在Yahoo讨论组里面，看到下面的发言。 --------------------- I have 5 accounts with IB - all controlled from an Advisor account. When you log into the Advisor account you can direct orders into any of the client accounts. The choices are: (this list may be incomplete) 1. direct an order to a individual client account 2. split the order on a % basis to 2 or more accounts 3. split the order on a $ basis to 2 or more accounts This is very convenient - you only need to set up one order, then when it executes the shares are distributed per your split instructions. Using an Advisor account has reduced my error rate significantly. --------------------- 有这样一个设想。比如说， 现在运行的一个策略，是面向单一帐户的， 如果同样的交易，扩大到5个账户（每个账户里面的交易完全一样），不知道是如何实现的。
呵呵。。_cdf_兄论坛是常客啊。。*^_^*我最近也喜欢泡论坛里。。 如果每个顾问账户的交易策略都是一样的，那就很好办，IB支持顾问账户功能，可以同样的的策略使用所有的顾问账户。。 不过这个功能我们用过，希望以后到了境界，开始帮大资金操盘了，可以使用这个功能。。
这个功能叫pre-trade allocation, 所有IB FF账户都有。 http://individuals.interactivebroke...k/financialadvisors/pre-trade_allocations.htm Select a default allocation method. You can change the allocation method for each order. 1--EqualQuantity - Requires you to specify an order size. This method distributes shares equally between all accounts in the group. Example: You transmit an order for 400 shares of stock ABC. If your Account Group includes four accounts, each account receives 100 shares. If your Account Group includes six accounts, each account receives 66 shares, and then 1 share is allocated to each account until all are distributed. 2--NetLiq - Requires you to specify an order size. This method distributes shares based on the net liquidation value of each account. The system calculates ratios based on the Net Liquidation value in each account and allocates shares based on these ratios. Example: You transmit an order for 700 shares of stock XYZ. The account group includes three accounts, A, B and C with Net Liquidation values of $25,000, $50,000 and $100,000 respectively. The system calculates a ratio of 1:2:4 and allocates 100 shares to Client A, 200 shares to Client B, and 400 shares to Client C. 3--AvailableEquity - Requires you to specify an order size. This method distributes shares based on the amount of available equity in each account. The system calculates ratios based on the Available Equity in each account and allocates shares based on these ratios. Example: You transmit an order for 700 shares of stock XYZ. The account group includes three accounts, A, B and C with available equity in the amounts of $25,000, $50,000 and $100,000 respectively. The system calculates a ratio of 1:2:4 and allocates 100 shares to Client A, 200 shares to Client B, and 400 shares to Client C. 4--PctChange - Do not specify an order size. Since the quantity is calculated by the system, the order size is displayed in the Quantity field after the order is acknowledged. This method increases or decreases an already existing position. Positive percents will increase a position, negative percents will decrease a position.