/// <summary>
/// Downloads the financial advisor configuration
/// </summary>
/// <param name="client">The IB client</param>
/// <returns>true if successfully completed</returns>
public bool Load(InteractiveBrokersClient client)
{
var faResetEvent = new AutoResetEvent(false);
var xmlGroups = string.Empty;
var xmlProfiles = string.Empty;
var xmlAliases = string.Empty;
EventHandler <ReceiveFaEventArgs> handler = (sender, e) =>
{
switch (e.FaDataType)
{
case Constants.FaAliases:
xmlAliases = e.FaXmlData;
break;
case Constants.FaGroups:
xmlGroups = e.FaXmlData;
break;
case Constants.FaProfiles:
xmlProfiles = e.FaXmlData;
break;
}
faResetEvent.Set();
};
client.ReceiveFa += handler;
// request FA Aliases
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): requesting FA Aliases");
client.ClientSocket.requestFA(Constants.FaAliases);
if (!faResetEvent.WaitOne(2000))
{
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): Download FA Aliases failed. Operation took longer than 2 seconds.");
return(false);
}
// request FA Groups
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): requesting FA Groups");
client.ClientSocket.requestFA(Constants.FaGroups);
if (!faResetEvent.WaitOne(2000))
{
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): Download FA Groups failed. Operation took longer than 2 seconds.");
return(false);
}
// request FA Profiles
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): requesting FA Profiles");
client.ClientSocket.requestFA(Constants.FaProfiles);
if (!faResetEvent.WaitOne(2000))
{
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): Download FA Profiles failed. Operation took longer than 2 seconds.");
return(false);
}
client.ReceiveFa -= handler;
// load FA configuration
var serializer = new XmlSerializer(typeof(List <AccountAlias>), new XmlRootAttribute("ListOfAccountAliases"));
using (var stringReader = new StringReader(xmlAliases))
{
_accountAliases = (List <AccountAlias>)serializer.Deserialize(stringReader);
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): FA Aliases found: " + _accountAliases.Count);
}
serializer = new XmlSerializer(typeof(List <Group>), new XmlRootAttribute("ListOfGroups"));
using (var stringReader = new StringReader(xmlGroups))
{
_accountGroups = (List <Group>)serializer.Deserialize(stringReader);
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): FA Groups found: " + _accountGroups.Count);
}
serializer = new XmlSerializer(typeof(List <AllocationProfile>), new XmlRootAttribute("ListOfAllocationProfiles"));
using (var stringReader = new StringReader(xmlProfiles))
{
_allocationProfiles = (List <AllocationProfile>)serializer.Deserialize(stringReader);
Log.Trace("InteractiveBrokersBrokerage.DownloadFinancialAdvisorConfiguration(): FA Profiles found: " + _allocationProfiles.Count);
}
// save the master account code
var entry = _accountAliases.FirstOrDefault(x => InteractiveBrokersBrokerage.IsMasterAccount(x.Account));
if (entry == null)
{
throw new Exception("The Financial Advisor master account was not found.");
}
MasterAccount = entry.Account;
return(true);
}