chore: import upstream snapshot with attribution

2026-07-13 13:02:50 +08:00
commit 0fc60fdcb1
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+# QUANTCONNECT.COM - Democratizing Finance, Empowering Individuals.
+# Lean Algorithmic Trading Engine v2.0. Copyright 2014 QuantConnect Corporation.
+#
+# Licensed under the Apache License, Version 2.0 (the "License");
+# you may not use this file except in compliance with the License.
+# You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing, software
+# distributed under the License is distributed on an "AS IS" BASIS,
+# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+# See the License for the specific language governing permissions and
+# limitations under the License.
+
+from AlgorithmImports import *
+
+### <summary>
+### This algorithm demonstrates how to submit orders to a Financial Advisor account group, allocation profile or a single managed account.
+### </summary>
+### <meta name="tag" content="using data" />
+### <meta name="tag" content="using quantconnect" />
+### <meta name="tag" content="trading and orders" />
+### <meta name="tag" content="financial advisor" />
+class FinancialAdvisorDemoAlgorithm(QCAlgorithm):
+
+    def initialize(self):
+        # Initialise the data and resolution required, as well as the cash and start-end dates for your algorithm. All algorithms must be initialized.
+
+        self.set_start_date(2013,10,7)   #Set Start Date
+        self.set_end_date(2013,10,11)    #Set End Date
+        self.set_cash(100000)           #Set Strategy Cash
+
+        self._symbol = self.add_equity("SPY", Resolution.SECOND).symbol
+
+        # The default order properties can be set here to choose the FA settings
+        # to be automatically used in any order submission method (such as SetHoldings, Buy, Sell and Order)
+
+        # Use a default FA Account Group with an Allocation Method
+        self.default_order_properties = InteractiveBrokersOrderProperties()
+        # account group created manually in IB/TWS
+        self.default_order_properties.fa_group = "TestGroupEQ"
+        # supported allocation methods are: EqualQuantity, NetLiq, AvailableEquity, PctChange
+        self.default_order_properties.fa_method = "EqualQuantity"
+
+        # set a default FA Allocation Profile
+        # DefaultOrderProperties = InteractiveBrokersOrderProperties()
+        # allocation profile created manually in IB/TWS
+        # self.default_order_properties.fa_profile = "TestProfileP"
+
+        # send all orders to a single managed account
+        # DefaultOrderProperties = InteractiveBrokersOrderProperties()
+        # a sub-account linked to the Financial Advisor master account
+        # self.default_order_properties.account = "DU123456"
+
+    def on_data(self, data):
+        # on_data event is the primary entry point for your algorithm. Each new data point will be pumped in here.
+
+        if not self.portfolio.invested:
+            # when logged into IB as a Financial Advisor, this call will use order properties
+            # set in the DefaultOrderProperties property of QCAlgorithm
+            self.set_holdings("SPY", 1)