```bash
+curl -X POST http://localhost:5000/api/ibkr/connect \
+  -H "Content-Type: application/json" \
+  -d '{"host": "127.0.0.1", "port": 7497, "clientId": 1}'
+```
+
+### 下单
+
+```bash
+# 市价单：买入 10 股苹果
+curl -X POST http://localhost:5000/api/ibkr/order \
+  -H "Content-Type: application/json" \
+  -d '{"symbol": "AAPL", "side": "buy", "quantity": 10, "marketType": "USStock"}'
+
+# 限价单：卖出 100 股腾讯
+curl -X POST http://localhost:5000/api/ibkr/order \
+  -H "Content-Type: application/json" \
+  -d '{"symbol": "0700.HK", "side": "sell", "quantity": 100, "marketType": "HShare", "orderType": "limit", "price": 300}'
+```
+
+## 重要说明
+
+1. **TWS/Gateway 必须运行**：交易前确保 TWS 或 IB Gateway 已启动并登录
+2. **市场数据订阅**：实时报价可能需要向 IBKR 订阅市场数据
+3. **客户端 ID**：如果多个程序连接同一个 TWS/Gateway，使用不同的 clientId
+4. **账户选择**：如有多个子账户，请指定 `account` 参数
+5. **交易时间**：订单仅在市场交易时间执行
+
+## 常见问题排查
+
+| 错误 | 原因 | 解决方案 |
+|------|------|----------|
+| 连接失败 | TWS/Gateway 未运行 | 启动并登录 TWS/Gateway |
+| 连接失败 | 端口错误 | 检查 TWS/Gateway 中的 API 端口设置 |
+| 连接失败 | API 未启用 | 在 TWS/Gateway 设置中启用 Socket API |
+| 客户端 ID 冲突 | 相同 clientId 已连接 | 使用不同的 clientId |
+| 无效合约 | 代码格式错误 | 检查股票代码格式 |
+| 订单被拒绝 | 资金/保证金不足 | 检查账户余额 |
+
+## Docker 部署
+
+在 Docker 中运行 QuantDinger 时，TWS/IB Gateway 必须能从容器中访问：
+
+1. 在宿主机上运行 TWS/Gateway
+2. 使用 `host.docker.internal` 作为主机地址（Docker Desktop）
+3. 或配置 host 网络模式
+
+## 安全建议
+
+- 在 TWS/Gateway 中仅启用"仅允许来自本地主机的连接"
+- 使用模拟盘账户进行测试
+- 在策略中设置适当的仓位限制
+- 定期监控您的账户
+
+## 参见
+
+- [Python 策略开发指南](STRATEGY_DEV_GUIDE_CN.md)
+- [盈透证券 API 文档](https://interactivebrokers.github.io/tws-api/)

docs/IBKR_TRADING_GUIDE_EN.md

@@ -0,0 +1,173 @@
+# Interactive Brokers (IBKR) Trading Guide
+
+QuantDinger supports US stocks and Hong Kong stocks live trading via Interactive Brokers TWS or IB Gateway.
+
+## Overview
+
+This feature enables automated trading execution for US and HK stock markets through your Interactive Brokers account. Once configured, your trading strategies can automatically place orders via the IBKR API.
+
+## Prerequisites
+
+- Interactive Brokers account
+- TWS (Trader Workstation) or IB Gateway installed
+- Market data subscription (for real-time quotes)
+
+## Installation
+
+The `ib_insync` library is already included in `requirements.txt`. If you need to install manually:
+
+```bash
+pip install ib_insync
+```
+
+## Port Reference
+
+| Client | Live Port | Paper Port |
+|--------|-----------|------------|
+| TWS    | 7497      | 7496       |
+| IB Gateway | 4001  | 4002       |
+
+## TWS / IB Gateway Configuration
+
+1. Open TWS or IB Gateway
+2. Go to **Configure** → **API** → **Settings**
+3. Enable the following options:
+   - ✅ Enable ActiveX and Socket Clients
+   - ✅ Allow connections from localhost only
+4. Set Socket port (refer to the table above)
+5. Click Apply / OK
+
+## Strategy Configuration
+
+When creating a strategy for US or HK stocks, configure the IBKR connection in the "Live Trading" section:
+
+| Field | Description | Example |
+|-------|-------------|---------|
+| **Broker** | Select "Interactive Brokers" | - |
+| **Host** | TWS/Gateway host address | `127.0.0.1` |
+| **Port** | TWS/Gateway API port | `7497` (TWS Live) |
+| **Client ID** | Unique client identifier | `1` |
+| **Account** | Account ID (optional) | Leave empty to auto-select |
+
+## Symbol Format
+
+| Market | Format | Examples |
+|--------|--------|----------|
+| US Stock | Ticker symbol | `AAPL`, `TSLA`, `GOOGL`, `MSFT` |
+| HK Stock | `XXXX.HK` or digits | `0700.HK`, `00700`, `700` |
+
+## Trading Flow
+
+```
+Strategy Signal → Pending Order Queue → IBKR Execution → Position Update
+```
+
+1. Your strategy generates a buy/sell signal
+2. The signal is queued as a pending order
+3. The background worker connects to IBKR and executes the order
+4. Position and trade records are updated
+
+## Supported Signal Types
+
+| Signal | Action | Description |
+|--------|--------|-------------|
+| `open_long` | BUY | Open a long position |
+| `add_long` | BUY | Add to existing long position |
+| `close_long` | SELL | Close long position |
+| `reduce_long` | SELL | Reduce long position |
+
+> **Note**: Short selling is not supported in the current implementation.
