Project Summary
Company
Asset Management Firm
Industry
Financial Services
Services
Process Automation, Software Development
Location
London, United Kingdom
An asset management firm generated trading signals in one system and executed them by hand in another. We built a dashboard on the Interactive Brokers API that watches the firm’s signal files and submits orders automatically, with risk controls built in.
Manual Handoff Removed: Signals flow straight into order submission without re-keying.
Built-In Risk Controls: Position limits and stop-losses are enforced on every order.
One Screen: Live positions, signals and execution in a single dashboard.
The Challenge
The firm’s process depended on a manual step: signals produced by one system were re-entered by hand into the broker platform. This handoff took time, introduced the risk of error, and meant there was no single view of what had been signalled and what had been executed.
The Approach
We built a dashboard on the Interactive Brokers API that monitors the firm’s signal files and submits the corresponding orders automatically. Position limits and stop-losses are applied before any order is sent, so automation does not come at the expense of control. Live positions are displayed alongside the signals in the same interface, built in Python with Streamlit.
The Impact
What used to be a manual handoff between two systems is now one screen. Orders are submitted as soon as signals arrive, within the limits the firm has set, and the team can see positions and execution in one place.
