Brokerages

Follow these steps to start local live trading with the Coinbase brokerage:

1. Open a terminal in the organization workspace that contains the project.
2. Run lean live "<projectName>" to start a live deployment wizard for the project in . / <projectName> and then enter the brokerage number.

   $ lean live "My Project"
   Select a brokerage:
   1) Paper Trading
   2) Interactive Brokers
   3) Tradier
   4) OANDA
   5) Bitfinex
   6) Coinbase Pro
   7) Binance
   8) Zerodha
   9) Samco
   10) Terminal Link
   11) Atreyu
   12) Trading Technologies
   13) Kraken
   14) TD Ameritrade
   Enter an option: 

3. Enter the environment to use.

   $ lean live "My Project"
   Use sandbox? (live, paper): live

4. Enter your API key, API secret, and passphrase.

   $ lean live "My Project"
   API key: 6d3ef5ca2d2fa52e4ee55624b0471261
   API secret: ****************************************************************************************
   Passphrase: ****************

   To create new API credentials, see the API settings page on the Coinbase website.
5. Enter the number of the data feed to use and then follow the steps required for the data connection.

   $ lean live "My Project"
   Select a data feed:
   1) Interactive Brokers
   2) Tradier
   3) Oanda
   4) Bitfinex
   5) Coinbase Pro
   6) Binance
   7) Zerodha
   8) Samco
   9) Terminal Link
   10) Kraken
   11) TD Ameritrade
   12) IQFeed
   13) Polygon Data Feed
   14) Custom data only
   To enter multiple options, separate them with comma.:

If you select IQFeed, see IQFeed for set up instructions.

If you select Polygon Data Feed, see Polygon for set up instructions.

6. View the result in the <projectName> / live / <timestamp> directory. Results are stored in real-time in JSON format. You can save results to a different directory by providing the --output <path> option in step 2.

If you already have a live environment configured in your Lean configuration file, you can skip the interactive wizard by providing the --environment <value> option in step 2. The value of this option must be the name of an environment which has live-mode set to true.

Follow these steps to start live trading a project in the cloud with the Coinbase brokerage:

1. Log in to the CLI if you haven't done so already.
2. Open a terminal in the organization workspace that contains the project.
3. Run lean cloud live "<projectName>" --push --open to push . / <projectName>. to the cloud, start a live deployment wizard, and open the results in the browser once the deployment starts.

   $ lean cloud live "My Project" --push --open
   [1/1] Pushing 'My Project'
   Successfully updated cloud file 'My Project/main.py'
   Started compiling project 'My Project'
   Successfully compiled project 'My Project'
   Select a brokerage:
   1) Paper Trading
   2) Interactive Brokers
   3) Tradier
   4) Oanda
   5) Bitfinex
   6) Coinbase Pro
   7) Binance
   8) Zerodha
   9) Samco
   10) Trading Technologies
   11) Kraken
   12) TD Ameritrade
   Enter an option:

4. Enter the number of the Coinbase brokerage.
5. Enter whether the sandbox should be used.

   $ lean cloud live "My Project" --push --open
   Use sandbox? (live, paper): live

6. Enter your API key, API secret, and passphrase.

   $ lean cloud live "My Project" --push --open
   API key: 6d3ef5ca2d2fa52e4ee55624b0471261
   API secret: ****************************************************************************************
   Passphrase: ****************
   

   To create new API credentials, see the API settings page on the Coinbase website.
7. Select the live node that you want to use. If you only have one idle live trading node, it is selected automatically and this step is skipped.

   $ lean cloud live "My Project" --push --open
   Select a node:
   1) L-MICRO node 89c90172 - 1 CPU @ 2.4GHz, 0.5GB Ram
   2) L-MICRO node 85a52135 - 1 CPU @ 2.4GHz, 0.5GB Ram
   Enter an option: 1

8. Configure your notification settings. You can configure any combination of email, webhook, SMS, and Telegram notifications for order events and emitted insights. To view the number of notification you can send for free, see the Live Trading Notification Quotas.

   $ lean cloud live "My Project" --push --open
   Do you want to send notifications on order events? [y/N]: y
   Do you want to send notifications on insights? [y/N]: y
   Email notifications: None
   Webhook notifications: None
   SMS notifications: None
   Select a notification method:
   1) Email
   2) Webhook
   3) SMS
   4) Telegram
   Enter an option: 1
   Email address: john.doe@example.com
   Subject: Algorithm notification
   Email notifications: john.doe@example.com
   Webhook notifications: None
   SMS notifications: None
   Telegram notifications: None
   Do you want to add another notification method? [y/N]: n

9. Enable or disable automatic algorithm restarting. This feature attempts to restart your algorithm if it fails due to a runtime error, like a brokerage API disconnection.

   $ lean cloud live "My Project" --push --open
   Do you want to enable automatic algorithm restarting? [Y/n]: y

10. Set your initial cash balance.

    $ lean cloud live "My Project" --push --open
    Previous cash balance: [{'currency': 'USD', 'amount': 100000.0}]
    Do you want to set a different initial cash balance? [y/N]: y
    Setting initial cash balance...
    Currency: USD
    Amount: 95800
    Cash balance: [{'currency': 'USD', 'amount': 95800.0}]
    Do you want to add more currency? [y/N]: n

11. Set your initial portfolio holdings.

    $ lean cloud live "My Project" --push --open
    Do you want to set the initial portfolio holdings? [y/N]: y
    Do you want to use the last portfolio holdings? [] [y/N]: n
    Setting custom initial portfolio holdings...
    Symbol: GOOG
    Symbol ID: GOOCV VP83T1ZUHROL
    Quantity: 10
    Average Price: 50
    Portfolio Holdings: [{'symbol': 'GOOG', 'symbolId': 'GOOCV VP83T1ZUHROL', 'quantity': 10, 'averagePrice': 50.0}]
    Do you want to add more holdings? [y/N]: n

12. Verify the configured settings and confirm them to start the live deployment in the cloud.

    $ lean cloud live "My Project" --push --open
    Brokerage: CoinbaseProject id: 1234567
    Environment: Live
    Server name: L-MICRO node 89c90172
    Server type: L-MICRO
    Data provider: QuantConnect
    LEAN version: 11157
    Order event notifications: Yes
    Insight notifications: Yes
    Email notifications: john.doe@example.com
    Webhook notifications: None
    SMS notifications: None
    Telegram notifications: None
        
     Initial live cash balance: [{'currency': 'USD', 'amount': 95800.0}]     
     Initial live portfolio holdings: [{'symbol': 'GOOG', 'symbolId': 'GOOCV VP83T1ZUHROL', 'quantity': 10, 'averagePrice': 50.0}] 
    Automatic algorithm restarting: Yes
    Are you sure you want to start live trading for project 'My Project'? [y/N]: y

13. Inspect the result in the browser, which opens automatically after the deployment starts.

Follow these steps to see the live status of a project:

1. Log in to the CLI if you haven't done so already.
2. Open a terminal in the organization workspace that contains the project.
3. Run lean cloud status "<projectName>" to show the status of the cloud project named "<projectName>".

   $ lean cloud status "My Project"
   Project id: 1234567
   Project name: My Project
   Project url: https://www.quantconnect.com/project/1234567
   Live status: Running
   Live id: L-1234567a8901d234e5e678ddd9b0123c
   Live url: https://www.quantconnect.com/project/1234567/live
   Brokerage: CoinbaseLaunched: 2021-06-09 15:10:12 UTC