How-to guides for Interactive Brokers

The three ways to bring data from Interactive Brokers into external software, explained step by step.

Set up a Flex Query

With the Flex Web Service, software fetches your executions straight from the IBKR servers, without a running Trader Workstation. Setup takes about 20 minutes and is done once.

Set up an IBKR Flex Query: Flex Web Service, Activity and Trade Confirmation queries → 5 minutes

Enable the TWS API

The TWS API opens a local port through which software queries executions, positions and quotes. The TWS has to be running whenever data is fetched.

Enable the TWS API: allow software to read from the Trader Workstation → 10 minutes

Export the account statement as CSV

The Flex Web Service reaches back 365 days. For everything before that, the Account Statement as CSV delivers executions, cash transactions and corporate actions.

Export the IBKR Account Statement as CSV: bring history older than 365 days into the trading journal →

Background: the guide to trading journal software, local or cloud

Try it with your own account

Test Foliograph free for 30 days with your IBKR account, no credit card. Support in German and English by email.

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