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Connect Interactive Brokers (IBKR) to Tradoshi

5 minutes, one time. Tradoshi reads your history through IBKR's Flex reports: read-only, without ever knowing your login credentials.

Before you start

  • You need an active IBKR account and access to the Client Portal.
  • The connection uses two values you create at IBKR: a Flex Token and a Query ID. This guide shows you where to find them.
  • IBKR delivers trades at D+1: today's trades show up tomorrow (a broker limitation, common to every trading journal).
1

Open Flex Queries in your Client Portal

Log in at interactivebrokers.com → Client Portal. In the menu, open Performance & Reports → Flex Queries.

2

Create your Activity Flex Query

In the Activity Flex Query panel, click + to create a query and name it Tradoshi. Configure it like this:

  • Sections: open Trades and check everything (Select All, type “Executions”).
  • Recommended: also add Cash Transactions (deposits/withdrawals, for exact ROI), Account Information, Forex P&L Details, and if you trade CFDs: CFD Charges + Transaction Fees.
  • Format: XML · Period: “Last 365 Calendar Days”.
  • General configuration: leave everything as default (date yyyyMMdd, time HHmmss, semicolon separator, the Yes/No toggles on “No”).

Click Continue and save.

3

Note your Query ID

Back on the list, click the ⓘ icon next to your “Tradoshi” query: the query number shown at the top is your Query ID (e.g. 1572283).

4

Enable the Flex Web Service and generate your token

On the same Flex Queries page, open the Flex Web Service Configuration block (⚙ gear). Enable the service, then generate a verification code: that long string of digits is your Flex Token. It's valid for about a year.

Don't restrict the token to an IP address (leave “Valid for IP address” empty).

5

Paste both values into Tradoshi

In Tradoshi: Import / Connect → + Add an account → Interactive Brokers → Auto-sync. Paste your Flex Token and Query ID, then click Connect & sync. Your history arrives in seconds.

Troubleshooting

  • “No executions”: check the query period is “Last 365 Calendar Days” and remember today's trades only appear at D+1.
  • Invalid or expired token: regenerate a verification code under “Flex Web Service Configuration” and update it in Tradoshi.
  • Can't find the Query ID: it's the query number in your query's ⓘ popup, not the token.

Security: what Tradoshi can and cannot do

  • Tradoshi never knows your IBKR credentials: the Flex token only gives access to reports.
  • Read-only: impossible to place orders, touch your funds or change your account.
  • Your token is encrypted server-side, never stored in plain text.

Connect my IBKR account →