+
+## API Endpoints
+
+### Connection Management
+
+```
+GET  /api/ibkr/status          # Get connection status
+POST /api/ibkr/connect         # Connect to TWS/Gateway
+POST /api/ibkr/disconnect      # Disconnect
+```
+
+### Account Queries
+
+```
+GET  /api/ibkr/account         # Account information
+GET  /api/ibkr/positions       # Current positions
+GET  /api/ibkr/orders          # Open orders
+```
+
+### Trading
+
+```
+POST   /api/ibkr/order         # Place order
+DELETE /api/ibkr/order/<id>    # Cancel order
+```
+
+### Market Data
+
+```
+GET  /api/ibkr/quote?symbol=AAPL&marketType=USStock
+```
+
+## Usage Examples
+
+### Test Connection (via curl)
+
+```bash
+curl -X POST http://localhost:5000/api/ibkr/connect \
+  -H "Content-Type: application/json" \
+  -d '{"host": "127.0.0.1", "port": 7497, "clientId": 1}'
+```
+
+### Place Order
+
+```bash
+# Market order: buy 10 shares of AAPL
+curl -X POST http://localhost:5000/api/ibkr/order \
+  -H "Content-Type: application/json" \
+  -d '{"symbol": "AAPL", "side": "buy", "quantity": 10, "marketType": "USStock"}'
+
+# Limit order: sell 100 shares of Tencent
+curl -X POST http://localhost:5000/api/ibkr/order \
+  -H "Content-Type: application/json" \
+  -d '{"symbol": "0700.HK", "side": "sell", "quantity": 100, "marketType": "HShare", "orderType": "limit", "price": 300}'
+```
+
+## Important Notes
+
+1. **TWS/Gateway must be running**: Ensure TWS or IB Gateway is started and logged in before trading
+2. **Market data subscription**: Real-time quotes may require market data subscription from IBKR
+3. **Client ID**: Use different clientId if multiple programs connect to the same TWS/Gateway
+4. **Account selection**: Specify `account` parameter if you have multiple sub-accounts
+5. **Trading hours**: Orders will only execute during market hours
+
+## Troubleshooting
+
+| Error | Cause | Solution |
+|-------|-------|----------|
+| Connection failed | TWS/Gateway not running | Start and login to TWS/Gateway |
+| Connection failed | Wrong port | Check API port setting in TWS/Gateway |
+| Connection failed | API not enabled | Enable Socket API in TWS/Gateway settings |
+| Client ID conflict | Same clientId already connected | Use a different clientId |
+| Invalid contract | Wrong symbol format | Check symbol format |
+| Order rejected | Insufficient funds/margin | Check account balance |
+
+## Docker Deployment
+
+When running QuantDinger in Docker, TWS/IB Gateway must be accessible from the container:
+
+1. Run TWS/Gateway on host machine
+2. Use `host.docker.internal` as the host address (Docker Desktop)
+3. Or configure host network mode
+
+## Security Recommendations
+
+- Only enable "Allow connections from localhost only" in TWS/Gateway
+- Use paper trading account for testing
+- Set appropriate position limits in your strategy
+- Monitor your account regularly
+
+## See Also
+
+- [Python Strategy Development Guide](STRATEGY_DEV_GUIDE.md)
+- [Interactive Brokers API Documentation](https://interactivebrokers.github.io/tws-api/)

quantdinger_vue/src/locales/lang/en-US.js

@@ -1324,8 +1324,30 @@ const locale = {
   'trading-assistant.form.slippageHint': 'Estimated slippage percentage (optional)',
   'trading-assistant.form.executionMode': 'Execution',
   'trading-assistant.form.executionModeSignal': 'Signal only (push notifications)',
-  'trading-assistant.form.executionModeLive': 'Live trading (Crypto only)',
+  'trading-assistant.form.executionModeLive': 'Live trading',
   'trading-assistant.form.liveTradingCryptoOnlyHint': 'Live trading is available for Crypto only. Other markets can only push signals.',
+  'trading-assistant.form.liveTradingNotSupportedHint': 'Live trading is not available for this market',
+  'trading-assistant.form.broker': 'Broker',
+  'trading-assistant.form.ibkrConnectionTitle': 'Interactive Brokers Connection',
+  'trading-assistant.form.ibkrConnectionHint': 'Make sure TWS or IB Gateway is running with API enabled',
+  'trading-assistant.validation.brokerRequired': 'Please select a broker',
+  'trading-assistant.placeholders.selectBroker': 'Select broker',
+  'trading-assistant.brokerNames': {
+    'ibkr': 'Interactive Brokers (IBKR)',
+    'futu': 'Futu Securities',
+    'tiger': 'Tiger Brokers',
+    'td': 'TD Ameritrade',
+    'schwab': 'Charles Schwab'
+  },
+  'trading-assistant.form.ibkrHost': 'Host',
+  'trading-assistant.form.ibkrPort': 'Port',
+  'trading-assistant.form.ibkrPortHint': 'TWS Live:7497, TWS Paper:7496, Gateway Live:4001, Gateway Paper:4002',
+  'trading-assistant.form.ibkrClientId': 'Client ID',
+  'trading-assistant.form.ibkrAccount': 'Account',
+  'trading-assistant.form.ibkrAccountHint': 'Leave empty to auto-select first account. Specify for multi-account users.',
+  'trading-assistant.placeholders.ibkrAccount': 'Optional, e.g. U1234567',
+  'trading-assistant.exchange.ibkrConnectionSuccess': 'IBKR connected successfully',
+  'trading-assistant.exchange.ibkrConnectionFailed': 'IBKR connection failed. Please check if TWS/Gateway is running.',
   'trading-assistant.form.notifyChannels': 'Notification Channels',
   'trading-assistant.form.notifyChannelsHint': 'Choose how you want to receive buy/sell and risk-management signals.',
   'trading-assistant.notify.browser': 'Browser',
@@ -1520,7 +1542,8 @@ const locale = {
     'ftxus': 'FTX US',
     'binanceus': 'Binance US',
     'binancecoinm': 'Binance COIN-M',
-    'binanceusdm': 'Binance USDⓈ-M'
