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fix to enable retrieving portfolios from multiple accounts #165

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fix to enable retrieving portfolios from multiple accounts #165

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c8a67f3
adding support for positions for multiple accounts
cantupaz Jul 23, 2025
64e0575
fix getting positions when we have multiple accounts
cantupaz Jul 23, 2025
4d5c806
cleaned up comments related to subscribing to multiple accounts to ge…
cantupaz Jul 24, 2025
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33 changes: 26 additions & 7 deletions ib_async/ib.py
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Original file line number Diff line number Diff line change
Expand Up @@ -2054,6 +2054,7 @@ async def connectAsync(
# name -> request
reqs: dict[str, Awaitable[Any]] = {}
reqs["positions"] = self.reqPositionsAsync()

if not readonly:
if fetchFields & StartupFetch.ORDERS_OPEN:
reqs["open orders"] = self.reqOpenOrdersAsync()
Expand All @@ -2066,13 +2067,6 @@ async def connectAsync(
if fetchFields & StartupFetch.ACCOUNT_UPDATES:
reqs["account updates"] = self.reqAccountUpdatesAsync(account)

if len(accounts) <= self.MaxSyncedSubAccounts:
if fetchFields & StartupFetch.SUB_ACCOUNT_UPDATES:
for acc in accounts:
reqs[f"account updates for {acc}"] = (
self.reqAccountUpdatesMultiAsync(acc)
)

# run initializing requests concurrently and log if any times out
tasks = [asyncio.wait_for(req, timeout) for req in reqs.values()]
errors = []
Expand All @@ -2083,6 +2077,23 @@ async def connectAsync(
errors.append(msg)
self._logger.error(msg)

# To get portfolios for multiple accounts we have to subscribe to each
# account serially to ensure all data is loaded. We have to do it serially
# because IB API sends back a generic accountDownloadEnd signal when it
# finishes sending the data for the first account, so we cannot subscribe
# to multiple accounts at once.
if len(accounts) <= self.MaxSyncedSubAccounts:
for acc in accounts:
try:
await asyncio.wait_for(
self.reqAccountUpdatesAsync(acc), timeout
)
except asyncio.TimeoutError:
msg = f"reqAccountUpdatesAsync for {acc} timed out"
errors.append(msg)
self._logger.error(msg)
self._logger.info("Finished fetching all portfolio data.")

# the request for executions must come after all orders are in
if fetchFields & StartupFetch.EXECUTIONS:
try:
Expand Down Expand Up @@ -2289,6 +2300,14 @@ def reqPositionsAsync(self) -> Awaitable[list[Position]]:
self.client.reqPositions()
return future

def reqPositionsMultiAsync(
self, account: str = "", modelCode: str = ""
) -> Awaitable[None]:
reqId = self.client.getReqId()
future = self.wrapper.startReq(reqId)
self.client.reqPositionsMulti(reqId, account, modelCode)
return future

def reqContractDetailsAsync(
self, contract: Contract
) -> Awaitable[list[ContractDetails]]:
Expand Down