IBKR + TradFi · Private beta
Stocks and options in a workflow crypto-native traders already understand.
In private beta, Omni connects an isolated IBKR paper gateway to familiar chart, ticket, portfolio, options-chain, strategy, and multi-order surfaces so approved testers can move between crypto and TradFi without changing mental models.
At a glance
- Accounts
- Private beta Invite-only paper trading is the governed validation path before production brokerage expansion.
- Options
- Chain + strategy Expiry-first loading, live bid/ask streaming, payoff, and what-if context support options workflows.
- Execution
- Chart + basket Stock legs can appear beside Hyperliquid legs in chart and multi-order views.
Why It Matters
What traders and researchers should take away
- Crypto-native traders should not need to relearn basic chart, ticket, position, and order interactions to trade equities.
- Far-dated option expiries need request cancellation and stale-response protection so the visible chain loads first.
- Cross-venue account and basket views make crypto and TradFi exposure easier to inspect together.
How it works
What the product uses behind the scenes
- Per-user gateway runtimes isolate IBKR session, account, market-data, and order state.
- Canonical IBKR symbols preserve stock and per-leg option identity across quotes, charts, positions, and orders.
- Options loading opens the requested expiry stream promptly, cancels superseded work, and rejects stale snapshots.
Notes
Things to know
- Access is invite-only during private beta; workflows and eligibility may change before public release.
- IBKR permissions, market-data subscriptions, and delayed/live entitlements determine available quote quality.
- Paper fills and behavior do not guarantee identical live execution.
- Live-account execution remains separately gated and is not implied by private-beta access.
Account, positions, and chart trading
IBKR state is visible in the same account and chart workflow as other venues.
- Load account equity, available funds, position value, mark, and PnL after gateway login.
- Keep position overlays scoped to the selected IBKR symbol during rapid navigation.
- Stage paper stock orders from chart and ticket context before live enablement.
Expiry-first option-chain loading
The selected expiry must win over slow, superseded snapshots.
- Open live quote subscriptions for the requested expiry without waiting on an old REST chain.
- Abort superseded requests and ignore late responses tied to a previous symbol or expiry.
- Carry bid, ask, IV, Greeks, payoff, and strategy legs into the analysis and order workflow.
Private-beta execution controls
Paper trading validates account isolation, permissions, and order behavior before broader brokerage access.
- Keep each tester’s gateway session and account state isolated from other users.
- Reflect delayed or live market-data entitlements explicitly in the visible quote state.
- Gate live-account execution separately from paper access and private-beta eligibility.
References
Implementation references
IBKR paper trading
omni-terminal/docs/IBKR_PAPER_TRADING.mdDocuments isolated gateway sessions, paper-account behavior, quote state, and order boundaries.
Instrument flow
omni-terminal/INSTRUMENTS_FLOW.mdDocuments canonical symbol flow across discovery, charts, positions, and execution.
Options contract helpers
omni-terminal/src/lib/ibkr/options.tsDefines option expiry, strike, right, and contract normalization used by chain and strategy views.