+    'binanceusdm': 'Binance USDⓈ-M',
+    'ibkr': 'Interactive Brokers (IBKR)'
   },
   'ai-trading-assistant.title': 'AI Trading Assistant',
   'ai-trading-assistant.strategyList': 'Strategy List',

quantdinger_vue/src/locales/lang/zh-CN.js

@@ -1204,6 +1204,28 @@ const locale = {
 'trading-assistant.form.executionModeSignal': '仅信号通知',
 'trading-assistant.form.executionModeLive': '实盘自动交易',
 'trading-assistant.form.liveTradingCryptoOnlyHint': '实盘交易功能仅支持加密货币市场',
+'trading-assistant.form.liveTradingNotSupportedHint': '当前市场不支持实盘交易',
+'trading-assistant.form.broker': '券商',
+'trading-assistant.form.ibkrConnectionTitle': '盈透证券连接配置',
+'trading-assistant.form.ibkrConnectionHint': '请确保 TWS 或 IB Gateway 已启动并启用 API 连接',
+'trading-assistant.validation.brokerRequired': '请选择券商',
+'trading-assistant.placeholders.selectBroker': '选择券商',
+'trading-assistant.brokerNames': {
+  'ibkr': '盈透证券 (Interactive Brokers)',
+  'futu': '富途证券 (Futu)',
+  'tiger': '老虎证券 (Tiger Brokers)',
+  'td': 'TD Ameritrade',
+  'schwab': 'Charles Schwab'
+},
+'trading-assistant.form.ibkrHost': '主机地址',
+'trading-assistant.form.ibkrPort': '端口',
+'trading-assistant.form.ibkrPortHint': 'TWS实盘:7497, TWS模拟:7496, Gateway实盘:4001, Gateway模拟:4002',
+'trading-assistant.form.ibkrClientId': '客户端ID',
+'trading-assistant.form.ibkrAccount': '账户号',
+'trading-assistant.form.ibkrAccountHint': '留空自动选择第一个账户，多账户用户可指定账户号',
+'trading-assistant.placeholders.ibkrAccount': '可选，如 U1234567',
+'trading-assistant.exchange.ibkrConnectionSuccess': '盈透证券连接成功',
+'trading-assistant.exchange.ibkrConnectionFailed': '盈透证券连接失败，请检查 TWS/Gateway 是否运行',
 'trading-assistant.form.notifyChannels': '通知渠道',
 'trading-assistant.form.notifyChannelsHint': '选择信号触发时的通知方式',
 'trading-assistant.form.notifyEmail': '邮箱地址',
@@ -1414,7 +1436,8 @@ const locale = {
 'ftxus': 'FTX US',
 'binanceus': 'Binance US',
 'binancecoinm': 'Binance COIN-M',
-'binanceusdm': 'Binance USDⓈ-M'
+'binanceusdm': 'Binance USDⓈ-M',
+'ibkr': '盈透证券 (IBKR)'
 },
 'ai-trading-assistant.title': 'AI交易助手',
 'ai-trading-assistant.strategyList': '策略列表',

quantdinger_vue/src/views/trading-assistant/index.vue

@@ -874,14 +874,14 @@
               <a-form-item :label="$t('trading-assistant.form.executionMode')">
                 <a-radio-group
                   v-decorator="['execution_mode', { initialValue: 'signal' }]"
-                  :disabled="!isCryptoMarket"
+                  :disabled="!canUseLiveTrading"
                   @change="onExecutionModeChange"
                 >
                   <a-radio value="signal">{{ $t('trading-assistant.form.executionModeSignal') }}</a-radio>
-                  <a-radio value="live" :disabled="!isCryptoMarket">{{ $t('trading-assistant.form.executionModeLive') }}</a-radio>
+                  <a-radio value="live" :disabled="!canUseLiveTrading">{{ $t('trading-assistant.form.executionModeLive') }}</a-radio>
                 </a-radio-group>
-                <div v-if="!isCryptoMarket" class="form-item-hint" style="color: #ff9800;">
+                <div v-if="!canUseLiveTrading" class="form-item-hint" style="color: #ff9800;">
-                  {{ $t('trading-assistant.form.liveTradingCryptoOnlyHint') }}
+                  {{ $t('trading-assistant.form.liveTradingNotSupportedHint') }}
                 </div>
               </a-form-item>
 
@@ -950,10 +950,10 @@
                 />
               </a-form-item>
 
-              <a-divider v-if="executionModeUi === 'live' && isCryptoMarket" />
+              <a-divider v-if="executionModeUi === 'live' && canUseLiveTrading" />
 
-              <!-- Live trading: exchange credentials (crypto only) -->
+              <!-- Live trading: exchange credentials -->
-              <div v-if="executionModeUi === 'live' && isCryptoMarket">
+              <div v-if="executionModeUi === 'live' && canUseLiveTrading">
                 <a-alert
                   type="info"
                   show-icon
@@ -962,98 +962,179 @@
                   :description="$t('trading-assistant.form.liveTradingConfigHint')"
                 />
 
-                <a-form-item :label="$t('trading-assistant.form.savedCredential')">
+                <!-- ========== Broker Configuration (US/HK Stocks) ========== -->
-                  <a-select
+                <template v-if="isIBKRMarket">
-                    v-decorator="['credential_id', { getValueFromEvent: (val) => val || undefined }]"
+                  <a-form-item :label="$t('trading-assistant.form.broker')">
-                    :placeholder="$t('trading-assistant.placeholders.selectSavedCredential')"
+                    <a-select
-                    allow-clear
+                      v-decorator="['broker_id', {
-                    show-search
+                        initialValue: 'ibkr',
-                    option-filter-prop="children"
+                        rules: [{ required: true, message: $t('trading-assistant.validation.brokerRequired') }]
-                    :loading="loadingExchangeCredentials"
+                      }]"
-                    @change="handleCredentialSelectChange"
+                      :placeholder="$t('trading-assistant.placeholders.selectBroker')"
-                  >
+                      :getPopupContainer="getModalPopupContainer"
-                    <a-select-option
+                      @change="handleBrokerSelectChange"
-                      v-for="cred in exchangeCredentials"
-                      :key="cred.id"
-                      :value="cred.id"
