Intratio Desktop
The Intratio portfolio on your own computer, next to your Interactive Brokers account: the tradable universe, the rebalance plan, its execution, the next-day reconciliation and auditable records, all on your machine. Your API key and broker tokens never leave it.
Version 1.10.0: several Interactive Brokers accounts in one app. Settings > Profile keeps one profile per account (New account, Remove) and the top bar switches between them; a switch reconnects IB Gateway on the new account, clears every value of the former one (Today, Live book, monitor) and is refused while an execution session is open. A plan runs only on the profile and account it was made for; a Flex statement of another account is refused, an advisor statement is cut down to the profile's account, and Flex tokens are stored per account. Curate: removing names is one request and the page updates at once.
- Syncs your Intratio portfolio, followed names and optimizer settings with your API key, within your daily quota.
- Checks which names are tradable on your IBKR account (CFD listing, short availability) and re-optimizes on that universe.
- Builds the rebalance plan from the positions actually held, with the expected cost of each order, and executes it against IB Gateway or Trader Workstation, paper or live.
- Reconciles every fill against your IBKR statements the next day, and keeps a verifiable record of every decision and trade.
- Windows 10 or 11, 64-bit. About 300 MB of disk space; no administrator rights needed.
- An Interactive Brokers account with IB Gateway or Trader Workstation installed and logged in on the same computer (paper or live).
- An Intratio Institutional account and its API key (My Account page).
- Microsoft Edge WebView2, which ships with Windows.
- Download the installer above and open it. The app is published without a code-signing certificate, so Windows SmartScreen shows “Windows protected your PC” the first time: click “More info”, then “Run anyway”. Compare the SHA-256 below with the downloaded file if your policy requires it.
- The app installs for your Windows account only, under your local programs folder, with a Start-menu and a Desktop shortcut.
- Start IB Gateway and log in. Then, in the app, open Settings: store your Intratio API key, choose the gateway port, and connect.
- On a computer where Smart App Control refuses unsigned installers, unzip the portable zip anywhere instead and run “Create shortcuts.cmd” once: it runs only signed Python binaries.
- The app checks for new versions itself (Settings › Updates), downloads them with your API key, verifies them and installs them on restart. No new download from this page is needed.
- Settings, keys and records stay in your Windows profile, encrypted with Windows DPAPI; they survive updates and the uninstaller.
- The app talks to intratio.com and to your local IB Gateway only. Nothing about your account or your trades is sent anywhere else.
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