# 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)