                     >
-                      {{ formatCredentialLabel(cred) }}
+                      <a-select-option
-                    </a-select-option>
+                        v-for="broker in brokerOptions"
-                  </a-select>
+                        :key="broker.value"
-                  <div class="form-item-hint">{{ $t('trading-assistant.form.savedCredentialHint') }}</div>
+                        :value="broker.value"
-                </a-form-item>
+                      >
+                        {{ broker.displayName }}
+                      </a-select-option>
+                    </a-select>
+                  </a-form-item>
 
-                <a-form-item :label="$t('trading-assistant.form.exchange')">
+                  <!-- IBKR specific configuration -->
-                  <a-select
+                  <template v-if="currentBrokerId === 'ibkr'">
-                    v-decorator="['exchange_id', {
+                    <a-alert
-                      rules: [{ required: true, message: $t('trading-assistant.validation.exchangeRequired') }],
+                      type="info"
-                      getValueFromEvent: (val) => val || undefined
+                      show-icon
-                    }]"
+                      style="margin-bottom: 16px;"
-                    :placeholder="$t('trading-assistant.placeholders.selectExchange')"
+                      :message="$t('trading-assistant.form.ibkrConnectionTitle')"
-                    allow-clear
+                      :description="$t('trading-assistant.form.ibkrConnectionHint')"
-                    show-search
+                    />
-                    option-filter-prop="children"
+
-                    @change="handleExchangeSelectChange"
+                    <a-form-item :label="$t('trading-assistant.form.ibkrHost')">
-                  >
+                      <a-input
-                    <a-select-option
+                        v-decorator="['ibkr_host', { initialValue: '127.0.0.1' }]"
-                      v-for="exchange in formattedExchangeOptions"
+                        placeholder="127.0.0.1"
-                      :key="exchange.value"
+                        @change="handleApiConfigChange"
-                      :value="exchange.value"
+                      />
+                    </a-form-item>
+
+                    <a-form-item :label="$t('trading-assistant.form.ibkrPort')">
+                      <a-input-number
+                        v-decorator="['ibkr_port', { initialValue: 7497 }]"
+                        placeholder="7497"
+                        :min="1"
+                        :max="65535"
+                        style="width: 100%"
+                        @change="handleApiConfigChange"
+                      />
+                      <div class="form-item-hint">{{ $t('trading-assistant.form.ibkrPortHint') }}</div>
+                    </a-form-item>
+
+                    <a-form-item :label="$t('trading-assistant.form.ibkrClientId')">
+                      <a-input-number
+                        v-decorator="['ibkr_client_id', { initialValue: 1 }]"
+                        placeholder="1"
+                        :min="1"
+                        :max="999"
+                        style="width: 100%"
+                        @change="handleApiConfigChange"
+                      />
+                    </a-form-item>
+
+                    <a-form-item :label="$t('trading-assistant.form.ibkrAccount')">
+                      <a-input
+                        v-decorator="['ibkr_account', { initialValue: '' }]"
+                        :placeholder="$t('trading-assistant.placeholders.ibkrAccount')"
+                        @change="handleApiConfigChange"
+                      />
+                      <div class="form-item-hint">{{ $t('trading-assistant.form.ibkrAccountHint') }}</div>
+                    </a-form-item>
+                  </template>
+
+                  <!-- Future broker configurations can be added here -->
+                  <!-- <template v-else-if="currentBrokerId === 'futu'">...</template> -->
+                </template>
+
+                <!-- ========== Crypto Exchange Configuration ========== -->
+                <template v-else>
+                  <a-form-item :label="$t('trading-assistant.form.savedCredential')">
+                    <a-select
+                      v-decorator="['credential_id', { getValueFromEvent: (val) => val || undefined }]"
+                      :placeholder="$t('trading-assistant.placeholders.selectSavedCredential')"
+                      allow-clear
+                      show-search
+                      option-filter-prop="children"
+                      :loading="loadingExchangeCredentials"
+                      @change="handleCredentialSelectChange"
                     >
-                      {{ exchange.displayName }}
+                      <a-select-option
-                    </a-select-option>
+                        v-for="cred in exchangeCredentials"
-                  </a-select>
+                        :key="cred.id"
-                </a-form-item>
+                        :value="cred.id"
+                      >
+                        {{ formatCredentialLabel(cred) }}
+                      </a-select-option>
+                    </a-select>
+                    <div class="form-item-hint">{{ $t('trading-assistant.form.savedCredentialHint') }}</div>
