Client Data Queries
Instructions
Use the Client Data Queries feature to run reports based on performance, symbol or transaction count.
- 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 the Portal at IBKR Campus
Learn About Professor Trading Lab at IBKR Campus