Data Queries
Instructions
Use the Client Data Queries feature to run reports based on performance, symbol or transaction count.
-
Click Menu in the top left corner > Administration & Tools > Client Data Queries
-
Run a report on performance: The report contains query accounts with performance greater than and/or less than a specified TWR.
-
Run a report based on symbol: The report will display any activity in the symbol or if the position was held in the account during the selected time period.
-
Run a report on transaction count: The report will show which activity surpasses the threshold. The activity can include trades, dividends, and position transfers but does not include interest.
-
Run a report on Required Minimum Distribution: This report will show which clients need to make an RMD for the selected tax year.
-
Additional Resources
Learn About Reporting in Broker Portal at IBKR Campus