+                  </a-form-item>
 
-                <a-form-item :label="$t('trading-assistant.form.apiKey')">
+                  <a-form-item :label="$t('trading-assistant.form.exchange')">
-                  <a-input-password
+                    <a-select
-                    v-decorator="['api_key', { rules: [{ required: true, message: $t('trading-assistant.validation.apiKeyRequired') }] }]"
+                      v-decorator="['exchange_id', {
-                    :placeholder="$t('trading-assistant.placeholders.inputApiKey')"
+                        rules: [{ required: true, message: $t('trading-assistant.validation.exchangeRequired') }],
-                    autocomplete="new-password"
+                        getValueFromEvent: (val) => val || undefined
-                    @change="handleApiConfigChange"
+                      }]"
-                  />
+                      :placeholder="$t('trading-assistant.placeholders.selectExchange')"
-                </a-form-item>
+                      allow-clear
+                      show-search
+                      option-filter-prop="children"
+                      @change="handleExchangeSelectChange"
+                    >
+                      <a-select-option
+                        v-for="exchange in cryptoExchangeOptions"
+                        :key="exchange.value"
+                        :value="exchange.value"
+                      >
+                        {{ exchange.displayName }}
+                      </a-select-option>
+                    </a-select>
+                  </a-form-item>
 
-                <a-form-item :label="$t('trading-assistant.form.secretKey')">
+                  <a-form-item :label="$t('trading-assistant.form.apiKey')">
-                  <a-input-password
+                    <a-input-password
-                    v-decorator="['secret_key', { rules: [{ required: true, message: $t('trading-assistant.validation.secretKeyRequired') }] }]"
+                      v-decorator="['api_key', { rules: [{ required: true, message: $t('trading-assistant.validation.apiKeyRequired') }] }]"
-                    :placeholder="$t('trading-assistant.placeholders.inputSecretKey')"
+                      :placeholder="$t('trading-assistant.placeholders.inputApiKey')"
-                    autocomplete="new-password"
+                      autocomplete="new-password"
-                    @change="handleApiConfigChange"
+                      @change="handleApiConfigChange"
-                  />
+                    />
-                </a-form-item>
+                  </a-form-item>
 
-                <a-form-item
+                  <a-form-item :label="$t('trading-assistant.form.secretKey')">
-                  v-if="needsPassphrase"
+                    <a-input-password
-                  :label="$t('trading-assistant.form.passphrase')"
+                      v-decorator="['secret_key', { rules: [{ required: true, message: $t('trading-assistant.validation.secretKeyRequired') }] }]"
-                >
+                      :placeholder="$t('trading-assistant.placeholders.inputSecretKey')"
-                  <a-input-password
+                      autocomplete="new-password"
-                    v-decorator="['passphrase', { rules: [{ required: true, message: $t('trading-assistant.validation.passphraseRequired') }] }]"
+                      @change="handleApiConfigChange"
-                    :placeholder="$t('trading-assistant.placeholders.inputPassphrase')"
+                    />
-                    autocomplete="new-password"
+                  </a-form-item>
-                    @change="handleApiConfigChange"
-                  />
-                </a-form-item>
 
-                <a-form-item>
+                  <a-form-item
-                  <a-checkbox
+                    v-if="needsPassphrase"
-                    v-decorator="['save_credential', { valuePropName: 'checked', initialValue: false }]"
+                    :label="$t('trading-assistant.form.passphrase')"
-                    @change="onSaveCredentialChange"
                   >
-                    {{ $t('trading-assistant.form.saveCredential') }}
+                    <a-input-password
-                  </a-checkbox>
+                      v-decorator="['passphrase', { rules: [{ required: true, message: $t('trading-assistant.validation.passphraseRequired') }] }]"
-                </a-form-item>
+                      :placeholder="$t('trading-assistant.placeholders.inputPassphrase')"
+                      autocomplete="new-password"
+                      @change="handleApiConfigChange"
+                    />
+                  </a-form-item>
 
-                <a-form-item
+                  <a-form-item>
-                  v-if="saveCredentialUi"
+                    <a-checkbox
-                  :label="$t('trading-assistant.form.credentialName')"
+                      v-decorator="['save_credential', { valuePropName: 'checked', initialValue: false }]"
-                >
+                      @change="onSaveCredentialChange"
-                  <a-input
+                    >
-                    v-decorator="['credential_name']"
+                      {{ $t('trading-assistant.form.saveCredential') }}
-                    :placeholder="$t('trading-assistant.placeholders.inputCredentialName')"
+                    </a-checkbox>
-                  />
+                  </a-form-item>
