Settings
Connect IBKR Flex Web Service for one-click sync. Credentials are stored only in your browser's IndexedDB.
IBKR Flex Web Service
Found at: IBKR Portal → Performance & Reports → Flex Queries → Flex Web Service Configuration.
The numeric ID of the Activity Flex Query you saved (Sections: Trades + Open Positions + Cash Report).
How sync works
- The app auto-syncs on load if the last successful sync is older than 12 hours.
- Manual "Sync now" is patient — retries IBKR for up to 8 minutes if their batch service is slow.
- Returned CSV is merged with existing IBKR data using content-based trade IDs (no duplicates).
- Token is read-only — can't place trades or withdraw. Revoke anytime in IBKR Flex Web Service Configuration.
🎯 Avoid IBKR 1001 errors — keep your Flex Query minimal
The lighter your Flex Query, the faster IBKR generates it (and the less likely it hits rate-limit). For daily sync, configure your query as:
- Sections: only Trades (skip Open Positions, Cash Report, etc.)
- Date range: Last 30 days (not "Since Inception")
- Trade fields: Symbol, Date/Time, Quantity, T. Price, Proceeds, Comm/Fee, Currency, Asset Category, ISIN (~9 fields total)
- Skip: "Select All", FX rates per trade, Lot info, Codes (CUSIP/FIGI)
A minimal query generates in 2-5 seconds. A heavy one with all sections + 365-day range takes 30s+ and often times out with code 1001.