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Document deployment details for the remaining brokerages - #2681

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AlexCatarino merged 2 commits into
QuantConnect:masterfrom
AlexCatarino:feature-brokerage-deployment-details
Sep 15, 2026
Merged

AlexCatarino merged 2 commits into
QuantConnect:masterfrom
AlexCatarino:feature-brokerage-deployment-details

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@AlexCatarino

@AlexCatarino AlexCatarino commented Sep 15, 2026

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Summary

Follow-up to #2680. Every brokerage that calls DeploymentDetailsHelper.Add now has a Deployment Details page that lists the keys it shares, and the feature itself is documented outside of the brokerage sections.

New brokerage pages and keys, taken from the current master of each Lean.Brokerages.* repo:

  • Interactive Brokers: ib-account, ib-user-name, ib-trading-mode, ib-financial-advisors-group-filter, plus ib-fix-account and ib-fix-user-name for FIX deployments.
  • TradeStation: trade-station-account-id, trade-station-account-type.
  • tastytrade: tastytrade-account-number.
  • Public: public-account-number.
  • Alpaca: alpaca-paper-trading.
  • Charles Schwab: charles-schwab-account-number.
  • Clear Street: clearstreet-account-id.
  • Webull: webull-account-id.
  • Bybit: bybit-vip-level.
  • Tradier: tradier-account-id, tradier-use-sandbox.
  • Bloomberg FIX: bloomberg-fix-sender-sub-id, bloomberg-fix-on-behalf-of-comp-id, bloomberg-fix-deliver-to-comp-id.
  • SS&C Eze: eze-user-name, eze-domain, eze-locale, eze-trading-account.
  • OANDA: oanda-account-id, oanda-environment.

Binance, Coinbase, Kraken, Bitfinex, dYdX, Trading Technologies and Wolverine don't share deployment details yet, so they get no page.

Feature pages:

  • Cloud Platform > Live Trading > Getting Started > Get Deployment Details, which pushes Automate Deployments to 12.
  • Writing Algorithms > Live Trading > Brokerages > Get Deployment Id, which documents AlgorithmId / algorithm_id, and Get Deployment Details.
  • The part that explains how to read the details moves to Resources/live-trading/deployment-details.php's new sibling, Resources/live-trading/read-deployment-details.php, so the brokerage pages and the two new pages share it.

Test plan

  • Rendered every new and changed page with PHP; no warnings, and the brokerage pages render exactly as before the include split.

🤖 Generated with Claude Code

AlexCatarino and others added 2 commits September 16, 2026 00:12
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@AlexCatarino
AlexCatarino merged commit a8fd121 into QuantConnect:master Sep 15, 2026
@AlexCatarino
AlexCatarino deleted the feature-brokerage-deployment-details branch September 15, 2026 23:32
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