-                </a-form-item>
 
+                  <a-form-item
+                    v-if="saveCredentialUi"
+                    :label="$t('trading-assistant.form.credentialName')"
+                  >
+                    <a-input
+                      v-decorator="['credential_name']"
+                      :placeholder="$t('trading-assistant.placeholders.inputCredentialName')"
+                    />
+                  </a-form-item>
+                </template>
+
+                <!-- Test Connection Button (shared by both IBKR and Crypto) -->
                 <a-form-item>
                   <a-button
                     type="default"
@@ -1119,8 +1200,7 @@ const CRYPTO_SYMBOLS = [
   'LINK/USDT', 'UNI/USDT', 'LTC/USDT', 'ATOM/USDT', 'ETC/USDT'
 ]
 
-// 交易所选项（前端仅展示后端已适配/支持的交易所）
+// Crypto exchange options
-// 注意：这些标签在组件中会通过计算属性动态生成，以支持多语言
 const EXCHANGE_OPTIONS = [
   { value: 'binance', labelKey: 'binance' },
   { value: 'okx', labelKey: 'okx' },
@@ -1133,6 +1213,16 @@ const EXCHANGE_OPTIONS = [
   { value: 'bitfinex', labelKey: 'bitfinex' }
 ]
 
+// Traditional broker options (US/HK stocks) - extensible for future brokers
+const BROKER_OPTIONS = [
+  { value: 'ibkr', labelKey: 'ibkr', name: 'Interactive Brokers' }
+  // Future brokers can be added here:
+  // { value: 'td', labelKey: 'td', name: 'TD Ameritrade' },
+  // { value: 'schwab', labelKey: 'schwab', name: 'Charles Schwab' },
+  // { value: 'futu', labelKey: 'futu', name: 'Futu (富途)' },
+  // { value: 'tiger', labelKey: 'tiger', name: 'Tiger Brokers (老虎证券)' },
+]
+
 export default {
   name: 'TradingAssistant',
   mixins: [baseMixin],
@@ -1145,9 +1235,13 @@ export default {
       return this.navTheme === 'dark' || this.navTheme === 'realdark'
     },
     needsPassphrase () {
-      // 需要 passphrase 的交易所
+      // Exchanges that require passphrase
       return ['okx', 'okex', 'coinbaseexchange', 'kucoin', 'bitget'].includes(this.currentExchangeId)
     },
+    // Check if current market uses IBKR (US Stock / HK Stock)
+    isIBKRMarket () {
+      return ['USStock', 'HShare'].includes(this.selectedMarketCategory)
+    },
     // 预处理交易所列表，包含显示名称，提升性能
     formattedExchangeOptions () {
       return EXCHANGE_OPTIONS.map(exchange => {
@@ -1200,6 +1294,75 @@ export default {
       const cat = this.selectedMarketCategory || 'Crypto'
       return String(cat).toLowerCase() === 'crypto'
     },
+    // Check if selected market supports live trading (Crypto or USStock/HShare with IBKR)
+    canUseLiveTrading () {
+      const cat = this.selectedMarketCategory || 'Crypto'
+      // Crypto always supports live trading via crypto exchanges
+      if (String(cat).toLowerCase() === 'crypto') {
+        return true
+      }
+      // USStock/HShare can use IBKR for live trading
+      if (['USStock', 'HShare'].includes(cat)) {
+        return true
+      }
+      return false
+    },
+    // Check if current market + exchange combination supports live trading
+    isLiveTradingAvailable () {
+      const cat = this.selectedMarketCategory || 'Crypto'
+      const exchangeId = this.currentExchangeId || ''
+      // Crypto markets use crypto exchanges
+      if (String(cat).toLowerCase() === 'crypto') {
+        return ['binance', 'okx', 'bitget', 'bybit', 'coinbaseexchange', 'kraken', 'kucoin', 'gate', 'bitfinex'].includes(exchangeId)
+      }
+      // USStock/HShare use IBKR
+      if (['USStock', 'HShare'].includes(cat)) {
+        return exchangeId === 'ibkr'
+      }
+      return false
+    },
+    // Broker options for US/HK stocks (with i18n support)
+    brokerOptions () {
+      return BROKER_OPTIONS.map(broker => {
+        let label = ''
+        try {
+          const translationKey = `trading-assistant.brokerNames.${broker.labelKey}`
+          const translated = this.$t(translationKey)
+          if (translated !== translationKey) {
+            label = translated
+          }
+        } catch (e) {}
+        if (!label) {
+          label = broker.name || broker.value.toUpperCase()
+        }
+        return {
+          ...broker,
+          displayName: label
+        }
+      })
+    },
+    // Crypto exchange options only
+    cryptoExchangeOptions () {
+      return EXCHANGE_OPTIONS.map(exchange => {
+          let label = ''
+          try {
+            if (exchange.labelKey) {
+              const translationKey = `trading-assistant.exchangeNames.${exchange.labelKey}`
+              const translated = this.$t(translationKey)
+              if (translated !== translationKey) {
+                label = translated
+              }
+            }
+          } catch (e) {}
+          if (!label) {
+            label = exchange.value.charAt(0).toUpperCase() + exchange.value.slice(1)
+          }
+          return {
+            ...exchange,
+            displayName: label
+          }
+        })
+    },
     // 策略分组显示
     groupedStrategies () {
       const groups = {}
@@ -1260,6 +1423,7 @@ export default {
       watchlist: [],
       exchangeOptions: EXCHANGE_OPTIONS,
       currentExchangeId: '',
+      currentBrokerId: 'ibkr',
       testing: false,
       testResult: null,
       connectionTestResult: null,
@@ -1338,19 +1502,27 @@ export default {
       // Keep selection reactive for Step 3 execution gating
       this.selectedMarketCategory = market || 'Crypto'
 
-      // Non-crypto markets cannot use live trading. Force back to signal to keep UI consistent.
