AutoSync: Interactive Brokers
AutoSync: Connecting Interactive Brokers
Once this is set up you can import trades for the next 365 days before needing to reconnect. This will refresh your trades every 2 hours. When you make a trade through Interactive Brokers it can take 4-6+ hours for IB to make the data available through the feed.
Time to set up: 5mins
Once this is set up you can import trades for the next 365 days before needing to reconnect.
Set up the queries
Query 1 - Daily Sync: Follow the instructions here
We update using this query once per day. This will pull in the majority of your trades.
Generate the access token
Log into IBKR website: Login link
Click on the user icon on the top right corner and click on "Settings"
Once you see the account settings page, click on the Flex web service link.
In the popup that appears, check the "Flex web service status".
Click 'generate new token'
Change the drop down to 1 year
Click re-generate token
Copy the 'Current Token'
Now we will get the flex query ID, at the top hover over 'Performance and Reports', click Flex Queries
Click the 'Pencil' icon to the right of the flex query you created
Copy the query ID at the top
Enter these IDs below
Updated on: 08/03/2023