Interactive Brokers

Export from IBKR

1. Log in to IBKR then "Performance and report"
2. Go to "Reports" → "Flex Queries"
3. Create a new Flex Query with trade fields
4. Generate the query and download the CSV file

Here are the elements to specify in the Flex Query:

Create the profile in TradeJourney

1. Create a profile with provider Interactive Brokers (see Create import profile)
2. Once your profile is created, click the Use button
3. Select your CSV file
4. Click the Import button

Configure the Flex Query

1. Log in to IBKR then "Performance and report"
2. Go to "Reports" → "Flex Queries"
3. Create a new Flex Query with trade fields

Here are the elements to specify in the Flex Query:

Retrieve the token

1. Go to "Settings" → "Flex Web Service"
2. Copy the Token
3. Note the Flex Query ID

Create the profile in TradeJourney

1. Create a profile with provider Interactive Brokers (Live) (see Create import profile)
2. Paste the Token and Flex Query ID
3. Once your profile is created, click the Use button → TradeJourney automatically retrieves the trades