+      // Markets without live trading support: force back to signal mode
-      if (this.selectedMarketCategory !== 'Crypto') {
+      // Crypto, USStock, HShare support live trading; others do not
+      const supportsLiveTrading = ['Crypto', 'USStock', 'HShare'].includes(this.selectedMarketCategory)
+      if (!supportsLiveTrading) {
         this.executionModeUi = 'signal'
         try {
           this.form && this.form.setFieldsValue && this.form.setFieldsValue({ execution_mode: 'signal' })
         } catch (e) {}
       }
+
+      // Clear exchange selection when market changes (different markets use different exchanges)
+      this.currentExchangeId = ''
+      try {
+        this.form && this.form.setFieldsValue && this.form.setFieldsValue({ exchange_id: undefined })
+      } catch (e) {}
     },
     handleMultiSymbolChange (vals) {
-      // vals: 数组，如 ["Crypto:BTC/USDT", "Crypto:ETH/USDT"]
+      // vals: array like ["Crypto:BTC/USDT", "Crypto:ETH/USDT"]
       this.selectedSymbols = vals || []
 
-      // 根据选中的币种更新市场类型
+      // Update market type based on selected symbols
       if (vals && vals.length > 0) {
         const firstVal = vals[0]
         if (typeof firstVal === 'string' && firstVal.includes(':')) {
@@ -1360,13 +1532,20 @@ export default {
         }
       }
 
-      // Non-crypto markets cannot use live trading
+      // Markets without live trading support: force back to signal mode
-      if (this.selectedMarketCategory !== 'Crypto') {
+      const supportsLiveTrading = ['Crypto', 'USStock', 'HShare'].includes(this.selectedMarketCategory)
+      if (!supportsLiveTrading) {
         this.executionModeUi = 'signal'
         try {
           this.form && this.form.setFieldsValue && this.form.setFieldsValue({ execution_mode: 'signal' })
         } catch (e) {}
       }
+
+      // Clear exchange selection when market changes
+      this.currentExchangeId = ''
+      try {
+        this.form && this.form.setFieldsValue && this.form.setFieldsValue({ exchange_id: undefined })
+      } catch (e) {}
     },
     async loadExchangeCredentials () {
       this.loadingExchangeCredentials = true
@@ -1452,7 +1631,8 @@ export default {
     onExecutionModeChange (e) {
       const v = e && e.target ? e.target.value : e
       this.executionModeUi = v || 'signal'
-      if (!this.isCryptoMarket && this.executionModeUi !== 'signal') {
+      // If market doesn't support live trading, force signal mode
+      if (!this.canUseLiveTrading && this.executionModeUi !== 'signal') {
         this.executionModeUi = 'signal'
         try {
           this.form && this.form.setFieldsValue && this.form.setFieldsValue({ execution_mode: 'signal' })
@@ -1510,6 +1690,7 @@ export default {
       this.strategyType = 'indicator'
       this.currentStep = 0
       this.currentExchangeId = ''
+      this.currentBrokerId = 'ibkr'
       this.selectedIndicator = null
       this.testResult = null
       this.connectionTestResult = null
@@ -1521,7 +1702,7 @@ export default {
       this.entryPctMaxUi = 100
       this.aiFilterEnabledUi = false
       this.selectedMarketCategory = 'Crypto'
-      this.selectedSymbols = [] // 重置多币种选择
+      this.selectedSymbols = []
 
       this.form.resetFields()
       this.form.setFieldsValue({
@@ -1683,36 +1864,49 @@ export default {
         }
       }
 
-      // 加载交易所配置
+      // Load exchange/broker configuration
       if (strategy.exchange_config) {
-        this.currentExchangeId = strategy.exchange_config.exchange_id || ''
+        const exchangeId = strategy.exchange_config.exchange_id || ''
-
-        // Only set form fields if live trading is enabled (fields are rendered)
-        // Check executionModeUi and market category (via isCryptoMarket, but we need to ensure computed prop is updated or check directly)
         const isLive = this.executionModeUi === 'live'
-        const isCrypto = this.selectedMarketCategory === 'Crypto'
+        const supportsLiveTrading = ['Crypto', 'USStock', 'HShare'].includes(this.selectedMarketCategory)
+        const isBrokerMarket = ['USStock', 'HShare'].includes(this.selectedMarketCategory)
 
-        if (isLive && isCrypto) {
+        if (isLive && supportsLiveTrading) {
-          // Prevent exchange change handler from clearing API fields while backfilling saved data.
+          if (isBrokerMarket) {
-          this.suppressApiClearOnce = true
+            // Broker configuration (US/HK stocks)
-          this.form.setFieldsValue({
+            this.currentBrokerId = exchangeId || 'ibkr'
-            exchange_id: strategy.exchange_config.exchange_id,
+            this.form.setFieldsValue({
-            credential_id: strategy.exchange_config.credential_id || undefined,
+              broker_id: exchangeId || 'ibkr',
-            api_key: strategy.exchange_config.api_key || '',
+              ibkr_host: strategy.exchange_config.ibkr_host || '127.0.0.1',
-            secret_key: strategy.exchange_config.secret_key || '',
+              ibkr_port: strategy.exchange_config.ibkr_port || 7497,
-            passphrase: strategy.exchange_config.passphrase || ''
+              ibkr_client_id: strategy.exchange_config.ibkr_client_id || 1,
-          })
+              ibkr_account: strategy.exchange_config.ibkr_account || ''
+            })
+          } else {
+            // Crypto exchange configuration
+            this.currentExchangeId = exchangeId
+            this.suppressApiClearOnce = true
+            this.form.setFieldsValue({
+              exchange_id: exchangeId,
+              credential_id: strategy.exchange_config.credential_id || undefined,
+              api_key: strategy.exchange_config.api_key || '',
+              secret_key: strategy.exchange_config.secret_key || '',
+              passphrase: strategy.exchange_config.passphrase || ''
+            })
 
-          // If a vault credential is selected, auto-fill secrets from vault (strategy rows may not store secrets).
