Brokerages

Follow these steps to start live trading a project in the cloud with the SS&C Eze brokerage and the SS&C Eze data provider:

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 deploy "<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 deploy "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'

4. Enter 1 to select the SS&C Eze brokerage.

$ lean cloud live deploy "My Project" --push --open
Select a brokerage:
1) Paper Trading
2) Interactive Brokers
3) Tradier
4) Oanda
5) Bitfinex
6) Coinbase Advanced Trade
7) Binance
8) Zerodha
9) Samco
10) Terminal Link
11) Trading Technologies
12) Kraken
13) Charles Schwab
14) Bybit
15) TradeStation
16) Alpaca
17) Tastytrade
18) Eze
Enter an option: 1

5. Enter the trading domain, region, username, password, and trading account in BBCD (BANK;BRANCH;CUSTOMER;DEPOSIT) format.

   $ lean cloud live "My Project" --push --open
   Provided by brokerage: trading domain: LIGHTSPEEDDELAY
   Provided by brokerage: locale/market region: Live and Delayed
   Username:
   Account password:
   Enter your trading account (BBCD format): LATEST;TEST;01;ACQUIREDMEDIA
   

6. 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 deploy "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

7. 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 deploy "My Project" --push --open
Do you want to enable automatic algorithm restarting? [Y/n]: y

8. 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 deploy "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

9. Enter 1 to select the SS&C Eze data provider.

$ lean live "My Project"
Select a live data feed:
1) QuantConnect
2) Interactive Brokers
3) Tradier
4) Oanda
5) Bitfinex
6) Coinbase Advanced Trade
7) Binance
8) Zerodha
9) Samco
10) Terminal Link
11) Trading Technologies
12) Kraken
13) Charles Schwab
14) Polygon
15) CoinApi
16) Bybit
17) TradeStation
18) Alpaca
19) Tastytrade
20) Eze
To enter multiple options, separate them with comma: 1

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

$ lean cloud live deploy "My Project" --push --open
Brokerage: SS&C Eze
Project id: 1234567
Environment: Live
Server name: L-MICRO node 89c90172
Server type: L-MICRO
Live Data providers: SS&C Eze
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
Automatic algorithm restarting: Yes
Are you sure you want to start live trading for project 'My Project'? [y/N]: y

11. 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: SS&C Eze
Launched: 2021-06-09 15:10:12 UTC

Follow these steps to start local live trading with the SS&C Eze 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 live deploy "<projectName>" to start a live deployment wizard for the project in . / <projectName> and then enter the brokerage number, 1.

   $ lean live deploy "My Project"
   Select a brokerage:
   1) Paper Trading
   2) Interactive Brokers
   3) Tradier
   4) OANDA
   5) Bitfinex
   6) Coinbase Advanced Trade
   7) Binance
   8) Zerodha
   9) Samco
   10) Terminal Link
   11) Trading Technologies
   12) Kraken
   13) Charles Schwab
   14) Bybit
   15) TradeStation
   16) Alpaca
   17) Tastytrade
   18) Eze
   Enter an option: 1

4. Enter the trading domain, region, username, password, and trading account in BBCD (BANK;BRANCH;CUSTOMER;DEPOSIT) format.

   $ lean cloud live "My Project" --push --open
   Provided by brokerage: trading domain: LIGHTSPEEDDELAY
   Provided by brokerage: locale/market region: Live and Delayed
   Username:
   Account password:
   Enter your trading account (BBCD format): LATEST;TEST;01;ACQUIREDMEDIA
   

5. Set your initial cash balance.

   $ lean live deploy "My Project"
   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

6. Enter the number of the live data provider(s) to use and then follow the steps required for the data connection.

   $ lean live deploy "My Project"
   Select a live data provider:
   1) Interactive Brokers
   2) Tradier
   3) Oanda
   4) Bitfinex
   5) Coinbase Advanced Trade
   6) Binance
   7) Zerodha
   8) Samco
   9) Terminal Link
   10) Trading Technologies
   11) Kraken
   12) Charles Schwab
   13) IQFeed
   14) Polygon
   15) CoinApi
   16) ThetaData
   17) Custom data only
   18) Bybit
   19) TradeStation
   20) Alpaca
   21) Tastytrade
   22) Eze
   To enter multiple options, separate them with comma:

If you select one of the following data providers, see the respective page for more instructions:

• IQFeed
• Polygon
• Theta Data
7. 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.

For information about the SS&C Eze data provider, see SS&C Eze. In local deployments, universe selection is available if you download the data from the Dataset Market. The dataset listings show how to download the universe selection data with the CLI. To stay up-to-date, periodically download the new data from QuantConnect Cloud, which you can automate with Python scripts. For example, the following tutorials explain how to download historical data and download daily updates:

• US Equity Coarse Universe
• US Equity Option Universe
• US ETF Constituents
• US Index Option Universe
• US Futures Universe
• US Futures Options Universe

The SS&C Eze data provider serves raw data. To get adjusted Equity data in local deployments, download the US Equity Security Master. To get continuous Futures data, download the US Futures Security Master.