Integrations
Connect external brokers and trading platforms. One-way sync into your journal.
Interactive Brokers — Flex Web Service
Pull executed trades from your IB account (live or paper) using a FlexQuery + token. No desktop software required.
How to set up
- Login to Account Management .
- For demo accounts: top-right account menu → switch to Paper Trading first (account ID should start with
DU…). The next steps must be done while in paper mode — queries and tokens are scoped to the active view. - Reporting → Flex Queries → New Activity Flex Query. Sections: enable Trades with all fields. Period: Last 30 days (start small) or Year to Date. Format: XML. Date format:
yyyyMMdd;HHmmss. Do NOT enable a schedule — leave it on-demand. Save and note the query ID. - Reporting → Flex Web Service → ⚙ → generate token. Paste both below.
If sync fails with code 1001: click Diagnose for the raw IB error. Persistent 1001 usually means the query was created in live view, has a schedule enabled, or the paper account has no trades in the chosen period.
Save your token + query ID above to enable sync.