Daily Fidelity authentication requests when not streaming data
Author: maximgl
Creation Date: 3/9/2018 2:49 AM
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maximgl

#1
I have a separate VM with an instance of Wealth-Lab where I have 2 daily strategies configured for paper trading. My intent was to leave that VM unattended to check on automated trading. I do not have any active chart open, so I do not think that machine has a need for streaming data, however I've noticed that I was asked to authenticate yesterday and I've got same authentication request today. I also see "Fidelity Investments Streaming Data (Connected)" status in the status bar.

Both Strategies are set to Execute at 21:30 GMT -05 Time, while data manager is set to pull daily tickers from Fidelity at 19:30 GMT -05Time, well before strategy would execute.

Why does Wealth-Lab ask for daily authentication in such configuration?
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Eugene

#2
In general, not only a Streaming window but Strategy Monitor and/or Accounts Tool with a live account will trigger periodic authentication requirement. This can happen if you open a saved Workspace with one of these tools.

I'm not sure if there's a periodic (daily) auth requirement but as far as I know it's recommended to log off and log back in every day.
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Cone

#3
QUOTE:
Why does Wealth-Lab ask for daily authentication in such configuration?
Fidelity WLPro requires periodic authentication for streaming, trading, etc., and once you've logged in, the authentication cookie is refreshed automatically during the U.S. market session. After 4pm, it just times out.

QUOTE:
Strategies are set to Execute at 21:30 GMT -05 Time
That's a bad idea if you're using Fidelity daily data for the reasons shown here: https://www.wealth-lab.com/Forum/Posts/Fidelity-Static-Provider-Data-Corrections-32260

It's not advisable to update Fidelity daily data until after the daily corrections are applied... that process runs in the early morning hours and probably finishes by 5 or 6 am.
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maximgl

#4
Thank you both Eugene and Cone for your replies.

Assuming that I change data pull times to 5am and strategies to run at 7am, what could be done to alow system to operate automatically? If I have to enter credentials every day, it does not seem that the system could be run unattended.
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Eugene

#5
QUOTE:
what could be done to alow system to operate automatically?

For example:

1. Creating a Default workspace with all your tools to open up when WLP starts.
2. Other tasks like WLP startup, password entry etc. can be automated with tools like AutoIT.

I'm sure this question was raised before on the forum so with a little search you'd find specific discussions with AutoIt scripts.