ibkr-api-sdk/README.md

A Node.js SDK for Interactive Brokers API

# IBKR API SDK

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## **Introduction**
The **IBKR API SDK** provides a simple way to integrate with **Interactive Brokers (IBKR) API** for account management and ACH transfers. This SDK helps developers interact with IBKR's API for:

✅ **Account Creation**  
✅ **KYC Submission**  
✅ **Account Status Check**  
✅ **Add Bank Accounts**  
✅ **Delete Bank Accounts**  
✅ **ACH Fund Transfers**  

---

## **📦 Installation**
To install the package via **NPM**, run:
```sh
npm install ibkr-api-sdk
Or using Yarn:
yarn add ibkr-api-sdk
🔧 Configuration

Before using the SDK, set up your environment variables in a .env file:
IBKR_BASE_URL=https://localhost:5000/v1/api
IBKR_API_KEY=your_api_key
IBKR_ACCOUNT_ID=your_account_id
🚀 Usage

Import the SDK and start making API calls.
1️⃣ Create an IBKR Account
const Ibkr = require("ibkr-api-sdk");

async function createAccount() {
  try {
    const response = await Ibkr.createAccount({
      firstName: "John",
      lastName: "Doe",
      email: "john.doe@example.com"
    });
    console.log("Account Created:", response);
  } catch (error) {
    console.error("Error:", error.message);
  }
}

createAccount();
2️⃣ Submit KYC
async function submitKYC() {
  try {
    const response = await Ibkr.submitKYC({
      userId: "U1234567",
      documentType: "passport",
      documentNumber: "123456789",
      issueDate: "2023-01-01",
      expiryDate: "2033-01-01"
    });
    console.log("KYC Submitted:", response);
  } catch (error) {
    console.error("Error:", error.message);
  }
}

submitKYC();
3️⃣ Get Account Status
async function checkAccountStatus() {
  try {
    const response = await Ibkr.getAccountStatus();
    console.log("Account Status:", response);
  } catch (error) {
    console.error("Error:", error.message);
  }
}

checkAccountStatus();
4️⃣ Add a Bank Account
async function addBankAccount() {
  try {
    const response = await Ibkr.addBank({
      bankName: "Bank of America",
      accountNumber: "123456789",
      routingNumber: "987654321",
      accountType: "checking"
    });
    console.log("Bank Account Added:", response);
  } catch (error) {
    console.error("Error:", error.message);
  }
}

addBankAccount();
5️⃣ Delete a Bank Account
async function deleteBankAccount() {
  try {
    const response = await Ibkr.deleteBank("bank123");
    console.log("Bank Account Deleted:", response);
  } catch (error) {
    console.error("Error:", error.message);
  }
}

deleteBankAccount();
6️⃣ Perform an ACH Transfer
async function performACHTransfer() {
  try {
    const response = await Ibkr.achTransfer({
      amount: 1000,
      currency: "USD",
      recipientAccount: "recipient123"
    });
    console.log("ACH Transfer Successful:", response);
  } catch (error) {
    console.error("Error:", error.message);
  }
}

performACHTransfer();
🛠 API Methods

Method	Description	Parameters
createAccount(data)	Create a new IBKR account	{ firstName, lastName, email }
submitKYC(data)	Submit KYC for verification	{ userId, documentType, documentNumber, issueDate, expiryDate }
getAccountStatus()	Retrieve IBKR account status	N/A
addBank(data)	Add a bank account	{ bankName, accountNumber, routingNumber, accountType }
deleteBank(bankId)	Remove a bank account	bankId
achTransfer(data)	Perform an ACH fund transfer	{ amount, currency, recipientAccount }
📌 Environment Variables

Variable Name	Description
IBKR_BASE_URL	The IBKR API base URL (e.g., https://localhost:5000/v1/api)
IBKR_API_KEY	Your IBKR API Key
IBKR_ACCOUNT_ID	Your IBKR Account ID
📖 IBKR API Documentation

Refer to the official IBKR API Documentation for more details:
🔗 IBKR API Docs
🔍 Troubleshooting

❓ "Unauthorized" Error
Check if IBKR Gateway/TWS is running.
Ensure API key is correct and permissions are enabled.
❓ "Invalid Account" Error
Verify your IBKR_ACCOUNT_ID is correct.
❓ Connection Refused
Restart IBKR Gateway:
killall ibgateway
./ibgateway
📄 License

This project is licensed under the MIT License.
👨‍💻 Contributors

Your Name - Developer
Contributors Welcome! If you'd like to improve this package, feel free to submit a PR!
⭐ Support & Contributions

💡 Found a bug? Have a feature request?
Submit an issue or PR on GitHub.
✅ If you find this package useful, please star this repository! 🌟

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## **📌 How to Use It?**
1. Copy this **`README.md`** and place it inside your **NPM package root folder**.
2. After publishing, it will appear as the **package documentation** on **npmjs.com**.

---

## **🚀 Next Steps**
- ✅ **README.md completed**  
- ✅ **NPM package structure & implementation done**  
- 🔒 **OAuth Authentication (Optional, for better security)**  
- ✅ **Testing with Jest** (if needed)  

Would you like **unit tests** or **OAuth authentication** next? 🚀