Run a Flex Query

Instructions

Once you create a custom Flex Query, you can run it in Portal using one of two methods:

  • Quickly Run a Saved Flex Query or Trade Confirmation Flex Query from the Run a Flex Query panel on the Flex Queries screen.
  • Run a Custom Activity or Trade Confirmation Flex Query from the Custom Flex Queries panel on the Flex Queries screen.
  1. Click Performance & Reports > Flex Queries.
    • Alternatively, click Menu in the top left corner > Reporting > Statements.

  2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.

    The Flex Queries screen opens.

    The flex queries panel in portal.

  3. Select the blue Run arrow icon to the right of the saved Flex Query that you want to view.

    A selected flex query to run in portal.

  4. Select the Period, Format, and how you want the Flex Query to be configured for multiple selected accounts and/or partitions. Consolidated statements combine the data for multiple accounts into a single statement, while ZIP saves separate Flex Queries for selected accounts in a single zipped file.

  5. Click Run.

  6. When prompted, save the Flex Query or zipped file to your computer.

  7. You can open your Flex Queries in a program that can read text or XML files.

 

Additional Resources

Learn About Reporting in Client Portal at IBKR Campus

Learn About Reporting in Advisor Portal at IBKR Campus

Learn About Reporting in Broker Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the IBKR Advisor Portal Website

Visit the IBKR Broker Portal Website

Log in to Flex Queries