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fix(ibkr): probe write access with safe-haven what-if symbol - #514

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Pigbibi merged 1 commit into
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fix/ibkr-whatif-probe-safe-haven-20260918
Sep 17, 2026
Merged

Pigbibi merged 1 commit into
mainfrom
fix/ibkr-whatif-probe-safe-haven-20260918

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@Pigbibi

@Pigbibi Pigbibi commented Sep 17, 2026

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Summary

  • Permission what-if used managed_symbols[0] (SOXL); one share exceeds ~$390 account initial margin and logs Error 201 even though write access is fine and no live order is submitted.
  • Probe now uses SAFE_HAVEN (BIL) so small-account connect checks stay quiet.
  • Unit test ensures probe symbol is BIL, not SOXL.

Test plan

  • test_probe_market_order_write_access_uses_safe_haven_not_growth_symbol
  • existing what-if / dry-run probe skip tests
  • After merge+deploy U159: dry-run/live connect without Error 201 margin noise

Made with Cursor

SOXL one-share what-if exceeds small-account initial margin and emits Error 201; use BIL/safe haven so permission checks do not look like failed live orders.

Co-authored-by: Cursor <cursoragent@cursor.com>
@Pigbibi
Pigbibi merged commit 05ab1b0 into main Sep 17, 2026
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Pigbibi deleted the fix/ibkr-whatif-probe-safe-haven-20260918 branch September 17, 2026 20:22
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