+            // If a vault credential is selected, auto-fill secrets from vault
-          const credId = strategy.exchange_config.credential_id
+            const credId = strategy.exchange_config.credential_id
-          if (credId) {
+            if (credId) {
-            await this.handleCredentialSelectChange(credId)
+              await this.handleCredentialSelectChange(credId)
+            }
           }
         }
 
-        // 设置当前交易所ID (UI state)
+        // Update UI state
-        if (strategy.exchange_config?.exchange_id) {
+        if (isBrokerMarket) {
-          this.currentExchangeId = strategy.exchange_config.exchange_id
+          this.currentBrokerId = exchangeId || 'ibkr'
+        } else {
+          this.currentExchangeId = exchangeId
         }
       }
 
@@ -2252,7 +2446,8 @@ export default {
         ftxus: 'blue',
         binanceus: 'gold',
         binancecoinm: 'gold',
-        binanceusdm: 'gold'
+        binanceusdm: 'gold',
+        ibkr: 'green'
       }
       return colorMap[exchangeId] || 'default'
     },
@@ -2261,6 +2456,15 @@ export default {
       this.testResult = null
       this.connectionTestResult = null
     },
+    getModalPopupContainer () {
+      // Return document.body for Select dropdown to avoid modal scroll issues
+      return window.document.body
+    },
+    handleBrokerSelectChange (value) {
+      this.currentBrokerId = value || 'ibkr'
+      this.testResult = null
+      this.connectionTestResult = null
+    },
     handleExchangeSelectChange (value) {
       this.currentExchangeId = value || ''
       this.testResult = null
@@ -2355,13 +2559,54 @@ export default {
       this.testing = true
 
       try {
-        // 构建需要验证的字段列表
+        // IBKR uses different connection test (host/port instead of api_key/secret)
+        if (this.isIBKRMarket) {
+          const values = this.form.getFieldsValue(['ibkr_host', 'ibkr_port', 'ibkr_client_id', 'ibkr_account'])
+          const host = values.ibkr_host || '127.0.0.1'
+          const port = values.ibkr_port || 7497
+          const clientId = values.ibkr_client_id || 1
+          const account = values.ibkr_account || ''
+
+          try {
+            // Call IBKR connect API
+            const res = await this.$http.post('/api/ibkr/connect', {
+              host: host,
+              port: parseInt(port),
+              clientId: parseInt(clientId),
+              account: account
+            })
+
+            if (res.data && res.data.success) {
+              this.testResult = {
+                success: true,
+                message: this.$t('trading-assistant.exchange.ibkrConnectionSuccess')
+              }
+              this.$message.success(this.$t('trading-assistant.exchange.ibkrConnectionSuccess'))
+            } else {
+              this.testResult = {
+                success: false,
+                message: res.data?.error || this.$t('trading-assistant.exchange.ibkrConnectionFailed')
+              }
+              this.$message.error(this.testResult.message)
+            }
+          } catch (error) {
+            this.testResult = {
+              success: false,
+              message: error.response?.data?.error || error.message || this.$t('trading-assistant.exchange.ibkrConnectionFailed')
+            }
+            this.$message.error(this.testResult.message)
+          } finally {
+            this.testing = false
+          }
+          return
+        }
+
+        // Crypto exchanges: validate api_key/secret_key fields
         const fieldsToValidate = ['exchange_id', 'api_key', 'secret_key']
         if (this.needsPassphrase) {
           fieldsToValidate.push('passphrase')
         }
 
-        // 先验证表单字段
         this.form.validateFields(fieldsToValidate, async (err, values) => {
           if (err) {
             this.testing = false
@@ -2375,11 +2620,9 @@ export default {
               exchange_id: values.exchange_id,
               api_key: values.api_key,
               secret_key: values.secret_key,
-              // IMPORTANT: let backend pick correct Binance endpoints (spot vs futures)
               market_type: String(marketType || 'swap')
             }
 
-            // 如果需要 passphrase，添加它
             if (this.needsPassphrase && values.passphrase) {
               exchangeConfig.passphrase = values.passphrase
             }
@@ -2489,7 +2732,7 @@ export default {
         if (!err) {
           try {
             this.saving = true
-            const isLive = this.isCryptoMarket && values.execution_mode === 'live'
+            const isLive = this.canUseLiveTrading && values.execution_mode === 'live'
 
             if (isLive) {
               const testResult = this.testResult
@@ -2557,13 +2800,22 @@ export default {
                 indicator_name: indicator.name,
                 indicator_code: indicator.code || ''
               },
-              exchange_config: isLive ? {
+              exchange_config: isLive ? (this.isIBKRMarket ? {
+                // Broker configuration (US/HK stocks)
+                exchange_id: values.broker_id || this.currentBrokerId || 'ibkr',
+                // IBKR specific fields
+                ibkr_host: values.ibkr_host || '127.0.0.1',
+                ibkr_port: values.ibkr_port || 7497,
+                ibkr_client_id: values.ibkr_client_id || 1,
+                ibkr_account: values.ibkr_account || ''
+              } : {
+                // Crypto exchange configuration
                 exchange_id: values.exchange_id,
                 credential_id: values.credential_id,
                 api_key: values.api_key,
                 secret_key: values.secret_key,
                 passphrase: this.needsPassphrase ? values.passphrase : undefined
-              } : undefined,
+              }) : undefined,
               trading_config: {
                 initial_capital: values.initial_capital,
                 leverage: leverage,
@@ -2630,8 +2882,8 @@ export default {
                 const totalCreated = res.data?.total_created || this.selectedSymbols.length
                 this.$message.success(this.$t('trading-assistant.messages.batchCreateSuccess', { count: totalCreated }))
               }
-              if (isLive && values.save_credential) {
+              // Save credential to vault (crypto exchanges only, IBKR doesn't need this)
-                // Save credential to vault (best-effort)
+              if (isLive && values.save_credential && !this.isIBKRMarket) {
                 try {
                   await createExchangeCredential({
                     user_id: 1,