Guides
Getting your data out of Interactive Brokers
IBKR gives you the data, but not always obviously. These guides cover the exports, the Flex Query settings that quietly lose trades, and what the performance numbers actually mean.
How to set up an IBKR Flex Query and Flex Web Service token
Step-by-step guide to enabling IBKR Flex Web Service, generating a token, creating an Activity Flex Query in XML, and choosing a query period that never drops recent trades.
6 min read
How to export an IBKR Activity Statement as CSV
How to run and download an Activity Statement from the IBKR Client Portal in CSV format, which report sections to include, and what each section is used for.
5 min read
How to import more than one year of IBKR history
IBKR caps each statement export at one year. Here is how to export year by year, merge the files into one continuous record, and why overlapping ranges do not double-count.
4 min read
How to get today's IBKR trades in realtime with a Trade Confirmation query
Why today's fills are missing from your IBKR activity statement, and how a second Trade Confirmation Flex Query imports them in realtime without double-counting.
4 min read
Time-Weighted Return explained, and why your IBKR percentage looks wrong
What time-weighted return measures, how it differs from a simple return on NAV, and why deposits and withdrawals distort the percentage you thought you earned.
6 min read
Shorter answers
The FAQ covers the same ground in single answers, plus questions about pricing, privacy, and what each metric means.
See it with your own statements
Start in the demo portfolio, then import a statement whenever you are ready.